STOCK TITAN

Woodward CFO has 2,562 shares withheld for taxes

(Very High)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Woodward, Inc. (WWD) reported that EVP and CFO William F. Lacey had 2,562 shares of Woodward common stock withheld on August 21, 2026 to cover withholding taxes arising from the vesting of previously granted restricted stock units. According to the company’s disclosure, these withheld shares were not issued to or sold by Lacey and therefore do not represent an open-market sale.

After this tax-withholding event, Lacey directly holds 13,073 shares of Woodward common stock, which total includes 32 additional shares and units credited under the dividend reinvestment provisions of Woodward’s RSU awards. He also has an indirect holding of 258 shares through the Woodward Retirement Savings Plan, based on a calculation as of August 21, 2026.

Positive

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Negative

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Insights

Analyzing...

Insider Lacey William F.
Role EVP and CFO
Type Security Shares Price Value
Tax Withholding Woodward, Inc. Common Stock F1, F2 2,562 $343.26 $879K
holding Woodward, Inc. Common Stock F3 -- -- --
Holdings After Transaction: Woodward, Inc. Common Stock — 13,073 shares (Direct); Woodward, Inc. Common Stock — 258 shares (Indirect, By Woodward Retirement Savings Plan)
Footnotes (3)
  1. F1. The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person.
  2. F2. Total includes 32 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
  3. F3. 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 August 21, 2026.
Shares withheld for taxes 2,562 shares Shares withheld on August 21, 2026 to cover withholding taxes on RSU vesting
Per-share value for withholding $343.26 per share Value applied to the 2,562 shares withheld on August 21, 2026
Direct holdings after transaction 13,073 shares Direct Woodward common stock held by William F. Lacey after the August 21, 2026 event
Dividend reinvestment additions 32 shares and units Additional shares and units included in total direct holdings via RSU dividend reinvestment
Indirect holdings in retirement plan 258 shares Shares held through the Woodward Retirement Savings Plan as of August 21, 2026
Exercise price or tax-liability transactions 1 transaction; 2,562 shares Summary of Form 4 code F activity for William F. Lacey
restricted stock units financial
"in connection with the vesting of restricted stock units granted to the reporting"
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.
withholding taxes financial
"were withheld by the Issuer in order to cover withholding taxes in connection"
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
dividend reinvestment provisions financial
"issued in connection with the dividend reinvestment provisions of the Issuer's RSU"
Woodward Retirement Savings Plan financial
"shares held by the reporting person in the Woodward Retirement Savings Plan is"
Rule 10b5-1 regulatory
"aff_10b5_one is the filing's document-level Rule 10b5-1 checkbox"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

What did Woodward (WWD) disclose about William F. Lacey’s Form 4 transaction?

Woodward disclosed that EVP and CFO William F. Lacey had 2,562 shares of common stock withheld on August 21, 2026 to cover withholding taxes on vested RSUs. The company states these shares were not issued to or sold by him.

Was the Form 4 transaction for WWD’s William F. Lacey an open-market sale?

No. The filing states the 2,562 shares were withheld by Woodward to cover withholding taxes on RSU vesting and that these shares were not issued to or sold by William F. Lacey.

How many Woodward (WWD) shares does William F. Lacey hold directly after this Form 4 event?

After the reported tax-withholding event, William F. Lacey directly holds 13,073 shares of Woodward common stock. This figure includes 32 additional shares and units credited under the dividend reinvestment provisions of Woodward’s RSU awards.

What is the per-share value used for the WWD tax-withholding transaction on August 21, 2026?

The shares withheld to cover taxes for William F. Lacey’s RSU vesting used a value of $343.26 per share in the report. This relates to the 2,562 shares withheld on August 21, 2026.

What indirect Woodward (WWD) holdings does William F. Lacey report?

William F. Lacey reports indirect ownership of 258 shares of Woodward common stock held through the Woodward Retirement Savings Plan, based on a calculation as of August 21, 2026.

Does the WWD Form 4 mention a Rule 10b5-1 trading plan for William F. Lacey?

No. The document-level indicator shows the Rule 10b5-1 checkbox is not affirmatively marked for this filing, and the footnotes do not describe the transaction as occurring under a trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lacey William F.

(Last)(First)(Middle)
1081 WOODWARD WAY

(Street)
FORT COLLINS COLORADO 80524

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Woodward, Inc. [ WWD ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP and CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/21/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Woodward, Inc. Common Stock08/21/2026F(1)2,562D$343.2613,073(2)D
Woodward, Inc. Common Stock258IBy Woodward Retirement Savings Plan(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The shares reported as disposed of were withheld by the Issuer in order to cover withholding taxes in connection with the vesting of restricted stock units granted to the reporting person in a previous year. These shares were not issued to or sold by the reporting person.
2. Total includes 32 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
3. 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 August 21, 2026.
Rebecca L. Dees, by Power of Attorney08/25/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)