Mondelez (MDLZ) SVP Stevens reports small stock sales and gifts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Mondelez International SVP and Chief Accounting Officer Brian Stevens reported small insider transactions involving Class A Common Stock. He executed open-market sales totaling 64 shares held indirectly through a trust at prices of $61.55 and $61.46 per share.
On the same Form 4, Stevens also made bona fide gifts totaling 40 shares, split between his direct holdings and the trust. A footnote states that a transfer of shares from the trust was made pursuant to Rule 16a-13, with no funds exchanged and no sale occurring in that transfer. Following these transactions, he holds 2,041 shares directly and no shares indirectly through the trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 64 shares ($3,934)
Net Sell
4 txns
Insider
Stevens Brian
Role
SVP, CTR & Chief Accoun Off
Sold
64 shs ($4K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 1 | $61.55 | $61.55 |
| Sale | Class A Common Stock | 63 | $61.46 | $4K |
| Gift | Class A Common Stock | 20 | $0.00 | -- |
| Gift | Class A Common Stock | 20 | $0.00 | -- |
Holdings After Transaction:
Class A Common Stock — 0 shares (Indirect, By Trust);
Class A Common Stock — 2,041 shares (Direct, null)
Footnotes (1)
- Mr. Stevens became Sole Trustee upon death of Co-Trustee. Transfer of shares from Trust pursuant to Rule 16a-13. No funds were exchanged and no sale of shares occurred in the transfer of these shares.
Key Figures
Open-market sale 1: 1 share at $61.55
Open-market sale 2: 63 shares at $61.46
Gifts of shares: 40 shares
+3 more
6 metrics
Open-market sale 1
1 share at $61.55
Indirect trust holding sold on May 1, 2026
Open-market sale 2
63 shares at $61.46
Indirect trust holding sold on April 30, 2026
Gifts of shares
40 shares
Bona fide gifts on April 30, 2026 (20 direct, 20 indirect)
Direct holdings after
2,041 shares
Direct Mondelez Class A Common Stock after transactions
Indirect holdings after
0 shares
Indirect trust holdings after reported sales and gifts
Net shares sold
64 shares
Net open-market sales across reported transactions
Key Terms
Class A Common Stock, bona fide gift, Rule 16a-13, Sole Trustee, +1 more
5 terms
Class A Common Stock financial
"transactions involving "Class A Common Stock" on multiple dates"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
bona fide gift financial
"transaction_code_description: "Bona fide gift" for G-code entries"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Rule 16a-13 regulatory
"footnote: "Transfer of shares from Trust pursuant to Rule 16a-13.""
Sole Trustee financial
"footnote: "Mr. Stevens became Sole Trustee upon death of Co-Trustee.""
open-market sale financial
"transaction_action: "open-market sale" for S-code transactions"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
FAQ
What insider transactions did Mondelez (MDLZ) executive Brian Stevens report?
Brian Stevens reported small transactions in Mondelez Class A Common Stock, including open-market sales totaling 64 shares and bona fide gifts totaling 40 shares. These involved both his direct holdings and shares previously held indirectly through a trust.
What are Brian Stevens’ Mondelez (MDLZ) holdings after these transactions?
After the reported sales and gifts, Brian Stevens directly holds 2,041 shares of Mondelez Class A Common Stock. The filing shows that he no longer holds Mondelez shares indirectly through the trust, with indirect holdings reduced to zero shares.
What does the Rule 16a-13 reference mean in Brian Stevens’ Mondelez Form 4?
A footnote explains that a transfer of shares from the trust was made pursuant to Rule 16a-13, with no funds exchanged. The note clarifies that no sale of shares occurred in that specific transfer, distinguishing it from the open-market sale transactions.
In what capacity does Brian Stevens serve at Mondelez (MDLZ)?
Brian Stevens is identified as an officer of Mondelez International, serving as Senior Vice President, Controller and Chief Accounting Officer. The Form 4 reflects his reportable transactions in Mondelez Class A Common Stock in that executive capacity.