Resideo EVP exercises 81,818 stock options
Resideo Technologies EVP and Chief HR Officer Kelly Stephen Montgomery exercised stock options covering 81,818 shares of common stock at an exercise price of $10.27 per share on December 10, 2025.
Rhea-AI Filing Summary
Resideo Technologies EVP and Chief HR Officer Kelly Stephen Montgomery exercised stock options covering 81,818 shares of common stock at an exercise price of $10.27 per share on December 10, 2025. In connection with this exercise, 46,612 shares were withheld by the issuer to satisfy the exercise price and tax obligations at $35.35 per share. After these transactions, he directly owns 269,002 shares of Resideo common stock.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
81,818 shares exercised/converted
Exercise
3 txns
Insider
Kelly Stephen Montgomery
Role
EVP, Chief HR Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option (Right to buy) | 81,818 | $0.00 | $0.00 |
| Exercise | Common Stock | 81,818 | $10.27 | $840K |
| Exercise Price or Tax Liability | Common Stock | 46,612 | $35.35 | $1.65M |
Holdings After Transaction:
Stock Option (Right to buy) — 0 contracts (Direct);
Common Stock — 269,002 shares (Direct)
Footnotes (3)
- F1. Includes 507 shares acquired pursuant to the Issuer's employee stock purchase plan.
- F2. Consists of shares withheld by the issuer to satisfy the reporting person's exercise price and tax withholding obligation upon the exercise of stock options.
- F3. Fully vested.
Key Figures
Options exercised: 81,818 shares
Exercise price: $10.27 per share
Shares withheld for exercise and taxes: 46,612 shares at $35.35 per share
+3 more
6 metrics
Options exercised
81,818 shares
Stock options for common stock exercised on December 10, 2025
Exercise price
$10.27 per share
Conversion of stock options into common stock
Shares withheld for exercise and taxes
46,612 shares at $35.35 per share
Tax-withholding disposition related to the option exercise
Post-transaction common stock holding
269,002 shares
Direct ownership after December 10, 2025 transactions
ESPP shares
507 shares
Included in holdings via employee stock purchase plan per footnote
Option expiration date
February 19, 2027
Expiration for the exercised stock option grant
Key Terms
Stock Option (Right to buy), tax withholding obligation, employee stock purchase plan, derivative security, +1 more
5 terms
Stock Option (Right to buy) financial
"security_title: Stock Option (Right to buy) reported as a derivative security"
tax withholding obligation financial
"shares withheld by the issuer to satisfy the reporting person's exercise price and tax withholding obligation"
employee stock purchase plan financial
"Includes 507 shares acquired pursuant to the Issuer's employee stock purchase plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
exercise price financial
"shares withheld by the issuer to satisfy the reporting person's exercise price and tax withholding obligation"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
What did Resideo (REZI) executive Kelly Montgomery report in this Form 4?
Kelly Stephen Montgomery reported exercising 81,818 stock options for Resideo common stock at an exercise price of $10.27 per share. In connection with the exercise, 46,612 shares were withheld to cover the exercise price and tax obligations, and he now directly holds 269,002 common shares.
How many Resideo (REZI) options did Kelly Montgomery exercise and at what price?
Montgomery exercised options for 81,818 shares of Resideo common stock at an exercise price of $10.27 per share. These options were fully vested and converted into common stock as part of the reported December 10, 2025 transaction sequence.
What is Kelly Montgomery’s post-transaction Resideo (REZI) common stock holding?
Montgomery directly holds 269,002 shares of common stock after the December 10, 2025 option exercise and related tax-withholding. This figure reflects his canonical post-transaction direct ownership position in Resideo Technologies, Inc.
Did Kelly Montgomery’s Resideo (REZI) Form 4 involve a trading plan disclosure?
The Form 4 does not affirm a Rule 10b5-1 trading plan checkbox, and plan-related details appear only in general footnote context. The reported transactions focus on an option exercise and associated share withholding for exercise cost and tax obligations.
AI-generated analysis. How Rhea-AI works. Not financial advice.
