Solventum Corp SEC Filings

Solventum Corp Chief Accounting Officer Mary T. Wilcox reported routine equity compensation activity. She exercised derivative awards covering 2,376 Restricted Stock Units into an equal number of Common Stock shares on May 13, 2026. To cover tax obligations, 728 Common Stock shares were disposed of through a tax-withholding transaction, rather than an open-market sale.

Following these transactions, Wilcox directly holds 6,904 shares of Common Stock and 2,377 Restricted Stock Units. The RSUs are scheduled to vest in three equal tranches on May 13, 2025, May 13, 2026, and May 13, 2027, subject to continued service through each vesting date.

Solventum Corp’s Chief Legal Affairs Officer, Marcela A. Kirberger, reported routine equity compensation activity involving Restricted Stock Units (RSUs) and related tax withholding. She exercised 4,488 RSUs, each converting into one share of common stock at a stated price of $0.00 per share.

To cover tax obligations, 1,952 common shares were disposed of at $74.41 per share as a tax-withholding transaction, not an open-market sale. Following the tax-withholding entry, the Form 4 shows 13,540 common shares reported as directly held.

Solventum Corp Chief Executive Officer Bryan C. Hanson reported routine equity compensation transactions involving company stock. He exercised Restricted Stock Units covering 34,315 shares of Common Stock, increasing his direct holdings. To cover tax obligations, 13,503 shares of Common Stock were disposed of at a price of $74.41 per share through share withholding, not an open-market sale. After these transactions, he directly holds 144,722 shares of Common Stock and 34,316 Restricted Stock Units that continue to vest over time.

Solventum Corp Chief Information Officer Amy Landucci reported routine equity compensation activity involving restricted stock units and related tax withholding. She exercised RSUs to acquire 4,422 shares of Solventum common stock. To cover tax obligations, 2,017 shares were withheld and delivered back as a tax-withholding disposition at $74.41 per share.

After these transactions, Landucci directly owns 39,888 shares of Solventum common stock. The RSUs referenced in the footnotes vest in three equal annual tranches on May 13, 2025, May 13, 2026 and May 13, 2027, contingent on continued service.

Solventum reported weaker Q1 2026 results, with profit sharply lower despite modest segment growth. Net sales slipped 3% to $2,007 million, while net income fell to $13 million from $137 million, and diluted EPS dropped to $0.07 from $0.78.

MedSurg sales rose 6.6% to $1,234 million, Dental Solutions grew 7.9% to $354 million, and Health Information Systems increased 4.1% to $342 million, but MedSurg margins compressed as tariffs, inflation and separation-related costs outpaced savings. Company‑wide operating margin declined to 4.0% from 7.3%.

Cash flow from operations turned negative at $(189) million versus $29 million a year earlier, reflecting higher incentive and transition payments. Cash and equivalents decreased to $561 million, while total debt stood at $5,080 million. Solventum booked $37 million of new "Transform for the Future" restructuring charges and repurchased 922,636 shares for $67 million under a $1 billion buyback authorization.

Solventum reported mixed first-quarter 2026 results, with lower reported sales but stronger underlying trends and reaffirmed guidance. Net sales were $2.007 billion, down 3.0% year over year, while organic sales grew 2.1% across all reportable segments. GAAP diluted EPS fell to $0.07 from $0.78, largely reflecting separation, restructuring and other one-time items, but adjusted diluted EPS rose 10.6% to $1.48. GAAP operating margin declined to 4.0%, while adjusted operating margin was 19.5%, slightly below 19.7% a year earlier. Operating cash flow was $(189) million and free cash flow was $(273) million, pressured by separation activities, transition payments and seasonality. The company affirmed full-year 2026 organic sales growth of 2.0%–3.0%, expects adjusted EPS toward the high end of its $6.40–$6.60 range, and targets about $200 million of free cash flow. Solventum also highlighted a new 250,000 square foot R&D center and a major manufacturing expansion to support future growth.

Solventum Corp director Wendell Amy McBride exercised restricted stock units into common shares. On April 30, 2026, 3,403 Restricted Stock Units (RSUs), each representing a contingent right to receive 1 share of common stock, were settled into 3,403 shares of common stock at a stated price of $0.00 per share.

Following this exercise, McBride directly holds 10,422 shares of Solventum common stock, and the RSU balance related to this grant is now shown as 0 units. The footnotes state that the RSUs involved were fully vested before settlement.

Solventum Corp director John H. Weiland exercised 3,403 Restricted Stock Units into 3,403 shares of Common Stock on April 30, 2026. The RSUs were fully vested and carried a conversion price of $0.00 per unit, giving him common shares without a cash outlay.

After this settlement, Weiland directly holds 8,947 shares of Common Stock and no remaining RSUs from this grant. This filing reflects a compensation-related derivative exercise rather than an open-market purchase or sale.

Solventum Corp director Mily Elizabeth exercised restricted stock units into common shares. On April 30, 2026, 3,403 Restricted Stock Units were converted into 3,403 shares of Solventum common stock at a stated price of $0.00 per share, reflecting a compensation-related equity settlement rather than a market purchase.

Following this exercise, Elizabeth directly held 9,009 shares of Solventum common stock. The RSUs referenced were fully vested and each RSU represented a contingent right to receive one share of common stock upon settlement. The filing shows no open-market sales or tax-withholding dispositions linked to this transaction.