Form 4: Grove Collaborative Director Converts RSUs

John B. Replogle, a Director at Grove Collaborative Holdings, Inc., converted 3,920 restricted stock units into Class A Common Stock.

Summary

• John B. Replogle, a Director of Grove Collaborative Holdings, Inc. (GROV), reported a transaction involving the conversion of Restricted Stock Units (RSUs).
• On August 15, 2025, 3,920 Restricted Stock Units were converted into Class A Common Stock.
• Following this transaction, John B. Replogle directly beneficially owns 501,779 shares of Class A Common Stock.
• Additionally, 53 shares of Class A Common Stock are indirectly beneficially owned through Replogle Family LLC, for which the Reporting Person serves as manager.
• The RSUs vested 30% on November 15, 2022, followed by 7.5% for each subsequent quarter for the next year, and then 5% for each subsequent quarter for the following two years.

Sentiment

Score: 5

Explanation: This Form 4 filing reports a routine insider transaction (RSU conversion) and does not contain information that significantly alters the company's financial or operational outlook, thus indicating a neutral sentiment.

Positives

• The conversion of Restricted Stock Units into common stock indicates a pre-planned and expected event, reflecting the fulfillment of compensation agreements.
• Continued direct and indirect ownership by a director aligns management's interests with shareholders.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding the company's future performance or strategic direction beyond the pre-scheduled vesting of RSUs.

Industry Context

This filing is a routine disclosure of an insider stock transaction, specifically the vesting and conversion of Restricted Stock Units. It does not provide information related to broader industry trends or competitive positioning.

Related Party Transactions

• John B. Replogle's indirect beneficial ownership of 53 Class A Common Stock shares through Replogle Family LLC is disclosed, where he serves as manager.

Stakeholder Impact

• Shareholders: This is a routine disclosure of a director's compensation-related stock acquisition, which is generally expected and has minimal direct impact on existing shareholders.
• Employees: The RSU vesting schedule is part of the company's compensation structure, which can be a positive for employee retention and motivation.

Next Steps

• Continued vesting of any remaining Restricted Stock Units according to the established schedule.

Key Dates

Keywords

Grove Collaborative, GROV, Form 4, Restricted Stock Units, RSU, Insider Transaction, Director, Stock Ownership