McKesson (MCK) CFO Vitalone logs RSU vesting and share withholding for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McKesson EVP & CFO Britt J. Vitalone reported routine equity compensation activity. On May 20, 2026, 1,038 Restricted Stock Units (RSUs) converted into the same number of common shares. To cover taxes on this RSU vesting, 409 shares were withheld at a price of $754.68 per share.
After these transactions, Vitalone directly held 20,298.377 shares of McKesson common stock and indirectly held 552.33 shares through the McKesson Corporation 401(k) Retirement Savings Plan. The RSU award that vested will continue to vest in equal one-third installments on May 20, 2027 and May 20, 2028.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,038 shares exercised/converted
Mixed
4 txns
Insider
Vitalone Britt J.
Role
EVP & CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units (RSUs) | 1,038 | $0.00 | -- |
| Exercise | Common Stock | 1,038 | $0.00 | -- |
| Tax Withholding | Common Stock | 409 | $754.68 | $309K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units (RSUs) — 2,077 shares (Direct, null);
Common Stock — 20,707.377 shares (Direct, null);
Common Stock — 552.33 shares (Indirect, By the McKesson Corporation 401(k) Retirement Savings Plan)
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: 1,038 shares
Shares withheld for taxes: 409 shares
Tax withholding price: $754.68 per share
+4 more
7 metrics
RSUs converted
1,038 shares
RSUs converted to common stock on May 20, 2026
Shares withheld for taxes
409 shares
Withholding related to RSU vesting on May 20, 2026
Tax withholding price
$754.68 per share
Value used for 409 withheld shares
Direct holdings after transaction
20,298.377 shares
Common stock directly owned after May 20, 2026 transactions
Indirect 401(k) holdings
552.33 shares
Common stock held via McKesson 401(k) plan
Remaining RSUs
2,077 RSUs
RSU balance after conversion transaction
RSU vesting schedule
1/3 each in 2026, 2027, 2028
Installments on May 20, 2026, 2027, 2028
Key Terms
Restricted Stock Units (RSUs), tax-withholding disposition, Exercise or conversion of derivative security, 401(k) Retirement Savings Plan
4 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
"transaction_action": "tax-withholding disposition""
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.
Exercise or conversion of derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
401(k) Retirement Savings Plan financial
"By the McKesson Corporation 401(k) Retirement Savings Plan"
FAQ
What did McKesson (MCK) EVP & CFO Britt Vitalone report in this Form 4?
Britt J. Vitalone reported an RSU vesting that converted 1,038 Restricted Stock Units into common shares and a related tax-withholding disposition of 409 shares. These are routine equity compensation events rather than open-market purchases or sales.
How will Britt Vitalone’s McKesson (MCK) RSUs vest in the future?
The RSUs reported in the filing vest in three equal installments. One-third vested on May 20, 2026, and the remaining two-thirds are scheduled to vest in one-third increments on May 20, 2027 and May 20, 2028, subject to plan terms.