STOCK TITAN

SharkNinja CEO exercises awards for 100,000 shares

The performance units may yield up to 500,000 ordinary shares if market capitalization targets are met over five years beginning January 1, 2026.

(Neutral)

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Form Type
4

Rhea-AI Filing Summary

SharkNinja, Inc. (SN) Chief Executive Officer Mark Barrocas exercised 100,000 Performance Restricted Share Units on October 9, 2026, receiving 100,000 ordinary shares. On that date, 39,350 ordinary shares were delivered or withheld at $184.98 per share for payment of exercise price or tax liability. His reported remaining position included 200,000 Restricted Share Units.

The Performance Restricted Share Units entitle him to receive up to 500,000 ordinary shares if certain market capitalization targets are satisfied over a five-year period beginning January 1, 2026.

Insider Barrocas Mark
Role Chief Executive Officer
Type Security Shares Price Value
Exercise Restricted Share Units F1, F2 100,000 $0.00 $0.00
Exercise Ordinary Shares 100,000 $0.00 $0.00
Exercise Price or Tax Liability Ordinary Shares 39,350 $184.98 $7.28M
Holdings After Transaction: Restricted Share Units — 200,000 contracts (Direct); Ordinary Shares — 1,678,609 shares (Direct)
Footnotes (2)
  1. F1. Each Restricted Share Unit represents the contingent right to receive one ordinary share.
  2. F2. These Performance Restricted Share Units were granted on January 2, 2026 and entitle the Reporting Person the right to receive up to 500,000 ordinary shares if certain market capitalization targets are satisfied over a 5-year period beginning on January 1, 2026.
Performance Restricted Share Units exercised 100,000 units October 9, 2026
Ordinary shares acquired 100,000 shares October 9, 2026
Shares delivered or withheld 39,350 shares At $184.98 per share for payment of exercise price or tax liability on October 9, 2026
Restricted Share Units after transaction 200,000 units Reported remaining position
Maximum ordinary shares under Performance Restricted Share Units Up to 500,000 shares Subject to certain market capitalization targets over a five-year period beginning January 1, 2026
Restricted Share Units technical
"Each Restricted Share Unit represents the contingent right to receive one ordinary share."
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
Performance Restricted Share Units technical
"These Performance Restricted Share Units were granted on January 2, 2026"
Performance restricted share units are a type of long-term compensation award that promise company shares or cash only if specified performance goals and usually a service (time) condition are met over a set period. They matter to investors because they can dilute existing shareholders when paid, create a future expense on the company’s financial statements, and reveal how pay is tied to management’s achievement of measurable targets.
market capitalization targets financial
"if certain market capitalization targets are satisfied over a 5-year period"

FAQ

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

How many SN shares did CEO Mark Barrocas receive from his RSU exercise?

Mark Barrocas exercised 100,000 Performance Restricted Share Units and acquired 100,000 ordinary shares on October 9, 2026. His reported remaining position included 200,000 Restricted Share Units.

How many SN shares were delivered or withheld in Mark Barrocas's transaction?

On October 9, 2026, 39,350 ordinary shares were delivered or withheld at $184.98 per share for payment of exercise price or tax liability.

When were Mark Barrocas's SN performance restricted share units granted, and what does each unit represent?

The Performance Restricted Share Units were granted on January 2, 2026. Each Restricted Share Unit represents the contingent right to receive one ordinary share.

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

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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*
Barrocas Mark

(Last)(First)(Middle)
89 A STREET

(Street)
NEEDHAM MASSACHUSETTS 02494

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SharkNinja, Inc. [ SN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/09/2026
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
Ordinary Shares10/09/2026M100,000A$01,717,959D
Ordinary Shares10/09/2026F39,350D$184.981,678,609D
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
Restricted Share Units(1)10/09/2026M100,000 (2) (2)Ordinary Shares100,000$0200,000D
Explanation of Responses:
1. Each Restricted Share Unit represents the contingent right to receive one ordinary share.
2. These Performance Restricted Share Units were granted on January 2, 2026 and entitle the Reporting Person the right to receive up to 500,000 ordinary shares if certain market capitalization targets are satisfied over a 5-year period beginning on January 1, 2026.
/s/ Pedro J. Lopez-Baldrich, Attorney-in-Fact for Mark Barrocas10/09/2026
** 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)

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