Stitch Fix CLO exercises PSUs, shares withheld for tax

Stitch Fix, Inc. Chief Legal Officer Casey O'Connor exercised Performance Stock Units on March 18, 2026, converting 25,284 PSUs into an equal number of Class A Common shares.

Accepted by SEC EDGAR 03/20/2026 - 04:06 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Stitch Fix, Inc. Chief Legal Officer Casey O'Connor exercised Performance Stock Units on March 18, 2026, converting 25,284 PSUs into an equal number of Class A Common shares. Each PSU represents a contingent right to one share, and the performance condition for this award has been achieved.

On the same date, 27,021 Class A shares were withheld by the company at $3.19 per share to satisfy tax obligations related to restricted stock unit vesting, a non-market, tax-withholding disposition rather than an open-market sale. Following these routine compensation-related events, O'Connor directly held 540,334 Class A shares. The PSU award is scheduled so that 5/12 vested on December 17, 2025, with the remaining 7/12 vesting in equal quarterly installments over the next seven quarterly vesting dates.

Insider Trade Summary

25,284 shares exercised/converted

Exercise 3 txns

Insider O'Connor Casey

Role Chief Legal Officer

Type	Security	Shares	Price	Value
Exercise	Performance Stock Unit	25,284	$0.00	$0.00
Exercise	Class A Common Stock	25,284	$0.00	$0.00
Exercise Price or Tax Liability	Class A Common Stock	27,021	$3.19	$86K

Holdings After Transaction: Performance Stock Unit — 151,763 contracts (Direct); Class A Common Stock — 540,334 shares (Direct)

Holdings Before and After: Performance Stock Unit, 177,047 to 151,763 contracts (Direct); Class A Common Stock, 542,071 to 540,334 shares (Direct)

Footnotes (3)

1. F1. Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.
2. F2. Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.
3. F3. The PSU performance condition has been achieved and will vest based upon the following service conditions: 5/12 vested on December 17, 2025 and the remainder will vest in quarterly installments of 1/12 over the next 7 quarterly vesting dates.

FAQ

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What insider transaction did Stitch Fix (SFIX) disclose for Casey O'Connor?

Stitch Fix disclosed that Chief Legal Officer Casey O'Connor exercised 25,284 Performance Stock Units into Class A Common Stock. In a separate step, 27,021 shares were withheld by the company to cover tax obligations tied to restricted stock unit vesting.

How many Stitch Fix shares does Casey O'Connor hold after the latest Form 4?

After the reported transactions, Chief Legal Officer Casey O'Connor directly holds 540,334 shares of Stitch Fix Class A Common Stock. This total reflects both the PSU conversion and the shares withheld by the company for tax obligations on restricted stock unit vesting.

Were any Stitch Fix (SFIX) shares sold on the open market in this Form 4?

No open-market sales were reported. The filing shows a PSU exercise and a tax-withholding disposition, where 27,021 shares were delivered back to the company at $3.19 per share to satisfy tax obligations on restricted stock unit vesting.

What are the terms of the Stitch Fix Performance Stock Units exercised by O'Connor?

Each Performance Stock Unit represents a contingent right to receive one share of Class A Common Stock. The performance condition has been achieved, with 5/12 vesting on December 17, 2025 and the remaining 7/12 vesting in equal quarterly installments over the next seven quarterly vesting dates.

Is the Stitch Fix (SFIX) Form 4 transaction a routine compensation event?

Yes. The filing describes a routine compensation-related PSU conversion into 25,284 Class A shares, alongside 27,021 shares withheld to cover tax obligations on restricted stock unit vesting, rather than discretionary open-market buying or selling activity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

O'Connor Casey

(Last) (First) (Middle)

1 MONTGOMERY ST.

(Street)

SAN FRANCISCO CALIFORNIA 94104

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Stitch Fix, Inc. [ SFIX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Legal Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/18/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	03/18/2026		M		25,284	A	(1)	567,355	D
Class A Common Stock	03/18/2026		F		27,021(2)	D	$3.19	540,334	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Stock Unit	(1)	03/18/2026		M			25,284	(3)	(3)	Class A Common Stock	25,284	$0	151,763	D

Explanation of Responses:

1. Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.

2. Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.

3. The PSU performance condition has been achieved and will vest based upon the following service conditions: 5/12 vested on December 17, 2025 and the remainder will vest in quarterly installments of 1/12 over the next 7 quarterly vesting dates.

Remarks:

	Casey O'Connor	03/20/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)