Welcome to our dedicated page for MARRIOTT VACATIONS WORLDWIDE SEC filings (Ticker: VAC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on MARRIOTT VACATIONS WORLDWIDE's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into MARRIOTT VACATIONS WORLDWIDE's regulatory disclosures and financial reporting.
Marriott Vacations Worldwide Corp (VAC) is the subject of this Amendment No. 4 to a Schedule 13D filed by Impactive Capital entities and principals Lauren Taylor Wolfe and Christian Asmar. The reporting group now reports beneficial ownership of 3,380,818 shares of VAC common stock, representing 9.8% of the outstanding shares.
The ownership percentage is based on 34,395,320 shares outstanding as of July 30, 2026, as disclosed in Marriott Vacations Worldwide Corp’s Form 10-Q for the quarter ended June 30, 2026. The reporting persons have shared voting and dispositive power over all 3,380,818 shares and no sole voting or dispositive power.
The amendment updates the purpose and interest-in-securities sections to reflect that recent sales of VAC shares, detailed in an attached schedule, were conducted to effectuate a portfolio rebalancing. The reporting persons state these sales are not an indication of their view on the issuer’s future prospects.
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) had a significant insider-related sale reported involving funds managed by Impactive Capital. On August 19, 2026, entities associated with Impactive Capital sold 750,000 shares of common stock at $111.49 per share in an open market or private transaction.
After this transaction, the reporting group shows 3,380,818 shares held indirectly. The securities are held directly by certain Impactive-managed funds and accounts, which have delegated all voting and investment power to Impactive Capital under an Investment Management Agreement. The reporting persons and the Impactive Funds each disclaim beneficial ownership except to the extent of their pecuniary interests.
MARRIOTT VACATIONS WORLDWIDE Corp (VAC) has a notice of proposed resale under Rule 144 filed on behalf of Impactive Capital LP. The filing covers 750,000 shares of VAC common stock, $0.01 par value, to be sold through Goldman Sachs & Co. LLC on the NYSE. The shares have an aggregate market value of $86,280,000, and the notice states an approximate sale date of August 19, 2026. VAC had 34,395,320 shares outstanding as of the notice’s share-count reference. The shares were acquired in open market purchases between March 12 and March 18, 2024. Impactive Capital LP manages the funds holding these securities, and Christian Asmar, a managing member of Impactive GP, serves on VAC’s Board of Directors.
MARRIOTT VACATIONS WORLDWIDE Corp executive Raman Bukkapatnam reported a Form 4 transaction involving company common stock. On 2026-08-17, 1,051 shares were disposed of at $120.23 per share as shares withheld by the company for the payment of tax liability, leaving 12,655 shares held directly.
MARRIOTT VACATIONS WORLDWIDE Corp executive Kathleen A. Pighini, Senior Vice President, Corporate Controller and Chief Accounting Officer, reported a sale of 2,500 shares of common stock on 2026-08-17 at $120.00 per share, totaling approximately $300,000. Following this open-market or private transaction, she directly holds 10,821 shares of the company’s common stock. The transaction was not reported as conducted under a Rule 10b5-1 trading plan.
Anokhin Vladimir reported acquisition or exercise transactions in this Form 4 filing.
MARRIOTT VACATIONS WORLDWIDE Corp reported that officer Vladimir Anokhin received a grant of 1,250 Performance Stock Units, representing 2,500 underlying shares of common stock. These units vest on December 31, 2028 or June 30, 2029, as applicable, and the actual shares earned can range from 0% to 200% of the target amount based on stock price performance goals.
Marino Jason P. reported acquisition or exercise transactions in this Form 4 filing.
MARRIOTT VACATIONS WORLDWIDE Corp reported that Executive Vice President and Chief Financial Officer Jason P. Marino received a grant of 18,750 performance stock units on common stock. These units vest on December 31, 2028, or June 30, 2029, as applicable, and the payout can range from 0% to 200% of the target based on specified stock price performance goals. Following this grant, Marino holds 18,750 performance stock units directly.
Marriott Vacations Worldwide (symbol VAC) reports a planned sale of 2,500 shares of common stock through Fidelity Brokerage Services LLC on or after 08/17/2026, with an aggregate market value of approximately $300,000.00, to be sold on the NYSE.
The shares derive from various restricted stock vesting compensation awards from the issuer between 02/15/2022 and 02/15/2025, in individual vesting increments that sum to the 2,500 shares covered by this planned sale.
A holder of VAC common stock filed a notice of intent to sell securities through Fidelity Brokerage Services LLC. The disclosure lists common stock with reported figures of 5,194 and 602,504.00, associated with trading on the NYSE on 08/10/2026. It also details prior restricted stock vesting events from the issuer used as compensation, with amounts of 868, 1,175, 1,415, and 1,736 tied to vesting dates in 2021–2024.
Marriott Vacations Worldwide generated Q2 2026 revenue of $1,320 million, up from $1,246 million, driven mainly by higher vacation ownership product sales and rental revenue. Net income attributable to common stockholders rose to $77 million, with diluted EPS of $2.12, as lower modernization and litigation costs offset higher marketing, sales, and interest expenses and a higher tax rate.
For the first half of 2026, revenue increased to $2,577 million but net income attributable to common stockholders declined to $99 million and diluted EPS to $2.82, reflecting lower other income and a higher effective tax rate. Segment Adjusted EBITDA was $268 million for Q2 and $480 million year‑to‑date, modestly above the prior‑year quarter but below the prior‑year first half.
Cash, cash equivalents and restricted cash totaled $513 million at June 30, 2026, and total debt, net, was $3,100 million, down from $3,534 million at year‑end, including $2,353 million of non‑recourse securitized debt. Vacation ownership notes receivable, net, were $2,587 million with a weighted‑average borrower FICO score of 731, and the company completed a $470 million securitization and settled its 2026 convertible notes in cash while continuing dividends of $0.80 per share.