Form 4: Kenvue COO Stevens Reports RSU Vesting, Tax Withholding

Kenvue's Chief Operations Officer, Meredith Stevens, reported the vesting of Restricted Stock Units and related tax withholdings on March 10, 2026.

Summary

• Meredith Stevens, Kenvue Inc.'s Chief Operations Officer, reported transactions related to her beneficial ownership of Kenvue common stock.
• On March 10, 2026, Stevens acquired 4,329.269 shares of common stock upon the vesting of Restricted Stock Units (RSUs) at a price of $0.00.
• Concurrently, 1,738 shares were disposed of at $17.96 to cover tax obligations related to the RSU vesting.
• An additional 840.351 shares of common stock were acquired on March 10, 2026, also from RSU vesting at a price of $0.00.
• Following this, 358 shares were disposed of at $18.16 to satisfy FICA taxes, attributed to Stevens being retirement eligible.
• The RSUs correspond one-for-one with Kenvue's common stock and are part of an award that vests in three equal installments on March 10, 2026, March 10, 2027, and March 10, 2028.
• Following these transactions, Stevens' direct beneficial ownership of common stock was 93,621.01 shares.
• The reported derivative securities (RSUs) beneficially owned after these transactions are 11,516.271 and 10,675.92.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, reflecting standard executive compensation and tax practices without indicating any material positive or negative operational or financial developments for Kenvue.

Positives

• The vesting of Restricted Stock Units indicates the executive is receiving compensation as per their employment agreement, aligning their interests with shareholders.
• The acquisition of shares through RSU vesting increases the executive's direct ownership in Kenvue Inc.

Negatives

• Shares were withheld for tax payments, which is a standard practice for RSU vesting and not inherently negative.

Future Outlook

The remaining Restricted Stock Units held by Meredith Stevens are scheduled to vest in two equal installments on March 10, 2027, and March 10, 2028, contingent on her continued service.

Industry Context

StockSavvy.ai notes that routine Form 4 filings, such as this one detailing RSU vesting and tax-related share dispositions for an executive, are common across all industries. They reflect standard executive compensation practices and do not typically indicate significant strategic shifts or market-moving events for the consumer health sector.

Stakeholder Impact

• Shareholders: Minimal direct impact as these are routine compensation events. The executive's increased direct ownership aligns interests.
• Employees: No direct impact on general employees.

Next Steps

• Future vesting of Restricted Stock Units on March 10, 2027.
• Future vesting of Restricted Stock Units on March 10, 2028.

Key Dates

Keywords

Kenvue, KVUE, Meredith Stevens, Chief Operations Officer, COO, SEC Form 4, Insider Trading, Restricted Stock Units, RSU Vesting, Stock Compensation, Tax Withholding, Beneficial Ownership