McKesson (MCK) CFO exercises 1,207 RSUs, withholds 447 shares for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McKesson Corporation EVP & CFO Britt J. Vitalone reported routine equity compensation activity involving restricted stock units. On May 21, 2026, she exercised RSUs that delivered 1,207 common shares, increasing her direct ownership.
To cover taxes on the RSU vesting, 447 common shares were withheld and treated as a tax-withholding disposition, not an open-market sale, at a reported price of $766.50 per share. After these transactions, Vitalone directly holds 21,058.377 common shares and indirectly holds 552.2473 common shares through the McKesson Corporation 401(k) Retirement Savings Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,207 shares exercised/converted
Mixed
4 txns
Insider
Vitalone Britt J.
Role
EVP & CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units (RSUs) | 1,207 | $0.00 | -- |
| Exercise | Common Stock | 1,207 | $0.00 | -- |
| Tax Withholding | Common Stock | 447 | $766.50 | $343K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units (RSUs) — 1,207 shares (Direct);
Common Stock — 21,505.377 shares (Direct);
Common Stock — 552.247 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 5/21/2025, 1/3 on 5/21/2026 and will vest 1/3 on 5/21/2027.
Key Figures
RSUs exercised: 1,207 shares
Shares withheld for taxes: 447 shares
Withholding price: $766.50 per share
+2 more
5 metrics
RSUs exercised
1,207 shares
Common stock delivered from RSU conversion on May 21, 2026
Shares withheld for taxes
447 shares
Tax-withholding disposition related to RSU vesting
Withholding price
$766.50 per share
Price applied to tax-withholding shares
Direct holdings after transaction
21,058.377 shares
Common stock directly owned following Form 4 transactions
Indirect 401(k) holdings
552.2473 shares
Held via McKesson Corporation 401(k) Retirement Savings Plan
Key Terms
Restricted Stock Units (RSUs), tax-withholding disposition, derivative security, 401(k) Retirement Savings Plan
4 terms
Restricted Stock Units (RSUs) financial
"The security title is listed as "Restricted Stock Units (RSUs)" for one transaction."
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
"The transaction_action field describes the F-coded entry as a "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.
derivative security financial
"The transaction_code_description notes "Exercise or conversion of derivative security" for the RSU-related transaction."
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
401(k) Retirement Savings Plan financial
"Indirect ownership is noted as "By the McKesson Corporation 401(k) Retirement Savings Plan"."
FAQ
What insider transaction did McKesson (MCK) CFO Britt Vitalone report?
Britt J. Vitalone reported exercising restricted stock units for 1,207 McKesson common shares. The filing also shows shares withheld to cover taxes, reflecting routine equity compensation activity rather than an open-market purchase or sale of stock.
Were Britt Vitalone’s McKesson (MCK) transactions open-market buys or sells?
No open-market buys or sells are reported. The Form 4 shows an RSU-related exercise and a tax-withholding disposition coded “F,” where 447 shares were withheld to pay taxes on vesting rather than sold in the market.
What does the RSU transaction code “M” mean in the McKesson (MCK) Form 4?
In this Form 4, code “M” indicates the exercise or conversion of a derivative security, here restricted stock units (RSUs). It reflects 1,207 RSUs converting into McKesson common shares as part of Vitalone’s equity compensation.
How are Britt Vitalone’s indirect McKesson (MCK) holdings structured?
Her indirect ownership consists of 552.2473 McKesson common shares held through the McKesson Corporation 401(k) Retirement Savings Plan. The filing classifies these as indirect holdings separate from her directly owned 21,058.377 shares.