Form 4: Allison Transmission COO Settles Equity Awards

Allison Transmission Holdings Inc.'s COO, G Frederick Bohley, reported the settlement of restricted stock units and dividend equivalent rights, along with shares withheld for tax obligations.

Summary

• G Frederick Bohley, COO, President & BU Leader AT of Allison Transmission Holdings Inc. (ALSN), reported transactions on February 19, 2026.
• Acquired 1,590 shares of common stock from the settlement of restricted stock units (RSUs) granted on February 19, 2025.
• Acquired an additional 17 shares of common stock from the settlement of dividend equivalent rights (DERs).
• Disposed of 664 shares of common stock at a price of $117.78 per share to cover tax withholding obligations related to the RSU and DER vesting.
• Following these transactions, Bohley directly owns 100,017 shares of common stock and indirectly owns 360 shares through his spouse.
• Remaining derivative holdings include 3,182 Restricted Stock Units and 271 Dividend Equivalent Rights.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, reflecting the routine settlement of executive equity compensation and tax withholding, which is a standard practice and does not indicate any significant positive or negative operational or financial developments for Allison Transmission Holdings Inc.

Positives

• The executive's beneficial ownership of common stock remains substantial at 100,017 direct shares, indicating continued alignment with shareholder interests.
• The settlement of RSUs and DERs represents a routine compensation event, reflecting the executive's continued tenure and performance.

Negatives

• A portion of the vested shares (664 shares) was sold to cover tax withholding obligations, which is a standard practice and not indicative of a negative outlook.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that routine executive compensation settlements, such as those involving restricted stock units and dividend equivalent rights, are common across industries. The sale of shares to cover tax obligations is a standard practice and does not typically signal a change in executive sentiment or company performance, aligning with typical corporate governance practices for equity awards.

Related Party Transactions

• The reported transactions involve the settlement of equity awards and subsequent tax withholding for G Frederick Bohley, an officer of Allison Transmission Holdings Inc., which are considered related party transactions in the context of executive compensation.

Stakeholder Impact

• Shareholders: The transactions are routine and do not directly impact the company's operational performance or strategic direction. The executive's continued significant ownership aligns interests with shareholders.
• Employees: No direct impact on employees.
• Customers: No direct impact on customers.
• Suppliers: No direct impact on suppliers.
• Creditors: No direct impact on creditors.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation settlement and tax-related share disposition. It does not provide new information regarding the company's financial performance, strategic direction, or operational health that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate, maintaining existing positions based on broader company fundamentals rather than this specific insider transaction.

Keywords

Allison Transmission, ALSN, Form 4, Insider Transaction, Restricted Stock Units, RSU, Dividend Equivalent Rights, DER, Executive Compensation, G Frederick Bohley, Common Stock