Lionsgate CFO reports RSU vesting and tax withholdings
Lionsgate Studios Corp. Chief Financial Officer James W. Barge reported equity compensation activity and related tax withholding in company stock.
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Rhea-AI Filing Summary
Lionsgate Studios Corp. Chief Financial Officer James W. Barge reported equity compensation activity and related tax withholding in company stock. On July 1 and July 3, 2026, he received several grants and vesting-related issuances of common shares tied to restricted share units (RSUs) under his employment agreement and the 2025 Performance Incentive Plan.
To cover tax obligations on these vestings, the company withheld a total of 225,252 common shares at prices around $14.66–$15.31 per share, classified as tax-withholding dispositions rather than open-market sales. After these transactions, he continues to hold more than 1.8 million common shares directly.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Shares | 32,560 | $14.66 | $477K |
| Grant/Award | Common Shares | 63,993 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Shares | 32,560 | $14.66 | $477K |
| Grant/Award | Common Shares | 237,026 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Shares | 33,542 | $15.31 | $514K |
| Grant/Award | Common Shares | 65,924 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Shares | 33,542 | $15.03 | $504K |
| Exercise Price or Tax Liability | Common Shares | 46,524 | $15.31 | $712K |
| Grant/Award | Common Shares | 91,438 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Shares | 46,524 | $15.03 | $699K |
Footnotes (12)
- F1. Represents an annual equity award at 95% of target, granted pursuant to the terms of an employment agreement with the reporting person.
- F2. Amount includes the following restricted share units ("RSUs") granted by the Issuer, payable upon vesting in an equal number of common shares of the Issuer: (i) 63,993 scheduled to vest on July 3, 2026; (ii) 131,848 RSUs scheduled to vest in two equal annual installments on July 1, 2026 and 2027; (iii) 274,312 RSUs scheduled to vest in three equal annual installments on July 1, 2026, 2027 and 2028; and (iv) 237,026 RSUs scheduled to vest in three equal annual installments on July 1, 2027, 2028 and 2029.
- F3. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 65,924 RSUs. The grant of the units was previously reported and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 33,542 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
- F4. Amount includes the following RSUs granted by the Issuer, payable upon vesting in an equal number of common shares of the Issuer: (i) 63,993 scheduled to vest on July 3, 2026; (ii) 65,924 RSUs scheduled to vest on July 1, 2027; (iii) 274,312 RSUs scheduled to vest in three equal annual installments on July 1, 2026, 2027 and 2028; and (iv) 237,026 RSUs scheduled to vest in three equal annual installments on July 1, 2027, 2028 and 2029.
- F5. Represents common shares issued upon the vesting of performance RSUs granted pursuant to the terms of an employment agreement.
- F6. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 65,924 performance RSUs. The grant of the units is reported herein and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 33,542 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
- F7. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 91,438 RSUs. The grant of the units was previously reported and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 46,524 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
- F8. Amount includes the following RSUs granted by the Issuer, payable upon vesting in an equal number of common shares of the Issuer: (i) 63,994 scheduled to vest on July 3, 2026; (ii) 65,924 RSUs scheduled to vest on July 1, 2027; (iii) 182,874 RSUs scheduled to vest in two equal annual installments on July 1, 2027 and 2028; and (iv) 237.026 RSUs scheduled to vest in three equal annual installments on July 1, 2027, 2028 and 2029.
- F9. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 91,438 performance RSUs. The grant of the units is reported herein and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 46,524 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
- F10. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 63,993 RSUs. The grant of the units was previously reported and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 32,560 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
- F11. Amount includes the following RSUs granted by the Issuer, payable upon vesting in an equal number of common shares of the Issuer: (i) 65,924 RSUs scheduled to vest on July 1, 2027; (ii) 182,874 RSUs scheduled to vest in two equal annual installments on July 1, 2027 and 2028; and (iii) 237,026 RSUs scheduled to vest in three equal annual installments on July 1, 2027, 2028 and 2029.
- F12. Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 63,993 performance RSUs. The grant of the units is reported herein and, pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 32,560 common shares were automatically canceled to cover certain of the reporting person's tax obligations.
Key Figures
Key Terms
tax withholding obligations financial
performance RSUs financial
2025 Performance Incentive Plan financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Lionsgate Studios (LION) CFO James W. Barge report in this Form 4?
Were any open-market purchases or sales reported by LION’s CFO in this Form 4?
What types of equity awards does the LION Form 4 highlight for the CFO?
Over what period are the Lionsgate (LION) RSUs in this Form 4 scheduled to vest?
AI-generated analysis. How Rhea-AI works. Not financial advice.