Form 4: CoreWeave CFO Agrawal Reports Stock Transactions

CoreWeave CFO Nitin Agrawal reported the vesting of restricted stock units and subsequent sale of shares to cover tax obligations.

Summary

• Nitin Agrawal, Chief Financial Officer of CoreWeave, Inc., reported transactions involving Class A Common Stock.
• On March 11, 2026, 122,320 shares of Class A Common Stock were acquired through the vesting and settlement of Restricted Stock Units (RSUs).
• Concurrently, 63,157 shares of Class A Common Stock were sold at a price of $79.68 per share to satisfy tax withholding obligations related to the RSU vesting.
• Following these transactions, Agrawal directly beneficially owns 228,348 shares of Class A Common Stock.
• Indirect beneficial ownership includes 34,905 shares held by a spouse, 81,000 shares by Yellowstone 2025 GRAT, and 57,952 shares by Yosemite 2025 GRAT.
• A total of 978,660 derivative securities (Restricted Stock Units) remain beneficially owned.
• The RSUs vest ratably as to approximately 1/16 of the total award on the eleventh calendar day of June, September, December, and March, with the first tranche having vested on June 11, 2024.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as moderately positive. While there is a sale of shares, it is a routine event for tax purposes following RSU vesting, which itself is a positive sign of executive compensation and retention.

Positives

• The vesting of 122,320 Restricted Stock Units indicates continued compensation and alignment of the Chief Financial Officer with shareholder interests.
• The RSU vesting schedule, with tranches vesting quarterly, provides a clear long-term incentive structure for the executive.

Negatives

• The sale of 63,157 shares, while for tax withholding, represents a reduction in the executive's direct equity holdings.

Future Outlook

The filing does not contain specific forward-looking statements or guidance regarding the company's future performance or strategic direction, focusing solely on insider ownership changes.

Industry Context

StockSavvy.ai notes that insider transactions, particularly those related to RSU vesting and tax withholding, are common occurrences for executives in publicly traded technology companies. These transactions typically reflect pre-planned compensation events rather than discretionary trading based on new material information.

Related Party Transactions

• Indirect beneficial ownership through Yellowstone 2025 GRAT (spouse as beneficiary, reporting person as trustee) and Yosemite 2025 GRAT (reporting person as sole trustee and beneficiary) are disclosed, which are common estate planning vehicles for executives.

Stakeholder Impact

• Shareholders: The transaction is a routine insider compensation event and is unlikely to have a significant direct impact on the company's operational performance or strategic direction. It provides transparency into executive equity holdings.
• Employees: The RSU vesting demonstrates the company's compensation structure for its executives, which may indirectly influence employee perception of equity incentives.

Next Steps

• Ongoing vesting of remaining Restricted Stock Units according to the established quarterly schedule.

Key Dates

Keywords

CoreWeave, CRWV, Nitin Agrawal, CFO, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Stock Sale, Beneficial Ownership