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NIKE, Inc. (NYSE: NKE) details RSU tax-withholding share disposition for president

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

NIKE, Inc. reported that President, NIKE Amy Montagne had 578 shares of Class B Common Stock withheld on 2026-08-03 to satisfy tax withholding obligations upon vesting of RSUs at $41.71 per share, a non-market transaction. Afterward she held 62,302.9272 shares directly, including Employee Stock Purchase Plan shares, plus 1,097 shares held indirectly through The NIKE, Inc. 401(k) Plan.

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Insider Montagne Amy
Role PRESIDENT, NIKE
Type Security Shares Price Value
Tax Withholding Class B Common Stock F1, F2 578 $41.71 $24K
holding Class B Common Stock F3 -- -- --
Holdings After Transaction: Class B Common Stock — 62,302.9272 shares (Direct); Class B Common Stock — 1,097 shares (Indirect, by Retirement Plan)
Footnotes (3)
  1. F1. Shares withheld by the Company to satisfy tax withholding obligations upon vesting of RSUs; not an open market transaction.
  2. F2. Includes shares acquired pursuant to NIKE, Inc.'s Employee Stock Purchase Plan.
  3. F3. Shares held in account under The NIKE, Inc. 401(k) Plan.
Shares withheld for taxes 578 shares Class B Common Stock withheld on 2026-08-03 to satisfy tax obligations upon RSU vesting
Tax withholding price $41.71 per share Value used for the 578 withheld shares of Class B Common Stock
Direct holdings after transaction 62,302.9272 shares Direct Class B Common Stock held by Amy Montagne after tax-withholding event, including ESPP shares
Indirect 401(k) holdings 1,097 shares Class B Common Stock held in an account under The NIKE, Inc. 401(k) Plan
Shares tied to tax liability events 578 shares Exercise price or tax liability-related shares in transaction summary for code F
RSUs financial
"tax withholding obligations upon vesting of RSUs; not an open market"
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.
Employee Stock Purchase Plan financial
"Includes shares acquired pursuant to NIKE, Inc.'s Employee Stock Purchase Plan."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
401(k) Plan financial
"Shares held in account under The NIKE, Inc. 401(k) Plan."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
tax withholding obligations financial
"Shares withheld by the Company to satisfy tax withholding obligations upon vesting"

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FAQ

What insider transaction did NIKE (NKE) executive Amy Montagne report?

Amy Montagne reported 578 shares of NIKE Class B Common Stock withheld on 2026-08-03 to cover tax withholding obligations upon vesting of RSUs at $41.71 per share, described as a non-market transaction by the company.

How many NIKE (NKE) shares does Amy Montagne hold after this Form 4?

After the reported transaction, Amy Montagne directly held 62,302.9272 shares of NIKE Class B Common Stock, including shares from the Employee Stock Purchase Plan, and indirectly held an additional 1,097 shares through an account under The NIKE, Inc. 401(k) Plan.

Was Amy Montagne’s NIKE (NKE) share withholding an open market sale?

No. The 578 shares withheld were used to satisfy tax withholding obligations upon RSU vesting and were explicitly described as not an open market transaction, indicating no sale into the public market occurred in this event.

What price was used for the NIKE (NKE) tax withholding shares?

The 578 shares of NIKE Class B Common Stock withheld for taxes were valued at $41.71 per share. This price is used solely for the tax-withholding calculation related to the vesting of restricted stock units (RSUs), not as a market trade price.

How are Amy Montagne’s indirect NIKE (NKE) holdings structured?

Amy Montagne’s indirect holdings consist of 1,097 shares of NIKE Class B Common Stock held in an account under The NIKE, Inc. 401(k) Plan, reflecting retirement-plan ownership rather than directly held brokerage or certificated shares.

Does Amy Montagne’s NIKE (NKE) Form 4 involve a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not marked as an affirmative plan, and the tax-withholding event is described as RSU-related, indicating it reflects administrative tax settlement rather than discretionary trading under a pre-arranged 10b5-1 trading plan.
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*
Montagne Amy

(Last)(First)(Middle)
ONE BOWERMAN DRIVE

(Street)
BEAVERTON OREGON 97005

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
NIKE, Inc. [ NKE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
PRESIDENT, NIKE
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026
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
Class B Common Stock08/03/2026F(1)578D$41.7162,302.9272(2)D
Class B Common Stock1,097Iby Retirement Plan(3)
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
Explanation of Responses:
1. Shares withheld by the Company to satisfy tax withholding obligations upon vesting of RSUs; not an open market transaction.
2. Includes shares acquired pursuant to NIKE, Inc.'s Employee Stock Purchase Plan.
3. Shares held in account under The NIKE, Inc. 401(k) Plan.
/s/ Carlos J. Wilson, attorney-in-fact for Ms. Montagne08/05/2026
** 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)