Xylem (NYSE: XYL) SVP granted stock options and performance-based shares
Rhea-AI Filing Summary
Xylem Inc. senior vice president and chief accounting officer Geri-Michelle McShane reported several equity compensation transactions. She received a grant of 2,194 non-qualified stock options with a price of $128.98 per share, scheduled to vest in three annual installments beginning March 1, 2027.
On March 1, 2026, she acquired 721, 595, 405 and 489 shares of common stock upon vesting of performance-based and ESG-related stock units granted under the Xylem 2011 Omnibus Incentive Plan, reflecting achievement of performance goals tied to total shareholder return, adjusted EBITDA, revenue and ESG performance. She also received an award of restricted stock units scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.
Related to these vestings, 654, 188 and 150 shares of common stock were withheld at $128.98 per share to cover tax liabilities, reducing her directly held common stock to 4,791 shares after the transactions.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,834 shares
Net Buy
9 txns
Insider
McShane Geri-Michelle
Role
SVP, CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Non-Qualified Stock Options (Right to Buy) | 2,194 | $128.98 | $283K |
| Grant/Award | Common Stock | 616 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 654 | $128.98 | $84K |
| Exercise Price or Tax Liability | Common Stock | 188 | $128.98 | $24K |
| Exercise Price or Tax Liability | Common Stock | 150 | $128.98 | $19K |
| Grant/Award | Common Stock | 721 | $128.98 | $93K |
| Grant/Award | Common Stock | 595 | $128.98 | $77K |
| Grant/Award | Common Stock | 405 | $128.98 | $52K |
| Grant/Award | Common Stock | 489 | $128.98 | $63K |
Holdings After Transaction:
Non-Qualified Stock Options (Right to Buy) — 2,194 shares (Direct);
Common Stock — 4,791 shares (Direct)
Footnotes (9)
- F1. Reflects the acquisition of 721 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return.
- F2. Reflects the acquisition of 595 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Adjusted EBITDA.
- F3. Reflects the acquisition of 405 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue.
- F4. Reflects the acquisition of 489 shares of common stock upon vesting of performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to ESG performance.
- F5. Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 1, 2027, March 1, 2028 and March 1, 2029.
- F6. Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24 2016).
- F7. Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of ESG performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24, 2016).
- F8. Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2023 (82) and March 1, 2024 (68) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016).
- F9. Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did Xylem (XYL) report for Geri-Michelle McShane?
Xylem reported equity awards and tax-related share withholdings for Geri-Michelle McShane. She acquired multiple tranches of performance-based common stock and restricted stock units, plus non-qualified stock options, while shares were withheld to cover tax liabilities tied to these vestings.
How many stock options did the Xylem (XYL) executive receive in this Form 4?
Geri-Michelle McShane received 2,194 non-qualified stock options at a price of $128.98 per share. These options were granted under the Xylem 2011 Omnibus Incentive Plan and are scheduled to vest in three equal annual installments starting March 1, 2027.
What performance criteria triggered stock vesting for the Xylem (XYL) executive?
Stock vested based on total shareholder return, adjusted EBITDA, revenue and ESG performance criteria. These metrics applied to performance-based stock units granted in 2021 and 2023 under Xylem’s 2011 Omnibus Incentive Plan, leading to multiple common stock acquisitions on March 1, 2026.
When will the new Xylem (XYL) restricted stock units and options vest?
The restricted stock units are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029. The 2,194 non-qualified stock options granted at $128.98 per share follow the same one-third annual vesting schedule starting March 1, 2027.