KVUE.NYSEKenvue INC

Form 4: Kenvue VP & Chief Accounting Officer Exercises RSUs

Sentiment:

Insider Transaction Report


Kenvue's VP & Chief Accounting Officer, Heather Howlett, acquired common stock through RSU vesting and subsequently sold shares for tax obligations.

Summary

  • Heather Howlett, Kenvue Inc.'s VP & Chief Accounting Officer, reported a change in beneficial ownership.
  • On October 3, 2025, 27,181 Restricted Stock Units (RSUs) vested and converted into Kenvue common stock at a price of $0.
  • Concurrently, 9,633 shares of common stock were disposed of at a price of $15.78 per share to cover tax liabilities associated with the RSU vesting, totaling approximately $151,938.74.
  • Following these transactions, Heather Howlett beneficially owns 21,268.02 shares of Kenvue common stock directly.
  • The RSUs were originally granted by Johnson & Johnson and converted to Kenvue RSUs upon the company's separation on August 23, 2023, with adjustments to preserve their value.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction related to executive compensation (RSU vesting and tax-related sale), which is neutral in terms of company-specific sentiment.

Positives

  • The vesting of Restricted Stock Units represents the realization of previously granted equity compensation for a key executive.

Negatives

  • A portion of the vested shares (9,633 shares) was sold to cover tax obligations, reducing the executive's direct beneficial ownership.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

  • The Restricted Stock Units (RSUs) were originally granted by Johnson & Johnson and converted into Kenvue Inc. RSUs following the separation on August 23, 2023, pursuant to an Employee Matters Agreement dated May 3, 2023, between Johnson & Johnson and Kenvue Inc.

Stakeholder Impact

  • Shareholders: Minimal direct impact as this is a routine compensation event for an executive, not indicative of broader company performance or strategic shifts.
  • Employees: Reflects standard equity compensation practices for executives.

Key Dates

DateDescription
05/03/2023Date of Employee Matters Agreement between Johnson & Johnson and Kenvue Inc.
08/23/2023Kenvue Inc.'s separation from Johnson & Johnson, leading to the conversion of RSUs.
10/03/2025Transaction Date: Vesting of Restricted Stock Units and disposition of shares for tax withholding.
10/07/2025Signature Date of the Form 4 filing.

Keywords

Kenvue, KVUE, Insider Transaction, Form 4, RSU Vesting, Stock Compensation, Heather Howlett, Chief Accounting Officer

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