PROCTER & GAMBLE Co (PG) CFO reports new RSUs and retirement plan shares
Rhea-AI Filing Summary
Schulten Andre reported acquisition or exercise transactions in this Form 4 filing.
PROCTER & GAMBLE Co Chief Financial Officer Andre Schulten reported multiple equity awards and updated holdings. On August 6, 2026, he received 1,375 Restricted Stock Units as a retirement award, each representing a contingent right to Procter & Gamble common stock or cash settlement under a benefit formula for the plan year ended June 30, 2026.
Additional dividend-equivalent RSUs tied to the issuer’s retirement program were credited on May 15 and February 17, 2026. Indirectly, 0.3148 shares of Series A Preferred Stock were granted through a retirement plan trustee, convertible into common stock at the higher of $6.82 or market price. Following these updates, direct common stock holdings are 53,731.0367 shares, with 7,535.1091 shares held indirectly by a retirement plan trustee. No sales or dispositions were reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
6 transactions reported
Mixed
6 txns
Insider
Schulten Andre
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units F7, F4 | 1,375 | $0.00 | $0.00 |
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| Grant/Award | Series A Preferred Stock F5, F6 | 0.3148 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units F3, F4 | 34.8917 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units F3, F4 | 29.8332 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 1,658.4327 shares (Direct);
Series A Preferred Stock — 1,631.1541 shares (Indirect, By Retirement Plan Trustee);
Common Stock — 53,731.0367 shares (Direct);
Common Stock — 7,535.1091 shares (Indirect, By Retirement Plan Trustee)
Footnotes (7)
- F1. Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock.
- F2. Reflects adjustment to PST through July 14, 2026.
- F3. 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.
- F4. 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.
- F5. Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock.
- F6. 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.
- F7. Retirement award in the form of Restricted Stock Units which represent the contingent right to receive P&G common stock or cash settlement. Amount and price computed per benefit formula for plan year ended 6/30/2026.
Key Figures
Retirement RSU award: 1,375.0000 units
Dividend-equivalent RSUs (May 15, 2026): 34.8917 units
Dividend-equivalent RSUs (February 17, 2026): 29.8332 units
+5 more
8 metrics
Retirement RSU award
1,375.0000 units
Restricted Stock Units granted on August 6, 2026 as a retirement award
Dividend-equivalent RSUs (May 15, 2026)
34.8917 units
Restricted Stock Units credited as dividend equivalents under retirement program
Dividend-equivalent RSUs (February 17, 2026)
29.8332 units
Restricted Stock Units credited as dividend equivalents under retirement program
Series A Preferred Stock grant
0.3148 shares
Indirectly held via retirement plan trustee, granted July 14, 2026
Preferred conversion reference price
$6.82 per share
Minimum of higher of $6.82 or market price for Series A Preferred conversion/redemption
Direct common stock holdings
53,731.0367 shares
Total direct Procter & Gamble common stock held after reported transactions
Indirect common stock holdings
7,535.1091 shares
Common stock held indirectly by retirement plan trustee
Indirect Series A Preferred holdings
1,631.1541 shares
Series A Preferred Stock held by retirement plan trustee after July 14, 2026 grant
Key Terms
Restricted Stock Units, Dividend equivalents, Retirement Plan Trustee, Series A Preferred Stock
4 terms
Restricted Stock Units financial
"Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program."
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.
Dividend equivalents financial
"Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded"
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.
Retirement Plan Trustee financial
"Shares held by Retirement Plan Trustees. If Officer terminates employment"
Series A Preferred Stock financial
"Series A Preferred Stock converted/redeemed at specified conversion/exercise price."
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What equity awards did PG CFO Andre Schulten receive on August 6, 2026?
On August 6, 2026, PG’s CFO Andre Schulten received 1,375 Restricted Stock Units as a retirement-related award. These RSUs represent a contingent right to receive Procter & Gamble common stock or cash based on a plan formula for the year ended June 30, 2026.
What indirect holdings in PG stock does Andre Schulten report through retirement plan trustees?
Andre Schulten reports 7,535.1091 shares of PG common stock held indirectly by a retirement plan trustee, plus 1,631.1541 shares of Series A Preferred Stock in the plan, reflecting accumulated awards and adjustments through July 14, 2026.
What is the conversion price reference for Andre Schulten’s PG Series A Preferred Stock holdings?
The Series A Preferred Stock held via the retirement plan trustee is convertible or redeemable at the higher of $6.82 per share (adjusted for a 2-for-1 split effective May 21, 2004) or the market price of Procter & Gamble common stock.