STOCK TITAN

Ford (NYSE: F) HR chief settles RSUs; tax shares withheld, 498,191 held

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Ford Motor Company’s Chief People & Employee Experience Officer Jennifer Waldo settled previously granted restricted stock units into common shares as part of the company’s long-term incentive plan. Ford withheld shares worth $14.48 per share to cover income taxes, a standard non-market transaction. After these settlements and tax-withholding dispositions, Waldo directly owns 498,191 shares of Ford common stock.

Positive

  • None.

Negative

  • None.
Insider Waldo Jennifer
Role Chief People & E. Exp. Officer
Type Security Shares Price Value
Exercise Ford Stock Units 62,963 $0.00 --
Exercise Ford Stock Units 61,111 $0.00 --
Exercise Ford Stock Units 61,111 $0.00 --
Exercise Common Stock, $0.01 par value 62,963 $0.00 --
Tax Withholding Common Stock, $0.01 par value 27,352 $14.48 $396K
Exercise Common Stock, $0.01 par value 61,111 $0.00 --
Tax Withholding Common Stock, $0.01 par value 26,547 $14.48 $384K
Exercise Common Stock, $0.01 par value 61,111 $0.00 --
Tax Withholding Common Stock, $0.01 par value 26,547 $14.48 $384K
Holdings After Transaction: Ford Stock Units — 0 shares (Direct, null); Common Stock, $0.01 par value — 525,543 shares (Direct, null)
Footnotes (1)
  1. Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan. Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
Derivative exercises 185,185 shares Exercise or conversion of derivative securities related to stock units
Tax-withholding shares 80,446 shares Shares withheld to cover income tax liabilities
Post-transaction holdings 498,191 shares Common stock directly owned after all reported transactions
Withholding reference price $14.48 per share Price used for tax-withholding dispositions of common stock
Restricted Stock Units financial
"Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Long-Term Incentive Plan financial
"Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan."
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Waldo Jennifer

(Last)(First)(Middle)
ONE AMERICAN ROAD

(Street)
DEARBORN MICHIGAN 48126

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
FORD MOTOR CO [ F ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief People & E. Exp. Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $0.01 par value05/15/2026M62,963A(1)525,543D
Common Stock, $0.01 par value05/15/2026F27,352(2)D$14.48498,191D
Common Stock, $0.01 par value05/15/2026M61,111A(1)559,302D
Common Stock, $0.01 par value05/15/2026F26,547(2)D$14.48532,755D
Common Stock, $0.01 par value05/15/2026M61,111A(1)593,866D
Common Stock, $0.01 par value05/15/2026F26,547(2)D$14.48567,319D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Ford Stock Units(1)05/15/2026M62,963 (1) (1)Common Stock, $0.01 par value62,963(1)0D
Ford Stock Units(1)05/15/2026M61,111 (1) (1)Common Stock, $0.01 par value61,111(1)62,963D
Ford Stock Units(1)05/15/2026M61,111 (1) (1)Common Stock, $0.01 par value61,111(1)124,074D
Explanation of Responses:
1. Settlement of Restricted Stock Units into shares of Ford Common Stock under the Company's Long-Term Incentive Plan.
2. Shares withheld by the Company to cover income tax liabilities from the settlement of Restricted Stock Units into shares of Common Stock under the Company's Long-Term Incentive Plan.
Remarks:
Blair F. Petrillo, Attorney-in-Fact05/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Ford (F) executive Jennifer Waldo report?

Jennifer Waldo reported settlement of restricted stock units into Ford common stock under the company’s long-term incentive plan. The transactions reflect equity compensation vesting, with no open-market purchases or sales disclosed in this filing.

How many Ford shares does Jennifer Waldo hold after this Form 4?

After the reported transactions, Jennifer Waldo directly holds 498,191 shares of Ford common stock. This figure reflects the restricted stock unit settlements and shares withheld for taxes, as shown in the post-transaction ownership totals.

Were any Ford (F) shares sold on the open market in this Form 4?

The Form 4 shows only derivative exercises and tax-withholding dispositions, not open-market sales. Shares were withheld by Ford to satisfy tax liabilities related to restricted stock unit settlements under the long-term incentive plan.

What do the tax-withholding dispositions mean in the Ford Form 4 filing?

Tax-withholding dispositions indicate Ford withheld shares to cover income taxes from restricted stock unit settlements. These are coded as “F” transactions and are not discretionary market sales by the executive, but part of standard equity compensation mechanics.

How many Ford restricted stock units were settled in this Form 4?

The transaction summary shows 185,185 shares related to derivative exercises or conversions. These settlements convert Ford stock units into common shares as part of equity awards granted under the company’s long-term incentive plan.

How many Ford shares were withheld for taxes in Jennifer Waldo’s filing?

The transaction summary lists 80,446 shares as tax-withholding dispositions. These shares were withheld by Ford to cover income tax liabilities arising from the restricted stock unit settlements into common stock under the incentive plan.