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Kenvue (KVUE) Form 4 Filings

KVUE NYSE

Here are the Form 4 insider transactions from Kenvue Inc. (KVUE) in our archive over the last 12 months, 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. Chief Operations Officer Meredith Stevens reported multiple equity transactions tied to previously granted Restricted Stock Units (RSUs). On this date, RSUs for 24,825 units and 3,215 units were exercised and converted into common stock at a stated price of $0.00 per share, reflecting vesting of equity awards rather than open-market purchases. Related common stock entries show matching acquisitions of 24,825 shares and 3,215 shares, increasing her direct holdings.

To cover tax obligations upon RSU vesting, 7,147 shares and 884 shares of common stock were disposed of at $18.66 per share, consistent with tax-withholding transactions rather than discretionary sales. Following these movements, Stevens directly owned 86,046.18 shares of Kenvue common stock. Footnotes state that some awards are now fully vested and that the RSUs were originally granted by Johnson & Johnson and converted into Kenvue RSUs in connection with Kenvue’s separation, with adjustments to preserve award value and performance treated as achieved under specified conditions.

Rhea-AI Summary

Kenvue Inc. Chief People Officer Luani Alvarado reported multiple equity transactions involving Restricted Stock Units (RSUs) and common stock on February 13, 2026. RSUs covering 14,120 and 1,822 shares were exercised or converted into common stock at a stated price of $0.00 per share.

To cover tax obligations upon RSU vesting, Alvarado disposed of 4,843 and 625 common shares at $18.66 per share through tax-withholding transactions, not open-market sales. Following these transactions, Alvarado directly owned 57,076.14 Kenvue common shares.

Footnotes explain that the RSUs were originally granted by Johnson & Johnson and were converted into Kenvue time-based RSUs in connection with Kenvue’s separation, with this award now fully vested.

Rhea-AI Summary

Kenvue Inc. Group President EMEA & LA Lawson Carlton reported the vesting and conversion of restricted stock units into common stock. On February 13, 2026, RSUs covering 4,519 shares and 34,907 shares were exercised, resulting in corresponding acquisitions of Kenvue common stock.

One RSU conversion reflected a price of $18.66 per share, while another showed a price of $0.00, consistent with stock-settled awards. Footnotes state all shares acquired upon vesting were retained and related tax withholdings were paid in cash. Following these transactions, Carlton directly owned 97,521.03 shares of Kenvue common stock.

Rhea-AI 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.

Rhea-AI Summary

Kenvue Inc. Chief People Officer Luani Alvarado exercised employee stock options that were about to expire and settled related taxes without selling shares in the market. On February 6, 2026, Alvarado exercised 85,534 stock options at an exercise price of $13.76 per share, receiving the same number of Kenvue common shares.

Kenvue then withheld 71,581 shares at a price of $18.13 per share to cover the option exercise price and associated tax obligations, as described in the footnotes. The filing states that no shares were sold by Alvarado to cover these costs and that no market transactions occurred from the automatic option exercise. Following these transactions, Alvarado held 46,602.14 shares of Kenvue common stock directly.

Rhea-AI Summary

Kenvue Inc. reported an equity award to its Chief Financial Officer in an insider transaction filing. On 01/02/2026, the officer received 144,341 restricted stock units, each corresponding on a 1-for-1 basis to Kenvue common stock. The award was acquired at a price of $0 as a grant rather than a market purchase.

The 144,341 units vest in three equal installments on 01/02/2027, 01/02/2028, and 01/02/2029, conditioned on the officer’s continued service through each vesting date. Following this grant, the officer directly holds 144,341 derivative securities tied to Kenvue common shares.

Rhea-AI Summary

Kenvue Inc. reported an equity award to its Chief Digital & Marketing Officer on a Form 4. On 01/02/2026, the officer received 34,642 restricted stock units, each corresponding on a 1-for-1 basis with Kenvue common stock. These units are scheduled to vest in three equal installments on 01/02/2027, 01/02/2028, and 01/02/2029, contingent on the officer’s continued service with the company through each vesting date. After this grant, the officer directly holds 34,642 derivative securities linked to Kenvue common shares at no exercise price, reflecting a standard form of stock-based compensation.

Rhea-AI Summary

Kenvue Inc. reported an amended insider transaction for its Chief Executive Officer on a Form 4/A. On 12/15/2025, 56,007 shares of Kenvue common stock were withheld to cover taxes due when Restricted Stock Units vested. The filing explains that this amendment is being made because the number of shares previously reported as withheld for taxes was over-withheld due to an administrative error, and the share amount has now been adjusted.

Rhea-AI Summary

Kenvue Inc. reported an insider equity award for its Group President North America dated 12/15/2025. The executive acquired 50,842 restricted stock units and 483,870 stock options linked to Kenvue common stock.

The restricted stock units correspond 1-for-1 with the company’s common shares. The filing notes that the award vests in three equal installments on 12/01/2026, 12/01/2027, and 12/01/2028, subject to the executive’s continued service. Following these grants, the reporting person beneficially owns 50,842 restricted stock units and 483,870 stock options, all held directly.

Rhea-AI 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.

Rhea-AI Summary

Kenvue Inc.'s chief executive officer reported an equity award transaction dated December 15, 2025. On that date, 118,561.65 restricted stock units converted on a one-for-one basis into the same number of Kenvue common shares at an exercise price of $0.

Of the shares received, 66,614 were withheld at a price of $17.21 per share to cover taxes, leaving 51,947.65 common shares directly owned after the transaction. The vesting was accelerated from an original schedule of July 14, 2026 to mitigate the adverse impact of Section 280G of the Internal Revenue Code in connection with a pending transaction between Kenvue and Kimberly-Clark Corporation, and the award is subject to clawback if it is later determined the executive would not have ultimately vested absent this acceleration.

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.