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Stitch Fix (SFIX) CLO exercises performance stock units and has shares withheld for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Stitch Fix, Inc.’s Chief Legal Officer Casey O’Connor reported routine equity compensation activity involving Class A common stock and performance stock units. O’Connor exercised 25,283 performance stock units into an equal number of Class A shares at a stated price of $0.0000 per share. The company withheld 25,999 Class A shares at $4.16 per share to satisfy tax withholding obligations related to the vesting of restricted stock units. After these transactions, O’Connor directly held 505,617 shares of Class A common stock. The performance stock units represent a contingent right to receive one share of Class A common stock each, with the performance condition achieved and vesting tied to a mix of past and future service-based dates.

Positive

  • None.

Negative

  • None.
Insider O'Connor Casey
Role Chief Legal Officer
Type Security Shares Price Value
Exercise Performance Stock Unit 25,283 $0.00 --
Exercise Class A Common Stock 25,283 $0.00 --
Tax Withholding Class A Common Stock 25,999 $4.16 $108K
Holdings After Transaction: Performance Stock Unit — 126,480 shares (Direct, null); Class A Common Stock — 505,617 shares (Direct, null)
Footnotes (1)
  1. Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. 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.
Shares withheld for taxes 25,999 shares at $4.16 Class A Common Stock withheld for RSU tax obligations
PSUs exercised into shares 25,283 shares at $0.0000 Performance Stock Units converted into Class A Common Stock
Shares held after transactions 505,617 shares Class A Common Stock directly owned after June 17, 2026 transactions
PSU remaining balance 126,480 PSUs Performance Stock Units remaining after exercise activity
Performance Stock Unit financial
"Each Performance Stock Unit ("PSU") represents a contingent right to receive one share..."
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
"Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of 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 obligation financial
"Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units."
contingent right financial
"Each Performance Stock Unit ("PSU") represents a contingent right to receive one share..."
service conditions financial
"The PSU performance condition has been achieved and will vest based upon the following service conditions..."
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A Common Stock06/17/2026M25,283A(1)505,617D
Class A Common Stock06/17/2026F25,999(2)D$4.16479,618D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance Stock Unit(1)06/17/2026M25,283 (3) (3)Class A Common Stock25,283$0126,480D
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'Connor06/22/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Stitch Fix (SFIX) report for Casey O’Connor?

Stitch Fix reported that Chief Legal Officer Casey O’Connor exercised 25,283 performance stock units into Class A common shares and had 25,999 shares withheld by the company to cover tax obligations related to restricted stock unit vesting.

How many Stitch Fix (SFIX) shares does Casey O’Connor hold after these transactions?

Following the reported transactions, Casey O’Connor directly holds 505,617 shares of Stitch Fix Class A Common Stock. This figure reflects the net position after the exercise of performance stock units and the share withholding to cover associated tax liabilities.

What is a Performance Stock Unit (PSU) in Stitch Fix’s (SFIX) equity plan?

A Performance Stock Unit at Stitch Fix represents a contingent right to receive one share of Class A Common Stock. The PSU’s actual vesting depends on meeting performance conditions and satisfying specified service-based vesting dates over time.

Why did Stitch Fix (SFIX) withhold 25,999 shares from Casey O’Connor?

Stitch Fix withheld 25,999 Class A shares from Casey O’Connor to satisfy tax withholding obligations. These obligations arose in connection with the vesting of restricted stock units, a standard practice that avoids the executive paying the taxes in cash.

How are Casey O’Connor’s Stitch Fix (SFIX) PSUs scheduled to vest?

The PSU performance condition has already been achieved and vesting now follows service-based terms. Five-twelfths vested on December 17, 2025, with the remaining portions vesting in 1/12 installments over the next seven quarterly vesting dates.