Vertiv CEO gifts 118,523 shares to family trust
Rhea-AI Filing Summary
Vertiv Holdings Co (VRT) reports that Chief Executive Officer and director Giordano Albertazzi made a bona fide gift of 118,523 shares of Class A common stock on September 8, 2026, for no consideration, to a trust for his immediate family, with Cone Marshall Trustees (Italia) S.r.l. as trustee. The gift covers only Class A shares and explicitly excludes RSUs, DSUs and options. Following the gift, Albertazzi directly holds 47,587.61 Class A shares, which include RSUs and DSUs, and he continues to hold multiple vested and unvested stock option grants with exercise prices ranging from $11.50 to $241.78 expiring between 2030 and 2036. No Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
118,523 shares gifted
Gift
10 txns
Insider
Albertazzi Giordano
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock F1, F2 | 118,523 | $0.00 | $0.00 |
| holding | Stock Option F3 | -- | -- | -- |
| holding | Stock Option F4 | -- | -- | -- |
| holding | Stock Option F5 | -- | -- | -- |
| holding | Stock Option F6 | -- | -- | -- |
| holding | Stock Option F7 | -- | -- | -- |
| holding | Stock Option F8 | -- | -- | -- |
| holding | Stock Option F9 | -- | -- | -- |
| holding | Stock Option F10 | -- | -- | -- |
| holding | Stock Option F11 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 47,587.61 shares (Direct);
Stock Option — 2,316,557 contracts (Direct)
Footnotes (11)
- F1. Represents a bona fide gift solely of shares of Vertiv Class A common stock by the Reporting Person, for no consideration, to a trust established for the benefit of members of the Reporting Person's immediate family, of which Cone Marshall Trustees (Italia) S.r.l. serves as the trustee. This gift does not include any other type of Vertiv securities (e.g., the gift excludes Restricted Stock Units ("RSUs"), Deferred Stock Units ("DSUs") and options otherwise held by Mr. Albertazzi).
- F2. Interests shown includes RSUs and DSUs held directly by Mr. Albertazzi.
- F3. Consists of 144,927 stock options granted on February 7, 2020, which vested as to 25% on each of February 7, 2021, February 7, 2022, February 7, 2023 and February 7, 2024.
- F4. Consists of 89,820 stock options granted on February 26, 2021, which vested as to 25% on each of February 26, 2022, February 26, 2023, February 26, 2024 and February 26, 2025.
- F5. Consists of 110,000 stock options granted on March 3, 2022, which vested as to 25% on each of March 3, 2023, March 3, 2024, March 3, 2025 and March 3, 2026.
- F6. Consists of 140,000 stock options granted on March 16, 2022, which vested as to 25% on each of March 16, 2023, March 16, 2024, March 16, 2025 and March 16, 2026.
- F7. Consists of 500,000 stock options granted on October 5, 2022, which vested as to 25% on each of October 5, 2023, October 5, 2024 and October 5, 2025, and which will vest as to 25% on October 5, 2026.
- F8. Consists of 472,103 stock options granted on March 7, 2023, which vested as to 25% on each of March 15, 2024, March 15, 2025 and March 15, 2026, and which will vest as to 25% on March 15, 2027.
- F9. Consists of 300,000 stock options granted on March 7, 2024, which vested as to 25% on each of March 15, 2025 and March 15, 2026, and which will vest as to 25% on each of March 15, 2027 and March 15, 2028.
- F10. Consists of 400,000 stock options granted on March 7, 2025, which vested as to 25% on March 15, 2026, and which will vest as to 25% on each of March 15, 2027, March 15, 2028 and March 15, 2029.
- F11. Consists of 159,707 stock options granted on March 6, 2026, which will vest as to 25% on each of March 15, 2027, March 15, 2028, March 15, 2029 and March 15, 2030.
Key Figures
Gifted Class A shares: 118,523 shares
Direct Class A holdings after transaction: 47,587.61 shares
Stock option exercise price: $12.05 per share
+5 more
8 metrics
Gifted Class A shares
118,523 shares
Bona fide gift on September 8, 2026 to a family trust for no consideration
Direct Class A holdings after transaction
47,587.61 shares
Directly held by Giordano Albertazzi after the September 8, 2026 gift, including RSUs and DSUs
Stock option exercise price
$12.05 per share
Options expiring February 7, 2030 on 144,927 underlying Class A shares
Stock option exercise price
$20.93 per share
Options expiring February 26, 2031 on 89,820 underlying Class A shares
Stock option exercise price
$11.99 per share
Options expiring October 5, 2032 on 500,000 underlying Class A shares
Stock option exercise price
$15.84 per share
Options expiring March 7, 2033 on 472,103 underlying Class A shares
Stock option exercise price
$72.09 per share
Options expiring March 7, 2034 on 300,000 underlying Class A shares
Stock option exercise price
$241.78 per share
Options expiring March 6, 2036 on 159,707 underlying Class A shares
Key Terms
bona fide gift, Restricted Stock Units, Deferred Stock Units, stock options, +1 more
5 terms
bona fide gift financial
"Represents a bona fide gift solely of shares of Vertiv Class A common"
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.
Restricted Stock Units financial
"the gift excludes Restricted Stock Units ("RSUs"), Deferred Stock Units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Deferred Stock Units financial
"the gift excludes Restricted Stock Units ("RSUs"), Deferred Stock Units"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
stock options financial
"Consists of 144,927 stock options granted on February 7, 2020, which"
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
exercise price financial
"Stock Option with an exercise price of 11.9900 and expiration date"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Did the Vertiv (VRT) CEO’s gift include RSUs, DSUs or options?
No. The filing states the gift consists solely of Vertiv Class A common stock and excludes RSUs, DSUs and options otherwise held by Mr. Albertazzi.
What stock options on Vertiv (VRT) does CEO Giordano Albertazzi hold after this Form 4?
Albertazzi holds several stock option grants on Vertiv Class A shares, including options with exercise prices of $12.05, $20.93, $11.50, $12.32, $11.99, $15.84, $72.09, $85.04 and $241.78, expiring between 2030 and 2036.
AI-generated analysis. How Rhea-AI works. Not financial advice.
