Form 4: Lantheus CFO's Equity Boost from Strong PSU Performance

Lantheus Holdings, Inc. CFO Robert J. Marshall Jr. acquired additional common stock following the vesting of performance-based restricted stock units at 162.8% of target.

Summary

• Robert J. Marshall Jr., CFO and Treasurer of Lantheus Holdings, Inc., reported changes in his beneficial ownership of common stock.
• On March 2, 2026, Marshall acquired 8,491 shares of common stock at a price of $0.
• This acquisition represents additional shares issued upon the vesting of relative Total Shareholder Return performance-based restricted stock units (PSUs).
• The PSUs vested at 162.8% of their target number of shares, significantly exceeding the 100% target previously reported.
• Concurrently, Marshall disposed of 10,652 shares of common stock at a price of $76.3 per share, likely for tax withholding purposes related to the vesting.
• Following these transactions, Marshall directly beneficially owns 85,972 shares of Lantheus Holdings, Inc. common stock.

Sentiment

Score: 8

Explanation: StockSavvy.ai views this as a strong positive signal, as the high vesting percentage of performance-based equity awards directly reflects the company's success in achieving its strategic performance goals, particularly Total Shareholder Return.

Positives

• Performance-based restricted stock units (PSUs) vested at 162.8% of the target number of shares, indicating strong company performance relative to its Total Shareholder Return goals.
• The CFO's increased equity stake (before tax-related disposition) aligns management incentives with shareholder interests.

Negatives

• Disposition of 10,652 shares at $76.3 per share, likely for tax withholding, reduces the CFO's direct beneficial ownership from the peak post-vesting amount.

Risks

• NA

Future Outlook

The filing does not contain explicit forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that high vesting percentages for performance-based equity awards, such as the 162.8% achieved here, are a strong indicator of a company's success in meeting or exceeding its strategic and financial objectives, particularly those tied to Total Shareholder Return. This performance can signal robust operational execution within the pharmaceutical or medical imaging industry, where Lantheus operates.

Comparison to Industry Standards

• Performance-based equity awards are common across industries, particularly in high-growth sectors like pharmaceuticals and biotechnology. A vesting achievement of 162.8% of target is significantly above the typical 100% target, suggesting Lantheus's TSR performance over the vesting period was notably strong compared to its peers or internal benchmarks.
• For example, if a peer company like GE HealthCare Technologies Inc. (GEHC) or Siemens Healthineers AG (SHL.DE) had similar PSU structures, a comparable vesting percentage would indicate superior relative performance.

Legal Proceedings

• NA

Related Party Transactions

• NA

Stakeholder Impact

• Shareholders: Positive, as the high vesting percentage of performance-based awards suggests strong company performance and alignment of management incentives with shareholder value creation.
• Management/Employees: Positive for the CFO, reflecting successful performance and increased equity ownership.

Key Dates

Keywords

Lantheus Holdings, Inc., LNTH, Form 4, Insider transaction, CFO, Restricted Stock Units, PSU vesting, Equity compensation, Total Shareholder Return, Stock ownership