Form 4: Lantheus CEO Heino's PSUs Vest 162.8% Above Target

Lantheus Holdings, Inc. Executive Chair and CEO Mary Anne Heino acquired additional common stock through the vesting of performance-based restricted stock units, while also disposing of shares for tax purposes.

Summary

• Mary Anne Heino, Executive Chair and CEO of Lantheus Holdings, Inc. (LNTH), reported transactions involving the company's common stock.
• On March 2, 2026, Heino acquired 32,105 shares of common stock at a price of $0, representing additional shares from the vesting of performance-based restricted stock units (PSUs).
• The PSUs vested at 162.8% of their target number of shares, with the 32,105 shares reflecting the difference between the actual vested amount and the 100% target previously reported.
• Concurrently, 41,916 shares were disposed of at $76.3 per share, likely to cover tax withholding obligations related to the PSU vesting.
• Following these transactions, direct beneficial ownership stands at 323,124 shares.
• Indirect beneficial ownership includes 78,153 shares via The Mary Anne Fennell Heino Revocable Trust 2018, 8,618 shares via Heino Irrevocable Trust, and 179,300 shares via The Heino 2024 Family Trust.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a positive indicator of executive performance, with PSUs vesting significantly above target, though a portion of shares were sold for tax obligations, resulting in a net decrease in direct ownership.

Positives

• Performance-based restricted stock units (PSUs) vested at 162.8% of the target number of shares, indicating strong achievement against performance metrics.
• The acquisition of 32,105 additional shares at $0 reflects the successful over-performance of the company's targets.

Negatives

• A net disposition of 9,811 direct shares occurred (41,916 shares disposed vs. 32,105 shares acquired), primarily due to tax withholding related to the PSU vesting.

Future Outlook

This filing does not contain forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that PSU vesting at significantly above target levels is a strong positive indicator of executive performance and company achievement against set metrics, common in competitive industries like pharmaceuticals and diagnostics. Such performance-based compensation structures align management incentives with shareholder value creation.

Stakeholder Impact

• Shareholders may view the over-performance of PSU targets as a positive signal regarding the company's operational and financial execution, potentially boosting confidence in management.

Key Dates

Recommendation

The filing indicates strong performance against executive compensation targets, with PSUs vesting at 162.8% of the target. While there was a net disposition of shares due to tax withholding, the underlying performance metric achievement is a positive signal. This suggests the company is meeting or exceeding internal goals, which is generally favorable for long-term investors, warranting a 'Hold' as a standalone event.

Keywords

Lantheus Holdings, LNTH, Form 4, Insider Transaction, Executive Compensation, PSU Vesting, Restricted Stock Units, Mary Anne Heino, Stock Acquisition, Tax Withholding