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XBP Global (XBP) outlines CTO RSUs vesting 2026–2028

(Neutral)
(Neutral)
Form Type
3

Rhea-AI Filing Summary

XBP Global Holdings, Inc. (XBP) reported the initial equity holdings of executive Ramanathan Sriram, its Chief Technology Officer. The filing lists Restricted Stock Units (RSUs) granted under XBP’s 2024 Stock Incentive Plan. One RSU award vests in full on September 30, 2026, and another vests in three equal installments on December 31, 2026, December 31, 2027, and December 31, 2028, with all RSUs payable in stock only.

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Insider Ramanathan Sriram
Role Chief Technology Officer
Type Security Shares Price Value
holding Common Stock, par value $0.0001 per share F1 -- -- --
holding Common Stock, par value $0.0001 per share F2 -- -- --
Holdings After Transaction: Common Stock, par value $0.0001 per share — 31,065 shares (Direct)
Footnotes (2)
  1. F1. Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Issuer's 2024 Stock Incentive Plan, as amended (the "SIP"). The RSUs are scheduled to vest in full on September 30, 2026 and are payable in stock only.
  2. F2. Represents RSUs issued to the Reporting Person under the SIP. The RSUs vest over three years, with one-third of such RSUs vesting on December 31, 2026; one-third of such RSUs vesting on December 31, 2027; and the final one-third of such RSUs vesting on December 31, 2028. The RSUs are payable in stock only.
Restricted Stock Units financial
"Represents Restricted Stock Units ("RSUs") issued 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.
2024 Stock Incentive Plan financial
"issued to the Reporting Person under the Issuer's 2024 Stock Incentive Plan"
payable in stock only financial
"The RSUs are scheduled to vest ... and are payable in stock only"

FAQ

What does the Form 3 filed for XBP Global Holdings, Inc. (XBP) report?

It reports the initial beneficial ownership of XBP securities by Chief Technology Officer Ramanathan Sriram, consisting of Restricted Stock Units (RSUs) granted under the company’s 2024 Stock Incentive Plan and subject to specified vesting schedules.

Who is the reporting person in this XBP Form 3 filing?

The reporting person is Ramanathan Sriram, who is identified as an officer of XBP Global Holdings, Inc. with the title Chief Technology Officer.

What RSUs vest for the XBP CTO on September 30, 2026?

One RSU award vests in full on September 30, 2026. These RSUs were issued to Ramanathan Sriram under XBP’s 2024 Stock Incentive Plan and are payable in stock only.

What is the vesting schedule of the second RSU grant reported for XBP (XBP)?

A second RSU grant vests over three years: one-third on December 31, 2026, one-third on December 31, 2027, and the final one-third on December 31, 2028. These RSUs are also payable in stock only.

Does this XBP Form 3 show any stock purchases or sales by the CTO?

No stock purchases or sales are reported. The entries are characterized as holding records tied to RSUs, with no transaction code indicating a buy, sell, acquisition, or disposition of common stock.

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

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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:3235-0104
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hours per response:0.5
1. Name and Address of Reporting Person*
Ramanathan Sriram

(Last)(First)(Middle)
C/O XBP GLOBAL HOLDINGS, INC.
6641 N. BELT LINE ROAD, SUITE 100

(Street)
IRVING TEXAS 75063

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
08/10/2026
3. Issuer Name and Ticker or Trading Symbol
XBP Global Holdings, Inc. [ XBP ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Technology Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock, par value $0.0001 per share3,815(1)D
Common Stock, par value $0.0001 per share27,250(2)D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents Restricted Stock Units ("RSUs") issued to the Reporting Person under the Issuer's 2024 Stock Incentive Plan, as amended (the "SIP"). The RSUs are scheduled to vest in full on September 30, 2026 and are payable in stock only.
2. Represents RSUs issued to the Reporting Person under the SIP. The RSUs vest over three years, with one-third of such RSUs vesting on December 31, 2026; one-third of such RSUs vesting on December 31, 2027; and the final one-third of such RSUs vesting on December 31, 2028. The RSUs are payable in stock only.
Remarks:
Exhibit List: Exhibit 24 - Power of Attorney
/s/ Ross Dawson, Attorney in Fact for Sriram Ramanathan08/20/2026
** 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 5 (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 3: SEC 1473 (03-26)