Form 4: Kohl's CFO Jill Timm Boosts Stake with RSU Award

Kohl's Chief Financial Officer Jill Timm reported the acquisition of 91,803 common shares through an annual RSU award and additional dividend equivalent shares, alongside a disposition for tax withholding.

Summary

• Jill Timm, Chief Financial Officer of KOHLS Corp (KSS), reported transactions involving common stock.
• On March 30, 2026, Timm acquired 91,803 shares of common stock as an annual award under the company's long-term incentive program.
• These restricted stock units (RSUs) are time-vested and will vest in three equal annual installments on the first through third anniversaries of the grant date.
• On March 31, 2026, an additional 1,078 shares were issued, representing dividend equivalent amounts on vested restricted stock units.
• Also on March 31, 2026, 14,381 shares were disposed of at a price of $12.2 per share to satisfy tax withholding obligations upon the vesting of restricted stock units and corresponding dividend equivalent amounts.
• Following these transactions, Timm beneficially owns 422,447 shares of common stock, which includes 191,665 unvested restricted stock units.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating continued executive alignment with company performance through equity awards, offset by routine tax-related dispositions that are a normal part of compensation.

Positives

• The Chief Financial Officer received a significant annual award of 91,803 restricted stock units, aligning her interests with long-term shareholder value.
• An additional 1,078 shares were issued as dividend equivalents, reflecting returns on previously vested equity.

Negatives

• 14,381 shares were disposed of to cover tax withholding obligations, reducing the direct beneficial ownership.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that annual RSU awards are a common and widely accepted form of executive compensation across various industries, including retail. This practice is designed to align the interests of management with the long-term performance and shareholder value creation of the company.

Stakeholder Impact

• Shareholders benefit from the Chief Financial Officer's increased equity stake, which further aligns her financial interests with the company's long-term performance and shareholder returns.

Next Steps

• The 91,803 restricted stock units will vest in three equal annual installments on the first through third anniversaries of the grant date.

Key Dates

Recommendation

This Form 4 reports routine executive compensation and tax-related transactions, which do not provide new fundamental information to warrant a change in investment recommendation. The increase in beneficial ownership through RSU awards is a positive for long-term alignment but is not a strong buy signal on its own.

Keywords

Kohl's, KSS, Jill Timm, CFO, Restricted Stock Units, RSU, Insider Transaction, Executive Compensation, Beneficial Ownership