McKesson (NYSE: MCK) SVP gains shares from RSU vesting and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McKesson Corp senior vice president, controller and chief accounting officer Napoleon B. Rutledge Jr. reported routine equity compensation activity. On 2026-05-20, 74 shares of common stock were acquired upon the vesting and conversion of restricted stock units.
To cover taxes on this RSU vesting, 22 of the newly acquired shares were withheld at a price of $754.68 per share, a tax-withholding disposition rather than an open-market sale. Following these transactions, Rutledge directly owned 606 shares of McKesson common stock and held 149 RSUs that vest in equal installments on 5/20/2027 and 5/20/2028.
Positive
- None.
Negative
- None.
Insider Trade Summary
74 shares exercised/converted
Mixed
3 txns
Insider
Rutledge Napoleon B JR
Role
SVP, Controller & CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units (RSUs) | 74 | $0.00 | -- |
| Exercise | Common Stock | 74 | $0.00 | -- |
| Tax Withholding | Common Stock | 22 | $754.68 | $17K |
Holdings After Transaction:
Restricted Stock Units (RSUs) — 149 shares (Direct, null);
Common Stock — 628 shares (Direct, null)
Footnotes (1)
- This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. These RSUs vested as to 1/3 on 5/20/2026 and will vest 1/3 on 5/20/2027 and 1/3 on 5/20/2028.
Key Figures
RSUs converted to common stock: 74 shares
Shares withheld for taxes: 22 shares at $754.68/share
Common shares owned after transaction: 606 shares
+3 more
6 metrics
RSUs converted to common stock
74 shares
Vested and converted on 5/20/2026
Shares withheld for taxes
22 shares at $754.68/share
Tax-withholding disposition on 5/20/2026
Common shares owned after transaction
606 shares
Direct ownership following 5/20/2026 transactions
RSUs outstanding after transaction
149 RSUs
Remaining restricted stock units after vesting event
Future vesting schedule
1/3 on 5/20/2027, 1/3 on 5/20/2028
Remaining RSU tranches
Tax withholding value indicator
$754.68/share
Price used for 22-share tax withholding
Key Terms
Restricted Stock Units (RSUs), tax-withholding disposition, derivative exercise/conversion, Exercise or conversion of derivative security, +1 more
5 terms
Restricted Stock Units (RSUs) financial
"These RSUs vested as to 1/3 on 5/20/2026 and will vest 1/3 on 5/20/2027 and 1/3 on 5/20/2028."
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
tax-withholding disposition financial
"This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4."
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
derivative exercise/conversion financial
"transaction_action": "derivative exercise/conversion""
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
Payment of exercise price or tax liability by delivering securities financial
"transaction_code_description": "Payment of exercise price or tax liability by delivering securities""
FAQ
What insider transaction did McKesson (MCK) executive Napoleon Rutledge report?
Napoleon Rutledge reported RSU-related transactions, not an open-market trade. On 5/20/2026, 74 restricted stock units converted into common shares, and 22 of those shares were withheld to cover taxes, reflecting routine equity compensation and tax settlement mechanics.
What are Napoleon Rutledge’s McKesson (MCK) holdings after this Form 4 transaction?
After the RSU vesting and related tax withholding, Napoleon Rutledge directly owned 606 shares of McKesson common stock. He also held 149 restricted stock units, which represent additional potential future shares that will settle as they vest on scheduled future dates.
When will Napoleon Rutledge’s remaining McKesson (MCK) RSUs vest?
The RSUs vested as to one-third on 5/20/2026. The remaining two-thirds are scheduled to vest in equal one-third installments on 5/20/2027 and 5/20/2028, providing a staged delivery of shares over the next two annual vesting dates.