Form 4: Allison Transmission Executive Dana Pittard Reports Stock Transactions

Sentiment:

SEC Form 4


Dana Pittard, VP of Defense Programs at Allison Transmission Holdings, reported the acquisition and disposal of company stock and derivative securities on February 23, 2024, according to a Form 4 filing.

Summary

  • On February 23, 2024, Dana Pittard, VP of Defense Programs at Allison Transmission Holdings, reported transactions involving the company's stock.
  • These transactions included the settlement of 895 restricted stock units (RSUs) and 34 dividend equivalent rights (DERs).
  • Pittard also exercised an option to purchase 2,686 shares of common stock at a price of $39.42.
  • A total of 2,686 shares were sold at $72.84 to cover the option exercise.
  • 414 shares were withheld by Allison Transmission to satisfy tax obligations related to the vesting of RSUs and DERs.
  • Following these transactions, Pittard directly owns 5,143 shares of common stock and indirectly owns 13,404 shares through the Pittard Living Trust.
  • Pittard also directly owns 896 Restricted Stock Units, 63 Dividend Equivalent Rights, and options to purchase 2,686 shares.
  • The sale of shares was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 1, 2023.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing stock transactions, with no inherent positive or negative sentiment.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, which is common practice for publicly traded companies. It provides transparency into the trading activities of insiders.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in ownership by an executive.
  • The withholding of shares for tax obligations affects the executive's net compensation.

Key Dates

DateDescription
11/01/2023Date of adoption of Rule 10b5-1 trading plan
02/23/2022Date of grant of restricted stock units
02/23/2023First vesting date of the employee stock option
02/23/2024Date of reported transactions (settlement of RSUs and DERs, exercise of stock options, sale of shares)
02/23/2032Expiration date of the employee stock option
02/27/2024Date of signature on the Form 4 filing

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