TaskUs interim CFO discloses RSU and option holdings
TaskUs, Inc. interim CFO Trent Pollard filed an initial ownership report showing equity awards tied to Class A common stock.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
3
Rhea-AI Filing Summary
TaskUs, Inc. interim CFO Trent Pollard filed an initial ownership report showing equity awards tied to Class A common stock. He holds several blocks of restricted stock units that each convert into one share and vest in three annual installments between March 2025 and March 2029. He also holds fully vested stock options to buy additional Class A shares at a strike price of $62.72 per share, expiring in 2031. The option strike price was reduced by $3.65 following a special cash dividend paid on March 25, 2026.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Thrash Trent Pollard
Role
Interim CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Options (right to buy) | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 38,529 contracts (Direct);
Stock Options (right to buy) — 12,430 contracts (Direct)
Footnotes (5)
- F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 9, 2027; 33% on March 9, 2028; and 34% on March 9, 2029.
- F2. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 15, 2025; 33% on March 15, 2026; and 34% on March 15, 2027.
- F3. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock of the Issuer. The RSUs will be settled in either Class A common stock of the Issuer or cash (or a combination thereof). These RSUs vest annually over three years as follows: 33% on March 7, 2026; 33% on March 7, 2027; and 34% on March 7, 2028.
- F4. These stock options are fully vested and exercisable.
- F5. In connection with the special cash dividend of $3.65 per share, paid on March 25, 2026, the strike price was reduced by $3.65 from $66.37.
Key Figures
RSU block 1: 20,618 underlying shares
RSU block 2: 6,942 underlying shares
RSU block 3: 10,969 underlying shares
+4 more
7 metrics
RSU block 1
20,618 underlying shares
Restricted stock units tied to Class A common stock
RSU block 2
6,942 underlying shares
Restricted stock units tied to Class A common stock
RSU block 3
10,969 underlying shares
Restricted stock units tied to Class A common stock
Stock options
12,430 underlying shares
Fully vested options expiring 2031-09-30
Option exercise price
$62.72 per share
Strike price after dividend adjustment
Original strike price
$66.37 per share
Before $3.65 special cash dividend adjustment
Special cash dividend
$3.65 per share
Paid on March 25, 2026; reduced option strike price
Key Terms
Restricted Stock Units, Stock Options (right to buy), special cash dividend, exercise price
4 terms
Restricted Stock Units financial
"Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A 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.
Stock Options (right to buy) financial
"These stock options are fully vested and exercisable."
special cash dividend financial
"In connection with the special cash dividend of $3.65 per share, paid on March 25, 2026, the strike price was reduced"
A special cash dividend is a one-time, extra cash payment a company gives to its shareholders in addition to its regular dividends, like a bonus check sent out when a business has more cash than usual. It matters to investors because it delivers immediate cash value, can signal that the company has strong short-term cash or limited opportunities to reinvest, and typically reduces the company’s cash reserves and may affect the stock price and tax treatment for recipients.
exercise price financial
"the strike price was reduced by $3.65 from $66.37."
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the TaskUs (TASK) Form 3 filing for Trent Pollard show?
The Form 3 shows interim CFO Trent Pollard’s existing equity awards in TaskUs. It lists restricted stock units that vest from 2025 through 2029 and fully vested stock options exercisable until 2031, all tied to Class A common stock.
How many TaskUs (TASK) restricted stock units does the interim CFO hold?
The interim CFO holds three RSU awards covering 20,618, 6,942, and 10,969 underlying shares of Class A common stock. Each RSU represents the right to receive one share or cash on settlement, subject to time-based vesting schedules.
When do Trent Pollard’s TaskUs (TASK) RSUs vest?
One RSU grant vests March 15, 2025/2026/2027, another on March 7, 2026/2027/2028, and a third on March 9, 2027/2028/2029. Each schedule releases 33%, 33%, then 34% of the award on those dates.
What stock options are reported for the TaskUs (TASK) interim CFO?
The filing lists fully vested stock options covering 12,430 underlying shares of Class A common stock. These options have an exercise price of $62.72 per share and an expiration date in 2031, allowing future purchase at that strike price.
How did the special cash dividend affect TaskUs (TASK) stock options?
A special cash dividend of $3.65 per share, paid March 25, 2026, reduced the option strike price. The options’ exercise price was adjusted down by $3.65 from $66.37 to $62.72, reflecting the dividend’s impact on the option terms.
Do the TaskUs (TASK) RSUs pay out in stock or cash?
Each RSU represents a contingent right to receive one share of TaskUs Class A common stock or cash. Settlement can occur in stock, cash, or a combination, as determined under the award terms when the RSUs vest on their scheduled dates.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates