Form 4: Lear Corp Exec's Stock Activity: RSU Vesting & New Grant

Alicia J. Davis, SVP and Chief Strategy Officer at Lear Corp, reported recent stock transactions including RSU vesting, tax-related share dispositions, and a new RSU grant.

Summary

• Alicia J. Davis, SVP and Chief Strategy Officer of Lear Corp, reported multiple stock transactions on January 4, 2026.
• 1,092 shares of common stock vested from previously granted Restricted Stock Units (RSUs) at a price of $0.
• Concurrently, 534 shares were disposed of at $118.61 per share to satisfy tax withholding requirements related to this vesting.
• An additional 970 shares of common stock vested from other RSUs on the same date, also at a price of $0.
• Another 447 shares were disposed of at $118.61 per share for tax withholding related to the second vesting event.
• Following these transactions, Davis beneficially owns 11,342 shares of Lear Corp common stock.
• On January 2, 2026, Davis was granted 4,889 new Restricted Stock Units (RSUs) at a price of $0, which will vest in three equal installments on January 4, 2027, January 4, 2028, and January 4, 2029.

Sentiment

Score: 7

Explanation: The filing details routine executive compensation activities, including the vesting of previously granted restricted stock units and a new grant of restricted stock units, alongside standard tax-related share dispositions. This indicates ongoing executive incentive alignment with shareholder interests, which is generally positive.

Positives

• Grant of 4,889 new Restricted Stock Units (RSUs) on January 2, 2026, indicating continued long-term incentive and alignment for the SVP and Chief Strategy Officer.
• Vesting of 1,092 and 970 shares of common stock from previously granted RSUs, reflecting the realization of prior compensation.

Negatives

• Disposition of 534 shares and 447 shares (totaling 981 shares) at $118.61 per share to cover tax withholding obligations, which reduced direct beneficial ownership.

Future Outlook

The newly granted 4,889 Restricted Stock Units will vest in three equal tranches on January 4, 2027, January 4, 2028, and January 4, 2029, indicating future share acquisitions for the reporting person as part of their compensation plan.

Industry Context

This filing details routine executive compensation activities for a senior officer at Lear Corp, an automotive technology leader. Such transactions are common across the industry as part of long-term incentive plans designed to align executive interests with shareholder value.

Stakeholder Impact

• Shareholders: Minor impact, as these are routine compensation events for an executive, aligning management incentives with long-term company performance.

Next Steps

• One-third of the 4,889 Restricted Stock Units granted on January 2, 2026, will vest on January 4, 2027.
• Another one-third of these RSUs will vest on January 4, 2028.
• The final one-third of these RSUs will vest on January 4, 2029.

Key Dates

Keywords

Lear Corp, LEA, Form 4, Insider Transaction, Restricted Stock Units, RSU, Executive Compensation, Stock Vesting, Tax Withholding