Ventas (VTR) EVP Bulgarelli has 6,214 RSU shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Ventas, Inc. executive Peter J. Bulgarelli reported routine tax-related share dispositions linked to restricted stock unit vesting. On May 1, 2026, a total of 6,214 shares of common stock were withheld at $88.02 per share to cover taxes on RSUs granted in 2024, 2025 and 2026, in connection with his retirement effective May 1, 2026. These Form 4 entries reflect compensation and tax withholding mechanics rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Bulgarelli Peter J.
Role
EVP OM&R-Ventas/Pres&CEO-LHS
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 2,346 | $88.02 | $206K |
| Tax Withholding | Common Stock | 2,372 | $88.02 | $209K |
| Tax Withholding | Common Stock | 1,496 | $88.02 | $132K |
Holdings After Transaction:
Common Stock — 124,422 shares (Direct, null)
Footnotes (1)
- Represents shares withheld to pay taxes on the vesting of restricted stock units granted to the Reporting Person on January 2, 2024 under the Ventas, Inc. 2022 Incentive Plan, in connection with the Reporting Person's retirement effective May 1, 2026. Represents the applicable closing price per share of Issuer's common stock as of the date of the vesting. Represents shares withheld to pay taxes on the vesting of restricted stock units granted to the Reporting Person on January 2, 2025 under the Ventas, Inc. 2022 Incentive Plan, in connection with the Reporting Person's retirement effective May 1, 2026. Represents shares withheld to pay taxes on the vesting of restricted stock units granted to the Reporting Person on February 11, 2026 under the Ventas, Inc. 2022 Incentive Plan, in connection with the Reporting Person's retirement effective May 1, 2026.
Key Figures
Tax-withheld shares: 6,214 shares
Price per share: $88.02 per share
Retirement effective date: May 1, 2026
+3 more
6 metrics
Tax-withheld shares
6,214 shares
Total F-code tax-withholding dispositions on May 1, 2026
Price per share
$88.02 per share
Applicable closing price on RSU vesting date
Retirement effective date
May 1, 2026
RSU vesting and tax withholding tied to retirement
RSU grant date
January 2, 2024
One of the RSU grants under 2022 Incentive Plan
RSU grant date
January 2, 2025
Second RSU grant under 2022 Incentive Plan
RSU grant date
February 11, 2026
Third RSU grant under 2022 Incentive Plan
Key Terms
restricted stock units, 2022 Incentive Plan, taxes on the vesting, closing price per share, +2 more
6 terms
restricted stock units financial
"Represents shares withheld to pay taxes on the vesting of restricted stock units granted to the Reporting Person"
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.
2022 Incentive Plan financial
"granted to the Reporting Person ... under the Ventas, Inc. 2022 Incentive Plan"
A 2022 incentive plan is a formal program adopted in 2022 that outlines how a company will reward employees, executives, or directors with cash, stock, or other benefits tied to performance or continued service. Investors care because these plans can change how much ownership exists (dilution), affect reported profits through compensation costs, and influence whether managers are motivated to increase long‑term value—think of it as the rules for a company’s bonus and stock‑award system.
taxes on the vesting financial
"Represents shares withheld to pay taxes on the vesting of restricted stock units"
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
retirement effective May 1, 2026 financial
"in connection with the Reporting Person's retirement effective May 1, 2026"
FAQ
What does the Ventas (VTR) Form 4 filed for Peter J. Bulgarelli show?
The Form 4 shows shares of Ventas common stock withheld to pay taxes on vesting restricted stock units. These are compensation-related tax-withholding dispositions, not open-market purchases or sales, tied to Mr. Bulgarelli’s RSU awards and his retirement effective May 1, 2026.
Were these Ventas (VTR) insider transactions open-market sales?
No. The transactions are coded F, indicating shares withheld to satisfy tax liabilities on RSU vesting. The filing describes them as tax-withholding dispositions rather than discretionary market sales, so they do not represent Peter J. Bulgarelli selling shares into the open market.
Which Ventas (VTR) RSU grants are involved in this Form 4?
The tax-withholding relates to RSUs granted on January 2, 2024, January 2, 2025 and February 11, 2026. All were granted under the Ventas, Inc. 2022 Incentive Plan, and the shares vested in connection with Peter J. Bulgarelli’s retirement effective May 1, 2026.
Does this Ventas (VTR) Form 4 indicate a change in Peter J. Bulgarelli’s investment view?
The Form 4 reflects tax withholding on compensation rather than a strategic trade. Shares were delivered to satisfy tax liabilities on RSU vesting tied to his retirement. Such F-code transactions typically provide limited insight into the insider’s personal outlook on Ventas stock.