McKesson (MCK) CFO awarded 8,979 shares; 3,338 withheld for PSU taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McKesson Corporation EVP & CFO Britt J. Vitalone reported routine equity compensation activity. On May 19, 2026, performance stock units vested and settled into 8,979 shares of common stock, increasing his direct holdings.
To cover taxes on this PSU settlement, 3,338 shares were withheld by the company, a non-market disposition that does not represent an open-market sale. After these transactions, Vitalone directly holds 23,007.377 shares of common stock and indirectly holds 552.2847 shares through the McKesson Corporation 401(k) Retirement Savings Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Vitalone Britt J.
Role
EVP & CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 8,979 | $0.00 | -- |
| Tax Withholding | Common Stock | 3,338 | $761.89 | $2.54M |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 23,007.377 shares (Direct, null);
Common Stock — 552.285 shares (Indirect, By the McKesson Corporation 401(k) Retirement Savings Plan)
Footnotes (1)
- This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.
Key Figures
PSU settlement shares: 8,979 shares
Tax withholding shares: 3,338 shares
Post-transaction direct holdings: 23,007.377 shares
+2 more
5 metrics
PSU settlement shares
8,979 shares
Common stock received from vested performance stock units on May 19, 2026
Tax withholding shares
3,338 shares
Shares withheld to cover taxes on PSU settlement
Post-transaction direct holdings
23,007.377 shares
Direct common stock holdings after reported transactions
Indirect 401(k) holdings
552.2847 shares
Common stock held via McKesson Corporation 401(k) Retirement Savings Plan
Tax withholding price
$761.8900 per share
Price used for 3,338-share tax-withholding disposition
Key Terms
performance stock units, PSUs, withholding of shares, 401(k) Retirement Savings Plan, +1 more
5 terms
performance stock units financial
"This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals."
Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.
PSUs financial
"This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals."
PSUs are company shares promised to employees or executives that only become actual stock if the business hits specific performance targets over a set period. For investors, PSUs matter because they link pay to measurable outcomes — similar to a conditional bonus that converts into ownership — which can influence management decisions, dilution of shares, and signals about confidence in future results.
401(k) Retirement Savings Plan financial
"By the McKesson Corporation 401(k) Retirement Savings Plan"
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.
FAQ
What insider transactions did McKesson (MCK) CFO Britt Vitalone report?
Britt Vitalone reported performance stock units vesting into 8,979 McKesson common shares, plus related tax withholding of 3,338 shares. These entries reflect equity compensation settlement and associated taxes, rather than open-market buying or selling of McKesson stock.
What are performance stock units (PSUs) in the McKesson (MCK) filing?
In this context, performance stock units are equity awards that convert into McKesson common shares when performance goals are met. The filing notes PSUs vested upon attainment of performance goals, resulting in 8,979 shares being issued to the CFO as compensation.