Form 4: Boeing CLO Brett Gerry Reports RSU Grants, Tax Withholding

Boeing's Chief Legal Officer and EVP of Global Compliance, Brett C. Gerry, reported new restricted stock unit grants and shares withheld for tax obligations.

Summary

• Brett C. Gerry, Boeing's CLO & EVP, Global Compliance, acquired 9,290 restricted stock units (RSUs) on February 17, 2026, with a nominal price of $0.0000.
• These 9,290 RSUs are scheduled to vest in tranches: 3,065.70 units on February 17, 2027, 3,065.70 units on February 17, 2028, and 3,158.60 units on February 20, 2029.
• An additional 3,716 restricted stock units were acquired on February 17, 2026, also at a nominal price of $0.0000, which will vest and settle on February 20, 2029.
• Shares totaling 4,009.272 were disposed of on February 17, 2026, at a price of $242.18 per share, to cover tax obligations upon the vesting of restricted stock units; this was not an open market transaction.
• Following these transactions, Brett C. Gerry directly beneficially owns 38,787.234 shares of Common Stock.
• Indirect beneficial ownership includes 3.166 units in Boeing's 401(k) plan and 23,633 shares held by a revocable family trust, which received 13,427.84 shares from the reporting person on August 27, 2025.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, reflecting routine executive compensation and tax-related transactions. The RSU grants are a positive for executive alignment, but the filing itself is standard and not indicative of significant operational or financial news.

Positives

• The grant of 13,006 restricted stock units (9,290 + 3,716) represents ongoing executive compensation and aligns management's interests with long-term shareholder value.

Negatives

• The disposition of 4,009.272 shares for tax withholding, while a standard practice for RSU vesting, reduces the direct share count.

Future Outlook

The reporting person has future vesting events for restricted stock units scheduled for February 17, 2027, February 17, 2028, and February 20, 2029, which will result in additional shares of common stock.

Industry Context

StockSavvy.ai notes that routine insider filings like Form 4, which detail executive compensation through RSU grants and tax-related dispositions, are common across publicly traded companies, particularly in the aerospace and defense sector. These filings provide transparency into executive holdings and compensation structures but typically do not reflect broader industry trends or competitive dynamics.

Related Party Transactions

• On August 27, 2025, the reporting person transferred 13,427.84 shares previously reported as directly owned to a revocable family trust, of which the reporting person and his spouse are the sole trustees and beneficiaries.

Stakeholder Impact

• Shareholders: The RSU grants align executive incentives with long-term company performance, which can be beneficial for shareholders. The filing itself has minimal direct impact on share price.
• Employees: The filing details executive compensation, which is part of the broader employee compensation framework, but does not directly impact the general employee base.

Next Steps

• Vesting of 3,065.70 restricted stock units on February 17, 2027.
• Vesting of 3,065.70 restricted stock units on February 17, 2028.
• Vesting and settlement of 3,158.60 restricted stock units and 3,716 restricted stock units on February 20, 2029.

Key Dates

Keywords

Boeing, BA, Form 4, Insider Transaction, Restricted Stock Units, RSU, Executive Compensation, Beneficial Ownership, Brett C. Gerry