RMR EVP has 2,823 shares withheld for taxes
Rhea-AI Filing Summary
RMR GROUP INC. (RMR) reported that Executive Vice President Yael Duffy had 2,823 shares of Class A Common Stock withheld on September 17, 2026 to pay tax liability related to a vesting event, at a reference value of $18.87 per share. After this tax-withholding disposition, Duffy holds 17,653 shares of Class A Common Stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
Positive
- None.
Negative
- None.
Insider Trade Summary
Tax Withholding: 2,823 shares
Tax Withholding
1 txn
Insider
Duffy Yael
Role
Exec. VP
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock F1 | 2,823 | $18.87 | $53K |
Holdings After Transaction:
Class A Common Stock — 17,653 shares (Direct)
Footnotes (1)
- F1. Payment of tax liability by withholding securities incident to the vesting of the security issued in accordance with Rule 16b-3.
Key Figures
Shares withheld for tax liability: 2,823 shares
Reference value per share: $18.87 per share
Shares held after transaction: 17,653 shares
+1 more
4 metrics
Shares withheld for tax liability
2,823 shares
Class A Common Stock withheld on September 17, 2026 to pay tax liability
Reference value per share
$18.87 per share
Value used for the tax-withholding disposition on September 17, 2026
Shares held after transaction
17,653 shares
Directly held Class A Common Stock by Yael Duffy after the tax-withholding transaction
Transaction date
September 17, 2026
Date of the tax-withholding disposition reported on Form 4
Key Terms
Rule 16b-3, withholding securities, tax liability
3 terms
Rule 16b-3 regulatory
"issued in accordance with Rule 16b-3"
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
withholding securities financial
"Payment of tax liability by withholding securities incident to the vesting"
tax liability financial
"Payment of tax liability by withholding securities incident to the vesting"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did RMR (RMR) disclose for Executive Vice President Yael Duffy?
RMR disclosed that Executive Vice President Yael Duffy had 2,823 shares of Class A Common Stock withheld on September 17, 2026 to pay tax liability associated with a vesting event, leaving 17,653 shares held directly.
Was the RMR (RMR) insider transaction an open-market sale?
No. The filing states the transaction was a payment of tax liability by withholding securities incident to vesting under Rule 16b-3, not an open-market sale or discretionary trade.
What are Yael Duffy’s RMR (RMR) holdings after the reported Form 4 transaction?
Following the tax-withholding disposition, Executive Vice President Yael Duffy holds 17,653 shares of RMR Class A Common Stock directly, according to the Form 4 filing.
Was the RMR (RMR) insider transaction made under a Rule 10b5-1 trading plan?
No. The Form 4 indicates that the Rule 10b5-1 checkbox is not selected, and there is no footnote stating that the transaction was made under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.