Lionsgate Studios (LION) CFO reports RSU grants, vesting and tax share withholdings
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
BARGE JAMES W
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Shares | 32,560 | $14.66 | $477K |
| Grant/Award | Common Shares | 63,993 | $0.00 | -- |
| Tax Withholding | Common Shares | 32,560 | $14.66 | $477K |
| Grant/Award | Common Shares | 237,026 | $0.00 | -- |
| Tax Withholding | Common Shares | 33,542 | $15.31 | $514K |
| Grant/Award | Common Shares | 65,924 | $0.00 | -- |
| Tax Withholding | Common Shares | 33,542 | $15.03 | $504K |
| Tax Withholding | Common Shares | 46,524 | $15.31 | $712K |
| Grant/Award | Common Shares | 91,438 | $0.00 | -- |
| Tax Withholding | Common Shares | 46,524 | $15.03 | $699K |
Holdings After Transaction:
Common Shares — 1,893,634 shares (Direct, null)
Footnotes (1)
- Represents an annual equity award at 95% of target, granted pursuant to the terms of an employment agreement with the reporting person. 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. 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. 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. Represents common shares issued upon the vesting of performance RSUs granted pursuant to the terms of an employment agreement. 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. 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. 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. 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. 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. 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. 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
Tax withholding shares: 225,252 shares
Withholding price range: $14.66–$15.31 per share
Single RSU grant: 237,026 RSUs
+3 more
6 metrics
Tax withholding shares
225,252 shares
Common shares withheld to satisfy tax obligations on RSU vesting
Withholding price range
$14.66–$15.31 per share
Per-share values used for tax-withholding dispositions (code F)
Single RSU grant
237,026 RSUs
RSUs scheduled to vest in three equal annual installments from July 1, 2027 to 2029
Multi-year RSU award
274,312 RSUs
RSUs vesting in three equal annual installments on July 1, 2026, 2027 and 2028
Near-term RSU vesting
63,993 RSUs
RSUs scheduled to vest on July 3, 2026
CFO post-transaction holdings
More than 1.8M shares
Direct common share position after reported grants and tax withholdings
Key Terms
restricted share units ("RSUs"), tax withholding obligations, performance RSUs, 2025 Performance Incentive Plan
4 terms
tax withholding obligations financial
"Represents common shares withheld by the Issuer to satisfy certain tax withholding obligations upon the vesting of 65,924 RSUs."
performance RSUs financial
"Represents common shares issued upon the vesting of performance RSUs granted pursuant to the terms of an employment agreement."
Performance RSUs are promises to deliver company shares to executives or employees only if the business meets preset goals such as revenue, profit, stock price, or operational targets. They matter to investors because they align management pay with measurable company results and can affect the number of shares outstanding and future earnings per share once the shares are issued. Think of them as a bonus paid in stock that only arrives if the team hits the agreed milestones.
2025 Performance Incentive Plan financial
"pursuant to the Lionsgate Studios Corp. 2025 Performance Incentive Plan and the Issuer's policies, 33,542 common shares were automatically canceled"
FAQ
What did Lionsgate Studios (LION) CFO James W. Barge report in this Form 4?
James W. Barge reported multiple equity compensation transactions in Lionsgate Studios common shares, including grants and vesting of restricted share units. The filing also shows shares withheld by the company to satisfy tax obligations, all classified as compensation-related rather than open-market trades.
Were any open-market purchases or sales reported by LION’s CFO in this Form 4?
No open-market purchases or sales were reported. All dispositions use code F, indicating common shares withheld by Lionsgate Studios to pay tax liabilities on RSU vesting, not discretionary market sales. Acquisitions use code A, reflecting grant or award activity as part of compensation.
What types of equity awards does the LION Form 4 highlight for the CFO?
The Form 4 highlights restricted share units and performance RSUs granted under an employment agreement and the 2025 Performance Incentive Plan. These RSUs convert into an equal number of Lionsgate common shares as they vest on scheduled dates between 2026 and 2029.
Over what period are the Lionsgate (LION) RSUs in this Form 4 scheduled to vest?
The RSUs referenced in the footnotes are scheduled to vest on specific dates from July 3, 2026 through July 1, 2029. They include annual and multi-year installment vesting schedules tied to the Lionsgate Studios Corp. 2025 Performance Incentive Plan.