Sensient (SXT) Form 4: Director Fee Deferral Adds 389 Shares
Rhea-AI Filing Summary
Dr. Joseph Carleone, a director of Sensient Technologies Corp. (SXT), reported transactions dated 09/30/2025 on Form 4. The filing shows a disposition of 21,414.266 shares of common stock and the acquisition by deferral of 389.185 deferred stock that converts one-for-one into common shares. After these entries the report lists 22,776.623 shares of common stock beneficially owned on a direct basis. The filing states the disposed shares include restricted stock and dividend reinvestment plan holdings, and the deferred shares result from deferral of director fees under the company’s directors’ deferred compensation plan. The signature was filed by an attorney-in-fact on behalf of Dr. Carleone.
Positive
- Director retains direct ownership of 22,776.623 common shares after transactions
- Deferred compensation converted to deferred stock under the Directors' Deferred Compensation Plan, aligning pay with equity
Negative
- Disposition of 21,414.266 common shares was reported, indicating a reduction in this director's holdings
Insights
TL;DR: Routine insider share disposition and fee deferral leave the director with a modest direct stake of 22,776.623 shares; no new derivative exposure.
The Form 4 documents a sale or other disposition of 21,414.266 common shares and a contemporaneous deferral credit of 389.185 deferred shares that convert to common stock. The net reported direct holding is 22,776.623 shares. There are no option exercises, new derivatives, or pledge statements disclosed. For investors this appears to be an ordinary director compensation deferral combined with a reduction in certain share holdings rather than a board-level governance change or corporate action.
TL;DR: Disclosure reflects standard director compensation mechanics and routine changes in beneficial ownership; reporting is complete and timely.
The filing specifies that deferred stock arises from the issuer’s Directors' Deferred Compensation Plan and converts one-for-one to common stock. The declaration that some shares are restricted or held via dividend reinvestment is consistent with typical insider holdings. The report was signed by an attorney-in-fact and includes the required explanations about issuance upon termination of service. This is a routine Section 16 disclosure with no governance red flags identified in the document itself.