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Kenvue Inc. Form 4 Filings

KVUE NYSE

Every Form 4 that Kenvue Inc. (KVUE) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow KVUE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KVUE filings page.

Rhea-AI Summary

Kenvue Inc. reported an amended insider ownership report for its Group President APAC, reflecting a grant of 32,649 restricted stock units (RSUs) awarded on 07/31/2025. These units correspond 1-for-1 with Kenvue common stock and were granted at a price of $0, so the executive did not pay cash for the award.

The RSU grant vests in three equal installments on 07/31/2026, 07/31/2027, and 07/31/2028, subject to the executive’s continued service through each vesting date. After this grant, the reporting person beneficially owns 48,147.25 RSUs, which includes units credited as dividend equivalents. The amendment states that a prior ownership report inadvertently omitted this 32,649-unit RSU grant and is being corrected here.

Rhea-AI Summary

Kenvue Inc. reported insider equity changes as its Chief Scientific Officer recorded multiple restricted stock unit (RSU)–related transactions in common stock on 12/15/2025. The officer acquired shares through several RSU transactions, including 23,158 and 2,994 shares from separate awards at a $0 exercise price, while 11,846, 1,532, 2,251 and 1,725 shares were withheld to pay taxes upon RSU vesting. After these transactions, the officer directly owns 61,448.15 shares of Kenvue common stock.

The RSUs, which convert 1-for-1 into Kenvue common stock, were originally granted by Johnson & Johnson and were converted into Kenvue awards in connection with Kenvue’s separation on 08/23/2023, with adjustments to preserve award value. One award that had been scheduled to vest in full on 02/13/2026 and portions of other awards scheduled to vest in installments from 2024 through 2028 had vesting accelerated on 12/15/2025 as Section 280G Mitigation in connection with a pending transaction between Kenvue and Kimberly-Clark Corporation. The accelerated award that vested in full is subject to clawback if the officer ultimately would not have vested in it, and current holdings include RSUs credited as dividend equivalents.

Rhea-AI Summary

Kenvue Inc.'s General Counsel reported multiple equity transactions dated 12/15/2025. Several blocks of restricted stock units (RSUs) covering 10,579, 1,370, 6,360.64 and 5,611.05 underlying shares were converted into common stock at a $0 exercise price, while 6,494, 841, 3,905 and 3,445 shares were withheld at per-share prices of $17.28 and $17.21 to pay taxes. Following these transactions, the officer directly held 38,075.014 shares of Kenvue common stock, including shares acquired through dividend reinvestment.

The RSUs were originally granted by Johnson & Johnson and were converted into Kenvue awards in connection with Kenvue’s separation, with performance criteria for one grant deemed satisfied at the target level. Portions of several awards that had been scheduled to vest in installments between 2024 and 2028 were accelerated as part of “Section 280G Mitigation” related to a pending transaction between Kenvue and Kimberly-Clark Corporation. The accelerated awards are subject to clawback if it is later determined the officer would not have ultimately vested under the original terms, and each unit corresponds one-for-one with Kenvue common stock.

Rhea-AI Summary

Kenvue Inc. director Jeffrey C. Smith reported purchases of the company’s common stock through accounts managed by Starboard Value LP. On 12/11/2025, the Starboard Accounts bought 3,177,694 shares at a weighted-average price of $17.4318 per share, and on 12/12/2025 they bought 3,200,000 shares at a weighted-average price of $17.373 per share. Following these transactions, 27,307,632 Kenvue shares were beneficially owned by the Starboard Accounts and reported as indirectly owned by Smith. The filing notes that, as a managing member of Starboard, he may be deemed to beneficially own these securities for Section 16 purposes but disclaims beneficial ownership except to the extent of his pecuniary interest. Smith also holds 13,641.878 deferred share units, each representing one share of common stock to be delivered after his separation from service, including units credited as dividend equivalents.

Rhea-AI Summary

Kenvue Inc. director Jeffrey C. Smith reported his latest beneficial ownership in the company’s stock. The filing shows indirect ownership of 20,929,938 shares of Kenvue common stock through Starboard Value LP-managed accounts. Smith also acquired 1,451 Deferred Share Units (DSUs) on 12/01/2025, which are a form of stock-denominated director compensation.

Each DSU represents the right to receive one share of Kenvue common stock, to be settled after Smith’s separation from service under the company’s deferred fee plan for directors. Following this grant, he directly holds 13,641.878 DSUs, while his indirect holdings through Starboard reflect his economic interest in accounts managed by that firm.

