IBM SVP exercises RSUs, shares withheld for taxes
INTERNATIONAL BUSINESS MACHINES CORP Senior Vice President Anne Robinson reported compensation-related stock activity involving restricted stock units that vested into common shares.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
INTERNATIONAL BUSINESS MACHINES CORP Senior Vice President Anne Robinson reported compensation-related stock activity involving restricted stock units that vested into common shares. On July 1, 2026, she exercised derivative awards to acquire 7,295 shares of IBM common stock.
To cover tax obligations, 4,035 shares were disposed of through share withholding at $286.725 per share, a non‑market transaction. After these exercises and tax withholdings, Robinson directly holds 13,016.578 shares of IBM common stock. The transactions reflect routine equity compensation vesting rather than open‑market buying or selling.
Insider Trade Summary
7,295 shares exercised/converted
Exercise
6 txns
Insider
Robinson Anne
Role
Senior Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Rst. Stock Unit | 5,883 | $0.00 | $0.00 |
| Exercise | Rst. Stock Unit | 1,412 | $0.00 | $0.00 |
| Exercise | Common Stock | 5,883 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 3,254 | $286.725 | $933K |
| Exercise | Common Stock | 1,412 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 781 | $286.725 | $224K |
Holdings After Transaction:
Rst. Stock Unit — 8,708 contracts (Direct);
Common Stock — 13,647.578 shares (Direct)
Footnotes (4)
- F1. On 07/01/24, the reporting person was granted 20,592 RSUs, 8,825 of which vested on 07/01/25, 5,883 of which vested on 07/01/26, and 5,884 of which will vest on 07/01/27.
- F2. These units were payable in cash or the company's common stock upon the lapse of the restrictions on the transaction date shown.
- F3. Release of restricted stock units.
- F4. On 07/01/24, the reporting person was granted 5,648 RSUs, 1,412 of which vested on 07/01/25, 1,412 which vested on 07/01/26, 1,412 of which will vest on 07/01/27, and 1,412 shares of which will vest on 07/01/2028.
Key Figures
Common shares exercised: 7,295 shares
Shares withheld for taxes: 4,035 shares
Withholding price per share: $286.725 per share
+5 more
8 metrics
Common shares exercised
7,295 shares
Derivative exercises on July 1, 2026
Shares withheld for taxes
4,035 shares
Tax-withholding dispositions on July 1, 2026
Withholding price per share
$286.725 per share
Price used for tax-withholding dispositions
Shares owned after transactions
13,016.578 shares
Direct IBM common stock holdings post-July 1, 2026
RSU grant size (2024 grant)
20,592 RSUs
Grant on July 1, 2024 with multi-year vesting
Additional RSU grant size
5,648 RSUs
Grant on July 1, 2024 with four equal vesting tranches
RSUs vested July 1, 2026 (large grant)
5,883 RSUs
Portion of 20,592 RSU grant vesting on July 1, 2026
RSUs vested July 1, 2026 (smaller grant)
1,412 RSUs
Portion of 5,648 RSU grant vesting on July 1, 2026
Key Terms
RSUs, restricted stock units, tax-withholding disposition, derivative security, +1 more
5 terms
RSUs financial
"On 07/01/24, the reporting person was granted 20,592 RSUs, 8,825 of which vested..."
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
restricted stock units financial
"Release of restricted stock units."
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.
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.
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Senior Vice President financial
"officer_title": "Senior Vice President""
A senior vice president is a high-ranking executive within a company who oversees large parts of the organization and helps shape its overall strategy. They are often just below top leadership, making important decisions that can impact the company's success. For investors, this role indicates a person with significant responsibility and influence, which can affect the company's stability and growth prospects.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did IBM Senior Vice President Anne Robinson report?
Anne Robinson reported routine equity compensation activity, exercising derivative awards for 7,295 IBM common shares and using share withholding for taxes. These are non-market transactions tied to restricted stock unit vesting, not open-market purchases or sales of IBM stock.
What is the size of the IBM (IBM) restricted stock unit exercises reported?
The filing shows derivative exercises covering 7,295 IBM common shares. These exercises relate to previously granted restricted stock units that vested and converted into common stock as part of Robinson’s compensation, rather than discretionary market trades.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates