Lantheus (LNTH) Form 4: Head of R&D granted RSUs and 25,324‑share option
Rhea-AI Filing Summary
Ludger Dinkelborg, Head of Research and Development at Lantheus Holdings, Inc. (LNTH), reported equity awards dated 08/15/2025. The filing shows acquisition of 14,765 restricted stock units (RSUs) that vest in equal installments over a three-year period and a stock option covering 25,324 shares with an exercise price of $54.18. The option vests in three equal annual installments beginning 08/15/2026 and expires 08/15/2035. Following the reported transactions the reporting person beneficially owned 14,765 shares of common stock and had 25,324 option shares outstanding. The form was signed by an attorney-in-fact on 08/19/2025.
Positive
- Officer received time‑based equity awards (14,765 RSUs and a 25,324‑share option) which align management incentives with shareholders
- Clear vesting schedules disclosed: RSUs vest over three years; option vests in three equal annual installments starting 08/15/2026
Negative
- None.
Insights
TL;DR: Insider granted equity awards increase management's stake but are standard time-based compensation.
The reported awards consist of 14,765 RSUs and a 25,324-share option at a $54.18 exercise price. Time-based vesting over three years for RSUs and annual vesting starting in 2026 for the option indicate retention-focused compensation rather than immediate liquidity events. These grants are dilutive in principle but appear structured to align executive incentives with long-term share performance. No cash proceeds were reported from the RSUs; the option shows standard long-term expiry to 2035.
TL;DR: Governance signal: officer-director received routine equity awards with multi-year vesting to promote retention.
The filing identifies the reporting person as both an officer and a director and discloses detailed vesting schedules: RSUs vest evenly over three years and the option vests in three equal annual installments beginning 08/15/2026. These features are consistent with best practices for aligning executive and shareholder interests through time-based incentives. The form is properly executed by an attorney-in-fact, meeting procedural requirements for Section 16 reporting.