Form 4: Ingram Micro Exec's Stock Activity: RSU Grant & Tax Withholding

Ingram Micro's Executive VP, Secretary & GC, Augusto Aragone, reported the acquisition of 25,222 Restricted Stock Units and the disposition of 1,424 shares for tax obligations.

Summary

• Augusto Aragone, Executive VP, Secretary & GC of Ingram Micro Holding Corp, reported changes in beneficial ownership.
• On March 3, 2026, 1,424 shares of Common Stock were disposed of at $21.35 per share to satisfy tax withholding obligations related to the vesting of restricted stock units (RSUs) granted on March 3, 2025. This was not a discretionary trade.
• Following this transaction, Aragone beneficially owned 175,243 shares.
• On March 4, 2026, Aragone received a grant of 25,222 RSUs.
• These new RSUs will vest in three equal annual installments, starting on March 4, 2027, and concluding on March 4, 2029.
• Each RSU represents the right to receive one share of Common Stock upon vesting.
• Following the RSU grant, Aragone's beneficial ownership increased to 200,465 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, reflecting routine executive compensation and an increase in the executive's long-term equity alignment with the company, which is generally favorable for corporate governance.

Positives

• Grant of 25,222 Restricted Stock Units (RSUs) to a key executive, aligning management interests with shareholder value.
• The RSU grant increases the executive's total beneficial ownership to 200,465 shares.

Negatives

• Disposition of 1,424 shares of Common Stock at $21.35 to cover tax withholding obligations, reducing direct share count.

Future Outlook

The 25,222 Restricted Stock Units granted on March 4, 2026, are scheduled to vest in three equal annual installments, beginning on March 4, 2027, and concluding on March 4, 2029.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, typically reflecting executive compensation, stock option exercises, or share sales/purchases. The RSU grant and tax withholding reported here are routine aspects of executive compensation packages designed to align management incentives with long-term shareholder value.

Comparison to Industry Standards

• Executive compensation structures, including RSU grants with multi-year vesting schedules, are common across publicly traded companies in the technology distribution sector and broader industries.
• For instance, companies like TD SYNNEX or Arrow Electronics often utilize similar equity-based incentives to retain and motivate key personnel.
• The specific number of units granted is relative to the executive's role and the company's overall compensation philosophy, which varies by market capitalization and performance.

Stakeholder Impact

• Shareholders: Increased alignment of executive interests with long-term shareholder value through equity compensation.
• Employees: Reflects standard executive compensation practices, potentially setting a precedent or benchmark for other equity-eligible employees.

Next Steps

• First vesting of the 25,222 RSUs on March 4, 2027.
• Subsequent annual vesting installments for the RSUs on March 4, 2028, and March 4, 2029.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation activities, including an RSU grant and tax-related share disposition. Such transactions are standard and do not typically indicate a change in the company's fundamental business operations, financial health, or strategic direction. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

Ingram Micro, INGM, Form 4, RSU, Restricted Stock Units, insider transaction, executive compensation, stock ownership, beneficial ownership, tax withholding