Kenvue (KVUE) chief accounting officer logs RSU vesting and tax-share disposals
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Kenvue Inc. VP & Chief Accounting Officer Heather Howlett reported equity compensation activity involving restricted stock units (RSUs) and common stock. On February 13, 2026, she exercised or converted RSUs into 12,016 shares of common stock and a separate 1,555 RSUs into common stock, both at a stated price of $0.0000 per share, reflecting non-cash vesting.
To cover tax liabilities upon RSU vesting, 4,131 shares and an additional 518 shares of common stock were disposed of at $18.6600 per share through tax-withholding transactions, rather than open-market sales. After these transactions, Howlett directly owned 30,190.0200 shares of Kenvue common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
13,571 shares exercised/converted
Mixed
6 txns
Insider
Howlett Heather
Role
VP & Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 12,016 | $0.00 | -- |
| Exercise | Restricted Stock Units | 1,555 | $0.00 | -- |
| Exercise | Common Stock | 12,016 | $0.00 | -- |
| Tax Withholding | Common Stock | 4,131 | $18.66 | $77K |
| Exercise | Common Stock | 1,555 | $0.00 | -- |
| Tax Withholding | Common Stock | 518 | $18.66 | $10K |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct);
Common Stock — 33,284.02 shares (Direct)
Footnotes (1)
- Shares withheld for payment of taxes upon vesting of the Restricted Stock Units ("RSUs"). These RSUs were originally granted by Johnson & Johnson as performance share units and, in connection with the Issuer's separation from Johnson & Johnson on August 23, 2023 (the "Separation") and pursuant to the terms of the Employee Matters Agreement, dated as of May 3, 2023 between Johnson & Johnson and the Issuer (the "Employee Matters Agreement"), were converted into time-based RSUs with respect to Issuer common stock with adjustments made to the number of shares subject to the award in order to preserve the award's value and with performance criteria deemed satisfied at the target level, unless two years have been completed in the performance period, in which case performance was deemed satisfied at the level of performance for such years. This award is fully vested. These RSUs were originally granted by Johnson & Johnson and, in connection with the Separation and pursuant to the terms of the Employee Matters Agreement, were converted into RSUs with respect to Issuer common stock with adjustments made to the number of shares subject to the award in order to preserve the award's value.
FAQ
What insider transactions did Kenvue (KVUE) report for Heather Howlett?
Heather Howlett reported RSU vesting and related tax-withholding transactions. She converted 12,016 and 1,555 restricted stock units into common shares and had 4,131 and 518 shares withheld at $18.66 per share to satisfy tax obligations tied to those equity awards.
What do the Form 4 codes M and F mean in the Kenvue (KVUE) filing?
Code “M” indicates the exercise or conversion of derivative securities, here restricted stock units becoming common stock at $0.00. Code “F” represents shares withheld at $18.66 per share to pay exercise price or tax liabilities, not open-market sales or purchases.
Were Kenvue (KVUE) restricted stock units fully vested in this Form 4?
The filing states that the reported award is fully vested. RSUs originally granted by Johnson & Johnson were converted into Kenvue RSUs at the separation, preserving value and deeming performance criteria satisfied under the Employee Matters Agreement terms described in the footnotes.
How are Johnson & Johnson equity awards reflected in this Kenvue (KVUE) Form 4?
The RSUs were originally Johnson & Johnson performance share units. In connection with Kenvue’s separation and the Employee Matters Agreement, they were converted into time-based Kenvue RSUs, with adjustments to share numbers and performance deemed satisfied as described in the footnotes.