Nike, Inc. Initial Statement of Beneficial Ownership
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.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
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.
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 (9)
- F1. Shares held in account under the NIKE, Inc. 401(k) Savings and Profit Sharing Plan.
- F2. 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.
- F3. 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.
- F4. 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.
- F5. 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.
- F6. 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.
- F7. 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.
- F8. 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.
- F9. 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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
