Sally Beauty’s Goss receives 25,987-unit stock grant
The restricted stock units vest in three installments through November 15, 2029, while the earned performance units are scheduled for payout on November 15, 2026.
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
At Sally Beauty Holdings, Inc. (SBH), SVP & President Sally Beauty John Howard Goss Jr. reported direct acquisitions on November 4, 2026, including 25,987 restricted stock units and earned performance stock units of 42,404, 10,559, 7,534 and 6,903.
The 25,987 restricted stock units 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; their performance goals included relative total shareholder return and adjusted operating income margin.
Insider Trade Summary
Grant/Award: 93,387 shares
Grant/Award
5 txns
Insider
Goss John Howard JR
Role
SVP & President Sally Beauty
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units F1, F2 | 25,987 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F3 | 42,404 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F4 | 10,559 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F5 | 7,534 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (1) F6 | 6,903 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 25,987 units (Direct);
Restricted Stock Units (1) — 67,400 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: 25,987 units
Earned PSUs tied to relative total shareholder return: 42,404 units
Earned PSUs tied to adjusted operating income margin, third performance period: 10,559 units
+2 more
5 metrics
Restricted stock units
25,987 units
Reported November 4, 2026; vest in three equal installments from November 15, 2027, through November 15, 2029
Earned PSUs tied to relative total shareholder return
42,404 units
Reported November 4, 2026; performance period concluded September 30, 2026
Earned PSUs tied to adjusted operating income margin, third performance period
10,559 units
Reported November 4, 2026; one-year performance period ended September 30, 2026
Earned PSUs tied to adjusted operating income margin, second performance period
7,534 units
Reported November 4, 2026; one-year performance period ended September 30, 2026
Earned PSUs tied to adjusted operating income margin, first performance period
6,903 units
Reported November 4, 2026; one-year performance period ended September 30, 2026
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 awards did John Howard Goss Jr. report at SBH?
He reported direct acquisitions on November 4, 2026, of 25,987 restricted stock units and earned performance stock units of 42,404, 10,559, 7,534 and 6,903.
When do John Howard Goss Jr.'s SBH restricted stock units vest?
The 25,987 restricted stock units vest in three equal installments on November 15, 2027, November 15, 2028, and November 15, 2029.
What performance goals applied to John Howard Goss Jr.'s SBH earned PSUs?
The 42,404 PSUs were earned based on relative total shareholder return goals over a three-year performance period that concluded September 30, 2026. The other reported PSUs reflected adjusted operating income margin goals across the third, second, and first one-year performance periods, respectively, each ending September 30, 2026. The earned PSUs are scheduled for payout on November 15, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
