Form 4: Mativ Holdings CHRO Michael Rickheim Resigns, Forfeits Significant Equity Awards

Sentiment:

Insider Transaction Report


Mativ Holdings, Inc. announced the resignation of its Chief Human Resources and Communications Officer, Michael W. Rickheim, effective June 1, 2025, leading to the vesting of some restricted stock units and the forfeiture of a substantial portion of unvested equity awards.

Worse than expectedThe company is losing its Chief Human Resources and Communications Officer, Michael W. Rickheim, which could impact human capital management and strategic communications.The departing officer forfeited a substantial amount of unvested Restricted Stock Units (RSUs), totaling 28,922 units across multiple grants, indicating a significant loss of potential future compensation for the individual.

Summary

  • Michael W. Rickheim resigned as Mativ Holdings, Inc.'s Chief Human Resources and Communications Officer, effective June 1, 2025.
  • Following his resignation, various Restricted Stock Units (RSUs) vested and settled in cash or shares on June 3, 2025.
  • A total of 1,736 RSUs from a February 16, 2023 grant vested, with 538 unvested RSUs forfeited.
  • From an April 26, 2024 grant of 16,605 RSUs, 4,792 vested, while 6,278 unvested RSUs were forfeited.
  • From a performance and time-based RSU grant on April 26, 2024 (target 24,908 RSUs), 11,321 RSUs vested.
  • From a performance and time-based RSU grant on March 19, 2025 (target 35,563 RSUs), 2,403 RSUs vested.
  • From a time-vesting RSU grant on March 19, 2025 (23,708 RSUs), 1,602 RSUs vested, and a significant 22,106 unvested RSUs were forfeited.
  • Shares were withheld at a price of $5.72 per share to satisfy tax withholding obligations upon the vesting of RSUs.
  • The reporting person's direct beneficial ownership of common stock decreased from 80,127 shares to 65,763 shares after all reported transactions.

Sentiment

Score: 4

Explanation: The document reports the resignation of a key executive and the forfeiture of a substantial amount of unvested equity, which is generally a negative signal for the company's stability and the executive's long-term commitment. However, some RSUs did vest, providing a partial positive for the individual.

Positives

  • Michael W. Rickheim received cash settlement for vested Restricted Stock Units (RSUs) totaling 1,736 units from a February 2023 grant and 4,792 units from an April 2024 grant.
  • An additional 11,321 performance and time-based RSUs from an April 2024 grant and 2,403 performance and time-based RSUs from a March 2025 grant vested.

Negatives

  • Michael W. Rickheim resigned from his position as Chief Human Resources and Communications Officer, effective June 1, 2025.
  • A significant number of unvested Restricted Stock Units (RSUs) were forfeited due to the resignation, including 538 units from a February 2023 grant, 6,278 units from an April 2024 grant, and 22,106 units from a March 2025 grant.
  • The forfeiture of 22,106 RSUs from the March 2025 grant represents a substantial loss of potential future equity for the reporting person.

Future Outlook

NA

Industry Context

NA

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Chief Human Resources and Communications OfficerMichael W. RickheimN/A (not specified in document)2025-06-01Resignation

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney GrantMichael W. Rickheim granted power of attorney to Greg Weitzel, Mark W. Johnson, and Brian Park to prepare, execute, deliver, and file SEC Forms 3, 4, or 5 on his behalf for transactions in Mativ Holdings, Inc. equity securities.2025-04-14Streamlines the process for filing required insider trading reports for the named individual.

Stakeholder Impact

  • Shareholders: The resignation of a CHRO could raise questions about leadership stability and human capital strategy. The forfeiture of equity by a departing executive might be viewed neutrally or slightly negatively, depending on the context of the departure.
  • Employees: The departure of the CHRO could impact employee relations, HR policies, and overall company culture, especially if the transition is not managed smoothly.

Key Dates

DateDescription
2023-02-16Grant date for 6,822 Restricted Stock Units (RSUs) subject to time vesting.
2024-02-16First annual vesting installment for RSUs granted on February 16, 2023.
2024-04-26Grant date for 16,605 Restricted Stock Units (RSUs) subject to time vesting.
2024-04-26Grant date for a target of 24,908 performance and time-based Restricted Stock Units (RSUs).
2025-02-13First annual vesting installment for RSUs granted on April 26, 2024.
2025-03-19Grant date for a target of 35,563 performance and time-based Restricted Stock Units (RSUs).
2025-03-19Grant date for 23,708 Restricted Stock Units (RSUs) subject to time vesting.
2025-04-14Date Power of Attorney was signed by Michael W. Rickheim.
2025-06-01Effective date of Michael W. Rickheim's resignation as Chief Human Resources and Communications Officer.
2025-06-03Date of earliest transaction reported, including RSU vesting, settlement, and forfeiture events.
2025-06-05Date the Form 4 was signed by the attorney-in-fact.
2026-03-19First annual vesting installment for RSUs granted on March 19, 2025.
2028-02-06Expiration date of Notary Public commission for Honor Winks.

Recommendation

hold

Keywords

Mativ Holdings, MATV, SEC Form 4, insider trading, beneficial ownership, restricted stock units, RSU, executive compensation, CHRO, resignation, equity awards, stock forfeiture

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