Sally Beauty’s Kim McIntosh acquires stock awards
The restricted stock units vest in three equal installments on November 15, 2027, November 15, 2028, and November 15, 2029.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Kim McIntosh, GVP, Controller & CAO of Sally Beauty Holdings, Inc., reported acquisition on November 4, 2026, of 5,847 restricted stock units and earned performance stock units tied to 10,600, 2,640, 1,696 and 1,898 shares of common stock. The restricted stock units convert one-for-one and vest in three equal installments on November 15, 2027, November 15, 2028, and November 15, 2029. The earned performance units are scheduled for payout on November 15, 2026.
Insider Trade Summary
Grant/Award: 22,681 shares
Grant/Award
5 txns
Insider
McIntosh Kim
Role
GVP, CONTROLLER & CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units F1, F2 | 5,847 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F3 | 10,600 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F4 | 2,640 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F5 | 1,696 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F6 | 1,898 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 5,847 units (Direct);
Restricted Stock Units (1) — 16,834 units (Direct)
Footnotes (6)
- F1. Restricted stock units convert into common stock on a one-for-one basis.
- F2. The restricted stock units vest in three equal installments on November 15, 2027, November 15, 2028, and November 15, 2029.
- F3. Reflects earned performance stock units (PSUs). The PSUs were granted on November 1, 2023, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2026. The number of PSUs reported reflects the number of PSUs earned based on the certification of the Compensation and Talent Committee of the Board of Directors of Sally Beauty Holdings, Inc. (the "Committee") of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2026.
- F4. Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2025, and ending on September 30, 2026).
- F5. Reflects earned PSUs. The PSUs were granted on November 6, 2024, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2025, and ending on September 30, 2026).
- F6. Reflects earned PSUs. The PSUs were granted on November 5, 2025, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2025, and ending on September 30, 2026).
Key Figures
Restricted stock units: 5,847 units
Earned performance stock units tied to relative total shareholder return: 10,600 shares
Earned performance stock units tied to adjusted operating income margin: 2,640 shares
+4 more
7 metrics
Restricted stock units
5,847 units
Reported November 4, 2026; vest in three equal installments.
Earned performance stock units tied to relative total shareholder return
10,600 shares
Scheduled for payout November 15, 2026.
Earned performance stock units tied to adjusted operating income margin
2,640 shares
Scheduled for payout November 15, 2026.
Earned performance stock units tied to adjusted operating income margin
1,696 shares
Scheduled for payout November 15, 2026.
Earned performance stock units tied to adjusted operating income margin
1,898 shares
Scheduled for payout November 15, 2026.
Restricted stock unit conversion
1 common share per unit
Restricted stock units convert into common stock on a one-for-one basis.
Restricted stock unit vesting
3 equal installments
November 15, 2027; November 15, 2028; and November 15, 2029.
Key Terms
Restricted stock units, performance stock units (PSUs), relative total shareholder return (rTSR), adjusted operating income margin (AOIM)
4 terms
Restricted stock units financial
"Restricted stock units convert into common stock on a one-for-one basis"
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.
performance stock units (PSUs) financial
"Reflects earned performance stock units (PSUs)"
Performance stock units (PSUs) are a form of executive or employee pay that promise company shares only if pre-set performance goals are met over a defined period; think of them as a bonus paid in stock that arrives only when the company hits agreed targets. Investors watch PSUs because they affect the number of shares outstanding (dilution) and reveal how management’s pay is tied to financial or operational results, aligning incentives with shareholder outcomes.
adjusted operating income margin (AOIM) financial
"goals related to adjusted operating income margin (AOIM)"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stock awards did SBH officer Kim McIntosh report?
Kim McIntosh reported 5,847 restricted stock units and earned performance stock units tied to 10,600, 2,640, 1,696 and 1,898 common shares on November 4, 2026.
When do Kim McIntosh's SBH restricted stock units vest?
The 5,847 restricted stock units vest in three equal installments on November 15, 2027, November 15, 2028, and November 15, 2029. Each restricted stock unit converts into one common share.
What performance goals determined Kim McIntosh's earned SBH performance stock units?
The 10,600 earned units reflect relative total shareholder return goals over a three-year performance period concluding September 30, 2026. The other earned units reflect adjusted operating income margin goals for one-year performance periods.
AI-generated analysis. How Rhea-AI works. Not financial advice.
