Form 4: Kenvue Director Acquires 1,204 Deferred Share Units

Kenvue Inc. Director Richard E. Allison Jr. acquired 1,204 Deferred Share Units, increasing his total beneficial ownership to 34,045.048 units.

Summary

• Richard E. Allison Jr., a Director of Kenvue Inc. (KVUE), acquired 1,204 Deferred Share Units (DSUs).
• The transaction occurred on October 1, 2025.
• Following this acquisition, Allison Jr. beneficially owns a total of 34,045.048 DSUs.
• Each DSU represents the right to receive one share of Kenvue common stock.
• These DSUs are a deferral of cash compensation under the Issuer's Amended and Restated Deferred Fee Plan for Directors.
• The DSUs will be settled in shares of common stock upon Allison Jr.'s separation from service.
• The total beneficial ownership includes DSUs acquired as dividend equivalents.

Sentiment

Score: 7

Explanation: The acquisition of additional equity-linked compensation by a director is generally viewed positively as it increases alignment with shareholder interests. It's a routine transaction, so the positive impact is moderate.

Positives

• Director Richard E. Allison Jr. increased his beneficial ownership in Kenvue Inc. by acquiring 1,204 Deferred Share Units.
• The acquisition of DSUs aligns the director's interests with those of shareholders, as the value of these units is tied to the company's common stock performance.

Future Outlook

Deferred Share Units acquired by the director will be settled in shares of Kenvue common stock following the reporting person's separation from service.

Industry Context

This is a routine insider ownership disclosure for a director's compensation, common across publicly traded companies. It reflects standard corporate governance practices for executive and director compensation, often involving equity-linked instruments to align interests with shareholders.

Corporate Governance

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholder value due to equity-linked compensation.
• Employees: No direct impact mentioned.
• Customers/Suppliers/Creditors: No direct impact mentioned.

Key Dates

Keywords

Kenvue, KVUE, Richard E. Allison Jr., Director, Deferred Share Units, DSU, Insider Transaction, Beneficial Ownership, Compensation