Kenvue (KVUE) officer details RSU acceleration and tax withholding
Rhea-AI Filing Summary
Kenvue Inc. reported equity award activity for its Chief Corporate Affairs Officer on 12/15/2025. The officer converted restricted stock units into 2,752.06 and 2,155.93 shares of common stock at an exercise price of $0, then had 1,408 and 1,103 shares withheld at $17.21 per share to cover taxes, resulting in 4,101.14 shares of common stock held directly.
The RSU awards each correspond 1-for-1 with Kenvue common stock and include shares from dividend reinvestment. One award was scheduled to vest in three equal installments on 06/03/2025, 06/03/2026, and 06/03/2027, and another on 03/10/2026, 03/10/2027, and 03/10/2028. Portions scheduled for 06/03/2026 and 03/10/2026 vested early as part of “Section 280G Mitigation” related to a pending transaction between Kenvue and Kimberly-Clark, and the accelerated awards are subject to clawback if it is later determined the officer would not have ultimately vested in them.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,752.06 | $0.00 | -- |
| Exercise | Restricted Stock Units | 2,155.93 | $0.00 | -- |
| Exercise | Common Stock | 2,752.06 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,408 | $17.21 | $24K |
| Exercise | Common Stock | 2,155.93 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,103 | $17.21 | $19K |
Footnotes (1)
- Shares withheld for payment of taxes upon vesting of Restricted Share Units. These units correspond 1 for 1 with the Company's common stock. This award was scheduled to vest in three equal installments on 06/03/2025, 06/03/2026, and 06/03/2027, subject to the reporting person's continued service through such vesting date but the vesting of the portion reflected herein was accelerated from 06/03/2026 in in order to mitigate the adverse impact to the Issuer and the Reporting Person of Section 280G of the Internal Revenue Code in connection with the pending transaction between the Issuer and Kimberly-Clark Corporation ("Section 280G Mitigation"). This award will be subject to clawback in the event it is determined that the Reporting Person would not have ultimately vested in the award notwithstanding the acceleration reflected herein. Includes shares acquired in dividend reinvestment transactions. This award was scheduled to vest in three equal installments on 03/10/2026, 03/10/2027, and 03/10/2028, subject to the reporting person's continued service through such vesting date but the vesting of the portion reflected herein was accelerated from 03/10/2026 in connection with the Section 280G Mitigation.
FAQ
What insider stock activity did Kenvue (KVUE) disclose for 12/15/2025?
The filing shows Kenvue's Chief Corporate Affairs Officer converted 2,752.06 and 2,155.93 restricted stock units into common stock on 12/15/2025. After related tax withholdings, the officer directly owned 4,101.14 shares of Kenvue common stock.
Which Kenvue (KVUE) RSU awards vested early and why?
One RSU award of 2,752.06 units, originally scheduled to vest in equal installments on 06/03/2025, 06/03/2026, and 06/03/2027, and another of 2,155.93 units, scheduled for 03/10/2026, 03/10/2027, and 03/10/2028, had portions scheduled for 06/03/2026 and 03/10/2026 accelerated as part of “Section 280G Mitigation” in connection with a pending transaction between Kenvue and Kimberly-Clark.
What does Section 280G mitigation mean in the Kenvue (KVUE) filing?
The filing explains that the vesting of certain RSU portions was accelerated as “Section 280G Mitigation” to mitigate the adverse impact to the issuer and the reporting person of Section 280G of the Internal Revenue Code in connection with the pending transaction between Kenvue and Kimberly-Clark.
Are the accelerated Kenvue (KVUE) RSU awards subject to clawback?
Yes. The filing states that the accelerated RSU award will be subject to clawback if it is determined that the reporting person would not have ultimately vested in the award notwithstanding the acceleration.
How do the Kenvue (KVUE) RSUs relate to common stock and dividend reinvestment?
The document notes that each restricted stock unit corresponds 1-for-1 with Kenvue common stock and that the reported holdings include shares acquired in dividend reinvestment transactions.