SunOpta (STKL) SVP Lauren McNamara nets shares after RSU vesting and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
SunOpta Inc. SVP Lauren McNamara increased her direct stake through RSU vesting and tax withholding. On April 1, 2026, 12,531 Restricted Stock Units converted into 12,531 common shares of SunOpta Inc. Each RSU represented a right to receive one common share.
To cover income tax withholding on the RSU vesting, 5,715 common shares were withheld by the company at a price of $6.49 per share, recorded as a tax-withholding disposition rather than an open-market sale. After these transactions, McNamara directly owned 128,696 common shares. The RSUs vest in three equal annual installments beginning on April 1, 2025, subject to her continued employment, and do not have an expiration date.
Positive
- None.
Negative
- None.
Insider Trade Summary
12,531 shares exercised/converted
Mixed
3 txns
Insider
McNamara Lauren
Role
SVP, Business Management
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 12,531 | $0.00 | -- |
| Exercise | Common Shares | 12,531 | $0.00 | -- |
| Tax Withholding | Common Shares | 5,715 | $6.49 | $37K |
Holdings After Transaction:
Restricted Stock Units — 12,531 shares (Direct);
Common Shares — 134,411 shares (Direct)
Footnotes (1)
- Each Restricted Stock Unit represents a contingent right to receive one share of STKL common stock. This line item reflects the deemed disposition of shares withheld by the Company to satisfy income tax withholding requirements in connection with the vesting of the RSUs. The Restricted Stock Units vest in three equal annual installments beginning on April 1, 2025 subject to the continued employment of the reporting person through each such vesting date. The Restricted Stock Units do not have an expiration date.
Key Figures
RSUs exercised: 12,531 units
Shares acquired: 12,531 shares
Tax withholding shares: 5,715 shares
+4 more
7 metrics
RSUs exercised
12,531 units
Restricted Stock Units converted to common shares on April 1, 2026
Shares acquired
12,531 shares
Common shares received from RSU conversion on April 1, 2026
Tax withholding shares
5,715 shares
Shares withheld to satisfy income tax obligations
Tax withholding price
$6.49 per share
Value assigned to shares withheld for tax on April 1, 2026
Post-transaction holdings
128,696 shares
Direct common share ownership after transactions
RSU vesting start
April 1, 2025
First of three equal annual vesting dates
RSU expiration
No expiration date
Restricted Stock Units noted as non-expiring
Key Terms
Restricted Stock Units, tax withholding, derivative exercise/conversion, Form 4, +1 more
5 terms
Restricted Stock Units financial
"Each Restricted Stock Unit represents a contingent right to receive one share of STKL common stock."
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 financial
"shares withheld by the Company to satisfy income tax withholding requirements in connection with the vesting of the RSUs"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
derivative exercise/conversion financial
"transaction_action: derivative exercise/conversion for 12,531 Restricted Stock Units"
Form 4 regulatory
"INSIDER FILING DATA (Form 4): reporting transactions for SunOpta Inc."
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
vesting financial
"The Restricted Stock Units vest in three equal annual installments beginning on April 1, 2025"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
