Form 4: Boeing Controller's Routine Stock Vesting Tax Withholding

Boeing's Controller, Michael J. Cleary, reported a routine disposition of shares for tax withholding related to restricted stock unit vesting.

Summary

• Michael J. Cleary, Controller at Boeing Co. (BA), reported a transaction on February 19, 2026.
• The transaction involved the disposition of 557.284 shares of Common Stock at a price of $236.71 per share.
• This disposition was for the payment of taxes on the vesting of restricted stock units and was not an open market transaction.
• Following this transaction, Mr. Cleary directly beneficially owns 23,505.077 shares of Common Stock.
• Additionally, Mr. Cleary indirectly owns 519.74 units in Boeing's 401(k) plan and 3,474.216 units in the Executive Supplemental Savings Plan (ESSP), both representing common stock funds.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It reports a routine, non-discretionary transaction for tax purposes related to executive compensation, which does not reflect a change in investment sentiment or company fundamentals.

Positives

• The transaction was made pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged, non-discretionary disposition.

Negatives

• No specific negative aspects are indicated by this routine tax withholding transaction.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance.

Industry Context

StockSavvy.ai notes that Form 4 filings detailing tax withholdings on restricted stock unit vesting are common for executives in publicly traded companies across all industries, including aerospace and defense. These transactions are typically routine and non-discretionary, reflecting compensation structures rather than active investment decisions.

Comparison to Industry Standards

• This type of transaction (shares withheld for taxes upon RSU vesting) is a standard practice for executive compensation in major corporations like Boeing, aligning with common industry benchmarks for equity compensation plans.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine, non-discretionary transaction for tax purposes and does not signal a change in management's view of the company's prospects.
• Employees: No direct impact beyond the reporting person.

Key Dates

Keywords

Boeing, BA, Form 4, Insider Transaction, Stock Vesting, Tax Withholding, Restricted Stock Units, Michael J. Cleary, Controller