Form 4: AECOM CFO Gaurav Kapoor Reports Stock Transactions

AECOM's Chief Financial Officer, Gaurav Kapoor, reported multiple transactions involving the company's common stock, including RSU vesting, new grants, and tax-related withholdings.

Summary

• Gaurav Kapoor, AECOM's Chief Financial Officer, reported several transactions involving AECOM common stock on December 15, 2025.
• 9,562 shares of common stock were acquired upon the vesting of restricted stock units (RSUs) that were originally granted on December 15, 2022.
• An additional 15,109 shares of common stock were acquired as part of an annual restricted stock unit grant, which is scheduled to vest in full on December 15, 2028, subject to continued service.
• 22,490 shares of common stock were acquired pursuant to AECOM's Performance Earnings Program under the 2020 Stock Incentive Plan.
• 16,940 shares of common stock were withheld by AECOM at a price of $97.96 per share to satisfy tax withholding obligations related to the vesting of restricted stock units and shares acquired under the Performance Earnings Program.
• Following these reported transactions, Kapoor directly beneficially owns 86,633 shares of common stock and indirectly owns 108.08 shares through Merrill Lynch under the AECOM Retirement & Savings Plan.

Sentiment

Score: 7

Explanation: The transactions reflect the vesting of previously granted equity awards and a new grant, indicating the executive's continued alignment with shareholder interests and the achievement of performance milestones. The disposition of shares was solely for tax withholding, a standard practice.

Positives

• Acquisition of 9,562 shares from vested restricted stock units demonstrates the successful execution of long-term incentive plans.
• Grant of 15,109 new restricted stock units aligns management's interests with long-term shareholder value.
• Acquisition of 22,490 shares under the Performance Earnings Program suggests the achievement of specific performance targets.

Negatives

• 16,940 shares were disposed of to cover tax obligations, which reduces the direct beneficial ownership of the reporting person.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: The transactions demonstrate continued alignment of the CFO's interests with long-term shareholder value through equity ownership.
• Employees: The filing illustrates the company's executive compensation structure and performance incentives.

Next Steps

• Continued service through December 15, 2028, is required for the vesting of the 15,109 restricted stock units.

Key Dates

Recommendation

This Form 4 details routine executive compensation transactions, including RSU vesting, new grants, and tax-related share withholdings. These are standard events and do not provide new fundamental information that would warrant a change in investment recommendation. The transactions reflect the ongoing compensation structure and the executive's continued equity ownership, which is generally a positive for alignment, but not a catalyst for a 'buy' or 'sell' decision.

Keywords

AECOM, ACM, Gaurav Kapoor, CFO, Form 4, Insider Transaction, Restricted Stock Units, Performance Earnings Program, Executive Compensation