Xylem CFO lists RSUs and option holdings
Xylem Inc. (XYL) reports the initial equity holdings of EVP & Chief Financial Officer Andrea Michele van der Berg.
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Form Type
3
Rhea-AI Filing Summary
Xylem Inc. (XYL) reports the initial equity holdings of EVP & Chief Financial Officer Andrea Michele van der Berg. Her compensation includes restricted stock units (RSUs) scheduled to vest in tranches, such as 272 shares on March 1, 2027 and 3,379 shares on June 1, 2029. She also holds multiple stock options (right to buy common stock) with exercise prices between $63.55 and $129.67, expiring from February 27, 2030 through March 2, 2036, with several option blocks already fully vested and exercisable.
Insider Trade Summary
9 transactions reported
Mixed
9 txns
Insider
van der Berg Andrea Michele
Role
EVP & Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Options (Right to Buy) F3 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F4 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F5 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F6 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F7 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F8 | -- | -- | -- |
| holding | Stock Options (Right to Buy) F9 | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Stock Options (Right to Buy) — 11,928 contracts (Direct);
Common Stock — 8,998 shares (Direct)
Footnotes (9)
- F1. Reflects restricted stock units which are scheduled to vest as follows: 272 on March 1, 2027, 112 on March 5, 2027, 499 on March 1, 2028, 113 on March 5, 2028, 158 on March 1, 2029, 3,379 on June 1, 2029, and 3,380 on June 1, 2031. Each restricted stock unit represents the right to receive one share of common stock upon vesting.
- F2. Reflects common stock incident to previous vestings of restricted stock units.
- F3. These options are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028, and March 1, 2029.
- F4. 394 options are fully vested and exercisable, 395 are scheduled to vest on March 5, 2027, and 395 are scheduled to vest on March 5, 2028.
- F5. 771 options are fully vested and exercisable, 387 are scheduled to vest on March 1, 2027.
- F6. 1,290 options are fully vested and exercisable.
- F7. 2,014 options are fully vested and exercisable.
- F8. 1,616 options are fully vested and exercisable.
- F9. 2,979 options are fully vested and exercisable.
Key Figures
RSUs vesting March 1, 2027: 272 shares
RSUs vesting June 1, 2029: 3,379 shares
RSUs vesting June 1, 2031: 3,380 shares
+5 more
8 metrics
RSUs vesting March 1, 2027
272 shares
Restricted stock units scheduled to vest on March 1, 2027
RSUs vesting June 1, 2029
3,379 shares
Restricted stock units scheduled to vest on June 1, 2029
RSUs vesting June 1, 2031
3,380 shares
Restricted stock units scheduled to vest on June 1, 2031
Stock options at $128.98
1,688 underlying shares at $128.98
Stock options expiring March 2, 2036
Stock options at $129.67
1,184 underlying shares at $129.67
Stock options expiring March 5, 2035
Fully vested options at $101.09
1,290 options
Options at $101.09 fully vested and exercisable, expiring March 1, 2033
Fully vested options at $86.76
2,014 options
Options at $86.76 fully vested and exercisable, expiring March 1, 2032
Fully vested options at $63.55
2,979 options
Options at $63.55 fully vested and exercisable, expiring February 27, 2030
Key Terms
restricted stock units, fully vested and exercisable, Stock Options (Right to Buy), beneficial ownership
4 terms
restricted stock units financial
"Reflects restricted stock units which are scheduled to vest as follows"
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.
fully vested and exercisable financial
"1,290 options are fully vested and exercisable"
Stock Options (Right to Buy) financial
"security_title: Stock Options (Right to Buy)"
beneficial ownership financial
"discloses her initial beneficial ownership of Xylem equity awards"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Who is the insider reporting holdings in Xylem Inc. (XYL)?
The insider is Andrea Michele van der Berg, who serves as EVP & Chief Financial Officer of Xylem Inc. The Form 3 discloses her initial beneficial ownership of Xylem equity awards, including restricted stock units and stock options.
What restricted stock units (RSUs) does the Xylem (XYL) CFO hold and when do they vest?
Andrea Michele van der Berg holds RSUs scheduled to vest in tranches: 272 on March 1, 2027, 112 on March 5, 2027, 499 on March 1, 2028, 113 on March 5, 2028, 158 on March 1, 2029, 3,379 on June 1, 2029, and 3,380 on June 1, 2031.
What stock options on Xylem (XYL) common stock does the CFO hold?
She holds several option grants on Xylem common stock, including options over 1,688 shares at $128.98 expiring March 2, 2036, 1,184 shares at $129.67 expiring March 5, 2035, and additional grants with exercise prices from $63.55 to $127.94 expiring between 2030 and 2034.
Which of the Xylem (XYL) CFO’s options are already fully vested and exercisable?
Fully vested and exercisable options include 1,290 options at $101.09 expiring March 1, 2033, 2,014 options at $86.76 expiring March 1, 2032, 1,616 options at $102.23 expiring March 1, 2031, and 2,979 options at $63.55 expiring February 27, 2030.
How do the Xylem (XYL) CFO’s newer option grants vest over time?
For the grant over 1,688 shares at $128.98, options vest in one-third increments on March 1, 2027, March 1, 2028, and March 1, 2029. For the grant over 1,184 shares at $129.67, 394 are vested and 395 vest on March 5, 2027 and March 5, 2028, respectively.
What prior equity has already vested for the Xylem (XYL) CFO?
The disclosure notes that some reported common stock is incident to previous vestings of restricted stock units, indicating earlier RSU awards have already vested and converted into Xylem common shares held by the CFO.
AI-generated analysis. How Rhea-AI works. Not financial advice.
