PG executive Paul Gama reports initial shareholdings
PROCTER & GAMBLE Co executive Paul Gama has filed an initial ownership report showing his equity interests in the company.
Rhea-AI Filing Summary
PROCTER & GAMBLE Co executive Paul Gama has filed an initial ownership report showing his equity interests in the company. As CEO – Health Care, he directly holds 35,950.5707 shares of common stock, plus multiple stock options on common shares with exercise prices such as $113.23 and $139.58 expiring between 2030 and 2033. He also holds various Restricted Stock Units that generally settle in P&G common stock or cash under the company’s retirement programs, and additional common and preferred stock are held indirectly through a retirement plan trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
18 transactions reported
Mixed
18 txns
Insider
Gama Paul
Role
CEO- Health Care
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Series A Preferred Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 926.5321 contracts (Direct);
Stock Option (Right to Buy) — 126,349 contracts (Direct);
Series A Preferred Stock — 221.638 contracts (Indirect, By Retirement Plan Trustee);
Common Stock — 35,950.5707 shares (Direct);
Common Stock — 967.477 shares (Indirect, By Retirement Plan Trustee)
Footnotes (10)
- F1. These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account.
- F2. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2020.
- F3. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2021.
- F4. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2022.
- F5. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2023.
- F6. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2024.
- F7. Retirement award in the form of Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2025.
- F8. Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock.
- F9. Series A Preferred Stock allocated to Officer's Retirement Plan Account pursuant to formula award provisions.
- F10. Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price.
Key Figures
Direct common stock: 35,950.5707 shares
Indirect common stock: 967.4770 shares
Option tranche 1: 6,807 shares at $113.23
+5 more
8 metrics
Direct common stock
35,950.5707 shares
Directly held PG common stock reported on Form 3
Indirect common stock
967.4770 shares
Common stock held indirectly by retirement plan trustee
Option tranche 1
6,807 shares at $113.23
Stock Option (Right to Buy), expires 2030-02-28
Option tranche 2
8,250 shares at $139.24
Stock Option (Right to Buy), expires 2030-10-01
Option tranche 3
29,263 shares at $139.58
Stock Option (Right to Buy), expires 2031-10-01
Option tranche 4
21,968 shares at $145.19
Stock Option (Right to Buy), expires 2033-09-30
Option tranche 5
8,567 shares at $173.04
Stock Option (Right to Buy), expires 2034-09-29
Indirect preferred underlying
221.6380 shares
Common stock underlying Series A Preferred Stock held indirectly
Key Terms
Restricted Stock Units, Stock Option (Right to Buy), Series A Preferred Stock, Retirement Plan Trustees, +1 more
5 terms
Restricted Stock Units financial
"Restricted Stock Units which represent a contingent right to receive P&G common stock or cash settlement."
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.
Stock Option (Right to Buy) financial
"Stock Option (Right to Buy) on P&G common stock with stated exercise prices and expirations."
Series A Preferred Stock financial
"Series A Preferred Stock allocated to Officer's Retirement Plan Account pursuant to formula award provisions."
Series A preferred stock is a type of ownership share in a company that gives investors certain advantages, such as priority in receiving profits or getting their money back if the company is sold or goes bankrupt. It is often issued during early funding stages to attract investors by offering more security than common shares. This stock matters to investors because it provides a safer way to invest while still holding potential for future gains.
Retirement Plan Trustees financial
"Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares..."
dividend equivalents financial
"Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program."
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filed by PG’s Paul Gama report?
The Form 3 reports Paul Gama’s initial ownership in PROCTER & GAMBLE Co, including common stock, stock options, Restricted Stock Units, and retirement-plan holdings. It lists current positions only, with no new purchases or sales disclosed in this filing.
What stock options for PG does Paul Gama report on this Form 3?
Paul Gama reports several stock option awards on PROCTER & GAMBLE common stock, including 6,807 underlying shares at a $113.23 exercise price and 29,263 underlying shares at $139.58, with expirations ranging from 2030 to 2033 according to the individual option grants.
What are the Restricted Stock Units shown for PG’s Paul Gama?
The Restricted Stock Units represent contingent rights to receive PROCTER & GAMBLE common stock or cash under retirement and dividend-equivalent programs. Footnotes explain these RSUs generally deliver on retirement, based on benefit formulas for plan years ended between June 30, 2020 and June 30, 2025.
What indirect PG holdings does Paul Gama have through a retirement plan trustee?
Indirectly, Paul Gama has Series A preferred stock and 967.4770 shares of PROCTER & GAMBLE common stock held by retirement plan trustees. Footnotes state these plan allocations follow formula awards, with preferred stock convertible or redeemable into common shares at specified terms.
AI-generated analysis. How Rhea-AI works. Not financial advice.
