United Airlines Holdings, Inc. (UAL) details executive stock awards and gifts
Rhea-AI Filing Summary
Kate Gebo, EVP HR and Labor Relations at United Airlines Holdings, Inc., reported settlement of 2024 performance-based RSUs into 17,837 shares of common stock on July 25, 2026, with 7,901 shares withheld to cover tax obligations at $118.27 per share. On July 28, she recorded bona fide gift transfers of 4,968 shares from direct holdings and a separate 4,968-share gift into indirect holdings through revocable trusts, leaving a revocable trust in her spouse’s name with 69,018 indirectly held shares.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
Net Buyer: 9,936 shares
Net Buy
4 txns
Insider
Gebo Kate
Role
EVP HR and Labor Relations
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F3 | 4,968 | $0.00 | $0.00 |
| Gift | Common Stock F4, F5 | 4,968 | $0.00 | $0.00 |
| Grant/Award | Common Stock F1 | 17,837 | $0.00 | $0.00 |
| Tax Withholding | Common Stock F2 | 7,901 | $118.27 | $934K |
Holdings After Transaction:
Common Stock — 69,018 shares (Direct);
Common Stock — 69,018 shares (Indirect, See Footnote)
Footnotes (5)
- F1. Represents shares of UAL common stock acquired upon the settlement of performance-based restricted stock units ("PB RSUs") granted to the reporting person in 2024.
- F2. This transaction represents the withholding of shares to pay tax withholding obligations associated with the settlement of the PB RSU awards referenced in footnote 1, above.
- F3. Balance held in a revocable trust in the name of the reporting person.
- F4. By spouse of the reporting person.
- F5. Balance held in a revocable trust in the name of the spouse of the reporting person.
Key Figures
PB RSU shares settled: 17,837 shares
Shares withheld for taxes: 7,901 shares
Tax withholding price: $118.27 per share
+3 more
6 metrics
PB RSU shares settled
17,837 shares
Common shares acquired on July 25, 2026, from settlement of 2024 performance-based RSUs
Shares withheld for taxes
7,901 shares
Shares withheld on July 25, 2026, to pay tax withholding obligations on PB RSU settlement
Tax withholding price
$118.27 per share
Per-share value applied to UAL shares withheld to satisfy tax obligations
Direct shares gifted
4,968 shares
Bona fide gift disposition of common stock from direct holdings on July 28, 2026
Indirect shares received as gift
4,968 shares
Bona fide gift acquisition into indirect holdings via revocable trusts on July 28, 2026
Indirect spouse trust holdings
69,018 shares
UAL common shares held in a revocable trust in the spouse’s name after the gift
Key Terms
performance-based restricted stock units ("PB RSUs"), bona fide gift, revocable trust, tax withholding obligations
4 terms
performance-based restricted stock units ("PB RSUs") financial
"Represents shares acquired upon the settlement of performance-based restricted stock units ("PB RSUs")."
bona fide gift financial
"Transaction code G is described as a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
revocable trust financial
"Balance held in a revocable trust in the name of the spouse of the reporting person."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
tax withholding obligations financial
"Withholding of shares to pay tax withholding obligations associated with the PB RSU awards."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider stock activity did Kate Gebo report for UAL?
Kate Gebo reported 17,837 UAL shares from settlement of 2024 PB RSUs, 7,901 shares withheld for taxes at $118.27 per share, and two 4,968-share bona fide gifts involving movements between her direct holdings and revocable trusts, including one in her spouse’s name.
How were taxes handled on Kate Gebo’s UAL RSU settlement?
To cover tax obligations on the PB RSU settlement, 7,901 shares of UAL common stock were withheld on July 25, 2026, at a value of $118.27 per share. This reduced the net shares she retained from the vested RSU award.
Were Kate Gebo’s UAL transactions made under a Rule 10b5-1 plan?
The filing indicates the Rule 10b5-1 checkbox was not marked for these transactions. No footnotes describe them as occurring under a pre-arranged trading plan, so they are reported as discretionary rather than plan-based trades.