Rhea-AI Summary

Kenvue Inc. director reports additional deferred share units

A director of Kenvue Inc. (KVUE) filed a Form 4 reporting the acquisition of 1,451 Deferred Share Units ("DSUs") on 12/01/2025 under the company's Amended and Restated Deferred Fee Plan for Directors. Each DSU represents the right to receive one share of Kenvue common stock, to be settled in shares after the director separates from service. Following this transaction, the director beneficially owns a total of 13,641.878 DSUs, which includes DSUs acquired as dividend equivalents.

Rhea-AI Summary

Kenvue Inc.'s General Counsel reported equity transactions involving company stock on Form 4. On 12/01/2025, 4,378.21 restricted stock units were converted into the same number of common shares at an exercise price of $0, reflecting the vesting of previously granted equity awards. On the same date, 2,031 shares of common stock were withheld at a price of $17.22 per share to cover taxes due at vesting. After these transactions, the reporting person directly owned 28,839.324 shares of Kenvue common stock, including shares acquired through dividend reinvestment. The underlying award vests in three equal installments on 12/01/2024, 12/01/2025, and 12/01/2026, contingent on continued service.

Rhea-AI Summary

Kenvue Inc. executive reports RSU vesting and share ownership update. A Group President for EMEA & LA exercised 1,779 restricted stock units into common stock on 12/01/2025 at an exercise price of $0, retaining all shares and paying related tax withholdings in cash. Following this transaction, the insider beneficially owns 58,095.03 shares of Kenvue common stock in direct form.

The Form 4 also shows 1,778.07 restricted stock units remaining beneficially owned after the reported transaction. The underlying RSU award is scheduled to vest in three equal installments on 12/01/2024, 12/01/2025, and 12/01/2026, conditioned on continued service. The filing notes that each unit corresponds on a 1‑for‑1 basis with Kenvue common stock and that the reported share balance includes amounts acquired through dividend reinvestment.

Rhea-AI Summary

Kenvue Inc. Chief Operations Officer reported routine equity compensation activity. On 12/01/2025, the officer converted 2,775.95 restricted stock units into the same number of common shares at an exercise price of $0, reflecting vesting of prior awards. On the same date, 1,180 common shares were withheld at a price of $17.22 to cover taxes due upon RSU vesting. After these transactions, the officer directly owned 66,037.18 shares of Kenvue common stock and held 3,009.28 RSUs, which include units acquired through dividend reinvestment and an award that vests in three equal installments through 12/01/2026.

Rhea-AI Summary

Kenvue Inc. director reported a routine insider transaction involving deferred equity compensation. On 12/01/2025, the director acquired 1,451 Deferred Share Units (DSUs), each representing the right to receive one share of Kenvue common stock. These DSUs reflect deferral of cash fees under Kenvue’s Amended and Restated Deferred Fee Plan for Directors and are to be settled in shares after the director separates from service. Following this transaction, the director beneficially owned 35,906.289 DSUs, a figure that includes amounts accumulated through dividend reinvestment.

Rhea-AI Summary

Kenvue Inc. Chief People Officer Luani Alvarado converted 2,020.7800 Restricted Stock Units into an equal number of common shares on December 1, 2025. 731.0000 shares were withheld at $17.2200 per share to pay taxes on the vesting. She now holds 32,649.14 common shares directly and 2,222.2800 RSUs, which vest in three equal installments on 12/01/2024, 12/01/2025, and 12/01/2026.

Rhea-AI Summary

Kenvue Inc. insider updates holdings after equity award vesting. The company’s Chief Scientific Officer reported the vesting and settlement of 1,538.75 Restricted Stock Units into an equal number of Kenvue common shares on 12/01/2025 at an exercise price of $0, reflecting equity compensation rather than an open‑market purchase.

To cover taxes due at vesting, 788 common shares were withheld and disposed of at a price of $17.22 per share. Following these transactions, the officer directly holds 44,879.51 shares of Kenvue common stock and 1,538.86 RSUs, which include units acquired through dividend reinvestment and are scheduled to vest in installments subject to continued service through the vesting dates.

Rhea-AI Summary

Kenvue Inc. (KVUE) reported insider equity activity by its Chief People Officer on 11/18/2025. Restricted stock units converted into common shares on a one-for-one basis, including 309 and 123 units that became common stock. A matching 309 and 123 shares were withheld to cover FICA taxes arising from the officer being retirement eligible.

