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Veeva Systems (NYSE: VEEV) officer nets shares after RSU vesting and tax withholding

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

Rhea-AI Filing Summary

Veeva Systems Inc. executive Thomas D. Schwenger reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding. On July 1, 2026, 2,907 RSUs converted into an equal number of Class A common shares, reflecting a derivative exercise rather than an open-market purchase.

On the same date, 1,117 of those shares, valued at $184.22 per share, were withheld by Veeva to satisfy tax obligations, which the filing notes is not a market transaction. The RSUs were granted under Veeva’s Amended & Restated 2013 Equity Incentive Plan and vest over one year, with one-quarter vesting on July 1, 2026 and additional portions vesting quarterly thereafter, subject to Schwenger’s continued service.

Positive

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Insider Schwenger Thomas D.
Role Pres. & Chief Customer Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 2,907 $0.00 --
Exercise Class A Common Stock 2,907 $0.00 --
Tax Withholding Class A Common Stock 1,117 $184.22 $206K
Holdings After Transaction: Restricted Stock Units — 8,721 shares (Direct, null); Class A Common Stock — 26,566 shares (Direct, null)
Footnotes (1)
  1. Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan (the "Plan"). The Reporting Person vests ownership in the RSUs over 1-year with 1/4 of the RSUs vesting on July 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.
RSUs converted 2,907 shares Restricted Stock Units converting into Class A Common Stock on July 1, 2026
Shares withheld for tax 1,117 shares Shares withheld by issuer to satisfy tax obligations on July 1, 2026
Withholding share price $184.22 per share Value used for 1,117 tax-withheld Class A shares
Derivative exercise transactions 1 transaction, 2,907 shares Exercise or conversion of derivative security reflected in Form 4
Tax-withholding transactions 1 transaction, 1,117 shares Payment of tax liability by delivering securities
Restricted Stock Unit financial
"Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Section 16(b) regulatory
"Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b)..."
A federal rule that requires company insiders—like officers, directors and large shareholders—to return any profits made from buying and selling the company’s stock within a six-month window. It matters to investors because it discourages short-term trades that could exploit non-public information and helps protect outside shareholders by creating a simple, enforceable way to recover unfair gains, much like a rule stopping someone from flipping a limited-edition item for quick profit after getting early access.
Rule 16b-3(e) regulatory
"Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act."
Equity Incentive Plan financial
"The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan (the "Plan")."
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
net settlement financial
"Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units..."
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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*
Schwenger Thomas D.

(Last)(First)(Middle)
C/O VEEVA SYSTEMS INC.
4280 HACIENDA DRIVE

(Street)
PLEASANTON CALIFORNIA 94588

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
VEEVA SYSTEMS INC [ VEEV ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Pres. & Chief Customer Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
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
Class A Common Stock07/01/2026(1)M2,907A$0(2)26,566D
Class A Common Stock07/01/2026F(3)1,117(3)D$184.2225,449D
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
Restricted Stock Units(2)07/01/2026(1)M2,907 (4) (4)Class A Common Stock2,907$08,721D
Explanation of Responses:
1. Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.
2. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.
3. Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.
4. The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan (the "Plan"). The Reporting Person vests ownership in the RSUs over 1-year with 1/4 of the RSUs vesting on July 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.
Remarks:
/s/ Liang Dong, attorney-in-fact07/06/2026
** 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 transactions did Veeva Systems (VEEV) report for Thomas D. Schwenger?

Thomas D. Schwenger reported RSU vesting and related tax withholding. On July 1, 2026, 2,907 restricted stock units converted into Class A common shares, and 1,117 of those shares were withheld by Veeva Systems to cover tax obligations, not through an open-market sale.

Were the recent Veeva Systems (VEEV) insider transactions open-market buys or sells?

The reported transactions were not open-market buys or sells. Schwenger’s Form 4 shows a derivative exercise of 2,907 RSUs and a tax-withholding disposition of 1,117 shares, which the filing describes as shares withheld to satisfy tax obligations rather than a market transaction.

How many Veeva Systems (VEEV) shares were withheld for taxes in this Form 4?

Veeva withheld 1,117 Class A common shares for tax obligations. These shares, valued at $184.22 per share, were retained by the company in connection with the net settlement of vested restricted stock units, as described in the Form 4 footnotes.

What RSU vesting did Veeva Systems (VEEV) report for Thomas D. Schwenger?

Veeva reported the conversion of 2,907 RSUs into common shares. Each restricted stock unit represents a right to receive one Class A share. These RSUs vested and were settled into shares on July 1, 2026 as part of Schwenger’s equity compensation.

Under which equity plan were the Veeva Systems (VEEV) RSUs granted to Schwenger?

The RSUs were granted under Veeva’s Amended & Restated 2013 Equity Incentive Plan. According to the footnotes, ownership in these RSUs vests over one year, with one-quarter vesting July 1, 2026 and the remainder vesting quarterly, subject to continued service.

How do the Veeva Systems (VEEV) RSUs for Schwenger vest over time?

The RSUs vest over a one-year schedule tied to service. One-quarter of the restricted stock units vest on July 1, 2026, and one-quarter vests on a quarterly basis thereafter, as long as Thomas D. Schwenger continues to provide service to Veeva Systems.