Form 4: Boeing Executive Granted Over 8,000 Restricted Stock Units

Boeing's CIDO, SVP IDT&S, Dana S. Deasy, was granted 8,381 restricted stock units, vesting through 2029.

Summary

• Dana S. Deasy, Boeing's Chief Information Officer (CIDO) and Senior Vice President of Information Technology & Data Solutions (SVP IDT&S), was granted 5,987 restricted stock units (RSUs) on February 17, 2026.
• These 5,987 RSUs will vest in three tranches: 1,975.71 units on February 17, 2027, 1,975.71 units on February 17, 2028, and 2,035.58 units on February 20, 2029.
• An additional 2,394 restricted stock units were granted to Dana S. Deasy on February 17, 2026.
• These 2,394 RSUs will vest and settle on February 20, 2029, with a restriction preventing sale or transfer until the earlier of the second anniversary of the vesting date or termination of employment.
• The RSUs settle in shares of Boeing's common stock on a one-for-one basis, with an acquisition price of $0.0000 per unit.
• Following these transactions, Dana S. Deasy beneficially owns 32,319.032 shares directly.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive development, reflecting standard executive compensation practices that aim to align management incentives with long-term shareholder value, without indicating any immediate operational or financial changes.

Positives

• The grant of restricted stock units aligns the executive's interests with long-term shareholder value through future vesting schedules.
• The compensation structure incentivizes the executive to remain with the company and contribute to its performance over several years.

Future Outlook

The grants of restricted stock units indicate a long-term compensation strategy for the executive, with vesting scheduled through February 2029. This structure aims to retain key talent and align their performance with the company's future success.

Industry Context

StockSavvy.ai notes that the grant of restricted stock units is a standard practice in executive compensation across various industries, including aerospace and defense. It serves as a common mechanism to incentivize long-term performance and retention of senior leadership.

Comparison to Industry Standards

• The use of restricted stock units (RSUs) as a form of executive compensation is a widely adopted practice across major U.S. corporations, including peers in the aerospace sector like Lockheed Martin (LMT) and Raytheon Technologies (RTX).
• Vesting schedules extending over several years, such as the 3-year and 4-year schedules seen here, are typical for executive RSU grants, designed to promote long-term commitment and performance.
• The 'zero-price' acquisition is standard for RSU grants, as they represent a right to receive shares upon vesting, rather than a purchase.

Stakeholder Impact

• Shareholders: The RSU grants dilute existing shares upon vesting, but also aim to incentivize executive performance, potentially benefiting long-term shareholder value.
• Employees: The compensation structure for senior leadership can influence overall company morale and compensation strategies.

Next Steps

• 1,975.71 restricted stock units will vest on February 17, 2027.
• 1,975.71 restricted stock units will vest on February 17, 2028.
• 2,035.58 restricted stock units will vest on February 20, 2029.
• 2,394 restricted stock units will vest and settle on February 20, 2029, subject to a two-year post-vesting holding period or earlier termination of employment.

Key Dates

Keywords

Boeing, BA, Restricted Stock Units, RSU, Executive Compensation, Insider Transaction, Form 4, Dana S. Deasy