Form 4: Lantheus Officer Niedzwiecki's Equity Transactions

Lantheus Holdings officer Daniel Niedzwiecki reported the vesting of performance-based restricted stock units and subsequent tax-related share disposition.

Summary

• Daniel Niedzwiecki, Chief Administrative Officer, General Counsel, and Corporate Secretary of Lantheus Holdings, Inc., reported transactions involving common stock.
• On March 2, 2026, Niedzwiecki acquired 5,169 shares of common stock at a price of $0.
• This acquisition represents additional shares from the vesting of performance-based restricted stock units (PSUs) that vested at 162.8% of their target, exceeding the 100% target previously reported in a Form 4 filed on March 6, 2023.
• Concurrently, Niedzwiecki disposed of 8,259 shares of common stock at $76.3 per share, likely for tax withholding purposes related to the PSU vesting.
• Following these transactions, Niedzwiecki's direct beneficial ownership of common stock is 83,967 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as moderately positive, primarily due to the significant over-performance of the PSUs, indicating strong execution against performance targets, though partially offset by the routine tax-related share disposition.

Positives

• Performance-based restricted stock units (PSUs) vested at 162.8% of the target number of shares, indicating strong company performance relative to the PSU metrics.
• The reporting person received an additional 5,169 shares of common stock due to this over-performance, reflecting successful achievement of performance targets.

Negatives

• The reporting person disposed of 8,259 shares of common stock, reducing their direct beneficial ownership, though this is a common practice for tax withholding upon vesting.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that executive compensation tied to performance metrics, such as Total Shareholder Return (TSR) PSUs, is a common practice in the pharmaceutical and biotechnology sectors, aligning management incentives with shareholder value creation. The over-performance of these PSUs suggests Lantheus's relative performance has been strong within its industry.

Comparison to Industry Standards

• Performance-based equity awards, particularly those tied to relative Total Shareholder Return (TSR), are a standard component of executive compensation packages across the S&P 500, including companies like Pfizer (PFE) and Johnson & Johnson (JNJ).
• The vesting at 162.8% of target suggests strong performance against predefined metrics, which is generally viewed positively compared to peers where PSU vesting might be at target or below, indicating superior execution or market conditions for Lantheus.

Stakeholder Impact

• Shareholders: The vesting of PSUs above target suggests strong company performance, which is generally positive for shareholders as it indicates successful achievement of strategic goals.
• Management: Daniel Niedzwiecki received additional compensation due to the company's performance, aligning executive incentives with shareholder value.

Key Dates

Recommendation

The filing indicates strong performance against executive compensation metrics, which is a positive signal regarding company execution. However, a Form 4 primarily reports insider transactions and does not provide comprehensive financial or strategic updates to warrant a 'buy' or 'sell' recommendation on its own. The disposition of shares is a routine tax event following vesting and not indicative of a change in sentiment. Therefore, a 'hold' recommendation is appropriate as this filing alone does not present new information that would fundamentally alter an investment thesis.

Keywords

Lantheus, LNTH, Form 4, insider transaction, executive compensation, restricted stock units, PSU vesting, Daniel Niedzwiecki