Voya Financial (VOYA) officer reports equity awards and tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Voya Financial officer Trevor Ogle reported multiple equity compensation transactions. On February 17, 2026, he received grants of 19,523 Performance Stock Units and 15,973 Restricted Stock Units as compensation, which vest over time based on award agreements and performance conditions.
On the same date, certain performance and restricted stock units were converted into common shares, including 4,250 and 9,192 common shares delivered at no cash cost to him. Separately, 4,906 common shares were withheld at $74.39 per share to cover tax obligations. Ogle also holds common stock indirectly through automatic contributions to a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
13,442 shares exercised/converted
Mixed
9 txns
Insider
Ogle Trevor
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Performance Stock Unit | 19,523 | $0.00 | -- |
| Exercise | Performance Stock Unit | 4,250 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 15,973 | $0.00 | -- |
| Exercise | Restricted Stock Units | 9,192 | $0.00 | -- |
| Exercise | Common Stock | 4,250 | $0.00 | -- |
| Exercise | Common Stock | 9,192 | $0.00 | -- |
| Tax Withholding | Common Stock | 4,906 | $74.39 | $365K |
| holding | Performance-Based Stock Options | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Performance Stock Unit — 66,116 shares (Direct);
Restricted Stock Units — 33,988 shares (Direct);
Common Stock — 12,820 shares (Direct);
Performance-Based Stock Options — 0 shares (Direct);
Common Stock — 6,450.761 shares (Indirect, By 401(k) Plan)
Footnotes (1)
- Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted and performance stock units that were awarded as compensation. Includes automatic semi-monthly contributions to the reporting person's 401(k). The stock units will vest based on their respective award agreements. The number of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 20, 2029) can range from 0% to 150% of the number presented above. The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors. 1/3 of the restricted stock units will vest on February 16, 2027, 1/3 on February 15, 2028 and 1/3 February 20, 2029. The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date. The options vest based on conditions set forth in their respective agreements.
FAQ
What insider transactions did Voya Financial (VOYA) officer Trevor Ogle report?
Trevor Ogle reported equity compensation activity involving performance stock units, restricted stock units, and common stock. He received new PSU and RSU awards, had prior awards convert into common shares, and had some common shares withheld to satisfy tax liabilities related to these vestings.
How many new equity awards did Trevor Ogle receive at Voya Financial (VOYA)?
He received 19,523 Performance Stock Units and 15,973 Restricted Stock Units as compensation. These awards vest over time under their respective award agreements, with performance stock units tied to performance factors and restricted stock units vesting on scheduled future dates.
Were Trevor Ogle’s Voya Financial (VOYA) transactions open-market buys or sells?
The filing shows no open-market buys or sells. Common shares were delivered at no cash cost upon vesting of stock units, while 4,906 shares were disposed solely to cover tax liabilities through share withholding rather than discretionary selling in the market.
What are the vesting terms for Trevor Ogle’s Voya Financial restricted stock units?
Footnotes state one-third of the restricted stock units vest on February 16, 2027, one-third on February 15, 2028, and one-third on February 20, 2029. Upon vesting, the restricted stock units convert to common stock on a one-for-one basis.
How do performance stock units work in Trevor Ogle’s Voya Financial (VOYA) filing?
The number of common shares delivered for each performance unit depends on performance factors. On the vesting date of February 20, 2029, shares delivered can range from 0% to 150% of the stated performance stock unit amount, depending on actual performance outcomes.