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General Motors Vice President and Chief Accounting Officer Christopher Hatto reported several equity compensation transactions. On February 3, 2026, he was granted 3,413 Restricted Stock Units (RSUs) under GM’s 2020 Long-Term Incentive Plan, each convertible into one share of common stock and vesting in three equal annual installments from February 3, 2027 through February 3, 2029.
On February 4, 2026, 1,965 RSUs previously awarded were converted into an equal number of GM common shares at a stated price of $0, increasing his directly held common stock to 13,972 shares. That same day, 526 shares of common stock at $86.29 per share were disposed of in a tax withholding transaction, leaving Hatto with 13,446 directly owned shares and 3,929 RSUs outstanding.
General Motors Company files its 2025 annual report outlining its global auto, software-enabled services, and captive finance operations. Wholesale vehicle sales were 3.8 million in 2025, down from 4.0 million in 2024, while U.S. market share rose to 17.2%. GM continues to rely heavily on profitable full-size ICE trucks and SUVs, even as it builds out its Ultium-based EV portfolio and software platforms like OnStar and Super Cruise. The company recorded $8.5 billion of research and development expense and is investing about $4.0 billion to onshore vehicle production plus nearly $1.0 billion for new V8 engines. GM also recognized significant charges related to EV capacity realignment and its China joint ventures, and details extensive regulatory, environmental, supply chain, and competitive risks that could affect future performance.
General Motors Company furnished an update on its business performance by issuing a news release and supplemental materials covering its 2025 fourth quarter and full year consolidated earnings. These materials are provided as Exhibit 99.1 to the report, and additional charts presented to securities analysts are available on GM’s investor website. The earnings information and Exhibit 99.1 are designated as “furnished” rather than “filed,” which limits how they are treated under securities law and how they may be incorporated into other regulatory documents.
General Motors Company reports significant charges related to its ongoing shift in electric vehicle and global manufacturing strategy. After earlier recording $1.6 billion of charges in GM North America for the three months ended September 30, 2025, the company now expects to record approximately $6.0 billion of additional EV-related charges for the three months ended December 31, 2025, mainly in North America. These include about $1.8 billion of non-cash impairments and other non-cash items and about $4.2 billion tied to supplier settlements, contract cancellation fees and other items that will require cash payments.
GM also expects approximately $1.1 billion of additional non-EV related charges for the same period, largely from restructuring its China joint venture SGM and an additional legal accrual, with about $0.5 billion of related cash outflows. The company anticipates further material cash and non-cash charges in 2026 from continued supplier negotiations and notes that proposed greenhouse gas rules could impair its emissions credits. GM states that these actions are part of a broader realignment of EV capacity and confirms its current Chevrolet, GMC and Cadillac EV retail portfolio remains in production.
General Motors Co director insider report: A GM director reported additional deferred share units (DSUs) tied to the company’s common stock as of 12/31/2025.
The director acquired 5,812 DSUs at a price of $0, increasing the number of derivative securities beneficially owned to 25,652. A separate transaction credited an additional 233 DSUs at $0, bringing beneficial ownership in derivative securities to 25,885, all held as direct ownership.
According to the footnotes, amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of GM common stock during the quarter immediately before payment. The 233 DSUs represent dividends accrued on DSUs in 2025 that were credited as additional DSUs at year-end.
General Motors Co director reports deferred share unit awards
A General Motors Co director filed a statement of beneficial ownership covering equity awards dated 12/31/2025. The filing shows the acquisition of 3,936 Deferred Share Units (DSUs), each linked to GM common stock, and an additional 525 DSUs credited as dividends accrued on existing DSUs during 2025. Following these transactions, the director beneficially owns 54,696 DSUs in total, held directly.
According to the disclosure, DSU amounts will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of General Motors common stock during the quarter immediately preceding payment. The transactions were reported on a Form 4 filed by one reporting person who serves as a director of General Motors Co.
General Motors Company director reports new deferred share units. A non-employee director of General Motors Co (GM) reported receiving deferred share units (DSUs) on 12/31/2025. One award credited 6,172 DSUs, bringing the director’s total beneficially owned derivative securities to 89,247 DSUs. A second entry credited an additional 864 DSUs representing 2025 dividends accrued on existing DSUs, increasing total DSUs beneficially owned to 90,111, held in direct form. The DSUs will be paid in cash after the director leaves the Board, valued at the average closing price of General Motors common stock during the quarter immediately before payment.
General Motors Co director Mr. Kelly reported changes in his deferred share unit holdings. On December 31, 2025, he acquired 5,724 Deferred Share Units (DSUs) and an additional 55 DSUs credited as dividends accrued on DSUs in 2025. Each DSU corresponds to the value of one share of GM common stock.
Following these transactions, Mr. Kelly beneficially owned 7,885 DSUs, held directly. According to the disclosure, DSU amounts will be paid in cash after the non-employee director leaves the Board, using the average closing price of GM common stock during the quarter immediately before payment.
General Motors director reports additional deferred share units related to year-end board compensation and dividends. On 12/31/2025, a GM director who files individually acquired 4,560 Deferred Share Units ("DSUs") at an exercise price of $0, each representing the right to receive the value of one share of GM common stock. After this credit, the director beneficially owned 19,862 DSUs directly. On the same date, the director also received 180 additional DSUs at $0, bringing total directly held DSUs to 20,042.
According to the disclosure, DSU amounts will be paid in cash after the non-employee director leaves the Board and will be valued at the average closing price of General Motors common stock during the quarter immediately before payment. The 180 additional DSUs represent dividends accrued on existing DSUs in 2025 that were credited at year-end.
General Motors Co director Form 4 shows deferred share units credited for 2025. On 12/31/2025, the reporting person received 3,712 Deferred Share Units ("DSUs"), with each DSU representing the right to receive the value of one share of GM common stock. After this credit, the reporting person beneficially owned 30,343 derivative securities in the form of DSUs directly.
On the same date, an additional 287 DSUs were credited, representing dividends accrued on DSUs in 2025, bringing total directly owned DSUs to 30,630. The DSUs will be paid in cash after the non-employee director leaves the Board and will be valued at the average closing price of GM common stock during the quarter immediately preceding payment.