Pentair officer uses shares to cover RSU taxes
PENTAIR plc senior officer Jennifer M. Hensley reported routine equity updates.
Rhea-AI Filing Summary
PENTAIR plc senior officer Jennifer M. Hensley reported routine equity updates. On May 12, 2026, she surrendered 59 common shares at $75.26 per share to cover taxes due on the vesting of restricted stock units, which is classified as a tax-withholding disposition rather than an open-market sale.
After these transactions, she directly holds 3,244.4559 common shares and 2,341.4470 common shares underlying restricted stock units, plus an additional 271.9310 common shares held indirectly through an ESOP plan account. Footnotes indicate that end-of-period holdings also reflect prior RSU vesting, employee stock purchase plan activity, and dividend reinvestment.
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Insider Trade Summary
Exercise Price or Tax Liability: 59 shares
Exercise Price or Tax Liability
3 txns
Insider
Hensley Jennifer M
Role
SVP, CAO & Controller
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Shares | 59 | $75.26 | $4K |
| holding | Common Shares - Restricted Stock Units | -- | -- | -- |
| holding | Common Shares - ESOP | -- | -- | -- |
Holdings After Transaction:
Common Shares — 3,244.4559 shares (Direct);
Common Shares - Restricted Stock Units — 2,341.447 shares (Direct);
Common Shares - ESOP — 271.931 shares (Indirect, Plan Agent)
Footnotes (4)
- F1. Shares surrendered to pay taxes applicable to vesting of restricted stock units.
- F2. End-of-period holdings include monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c).
- F3. End-of-period holdings include shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Section 16(a).
- F4. End-of-period holdings reflect the vesting of restricted stock units that were previously reported.
Key Figures
Tax-withholding shares: 59 shares
Tax-withholding price: $75.26 per share
Direct common shares: 3,244.4559 shares
+2 more
5 metrics
Tax-withholding shares
59 shares
Common shares surrendered for RSU tax on May 12, 2026
Tax-withholding price
$75.26 per share
Value used for 59-share tax-withholding disposition
Direct common shares
3,244.4559 shares
Direct common share holdings after reported transactions
RSU-based shares
2,341.4470 shares
Common shares underlying restricted stock units after vesting
Indirect ESOP shares
271.9310 shares
Common shares held indirectly through ESOP plan agent
Key Terms
restricted stock units, tax-withholding disposition, ESOP, dividend reinvestment plan, +1 more
5 terms
restricted stock units financial
"Shares surrendered to pay taxes applicable to vesting of restricted stock units."
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.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
ESOP financial
"Common Shares - ESOP"
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
dividend reinvestment plan financial
"include shares acquired under a dividend reinvestment plan in exempt transactions"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
Rule 16b-3(c) regulatory
"monthly purchases under the ESPP in exempt transactions pursuant to Rule 16b-3(c)."
An SEC rule that lets corporate insiders avoid automatic "short‑swing" profit recovery when they buy or sell their company’s stock under a pre‑approved, written plan that meets specific conditions. For investors, it matters because it clarifies when insider trades are treated as routine, reducing legal uncertainty and helping distinguish trades made for ordinary compensation or pre‑planned reasons from those that might signal opportunistic or timely insider advantage.
FAQ
What insider activity did Pentair (PNR) report for Jennifer M. Hensley?
Pentair reported that executive Jennifer M. Hensley used 59 common shares to pay taxes on vested restricted stock units. This was a tax-withholding disposition, not an open-market sale, and reflects routine equity compensation administration.
How many Pentair (PNR) restricted stock units does Jennifer M. Hensley hold?
After the vesting and related tax withholding, she holds 2,341.4470 common shares in the form of restricted stock units. These RSUs represent additional equity-based compensation that may convert into common shares as they vest over time.
What indirect Pentair (PNR) holdings does Jennifer M. Hensley report?
She reports 271.9310 common shares held indirectly through an ESOP plan agent. These shares are part of an employee stock ownership or benefit arrangement, separate from her directly held common shares and restricted stock units.
Does the Pentair (PNR) Form 4 show open-market buying or selling by Jennifer M. Hensley?
No open-market purchases or sales are shown. The only share disposition is 59 shares surrendered to pay taxes on restricted stock unit vesting, a routine tax-withholding mechanism rather than a discretionary trade in the market.
AI-generated analysis. How Rhea-AI works. Not financial advice.
