Form 4: Kohl's Director Wendy Arlin Receives Stock Grant

Director Wendy Arlin was granted 16,380 deferred restricted stock units as part of Kohl's Long-Term Compensation Plan.

Summary

• Director Wendy C. Arlin acquired 16,380 deferred restricted stock units (RSUs) on May 20, 2026.
• The grant is part of the company's Long-Term Compensation Plan.
• Following this transaction, the director's total beneficial ownership is 54,578 shares of common stock.
• The RSUs vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine administrative filing regarding director compensation with no material impact on company operations or financial health.

Positives

• Alignment of director interests with long-term shareholder value through equity-based compensation.

Negatives

• None identified.

Risks

• Value of equity compensation is subject to market volatility of Kohl's common stock.

Future Outlook

The RSUs will be settled in shares of common stock upon the director's termination of service.

Industry Context

StockSavvy.ai notes that equity grants to board members are standard corporate governance practice to ensure directors maintain a vested interest in the company's long-term performance.

Comparison to Industry Standards

• The use of deferred restricted stock units for director compensation is consistent with standard practices among large-cap retail companies.
• The vesting schedule tied to annual meetings is a common mechanism to ensure director retention through the annual cycle.

Stakeholder Impact

• Minimal impact on shareholders as this is a standard compensation event.

Next Steps

• Vesting of the 16,380 RSUs on the earlier of May 20, 2027, or the date of the 2027 annual meeting.

Key Dates

Keywords

Kohl's, KSS, Director Compensation, Insider Transaction, Form 4, Equity Grant