ADVANCED DRAINAGE (WMS) officer logs 129-share tax withholding and KSOP holdings
Rhea-AI Filing Summary
ADVANCED DRAINAGE SYSTEMS, INC. officer Tim A. Makowski reported a routine tax-withholding transaction related to equity compensation. On May 22, 2026, 129 shares of common stock were disposed of at $133.00 per share to cover tax obligations from vesting restricted stock. After this, he directly holds 5,875 shares of common stock and indirectly holds 17,556.8712 shares through a KSOP allocation.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 129 shares
Net Sell
2 txns
Insider
MAKOWSKI TIM A
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 129 | $133.00 | $17K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 5,875 shares (Direct);
Common Stock — 17,556.8712 shares (Indirect, By KSOP)
Footnotes (2)
- F1. Represents shares withheld to satisfy Reporting Person's tax obligations in connection with the vesting of shares of restricted common stock of the Issuer.
- F2. Represents current allocation under KSOP.
Key Figures
Tax-withholding shares: 129 shares
Tax-withholding price: $133.00 per share
Direct holdings after transaction: 5,875 shares
+2 more
5 metrics
Tax-withholding shares
129 shares
Withheld to satisfy tax obligations on restricted stock vesting
Tax-withholding price
$133.00 per share
Value used for 129 shares withheld
Direct holdings after transaction
5,875 shares
Common stock held directly after May 22, 2026
Indirect KSOP holdings
17,556.8712 shares
Current allocation under KSOP after May 22, 2026
Tax-withholding transactions
1 transaction, 129 shares
Form 4 transaction summary for code F
Key Terms
restricted common stock, KSOP, tax-withholding disposition, indirect ownership
4 terms
restricted common stock financial
"vesting of shares of restricted common stock of the Issuer"
Restricted common stock is company shares that carry limits on selling or transferring for a set period or until certain conditions are met, like time-based vesting or regulatory clearance. Think of them as shares in a locked box that gradually open; they can become freely tradable later but initially reduce the number of shares available on the market. Investors watch restricted stock because its eventual release can change a company’s share supply, affect stock price, and influence control and dilution.
KSOP financial
"Represents current allocation under KSOP."
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.
indirect ownership financial
"ownership_type": "indirect""
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did WMS officer Tim A. Makowski report?
Tim A. Makowski reported a tax-withholding disposition of 129 shares of ADVANCED DRAINAGE SYSTEMS common stock. The shares were withheld to satisfy tax obligations triggered by vesting restricted stock, rather than sold in an open-market transaction.
What is the KSOP mentioned in Tim A. Makowski’s WMS holdings?
The KSOP reference indicates a current allocation of ADVANCED DRAINAGE SYSTEMS shares under a company-sponsored plan. Makowski indirectly holds 17,556.8712 shares through this KSOP, which typically combines retirement and stock ownership features in one plan structure.