Walmart Inc. (NASDAQ: WMT) EVP shares withheld for taxes on restricted stock vest
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Walmart Executive Vice President Latriece Watkins had restricted stock vest, with 227.1130 shares withheld at $114.7800 per share to satisfy tax withholding obligations. These shares were delivered to cover taxes rather than sold in the open market.
After these non-market withholdings, she directly holds 116109.4980 Walmart common shares and indirectly holds 1670.8698 shares through a 401(k) plan, with balances adjusted to reflect shares acquired via dividend reinvestment and employee stock plans.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Watkins Latriece
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common | 227.113 | $114.78 | $26K |
| holding | Common | -- | -- | -- |
Holdings After Transaction:
Common — 116,109.498 shares (Direct);
Common — 1,670.87 shares (Indirect, By 401(k) plan)
Footnotes (1)
- Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Balance adjusted to reflect current shares held in the Walmart Inc. 2016 Associate Stock Purchase Plan and shares received under a dividend reinvestment plan. Balance adjusted to reflect shares acquired through dividend reinvestment in the Walmart 401(k) Plan.
Key Figures
Shares withheld for taxes: 227.1130 shares
Per-share value for withholding: $114.7800 per share
Direct holdings after transaction: 116109.4980 shares
+2 more
5 metrics
Shares withheld for taxes
227.1130 shares
Withheld to satisfy tax obligations on restricted stock vesting on 2026-07-14
Per-share value for withholding
$114.7800 per share
Value used for the tax-withholding disposition of 227.1130 shares
Direct holdings after transaction
116109.4980 shares
Direct Walmart common shares held by Latriece Watkins after tax withholding
Indirect 401(k) holdings
1670.8698 shares
Indirect Walmart holdings through a 401(k) plan after balance adjustment
Tax withholding transactions
1 event, 227.1130 shares
Single F-code disposition classified as tax withholding
Key Terms
restricted stock, dividend reinvestment plan, Walmart 401(k) Plan, tax withholding obligations
4 terms
restricted stock financial
"tax withholding obligations upon the vesting of restricted stock"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
dividend reinvestment plan financial
"shares received under a dividend reinvestment plan"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
Walmart 401(k) Plan financial
"shares acquired through dividend reinvestment in the Walmart 401(k) Plan"
tax withholding obligations financial
"shares withheld to satisfy tax withholding obligations upon the vesting"
FAQ
What insider stock activity did Walmart (WMT) EVP Latriece Watkins report?
Latriece Watkins reported restricted stock vesting where 227.1130 Walmart shares were withheld at $114.7800 per share to cover tax obligations. The disposition reflects tax withholding on equity compensation rather than a discretionary open-market sale of shares.
Was Latriece Watkins’ Walmart (WMT) transaction an open-market sale?
No. The reported activity involved shares withheld for tax obligations upon restricted stock vesting, not an open-market sale. Shares were delivered to satisfy taxes, a common non-discretionary mechanism tied to equity compensation rather than active trading in the market.