STOCK TITAN

Integer Holdings (ITGR) exec exercises 1,963 RSUs and withholds 479 shares for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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 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)
  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.
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
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"
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*
Stephens Jim

(Last)(First)(Middle)
5830 GRANITE PARKWAY
SUITE 1150

(Street)
PLANO TEXAS 75024

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Integer Holdings Corp [ ITGR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President, CRM & Neuro
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 Stock05/15/2026M491A$0(1)4,859D
Common Stock05/15/2026M1,472A$0(1)6,331D
Common Stock05/15/2026F479D$88.165,852D
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
Restricted Stock Units(1)05/15/2026M491 (2) (2)Common Stock491$00D
Restricted Stock Units(1)05/15/2026M1,472 (3) (3)Common Stock1,472$00D
Explanation of Responses:
1. Restricted stock units convert into common stock on a one-for-one basis.
2. 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.
3. On May 15, 2023, the reporting person was granted 1,472 restricted stock units which vested in full on May 15, 2026.
Remarks:
/s/ Mark Zawodzinski as attorney-in-fact for Jim Stephens.05/19/2026
** 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 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.

Did Jim Stephens buy or sell Integer Holdings (ITGR) shares on the open market?

The filing does not show open-market purchases or sales. It reports an exercise of restricted stock units into 1,963 common shares and a related disposition of 479 shares solely to satisfy tax liabilities, a standard non-market mechanism used in equity compensation programs.

How many Integer Holdings (ITGR) shares came from Jim Stephens’ RSU exercises?

According to the Form 4 data, vested restricted stock units converted into a total of 1,963 underlying common shares. These shares arose from derivative exercises of restricted stock units rather than from open-market purchases, aligning with previously granted equity awards.

What does the 479-share disposition for Jim Stephens at Integer Holdings (ITGR) represent?

The 479-share disposition is classified as a tax-withholding transaction. Shares were delivered to satisfy tax obligations tied to the vesting and exercise of restricted stock units, and are not characterized as an open-market sale of Integer Holdings common stock by the executive.

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.