OXM CEO reports RSU vesting and tax withholding
Oxford Industries CEO Thomas Caldecot Chubb III reported routine equity compensation activity.
Rhea-AI Filing Summary
Oxford Industries CEO Thomas Caldecot Chubb III reported routine equity compensation activity. On May 29, 2026, 9,000 restricted stock units vested into common shares under the company’s Long-Term Stock Incentive Plan. To cover tax obligations on this vesting, 4,009 shares were withheld by the company, a non-market disposition.
Following these transactions, Chubb held 27,700 shares of Oxford Industries common stock directly and 78,500 restricted stock units remaining. He also reported indirect holdings through various family trusts, including shares held by trusts for his children and spouse and by 2025 and 2026 GRAT vehicles.
Positive
- None.
Negative
- None.
Insider Trade Summary
9,000 shares exercised/converted
Exercise
8 txns
Insider
Chubb Thomas Caldecot III
Role
CEO and President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 9,000 | $0.00 | $0.00 |
| Exercise | Common Stock | 9,000 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 4,009 | $44.62 | $179K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 78,500 contracts (Direct);
Common Stock — 27,700 shares (Direct);
Common Stock — 21,660 shares (Indirect, By 2025-3 GRAT);
Common Stock — 21,662 shares (Indirect, By 2025-4 GRAT);
Common Stock — 33,000 shares (Indirect, By 2026-1 GRAT);
Common Stock — 18,000 shares (Indirect, By Trust for Spouse);
Common Stock — 46,644 shares (Indirect, By Trusts for Children)
Footnotes (4)
- F1. Shares issued upon vesting of restricted share units granted by the Issuer pursuant to the Oxford Industries, Inc. Long-Term Stock Incentive Plan.
- F2. Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting of restricted share units.
- F3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units were granted by the Issuer pursuant to the Oxford Industries, Inc. Long-Term Stock Incentive Plan.
- F4. The restricted stock units vested on May 29, 2026.
Key Figures
RSUs vested: 9,000 units
Shares withheld for taxes: 4,009 shares
Direct common shares after: 27,700 shares
+5 more
8 metrics
RSUs vested
9,000 units
Restricted stock units vested on May 29, 2026
Shares withheld for taxes
4,009 shares
Withheld to satisfy tax obligations on RSU vesting
Direct common shares after
27,700 shares
Direct Oxford Industries common stock holdings after transactions
RSUs remaining
78,500 units
Restricted stock units outstanding after May 29, 2026 vesting
Trusts for children holdings
46,644 shares
Indirect common stock held by trusts for children
Spousal trust holdings
18,000 shares
Indirect common stock held by trust for spouse
2026-1 GRAT holdings
33,000 shares
Indirect common stock held by 2026-1 GRAT
2025-4 GRAT holdings
21,662 shares
Indirect common stock held by 2025-4 GRAT
Key Terms
Restricted Stock Units, Long-Term Stock Incentive Plan, tax withholding obligations, Grantor Retained Annuity Trust, +1 more
5 terms
Restricted Stock Units financial
"The security title includes Restricted Stock Units that convert into 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.
Long-Term Stock Incentive Plan financial
"Units were granted pursuant to the Oxford Industries, Inc. Long-Term Stock Incentive Plan."
tax withholding obligations financial
"Shares were withheld by the issuer to satisfy tax withholding obligations upon vesting."
Grantor Retained Annuity Trust financial
"Indirect holdings are reported in entities labeled as 2025-3 GRAT and 2026-1 GRAT."
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
derivative exercise/conversion financial
"Transaction code M is described as Exercise or conversion of derivative security."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did OXM CEO Thomas Caldecot Chubb III report in this Form 4?
The Form 4 shows routine equity compensation activity for CEO Thomas Caldecot Chubb III, with restricted stock units vesting into common shares and some shares withheld by Oxford Industries to satisfy related tax obligations, rather than discretionary open-market buying or selling.
How many Oxford Industries (OXM) restricted stock units vested for the CEO?
9,000 restricted stock units vested for the CEO. These units converted into 9,000 shares of Oxford Industries common stock under the company’s Long-Term Stock Incentive Plan, as disclosed in the filing’s footnotes describing the vesting and the nature of the restricted stock units.
How many restricted stock units remain outstanding for the OXM CEO?
Following the May 29, 2026 vesting, the CEO had 78,500 restricted stock units remaining. Each restricted stock unit represents a contingent right to receive one share of Oxford Industries common stock, according to the footnotes describing the award structure.
What indirect Oxford Industries (OXM) holdings are reported for the CEO?
The filing reports indirect holdings through trusts, including 46,644 shares held by trusts for children, 18,000 shares held by a trust for his spouse, and additional shares held in 2025 and 2026 GRATs, reflecting family estate-planning structures rather than direct personal trading.
AI-generated analysis. How Rhea-AI works. Not financial advice.
