[Form 3] Nike, Inc. Initial Statement of Beneficial Ownership
Rhea-AI Filing Summary
NIKE, Inc. (NKE) – Form 3 Initial Statement of Beneficial Ownership
On 06/18/2025, newly appointed President Amy Montagne filed an initial Form 3 with the SEC. The filing establishes her baseline insider holdings under Section 16 requirements.
- Direct ownership: 19,466 Class B common shares.
- Indirect ownership: 1,067 Class B shares held through the NIKE 401(k) Savings and Profit Sharing Plan.
- Derivative holdings: Eight non-qualified stock-option grants covering a total of 225,720 Class B shares. Exercise prices range from $59.10 to $167.51, with expirations from 07/20/2027 to 09/01/2034.
No purchase or sale occurred; the document merely records existing positions as Ms. Montagne assumes her executive role. The disclosure is routine and does not, on its own, affect NIKE’s financial outlook or valuation.
Positive
- None.
Negative
- None.
Insights
TL;DR: Routine Form 3 sets baseline insider holdings; neutral for NIKE stock.
This initial filing by President Amy Montagne shows modest direct equity (≈20.5 k shares) but sizeable option exposure (225.7 k shares), typical for senior NIKE executives. Because no transaction occurred and the data merely formalise pre-existing awards, the information neither alters share count nor signals sentiment. Investors should monitor subsequent Forms 4 for actual trades, which would carry valuation implications.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Footnotes (1)
- Shares held in account under the NIKE, Inc. 401(k) Savings and Profit Sharing Plan. Stock Option granted on 07/20/2017 and became exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2018 and became exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2019 and became exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2020 and became exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2021 and becomes exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2022 and becomes exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 08/01/2023 and becomes exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant. Stock Option granted on 09/01/2024 and becomes exercisable with respect to 25% of the shares on each of the first four anniversaries of the date of the grant.
