Form 4: EA Executive's Routine Stock Vesting and Tax Withholding

Electronic Arts EVP Jacob J. Schatz reported the scheduled vesting of Restricted Stock Units and subsequent tax-related share withholdings on November 16 and 17, 2025.

Summary

• Jacob J. Schatz, EVP, Global Affairs and CLO of Electronic Arts Inc. (EA), reported transactions related to the vesting of Restricted Stock Units (RSUs).
• On November 16, 2025, 3,563 shares of common stock were acquired upon the settlement of RSUs.
• Concurrently on November 16, 2025, 1,767 shares of common stock were disposed of at a price of $201.06 to satisfy tax withholding requirements.
• On November 17, 2025, an additional 3,636 shares of common stock were acquired upon the settlement of RSUs.
• Also on November 17, 2025, 1,803 shares of common stock were disposed of at a price of $201.06 to satisfy tax withholding requirements.
• Following these transactions, Mr. Schatz directly beneficially owns 28,009 shares of common stock.
• Remaining unvested Restricted Stock Units include 3,562 units from one grant and 10,906 units from another grant.

Sentiment

Score: 5

Explanation: The filing reports routine executive compensation transactions (RSU vesting and tax withholding) which are neutral in terms of company performance or outlook. It reflects standard operational procedures rather than new strategic developments.

Positives

• The vesting of Restricted Stock Units represents a scheduled compensation event for the executive.
• The executive continues to hold a significant number of shares, indicating alignment with shareholder interests.

Negatives

• A portion of the vested shares was sold to cover tax obligations, which is a standard practice and not indicative of a negative outlook.

Future Outlook

This Form 4 filing does not contain forward-looking statements or guidance regarding the company's future performance or strategic direction. It primarily reports past transactions related to executive compensation.

Industry Context

The vesting and tax-related disposition of Restricted Stock Units are standard practices for executive compensation in the technology and gaming industries. This type of transaction is a routine part of long-term incentive plans designed to align executive interests with shareholder value creation.

Comparison to Industry Standards

• The reported transactions, involving the vesting of Restricted Stock Units and the subsequent withholding of shares for tax purposes, are entirely consistent with typical executive compensation structures across major publicly traded companies, particularly within the tech and entertainment sectors.
• Companies like Microsoft, Apple, and Google frequently report similar Form 4 filings for their executives, reflecting the common use of equity awards as a significant component of executive pay.
• The share price used for tax withholding ($201.06) reflects the market value at the time of vesting, which is standard practice.

Stakeholder Impact

• Shareholders: The transactions are routine and reflect a standard component of executive compensation, aligning executive interests with long-term company performance. There is no direct material impact on current share value from these specific transactions.
• Employees: No direct impact mentioned.
• Customers: No direct impact mentioned.
• Suppliers: No direct impact mentioned.
• Creditors: No direct impact mentioned.

Next Steps

• Further vesting of the first RSU grant is scheduled in approximately equal increments every six months until May 16, 2026.
• Further vesting of the second RSU grant is scheduled in approximately equal increments every six months until May 17, 2027.

Key Dates

Keywords

Electronic Arts, EA, Jacob J. Schatz, Form 4, Insider Trading, Restricted Stock Units, RSU, Executive Compensation, Stock Vesting, Share Ownership