Stitch Fix CLO exercises 25K PSUs, shares withheld

Stitch Fix’s chief legal officer exercised PSUs into stock while shares were withheld to cover tax obligations tied to equity vesting.

Rhea-AI Filing Summary

Stitch Fix, Inc. (SFIX) reported that Chief Legal Officer Casey O'Connor exercised 25,284 Performance Stock Units into the same number of shares of Class A Common Stock on September 16, 2026, after a PSU performance condition was achieved. On the same date, 25,999 Class A shares were withheld by the company at $2.94 per share to satisfy tax withholding obligations related to the vesting of PSUs and restricted stock units. Following this PSU exercise, O'Connor continues to hold 101,196 Performance Stock Units directly.

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 F1, F3	25,284	$0.00	$0.00
Exercise	Class A Common Stock F1	25,284	--	--
Tax Withholding	Class A Common Stock F2	25,999	$2.94	$76K

Holdings After Transaction: Performance Stock Unit — 101,196 contracts (Direct); Class A Common Stock — 428,903 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 obligations in connection with the vesting of PSUs and 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.

Key Figures

PSUs exercised: 25,284 units Shares received: 25,284 shares Shares withheld for taxes: 25,999 shares +4 more

7 metrics

PSUs exercised 25,284 units Performance Stock Units converted into Class A Common Stock on September 16, 2026

Shares received 25,284 shares Class A Common Stock acquired upon PSU exercise on September 16, 2026

Shares withheld for taxes 25,999 shares Shares withheld to satisfy tax withholding obligations on September 16, 2026

Tax withholding price $2.94 per share Value used for shares withheld to cover tax obligations

Remaining PSUs held 101,196 units Performance Stock Units directly held after the reported transactions

PSU vested portion 5/12 Portion of PSU award that vested on December 17, 2025 after performance condition achievement

Future PSU vesting installments 7 quarterly installments of 1/12 Remaining service-based vesting schedule for the PSU award

Key Terms

Performance Stock Unit, restricted stock units, tax withholding obligations

3 terms

Performance Stock Unit financial

"Each Performance Stock Unit ("PSU") represents a contingent right to receive"

A performance stock unit is a type of reward companies give to employees, usually managers, that depends on how well the company performs over time. If the company hits specific goals, the employee earns shares of stock, like earning a prize for reaching certain levels in a game. It motivates employees to work hard because their rewards are tied to the company's success.

restricted stock units financial

"tax withholding obligations in connection with the vesting of PSUs and restricted stock units"

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.

tax withholding obligations financial

"withheld by the Company to satisfy tax withholding obligations in connection"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did SFIX report for Casey O'Connor on September 16, 2026?

Stitch Fix reported that Chief Legal Officer Casey O'Connor exercised 25,284 Performance Stock Units, receiving 25,284 shares of Class A Common Stock, while additional shares were withheld to cover tax obligations related to equity vesting.

How many Stitch Fix (SFIX) shares were withheld for taxes in this Form 4?

The company withheld 25,999 shares of Stitch Fix Class A Common Stock at $2.94 per share to satisfy tax withholding obligations in connection with vesting of Performance Stock Units and restricted stock units.

How many Performance Stock Units does the SFIX chief legal officer hold after the reported transactions?

After the September 16, 2026 transactions, Chief Legal Officer Casey O'Connor directly holds 101,196 Performance Stock Units, each representing a contingent right to receive one share of Stitch Fix Class A Common Stock, subject to service-based vesting conditions.

Were the SFIX insider transactions made under a Rule 10b5-1 trading plan?

No. The filing indicates that no Rule 10b5-1 trading plan applies to these transactions; the document-level box affirming a 10b5-1 plan is unchecked.

What are the vesting conditions for the reported SFIX Performance Stock Units?

The filing states the PSU performance condition has been achieved and will vest based on service: 5/12 vested on December 17, 2025, and the remaining 7/12 vest in equal quarterly installments of 1/12 over the next seven quarterly vesting dates.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/18/2026 - 04:24 PM Accepted by SEC EDGAR 09/18/2026 - 04:23 PM Learn about SEC filing dates

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)
09/16/2026

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	09/16/2026		M		25,284	A	(1)	454,902	D
Class A Common Stock	09/16/2026		F		25,999(2)	D	$2.94	428,903	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)	09/16/2026		M			25,284	(3)	(3)	Class A Common Stock	25,284	$0	101,196	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 obligations in connection with the vesting of PSUs and 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	09/18/2026
	** 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)