Form 4: Albertsons EVP Thomas Moriarty Increases Equity Stake

EVP Thomas Moriarty acquired over 2,000 dividend equivalent units following Albertsons' quarterly dividend distribution.

Summary

• Thomas Moriarty, EVP of M&A and Corporate Affairs, was credited with 2,100 dividend equivalent units (DEUs) on May 8, 2026.
• The acquisition includes 301 units related to Performance-Based Restricted Stock Units (PBRSUs) and 1,799 units related to Restricted Stock Units (RSUs).
• The units were calculated based on a quarterly dividend of $0.17 per share of Class A common stock.
• Following these transactions, Moriarty's total beneficial ownership includes 28,712 PBRSU-related units and 171,369 RSU-related units.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive administrative filing that confirms executive alignment with shareholder interests through dividend-linked equity growth.

Positives

• Demonstrates continued alignment between executive compensation and shareholder returns through dividend reinvestment.
• The executive maintains a significant equity interest in the company, totaling over 200,000 units across reported categories.

Negatives

• The acquired units are unvested and remain subject to the same forfeiture risks as the underlying equity awards.

Risks

• Vesting of PBRSUs is contingent upon the achievement of specific performance hurdles which may not be met.
• The ultimate value of the units is tied to the market price of Class A common stock at the time of settlement.

Future Outlook

The acquired dividend equivalent units will vest and settle concurrently with the underlying PBRSU and RSU awards, provided that vesting conditions are satisfied.

Management Comments

• The reported number is the quarterly dividend equivalent to $0.17 per share of common stock.

Industry Context

StockSavvy.ai notes that the use of dividend equivalent units is a standard practice among large-cap retail companies to ensure executives maintain the same economic exposure as common shareholders during the vesting period of their equity grants.

Comparison to Industry Standards

• Albertsons' dividend reinvestment structure for executives is consistent with peers such as Kroger and Walmart.
• The $0.17 quarterly dividend is in line with established payout ratios for the consumer staples and grocery retail sector.

Related Party Transactions

• The transactions represent standard executive compensation through equity-based awards and dividend equivalents.

Stakeholder Impact

• Shareholders may view the executive's increasing equity stake as a sign of long-term commitment to the company's performance.

Next Steps

• Vesting and settlement of the underlying PBRSU and RSU awards.
• Future quarterly dividend equivalent credits pending board approval of common stock dividends.

Key Dates

Recommendation

This is a routine Form 4 filing related to dividend reinvestment in executive equity accounts and does not signal a change in company fundamentals or strategic direction.

Keywords

Albertsons Companies, ACI, Thomas Moriarty, Form 4, Dividend Equivalent Units, Executive Compensation, Insider Trading, Retail Grocery