AMZN.NASDAQAmazon Com INC

Form 4: Amazon SVP Sells Shares Under 10b5-1 Plan

Sentiment:

Insider Transaction Report


Amazon Senior Vice President David Zapolsky sold a total of 20,670 shares of common stock for approximately $4.56 million in November 2025, following the conversion of restricted stock units.

Summary

  • David Zapolsky, Senior Vice President of Amazon.com Inc., reported transactions involving the company's common stock.
  • On November 21, 2025, Zapolsky acquired a total of 17,750 shares of common stock through the conversion of Restricted Stock Unit (RSU) awards at a price of $0.
  • Following these conversions, Zapolsky sold a total of 7,100 shares of common stock on November 21, 2025, at weighted average prices ranging from $215.8618 to $219.5159.
  • An additional 13,570 shares of common stock were sold on November 24, 2025, at a price of $222.49.
  • All reported sales were conducted pursuant to a Rule 10b5-1 trading plan adopted by Zapolsky on November 12, 2024.
  • After these transactions, Zapolsky beneficially owns 41,190 shares of common stock directly.
  • Remaining derivative securities include RSU awards totaling 8,780, 74,040, and 124,515 units, with various vesting schedules extending to February 21, 2030.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions (RSU conversions and subsequent sales under a 10b5-1 plan), which are neutral in sentiment and do not typically reflect a change in the company's fundamental outlook.

Positives

  • The transactions were executed under a pre-arranged Rule 10b5-1 trading plan, which demonstrates a commitment to transparent and compliant insider trading practices.
  • The conversion of Restricted Stock Units indicates the vesting of previously granted compensation, reflecting the achievement of performance or tenure milestones.

Negatives

  • The sale of a significant number of shares by a Senior Vice President, totaling 20,670 shares, represents a reduction in direct insider ownership.

Future Outlook

David Zapolsky holds significant remaining Restricted Stock Unit awards with vesting schedules extending through February 21, 2030, indicating future potential stock acquisitions as these units vest.

Industry Context

Insider stock sales, particularly those executed under Rule 10b5-1 plans, are a common practice for executives to manage personal finances, diversify portfolios, or cover tax obligations arising from vested equity compensation. These transactions are generally viewed as routine and not typically indicative of management's sentiment regarding the company's future performance, especially for a large, established company like Amazon.

Comparison to Industry Standards

  • The use of a Rule 10b5-1 trading plan aligns with best practices for corporate governance, providing a pre-scheduled mechanism for insiders to trade company stock without concerns of using material non-public information.
  • Executive compensation structures, including Restricted Stock Units, are standard across major technology companies, providing long-term incentives and aligning executive interests with shareholder value creation.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Policy ImplementationAdoption of a Rule 10b5-1 trading plan by David Zapolsky on November 12, 2024, to manage future stock transactions in compliance with insider trading regulations.11/12/2024Enhances transparency and reduces potential for insider trading allegations by pre-scheduling stock sales.
Delegation of AuthorityExecution of a Power of Attorney on September 11, 2025, by David Zapolsky, authorizing Susan K. Jong and Jung W. Ju to prepare and file Section 16 reports on his behalf.09/11/2025Streamlines the process for timely and accurate SEC filings for the reporting person.

Stakeholder Impact

  • Shareholders: Minimal direct impact as these are routine executive compensation and diversification transactions, not indicative of company performance or strategic shifts.
  • Employees: No direct impact mentioned.

Next Steps

  • Continued vesting of remaining Restricted Stock Unit awards for David Zapolsky according to the established schedules.

Key Dates

DateDescription
11/12/2024Rule 10b5-1 trading plan adopted by David Zapolsky.
09/11/2025Power of Attorney executed by David Zapolsky, appointing Susan K. Jong and Jung W. Ju as attorneys-in-fact for SEC filings.
11/21/2025Conversion of 17,750 Restricted Stock Units into common stock and subsequent sale of 7,100 common shares.
11/24/2025Sale of 13,570 common shares.
11/25/2025Form 4 filing date.
02/21/2026Expiration date for one RSU award and a vesting date for another.
02/21/2028Expiration date for a second RSU award and a vesting date for another.
02/21/2030Expiration date for a third RSU award and a vesting date for another.

Recommendation

hold

This Form 4 details routine insider transactions, specifically the conversion of restricted stock units and subsequent sales under a pre-arranged 10b5-1 trading plan. Such transactions are common for executive compensation and personal financial planning and do not typically signal a change in the company's fundamental outlook or warrant a change in investment recommendation based solely on this filing. The company's core business operations and broader market conditions remain the primary drivers for investment decisions.

Keywords

Amazon, AMZN, Insider Trading, Form 4, Stock Sale, Restricted Stock Units, David Zapolsky, 10b5-1 Plan, Executive Compensation

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