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Netflix (NFLX) executive settles RSU tax obligations with company stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Netflix Inc. Chief Global Affairs Officer Cletus R. Willems reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding. On May 4, 2026, he acquired 6,168 shares of common stock through the vesting and settlement of RSUs and delivered 3,027 shares at $92.06 per share to cover tax obligations. Following these transactions, he directly holds 6,168 Netflix common shares. The RSU grants were originally awarded on April 28, 2025 (37,910 and 16,110 RSUs) and January 22, 2026 (18,450 RSUs), each vesting quarterly over multi‑year schedules.

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Insider Willems Cletus R
Role Chief Global Affairs Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 3,160 $0.00 --
Exercise Restricted Stock Units 1,470 $0.00 --
Exercise Restricted Stock Units 1,538 $0.00 --
Exercise Common Stock 3,160 $0.00 --
Exercise Common Stock 1,470 $0.00 --
Exercise Common Stock 1,538 $0.00 --
Tax Withholding Common Stock 1,550 $92.06 $143K
Tax Withholding Common Stock 722 $92.06 $66K
Tax Withholding Common Stock 755 $92.06 $70K
Holdings After Transaction: Restricted Stock Units — 22,120 shares (Direct, null); Common Stock — 3,160 shares (Direct, null)
Footnotes (1)
  1. Reflects restricted stock units (RSUs) that following vesting, settled in shares of Netflix common stock on a one-for-one basis. Shares withheld to satisfy tax withholding obligations arising out of the vesting of RSUs. Each RSU represents a contingent right to receive one share of Netflix common stock. On April 28, 2025, the Reporting Person was granted 37,910 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/12th of the RSUs will vest on a quarterly basis beginning on May 3, 2025 (or, to the extent it is not a trading day, the first trading day thereafter). On April 28, 2025, the Reporting Person was granted 16,110 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/11th of the RSUs will vest on a quarterly basis beginning on May 3, 2025 (or, to the extent it is not a trading day, the first trading day thereafter). On January 22, 2026, the Reporting Person was granted 18,450 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/12th of the RSUs will vest on a quarterly basis beginning on February 3, 2026 (or, to the extent it is not a trading day, the first trading day thereafter).
RSU shares settled 6,168 shares Common stock acquired through RSU settlement on May 4, 2026
Shares withheld for taxes 3,027 shares at $92.06 Tax-withholding dispositions of common stock linked to RSU vesting
Common shares held after 6,168 shares Direct Netflix common stock holdings following reported transactions
RSU grant size 37,910 RSUs Grant dated April 28, 2025, vesting 1/12 quarterly from May 3, 2025
RSU grant size 16,110 RSUs Grant dated April 28, 2025, vesting 1/11 quarterly from May 3, 2025
RSU grant size 18,450 RSUs Grant dated January 22, 2026, vesting 1/12 quarterly from February 3, 2026
RSUs remaining (grant 1) 15,375 RSUs Restricted stock units outstanding after transactions for first referenced grant
RSUs remaining (grant 2) 8,790 RSUs Restricted stock units outstanding after transactions for second referenced grant
restricted stock units financial
"Reflects restricted stock units (RSUs) that following vesting, settled in shares of Netflix common stock"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
RSUs financial
"On April 28, 2025, the Reporting Person was granted 37,910 RSUs"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
tax withholding obligations financial
"Shares withheld to satisfy tax withholding obligations arising out of the vesting of RSUs"
contingent right financial
"Each RSU represents a contingent right to receive one share of Netflix common stock"
trading day financial
"Beginning on May 3, 2025 (or, to the extent it is not a trading day, the first trading day thereafter)"
A trading day is a calendar day when a stock exchange is open and securities can be bought or sold during its set market hours, like a store’s regular business hours. It matters to investors because price changes, order execution, daily volume, and settlement timing are tied to trading days, so performance, deadlines for trades or option expirations, and short-term strategies are measured and planned around them.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Willems Cletus R

(Last)(First)(Middle)
121 ALBRIGHT WAY

(Street)
LOS GATOS CALIFORNIA 95032

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
NETFLIX INC [ NFLX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Global Affairs Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/04/2026M3,160A(1)3,160D
Common Stock05/04/2026M1,470A(1)4,630D
Common Stock05/04/2026M1,538A(1)6,168D
Common Stock05/04/2026F1,550(2)D$92.064,618D
Common Stock05/04/2026F722(2)D$92.063,896D
Common Stock05/04/2026F755(2)D$92.063,141D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(3)05/04/2026M3,160 (4) (4)Common Stock3,160$022,120D
Restricted Stock Units(3)05/04/2026M1,470 (5) (5)Common Stock1,470$08,790D
Restricted Stock Units(3)05/04/2026M1,538 (6) (6)Common Stock1,538$015,375D
Explanation of Responses:
1. Reflects restricted stock units (RSUs) that following vesting, settled in shares of Netflix common stock on a one-for-one basis.
2. Shares withheld to satisfy tax withholding obligations arising out of the vesting of RSUs.
3. Each RSU represents a contingent right to receive one share of Netflix common stock.
4. On April 28, 2025, the Reporting Person was granted 37,910 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/12th of the RSUs will vest on a quarterly basis beginning on May 3, 2025 (or, to the extent it is not a trading day, the first trading day thereafter).
5. On April 28, 2025, the Reporting Person was granted 16,110 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/11th of the RSUs will vest on a quarterly basis beginning on May 3, 2025 (or, to the extent it is not a trading day, the first trading day thereafter).
6. On January 22, 2026, the Reporting Person was granted 18,450 RSUs. Subject to the terms and conditions of the underlying award agreements, 1/12th of the RSUs will vest on a quarterly basis beginning on February 3, 2026 (or, to the extent it is not a trading day, the first trading day thereafter).
Remarks:
By: Veronique Bourdeau, Authorized Signatory For: Cletus R Willems05/05/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Netflix (NFLX) report for Cletus R. Willems?

Netflix reported that Chief Global Affairs Officer Cletus R. Willems had RSUs vest into 6,168 common shares, while 3,027 shares were withheld at $92.06 each to satisfy tax obligations. These were compensation-related events rather than open-market trades.

Did the Netflix (NFLX) executive sell shares in the open market in this Form 4?

No open-market sales were reported. Shares were disposed of only through tax withholding transactions coded “F,” where 3,027 shares of Netflix common stock were delivered at $92.06 per share to cover tax liabilities from RSU vesting.

How many Netflix (NFLX) shares does Cletus R. Willems hold after these transactions?

After the reported Form 4 transactions, Cletus R. Willems directly holds 6,168 shares of Netflix common stock. These holdings reflect the net result of RSU settlements into shares and shares withheld to pay taxes connected to those vesting events.

What RSU grants underpin the reported Netflix (NFLX) Form 4 transactions?

The Form 4 references RSU grants of 37,910 and 16,110 units awarded on April 28, 2025, and 18,450 units awarded on January 22, 2026. These RSUs vest quarterly over periods of 11 or 12 installments, each unit settling into one Netflix common share.

How many Netflix (NFLX) shares were used to cover tax withholding in this Form 4?

A total of 3,027 Netflix common shares were withheld for tax obligations. The Form 4 shows three tax-withholding dispositions, each coded “F,” all valued at a transaction price of $92.06 per share, linked to the vesting and settlement of RSUs.