After these transactions, the officer directly beneficially owned 31,359.36 shares of Kenvue common stock. The filing also notes remaining restricted stock unit awards of 8,384.47 and 12,622.07 units, which vest in three equal installments on 03/05/2025, 03/05/2026, 03/05/2027 and on 03/10/2026, 03/10/2027, 03/10/2028, respectively, subject to continued service.

Rhea-AI Summary

Kenvue Inc. (KVUE) Chief Operations Officer reported routine equity compensation activity. On 11/18/2025, restricted stock units converted into 494 shares of common stock and a separate award converted into 166 shares, both on a one-for-one basis upon vesting. To cover FICA taxes related to retirement eligibility, 494 and 166 shares were withheld at a price of $14.37 per share.

After these transactions, the officer beneficially owned 64,441.23 shares of Kenvue common stock directly, along with 12,074.85 restricted stock units from one award and 15,485.69 restricted stock units from another. These RSU awards are scheduled to vest in three equal annual installments on specific dates in 2025, 2026, 2027, and 2028, subject to continued service.

Rhea-AI Summary

Kenvue Inc. insider Heather Howlett, Vice President & Chief Accounting Officer, reported two transactions in the company's common stock on 10/03/2025. She acquired 27,181 shares through conversion of restricted stock units that correspond 1-for-1 to common shares and that are fully vested. To cover taxes on vesting, 9,633 shares were withheld and disposed at a price of $15.78, leaving her with 21,268.02 shares beneficially owned after the transactions. The acquired units had a stated acquisition price of $0, reflecting conversion of previously granted RSUs.

Rhea-AI Summary

Kenvue (KVUE) reported an insider transaction on Form 4. The company’s Chief Technology & Data Officer was granted 189,274 restricted stock units on 10/01/2025. Each unit corresponds 1-for-1 to Kenvue common stock and carries an exercise price of $0.

The award vests in three equal installments on 10/01/2026, 10/01/2027, and 10/01/2028, contingent on continued service through each vesting date. Following the grant, 189,274 derivative securities were beneficially owned, reported as Direct (D).

Rhea-AI Summary

Jeffrey C. Smith, a director of Kenvue Inc. (KVUE), reported transactions dated 10/01/2025. The filing shows 20,929,938 shares of Kenvue common stock are reported as indirectly beneficially owned through Starboard Value LP, which manages the Starboard Accounts holding those securities. On the same date the reporting person acquired 1,204 Deferred Share Units (DSUs), each representing the right to receive one share of common stock; these DSUs will be settled in shares following the reporting person’s separation from service and include dividend equivalents. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Smith.

Rhea-AI Summary

Sarah Hofstetter, a Kenvue director, received 1,204 Deferred Share Units (DSUs) on 10/01/2025 under the company's Amended and Restated Deferred Fee Plan for Directors. Each DSU represents the right to one share of Kenvue common stock and will be settled in shares when the reporting person separates from service. The filing shows these DSUs include dividend equivalents and reports total beneficial ownership of 12,045.728 shares following the transaction.

This Form 4 was filed by one reporting person and signed by an attorney-in-fact. The DSUs were recorded as acquisitions and held in direct ownership form.

Rhea-AI Summary

Kenvue Inc. (KVUE) director Richard E. Allison Jr. reported acquisition of 1,204 Deferred Share Units (DSUs) on 10/01/2025 under the company's Amended and Restated Deferred Fee Plan for Directors. Each DSU represents the right to receive one share of common stock and will be settled in shares following the reporting person's separation from service. The report shows 34,045.048 shares beneficially owned following the transaction, which includes DSUs acquired as dividend equivalents. The Form 4 was filed by one reporting person and signed by an attorney-in-fact on 10/01/2025.

Rhea-AI Summary

Kenvue Inc. insider report: Perry Kirk, listed as Chief Executive Officer and a reporting person, acquired 185 Deferred Share Units (DSUs) on 10/01/2025 as compensation for board service. Each DSU converts to one share of Kenvue common stock and will be settled in shares following the reporting person's separation from service. After this grant (which includes dividend-equivalent DSUs), the report shows beneficial ownership of 14,041.285 shares. The filing notes the DSUs reflect pro-rated director fees for days served as an independent director in the third fiscal quarter. The form is signed by an attorney-in-fact on behalf of the reporting person.