Xylem grants CFO 1,693 RSUs and 6,034 options
Xylem’s CFO received new restricted stock units and stock options that vest over three years, increasing her direct equity stake.
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Form Type
4
Rhea-AI Filing Summary
Xylem Inc. (XYL) reported equity awards to EVP & Chief Financial Officer Andrea Michele van der Berg. On September 1, 2026, she received 1,693 shares of common stock as restricted stock units and 6,034 non-qualified stock options with an exercise price of $106.89 per share, all vesting in one-third increments on March 1, 2027, 2028, and 2029. Following these awards, she directly holds 10,691 shares of common stock and 6,034 stock options expiring on September 1, 2036, and no Rule 10b5-1 trading plan is reported.
Insider Trade Summary
Grant/Award: 7,727 shares
Grant/Award
2 txns
Insider
van der Berg Andrea Michele
Role
EVP & Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Stock Options (Right to Buy) F2 | 6,034 | $106.89 | $645K |
| Grant/Award | Common Stock F1 | 1,693 | $0.00 | $0.00 |
Holdings After Transaction:
Stock Options (Right to Buy) — 6,034 contracts (Direct);
Common Stock — 10,691 shares (Direct)
Footnotes (2)
- F1. 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.
- F2. 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.
Key Figures
Restricted stock units granted: 1,693 shares
Non-qualified stock options granted: 6,034 options
Option exercise price: $106.89 per share
+2 more
5 metrics
Restricted stock units granted
1,693 shares
Award of restricted stock units on September 1, 2026
Non-qualified stock options granted
6,034 options
Option grant on September 1, 2026
Option exercise price
$106.89 per share
Exercise price of non-qualified stock options granted September 1, 2026
Common shares held after award
10,691 shares
Direct common stock holdings after September 1, 2026 RSU award
Option expiration date
September 1, 2036
Expiration of 6,034 non-qualified stock options
Key Terms
restricted stock units, non-qualified stock options, vesting, Omnibus Incentive Plan
4 terms
restricted stock units financial
"Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan"
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.
non-qualified stock options financial
"Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan"
Non-qualified stock options are a type of employee benefit that gives individuals the right to buy company shares at a set price, usually lower than the market value, within a certain period. Unlike other options that may have special tax advantages, these options are taxed as income when exercised, which can affect how much money the employee or investor ultimately gains. They are important because they can influence company compensation strategies and impact the financial outcomes for employees and investors.
vesting financial
"that are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028, and March 1, 2029"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
Omnibus Incentive Plan financial
"pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016)"
An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What equity awards did Xylem (XYL) grant to its CFO on September 1, 2026?
Xylem granted the CFO 1,693 restricted stock units of common stock and 6,034 non-qualified stock options with an exercise price of $106.89 per share, all vesting in one-third increments on March 1, 2027, March 1, 2028, and March 1, 2029.
What are the key terms of the CFO’s new Xylem (XYL) stock options?
The CFO received 6,034 non-qualified stock options with an exercise price of $106.89 per share, scheduled to vest in one-third increments on March 1, 2027, March 1, 2028, and March 1, 2029, and expiring on September 1, 2036.
Were the September 1, 2026 Xylem (XYL) equity awards made under a specific plan?
Yes. Both the restricted stock units and the non-qualified stock options were granted under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), as described in the footnotes to the Form 4.
Were Xylem (XYL) CFO’s September 1, 2026 transactions under a Rule 10b5-1 plan?
No. The filing indicates no Rule 10b5-1 trading plan for these transactions, as the applicable checkbox for such a plan is not marked as affirmatively used.
AI-generated analysis. How Rhea-AI works. Not financial advice.
