Form 4: LyondellBasell SVP Reports Share Vesting & Tax Withholding

Sentiment:

Insider Transaction Report


LyondellBasell's SVP & CAO, Matthew D. Hayes, reported the vesting of restricted stock units and the withholding of shares for tax obligations.

Summary

  • Matthew D. Hayes, Senior Vice President and Chief Accounting Officer of LyondellBasell Industries N.V. (LYB), reported changes in his beneficial ownership of Class A Ordinary Shares.
  • On October 15, 2025, 624 restricted stock units (RSUs) automatically vested.
  • 152 Class A Ordinary Shares were withheld by the issuer at a price of $46.76 per share to satisfy tax withholding obligations related to the RSU vesting.
  • Following this transaction, Hayes directly owns 4,924.1796 Class A Ordinary Shares.
  • The reported beneficial ownership includes 2,920 unvested restricted stock units with various vesting dates extending through April 15, 2028.
  • Beneficial ownership also includes shares acquired through the Employee Stock Purchase Plan (ESPP): 124.084188 shares purchased at $52.07 per share on June 30, 2025, and 87.325086 shares purchased at $44.14 per share on September 30, 2025.

Sentiment

Score: 6

Explanation: The filing reports a routine insider transaction involving the vesting of restricted stock units and subsequent tax withholding. It reflects the normal operation of executive compensation plans and continued significant share ownership by a key executive, which is generally viewed as neutral to slightly positive for investor confidence.

Positives

  • Vesting of restricted stock units indicates the successful fulfillment of long-term incentive plan conditions for a key executive.
  • Continued executive ownership of company shares aligns management interests with shareholders.

Negatives

  • 152 Class A Ordinary Shares were disposed of to satisfy tax withholding obligations, resulting in a reduction of the executive's direct share count.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides transparency on executive share ownership and compensation, reinforcing alignment of interests.
  • Employees: Reflects the company's long-term incentive programs for executives, which can be a benchmark for broader employee compensation strategies.

Key Dates

DateDescription
2023-02-23Grant date for 417 RSUs vesting on February 23, 2026.
2024-02-22Grant date for 237 RSUs vesting on February 22, 2026, and 237 RSUs vesting on February 22, 2027.
2024-10-15Grant date for 623 RSUs vesting on October 15, 2026.
2025-02-27Grant date for 307 RSUs vesting on February 27, 2026, 305 RSUs vesting on February 27, 2027, and 305 RSUs vesting on February 27, 2028.
2025-04-15Grant date for 489 RSUs, with 163 vesting on April 15, 2026, 163 on April 15, 2027, and 163 on April 15, 2028.
2025-06-30ESPP purchase allocation date for 124.084188 shares at $52.07 per share.
2025-09-30ESPP purchase allocation date for 87.325086 shares at $44.14 per share.
2025-10-15Date of RSU vesting (624 shares) and tax withholding transaction (152 shares).
2025-10-16Filing signature date.
2026-02-22Vesting date for 237 RSUs.
2026-02-23Vesting date for 417 RSUs.
2026-02-27Vesting date for 307 RSUs.
2026-04-15Vesting date for 163 RSUs.
2026-10-15Vesting date for 623 RSUs.
2027-02-22Vesting date for 237 RSUs.
2027-02-27Vesting date for 305 RSUs.
2027-04-15Vesting date for 163 RSUs.
2028-02-27Vesting date for 305 RSUs.
2028-04-15Vesting date for 163 RSUs.

Recommendation

hold

This Form 4 filing details a routine insider transaction involving the vesting of restricted stock units and the subsequent withholding of shares for tax purposes. Such transactions are standard components of executive compensation and do not typically provide new material information that would alter an investment thesis. The executive continues to hold a significant number of shares, indicating alignment with shareholder interests, but this filing alone does not warrant a change from a 'hold' recommendation.

Keywords

LyondellBasell, LYB, Form 4, Insider Transaction, Restricted Stock Units, RSU, Stock Vesting, Executive Compensation, Share Ownership, Tax Withholding

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