RSU tax withholding trims Smurfit Westrock (SW) director holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Smurfit Westrock plc director Lourdes Melgar reported a routine tax-related share disposition. On May 1, 2026, 2,123 Ordinary Shares were withheld at $38.39 per share to satisfy her tax withholding obligation upon vesting and settlement of restricted stock units. After this non-market transaction, she directly holds 4,107 Ordinary Shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Melgar Lourdes
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Ordinary Shares | 2,123 | $38.39 | $82K |
Holdings After Transaction:
Ordinary Shares — 4,107 shares (Direct, null)
Footnotes (1)
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Key Figures
Shares withheld for taxes: 2,123 shares
Withholding price per share: $38.39 per share
Shares owned after transaction: 4,107 shares
+1 more
4 metrics
Shares withheld for taxes
2,123 shares
Ordinary Shares withheld on May 1, 2026
Withholding price per share
$38.39 per share
Applied to 2,123 withheld shares
Shares owned after transaction
4,107 shares
Direct Ordinary Share holdings after tax withholding
Tax-withholding disposition shares
2,123 shares
Classified as tax-withholding disposition (Code F)
Key Terms
restricted stock units, tax withholding obligation, Ordinary Shares, Form 4
4 terms
restricted stock units financial
"upon vesting and settlement of their 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
"withheld to satisfy the reporting persons tax withholding obligation upon vesting"
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
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.
FAQ
What did Smurfit Westrock (SW) director Lourdes Melgar report on this Form 4?
Lourdes Melgar reported a tax-related share disposition. Smurfit Westrock withheld 2,123 Ordinary Shares at $38.39 per share to cover her tax obligation when restricted stock units vested and settled, leaving her with 4,107 shares directly owned afterward.
Was the Smurfit Westrock (SW) Form 4 transaction an open-market sale?
No, the transaction was not an open-market sale. The 2,123 Ordinary Shares were withheld by the company to satisfy Lourdes Melgar’s tax withholding obligation upon vesting and settlement of restricted stock units, a routine compensation-related event rather than a discretionary market trade.