Integer Holdings (ITGR) exec exercises 1,963 RSUs and withholds 479 shares for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Integer Holdings Corp executive exercises stock units and settles taxes
Integer Holdings Corp’s President, CRM & Neuro, Jim Stephens reported routine equity compensation activity. On May 15, 2026, he exercised restricted stock units that converted into a total of 1,963 common shares. To cover tax obligations, 479 common shares were disposed of as a tax-withholding transaction rather than an open-market sale.
The transactions reflect vested restricted stock units converting into common stock on a one-for-one basis, consistent with the grant terms described in prior awards.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,963 shares exercised/converted
Mixed
5 txns
Insider
Stephens Jim
Role
President, CRM & Neuro
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 491 | $0.00 | -- |
| Exercise | Restricted Stock Units | 1,472 | $0.00 | -- |
| Exercise | Common Stock | 491 | $0.00 | -- |
| Exercise | Common Stock | 1,472 | $0.00 | -- |
| Tax Withholding | Common Stock | 479 | $88.16 | $42K |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct, null);
Common Stock — 4,859 shares (Direct, null)
Footnotes (1)
- Restricted stock units convert into common stock on a one-for-one basis. On May 15, 2023, the reporting person was granted 1,472 restricted stock units, vesting in three equal annual installments beginning on May 15, 2024. On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026.
Key Figures
RSU exercises: 1,963 shares
Tax withholding shares: 479 shares
RSU grant size: 1,472 units
+2 more
5 metrics
RSU exercises
1,963 shares
Derivative exercises of restricted stock units into common stock
Tax withholding shares
479 shares
Shares delivered to satisfy tax liability on RSU vesting
RSU grant size
1,472 units
Grant on May 15, 2023 vesting in three annual installments
Full-vesting RSU grant
1,472 units
Grant on May 15, 2023 that vested in full on May 15, 2026
Transaction date
May 15, 2026
Date of RSU exercises and tax-withholding disposition
Key Terms
Restricted stock units, tax-withholding disposition, derivative security, non-derivative
4 terms
Restricted stock units financial
"Restricted stock units convert into common stock on a one-for-one basis."
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.
non-derivative financial
"transaction_type: non-derivative for common stock entries"
FAQ
What insider transactions did Integer Holdings (ITGR) report for Jim Stephens?
Integer Holdings reported that President, CRM & Neuro, Jim Stephens exercised restricted stock units into 1,963 common shares, with 479 shares withheld to cover tax obligations. These entries reflect routine equity compensation activity rather than open-market share purchases or sales.
How do Jim Stephens’ restricted stock units convert at Integer Holdings (ITGR)?
Footnotes state that restricted stock units convert into Integer common stock on a one-for-one basis. Specific grants, such as 1,472 RSUs awarded May 15, 2023, vest in scheduled installments, after which they are settled in an equal number of common shares upon vesting.