WWD officer reports 2,383 shares and 12,576 options
Initial Form 3 filed for Shawn M. McLevige reporting his beneficial ownership in Woodward, Inc. (WWD).
Rhea-AI Filing Summary
Initial Form 3 filed for Shawn M. McLevige reporting his beneficial ownership in Woodward, Inc. (WWD). He directly owns 2,383 shares and indirectly owns 845 shares through the Woodward Retirement Savings Plan, for a total of 3,228 shares. The report discloses exercisable non-qualified stock options covering 12,576 underlying shares with exercise prices ranging from $81.03 to $137.76; several option tranches are fully vested or vest 25% on specified anniversaries. The filing identifies Mr. McLevige as an EVP and President, Aerospace and an officer of the company.
Positive
- Direct ownership of 2,383 shares aligns officer interests with shareholders
- Options covering 12,576 shares provide performance-linked compensation and retention incentives
Negative
- None.
Insights
Officer holds modest direct equity and substantial vested/options exposure.
The holder directly owns 2,383 shares and indirectly 845 via the retirement plan, plus options for 12,576 shares that span exercise prices from $81.03 to $137.76. Several option series are noted as fully vested or vesting in 25% tranches on anniversaries such as 10/03/2023 and 02/12/2025, which affects near-term potential share issuance if exercised.
This ownership profile is typical for senior executives: direct share stakes provide alignment while option tranches create future upside tied to share-price performance. Monitor actual option exercises and any Form 4 filings for timing and tax-driven activity within the next 12 months.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Non-Qualified Stock Option (Right to Buy) | -- | -- | -- |
| holding | Woodward, Inc. Common Stock | -- | -- | -- |
| holding | Woodward, Inc. Common Stock | -- | -- | -- |
Footnotes (4)
- F1. The information in this report regarding the number of shares held by the reporting person in the Woodward Retirement Savings Plan is based on a calculation as of October 3, 2025.
- F2. Options are fully vested and exercisable.
- F3. Options become exercisable as to 25% of the shares on October 3, 2023 and 25% each one-year anniversary thereafter.
- F4. Options become exercisable as to 25% of the shares on February 12, 2025 and 25% each one-year anniversary thereafter.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Shawn M. McLevige report on the Form 3 for WWD?
Are any of the disclosed options vested and exercisable?
What are the exercise price ranges for the options disclosed?
What is the reporting person’s role at Woodward (WWD)?
When was the event requiring this Form 3 reported?
AI-generated analysis. How Rhea-AI works. Not financial advice.