[Form 4] YETI Holdings, Inc. Insider Trading Activity
YETI Holdings insider transaction: SVP, CLO and Secretary Bryan C. Barksdale reported a disposition of 343 shares of YETI common stock on 08/18/2025 at a price of $34.46 per share. The filing indicates these 343 shares were withheld by the issuer to satisfy tax withholding in connection with the vesting of previously granted restricted stock units (RSUs). After the withholding, the reporting person beneficially owns 66,829 shares, which include 18,836 shares underlying unvested RSUs that will be paid one-for-one upon settlement of the awards. The form was filed by one reporting person and signed on behalf of the reporting person by an attorney-in-fact on 08/20/2025.
- Transparency: The filing clearly discloses the reason for the disposition (tax withholding) and the post-transaction beneficial ownership.
- Continued alignment: The reporting person retains significant ownership (66,829 shares) and holds 18,836 RSU-linked shares that will convert one-for-one, preserving future equity alignment with shareholders.
- Minor reduction in shares: 343 shares were disposed of to satisfy tax withholding obligations, reducing direct holdings.
- Limited detail on timing of RSU settlements: The filing states RSUs will be paid one-for-one on settlement but does not specify settlement dates.
Insights
TL;DR: Routine tax-withholding sale on RSU vesting; maintains substantial ownership and aligns executive with shareholder interests.
The reported disposal of 343 shares appears to be a standard issuer withholding to satisfy tax obligations from RSU vesting rather than an open-market sale driven by liquidity needs or a change in holding intent. The filing clarifies that 18,836 shares remain as underlying RSUs that will convert one-for-one to common stock on settlement, preserving the executive's future equity stake. This is a routine administrative transaction and does not indicate a change in corporate governance or insider sentiment.
TL;DR: Minor share reduction from tax withholding; not material to YETI's capitalization or insider accumulation trends.
The 343-share disposition at $34.46 per share represents a small tax-related withholding relative to the reported post-transaction beneficial ownership of 66,829 shares. There is no indication of additional open-market sales or purchases. For investors tracking insider activity, this event is administrative and unlikely to affect valuation or market perception given its size and the explanatory note tying it to RSU vesting.