Form 4: Amentum COO nets shares from RSU vesting

COO Stephen A. Arnette received 19,088 shares from RSU vesting, withheld 4,651 shares for taxes at $22.07, and ended with 46,065 directly held shares.

Summary

• Chief Operating Officer Stephen A. Arnette reported multiple RSU vesting events on 2025-11-15 and 2025-11-16.
• A total of 19,088 AMTM common shares were issued upon RSU vesting across four tranches.
• To satisfy tax withholding, 4,651 shares were tendered at a reported price of $22.07 per share (Code F).
• Net shares retained from the vestings were 14,437 (19,088 vested less 4,651 withheld).
• Direct beneficial ownership after the transactions is 46,065 AMTM shares.
• Transactions were coded as M (conversion of derivative securities) and F (tax withholding), indicating non-open-market activity.
• RSU awards vested on 2025-11-15 (5,758 shares) and 2025-11-16 (5,053; 3,681; 4,596 shares).

Sentiment

Score: 6

Explanation: Routine compensation-related vesting with net share retention and no open-market selling; modestly positive for alignment but not a directional catalyst.

Positives

• Direct ownership increased to 46,065 shares following vesting events.
• No open-market sales; shares disposed were solely to cover taxes (Code F).
• Net 14,437 shares added to personal holdings, aligning executive incentives with shareholders.

Negatives

• Share issuance from equity compensation totaled 19,088 shares via RSU settlements.
• No open-market insider purchases; all acquisitions were automatic RSU conversions.

Future Outlook

No forward-looking statements or guidance provided.

Management Comments

• Shares were distributed upon vesting of restricted stock units.
• Shares were tendered to satisfy tax withholding obligations upon RSU vesting.
• Each RSU represents a contingent right to receive one share of common stock.
• RSU awards vested on November 15, 2025 and November 16, 2025.

Industry Context

Executive RSU vesting with share withholding for taxes is routine across government services and defense contractors; such non-open-market transactions typically signal standard compensation events rather than directional insider buying or selling.

Comparison to Industry Standards

• Consistent with peers such as Booz Allen Hamilton (BAH), Leidos (LDOS), and CACI (CACI), where executives commonly receive RSU grants that vest periodically with shares withheld for taxes.
• Use of Code M (derivative conversion) and Code F (tax withholding) aligns with standard insider reporting conventions and does not indicate discretionary open-market trading.
• Resulting increase in direct holdings is a neutral-to-modestly positive signal, comparable to standard equity retention patterns seen at consulting and defense IT integrators.

Stakeholder Impact

• Shareholders: routine equity award settlement with no discretionary insider selling; minimal signaling impact.
• Employees: confirms ongoing RSU compensation program and scheduled vesting.
• Creditors: no direct balance sheet or liquidity implications disclosed.

Key Dates

Keywords

Form 4, insider transaction, RSU vesting, Amentum Holdings, Inc., AMTM, Stephen A. Arnette, chief operating officer, tax withholding, beneficial ownership, equity compensation