Form 4: IBM SVP Reports RSU Vesting and Tax-Related Stock Sale

IBM Senior Vice President Nickle Jaclyn Lamoreaux reported the vesting of restricted stock units and subsequent sale of shares for tax obligations.

Summary

• Nickle Jaclyn Lamoreaux, Senior Vice President at IBM Corporation, reported transactions involving common stock and restricted stock units (RSUs).
• On February 18, 2026, 1,586 restricted stock units (RSUs) vested, converting into 1,586 shares of common stock at an exercise price of $0.00.
• Concurrently, 810 shares of common stock were disposed of at a price of $258.68 per share to cover tax liabilities related to the RSU vesting.
• Following these transactions, the reporting person beneficially owns 54,607.3368 shares of common stock directly.
• The original grant on February 18, 2025, consisted of 6,345 RSUs, with future vesting scheduled for 1,586 units on February 18, 2027, 1,586 units on February 18, 2028, and 1,587 units on February 18, 2029.
• The remaining beneficial ownership of derivative securities (RSUs) is 4,759 units.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive event for the executive, reflecting the realization of compensation through RSU vesting, which is a standard part of executive incentive programs. The subsequent sale for tax purposes is a neutral, routine action.

Positives

• The vesting of 1,586 restricted stock units represents a realization of compensation for the Senior Vice President.

Negatives

• The disposition of 810 shares of common stock for tax withholding reduces the direct beneficial ownership of the reporting person.

Future Outlook

Future vesting events for the remaining 4,759 restricted stock units are scheduled annually on February 18th through 2029, indicating continued long-term incentive compensation for the Senior Vice President.

Industry Context

StockSavvy.ai notes that Form 4 filings are routine disclosures for publicly traded companies, detailing changes in beneficial ownership by insiders. These transactions, particularly those related to RSU vesting and tax withholding, are standard components of executive compensation packages across the technology and broader corporate sectors, reflecting the structured nature of long-term incentive plans.

Stakeholder Impact

• Shareholders: The transactions are routine insider compensation events and are unlikely to have a significant direct impact on the broader shareholder base or company valuation.

Next Steps

• Future vesting of 1,586 RSUs on February 18, 2027.
• Future vesting of 1,586 RSUs on February 18, 2028.
• Future vesting of 1,587 RSUs on February 18, 2029.

Key Dates

Keywords

IBM, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Executive Compensation, Stock Sale, Tax Withholding