Vertiv (VRT) EVP RSU vesting triggers 144-share tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Vertiv Holdings Co executive Anders Karlborg reported routine equity-related transactions. On May 4, 2026, the company automatically withheld 144.0000 shares of Class A common stock at $330.9700 per share to cover his tax obligation upon vesting and settlement of restricted stock units and related dividend-equivalent stock units under the 2020 Stock Incentive Plan.
Following this tax-withholding disposition, Karlborg directly holds 34606.6100 shares of Vertiv Class A common stock. He also has an indirect position of 65.1700 shares held through the company’s 401(k) plan, reflecting shares acquired in transactions that are exempt from separate reporting.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Karlborg Anders
Role
EVP, Man., Logistics and Op Ex
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock | 144 | $330.97 | $48K |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 34,606.61 shares (Direct, null);
Class A Common Stock — 65.17 shares (Indirect, By 401(k) plan)
Footnotes (1)
- Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs"). Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares are mandatorily settled in cash. Includes shares, RSUs and DSUs. Reflects shares acquired under the Company's 401(k) plan in transactions exempt from reporting requirements.
Key Figures
Tax-withheld shares: 144.0000 shares
Withholding price: $330.9700 per share
Direct holdings after transaction: 34606.6100 shares
+2 more
5 metrics
Tax-withheld shares
144.0000 shares
Automatic withholding for tax obligation on RSU/DSU vesting on May 4, 2026
Withholding price
$330.9700 per share
Value applied to shares withheld for taxes
Direct holdings after transaction
34606.6100 shares
Class A common stock held directly by Anders Karlborg after tax withholding
Indirect 401(k) holdings
65.1700 shares
Class A common stock held via Vertiv 401(k) plan
Tax-withholding transactions
1 transaction, 144 shares
Summary of F-code tax-withholding disposition in this Form 4
Key Terms
restricted stock units ("RSUs"), dividend-equivalent stock units ("DSUs"), 2020 Stock Incentive Plan, 401(k) plan
4 terms
restricted stock units ("RSUs") financial
"upon vesting and settlement of restricted stock units ("RSUs"), including dividend-equivalent"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
dividend-equivalent stock units ("DSUs") financial
"restricted stock units ("RSUs"), including dividend-equivalent stock units ("DSUs")."
2020 Stock Incentive Plan financial
"Pursuant to the terms of the 2020 Stock Incentive Plan, fractional shares"
401(k) plan financial
"Reflects shares acquired under the Company's 401(k) plan in transactions"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
What insider transaction did Vertiv (VRT) executive Anders Karlborg report?
Anders Karlborg reported an automatic tax-withholding disposition of 144.0000 Vertiv Class A shares. The shares were withheld by the company to satisfy taxes due on the vesting and settlement of RSUs and DSUs under the 2020 Stock Incentive Plan.
Was the Vertiv (VRT) Form 4 transaction an open-market sale?
No. The Form 4 shows a tax-withholding disposition, not an open-market sale. Vertiv automatically withheld 144.0000 shares to pay Karlborg’s tax obligation when restricted stock units and dividend-equivalent stock units vested and settled.
How are Vertiv (VRT) RSUs and DSUs treated in Karlborg’s holdings?
Footnotes state Karlborg’s position includes shares, RSUs and DSUs. Some RSUs and dividend-equivalent stock units vest and settle in shares, with fractional shares mandatorily settled in cash under Vertiv’s 2020 Stock Incentive Plan, affecting his reported equity balance.