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New York Times Company EVP and CHRO Jacqueline M. Welch reported equity compensation and related tax share deliveries in Class A Common Stock. She acquired 23,029 shares upon achieving specific performance goals for the period from January 1, 2023 to December 31, 2025, under the 2020 Incentive Compensation Plan, and 10,270 shares were delivered back to the company to cover tax withholding on that award.
Welch also received a grant of 1,788 stock-settled restricted stock units, each representing one share, vesting in three equal annual installments beginning on February 26, 2027, assuming continued employment. Separately, 310 shares were delivered to the company to satisfy tax withholding tied to the one-third vesting of RSUs granted on February 26, 2025. After these transactions, she directly owned 27,873 Class A shares.
The New York Times Company filed a shelf registration on February 27, 2026 to register Class A common stock, preferred stock, debt securities, warrants, depositary shares, stock purchase contracts, stock purchase units and units for issuance "from time to time" after effectiveness.
The prospectus is a Form S-3 shelf and states offerings may be primary (by the Company) or resale (by selling securityholders named in supplements), with specific terms, amounts and proceeds to be provided in future prospectus supplements.
The New York Times Company describes itself as a global media organization built around paid digital and print journalism, with products spanning core news, The Athletic, Audio, Cooking, Games and Wirecutter plus licensing and commercial printing.
As of December 31, 2025, it had approximately 12.78 million total subscribers, including about 12.21 million paid digital-only subscribers across 234 countries and territories, and aims to reach 15 million subscribers by year-end 2027. Subscription revenue is the main income source, complemented by advertising, of which digital made up roughly 73% of 2025 advertising revenue, with print at about 27%.
The company highlights heavy investment in technology, data and AI to support engagement, bundling and advertising, while warning that generative AI, changing platform algorithms, intense competition, economic conditions, cybersecurity risks and fast-evolving privacy and subscription rules could pressure traffic, monetization and brand value. It also emphasizes human capital, with about 6,000 full-time equivalent employees, roughly 43% represented by unions, and multiple collective bargaining agreements coming up for renewal.
New York Times Co Chairman and Publisher Arthur G. Sulzberger reported two tax-related share deliveries to the company. He delivered 1,883 and 2,039 shares of Class A common stock at $77.99 per share to satisfy withholding taxes on vesting restricted stock units, and now directly holds 134,680 shares.
New York Times Company director David S. Perpich reported tax-related share dispositions, not open-market sales. On February 21 and 22, 2026, a total of 736 Class A Common shares (343 and 393) were delivered at $77.99 per share to The New York Times Company to satisfy tax withholding obligations tied to one-third vesting of stock-settled restricted stock units granted in 2023 and 2024 under the 2020 Incentive Compensation Plan. After these transactions, he directly holds 25,702 Class A shares, and additional shares are held indirectly in trusts and as UTMA custodian, for which he disclaims beneficial ownership.
New York Times Company executive reports tax-withholding share deliveries
NEW YORK TIMES CO EVP and CHRO Jacqueline M. Welch reported two tax-withholding dispositions of Class A Common Stock related to vesting of restricted stock units under the company’s 2020 Incentive Compensation Plan.
On February 21, 2026, she delivered 386 shares to The New York Times Company at $77.99 per share to satisfy tax obligations from the one-third vesting of stock-settled RSUs granted on February 22, 2023, leaving 14,084 shares owned directly afterward. On February 22, 2026, she delivered an additional 448 shares at $77.99 per share to cover taxes on the one-third vesting of RSUs granted on February 21, 2024, leaving 13,636 shares owned directly.
New York Times Company President & CEO Meredith Kopit Levien reported two insider transactions involving Class A Common Stock. On February 21, 2026, 2,922 shares and on February 22, 2026, 3,800 shares were delivered back to the company at $77.99 per share. The Form 4 states these were tax-withholding dispositions to satisfy obligations from the one-third vesting of stock-settled restricted stock units granted in 2023 and 2024 under the company’s 2020 Incentive Compensation Plan, rather than open-market sales.
NEW YORK TIMES CO senior vice president, treasurer and chief accounting officer Anthony R. Benten reported two tax-related share dispositions under the company’s equity plan. On February 22, 2026, he delivered 162 shares of Class A Common Stock at $77.99 per share to The New York Times Company to satisfy tax withholding tied to the one-third vesting of restricted stock units granted on February 21, 2024. On February 21, 2026, he similarly delivered 131 shares at $77.99 per share related to vesting of units granted on February 22, 2023. After these tax-withholding dispositions, he directly owned 37,479 Class A shares.
New York Times Company executive William Bardeen, EVP and Chief Financial Officer, delivered shares of Class A Common Stock back to the company to cover tax withholding on vesting equity awards. These were tax-withholding dispositions, not open-market sales.
He delivered 655 shares on February 21, 2026, and 256 shares on February 22, 2026, tied to one-third vesting of stock-settled restricted stock units granted in 2023 and 2024 under the company’s 2020 Incentive Compensation Plan. After these transactions, he directly holds 10,332 Class A shares.
NEW YORK TIMES CO executive Diane Brayton reported multiple share dispositions of Class A Common Stock. On February 20, 2026, she completed an open-market sale of 4,600 shares at $77.03 per share. Following this sale, her directly held stake was 28,279 shares.
On February 21 and 22, 2026, she delivered 932 and 766 shares, respectively, to The New York Times Company at $77.99 per share to satisfy tax withholding obligations tied to the one-third vesting of previously granted stock-settled restricted stock units. After these tax-withholding deliveries, she directly owned 26,581 shares.