Form 4: Meta CFO Susan Li Gifts Shares to Family Foundation

Meta Platforms' Chief Financial Officer, Susan J. Li, reported a gift of 33,583 Class A Common Stock shares to the Li-Hegeman Family Foundation.

Summary

• Susan J. Li, Chief Financial Officer of Meta Platforms, Inc., reported a transaction involving Class A Common Stock.
• On November 20, 2025, Li disposed of 33,583 shares from The Li-Hegeman Living Trust as a gift.
• Concurrently, 33,583 shares were acquired by the Li-Hegeman Family Foundation as a gift.
• The transaction price for both the disposition and acquisition was $0, indicating a charitable donation.
• Following the transfer, Li no longer has a pecuniary interest in the donated shares but retains voting and investment power over them through the Foundation.
• The Li-Hegeman Living Trust now beneficially owns 68,888 shares indirectly, and the Li-Hegeman Family Foundation beneficially owns 56,571 shares indirectly.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction (a charitable gift) and does not reflect positively or negatively on the company's operational or financial performance. It's a neutral event from a company sentiment perspective.

Positives

• Demonstrates philanthropic activity by a key executive.
• The executive retains voting and investment power over the gifted shares, maintaining some influence.

Negatives

• The executive's direct pecuniary interest in 33,583 shares of Class A Common Stock has been reduced.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding Meta Platforms, Inc.'s future performance or strategic direction.

Industry Context

This Form 4 filing details an individual executive's personal stock transaction, specifically a charitable gift. It does not provide insights into broader industry trends or Meta Platforms' competitive position. Such transactions are common among high-net-worth individuals and executives for estate planning and philanthropic purposes.

Related Party Transactions

• The transaction involves a gift of shares from Susan J. Li to the Li-Hegeman Family Foundation, where Li is deemed to have voting and investment power, indicating a related party transaction for reporting purposes.

Stakeholder Impact

• Shareholders: The transaction is a routine insider filing and is unlikely to have a material impact on Meta Platforms' share price or operational performance. It represents a minor change in the beneficial ownership structure of a portion of an executive's holdings.
• Employees, Customers, Suppliers, Creditors: No direct impact on these stakeholders is indicated by this filing.

Key Dates

Recommendation

This Form 4 filing reports a charitable gift of shares by Meta Platforms' CFO, Susan J. Li. Such a transaction is a personal financial planning event and does not provide any new information regarding the company's operational performance, financial health, or future prospects. Therefore, it does not warrant a change in investment recommendation for Meta Platforms. The 'hold' recommendation reflects a neutral stance based solely on the content of this specific filing, assuming existing investment theses remain unchanged.

Keywords

Meta Platforms, META, Susan J. Li, CFO, Form 4, Insider Transaction, Stock Gift, Charitable Donation, Beneficial Ownership