STOCK TITAN

TransUnion (NYSE: TRU) CLO reports tax-withheld shares from PSU vesting

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

TransUnion executive Heather J. Russell, EVP and Chief Legal Officer, reported a tax-related share disposition tied to equity compensation. On the event date, the company withheld 10,222 shares of Common Stock at $68.60 per share to cover tax liabilities from vesting performance share units granted on June 1, 2023. After this withholding, she directly owned 51,931 shares of TransUnion common stock. This reflects routine tax withholding rather than an open-market trade.

Positive

  • None.

Negative

  • None.
Insider RUSSELL HEATHER J
Role EVP, Chief Legal Officer
Type Security Shares Price Value
Tax Withholding Common Stock 10,222 $68.60 $701K
Holdings After Transaction: Common Stock — 51,931 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares withheld for taxes 10,222 shares Tax-withholding disposition on Common Stock
Implied price per share $68.60 per share Value used for tax-withholding shares
Shares held after transaction 51,931 shares Direct ownership following tax withholding
PSU grant date June 1, 2023 Grant date of performance share units that vested
performance share units financial
"vesting of performance share units granted on June 1, 2023"
Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Common Stock financial
"Reflects shares of Common Stock withheld by the Company"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
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.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
RUSSELL HEATHER J

(Last)(First)(Middle)
C/O TRANSUNION
555 WEST ADAMS STREET

(Street)
CHICAGO ILLINOIS 60661

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
TransUnion [ TRU ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/18/2026F(1)10,222D$68.651,931D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Reflects shares of Common Stock withheld by the Company in payment of tax liability incident to the vesting of performance share units granted on June 1, 2023.
Remarks:
/s/ Rachel Mantz, by power of attorney05/19/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did TransUnion (TRU) report in this Form 4?

TransUnion reported that executive Heather J. Russell had 10,222 shares of Common Stock withheld to satisfy tax obligations related to vesting performance share units, at a price of $68.60 per share, rather than executing an open-market stock sale.

Who is the insider involved in TransUnion (TRU)’s latest Form 4 filing?

The insider is Heather J. Russell, Executive Vice President and Chief Legal Officer of TransUnion. She reported a tax-withholding disposition of shares connected to vesting performance share units originally granted on June 1, 2023 under the company’s equity compensation program.

How many TransUnion (TRU) shares were withheld for taxes in this Form 4?

The company withheld 10,222 shares of TransUnion Common Stock to cover tax liabilities. The withholding relates to the vesting of performance share units granted on June 1, 2023, and is coded as a tax-withholding disposition rather than an open-market transaction.

What price per share is reported in the TransUnion (TRU) Form 4 transaction?

The Form 4 reports a value of $68.60 per share for the 10,222 shares withheld. This figure is used to determine the tax-withholding amount tied to the vesting of the performance share units granted to the executive in June 2023.

How many TransUnion (TRU) shares does the insider hold after this Form 4 event?

Following the tax-withholding disposition, Heather J. Russell directly holds 51,931 shares of TransUnion Common Stock. This post-transaction holding reflects her remaining equity position after 10,222 shares were withheld to satisfy tax obligations associated with vesting awards.

Is the TransUnion (TRU) Form 4 transaction an open-market stock sale?

The transaction is not an open-market stock sale. It is coded as an F transaction, representing shares withheld by the company to pay tax liabilities from vesting performance share units, as described in the footnote to the Form 4 filing.