Form 4: Omada Health Grants CAO Craig Gracey 16,470 RSUs

Omada Health's Chief Accounting Officer, Craig Gracey, was granted 16,470 restricted stock units, vesting quarterly over four years starting March 1, 2026.

Summary

• Craig Gracey, Chief Accounting Officer of Omada Health, Inc., was granted 16,470 Restricted Stock Units (RSUs).
• Each RSU represents the right to receive one share of Omada Health Common Stock upon vesting.
• The RSUs will vest in quarterly installments, with 1/16th vesting on each quarterly anniversary of the March 1, 2026 Vesting Commencement Date.
• Full vesting of all 16,470 RSUs is expected on the fourth anniversary of the Vesting Commencement Date.
• The transaction date for this acquisition was March 5, 2026, with a deemed acquisition price of $0 per share, typical for RSU grants.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, reflecting standard executive compensation practices aimed at retention and alignment of interests, without indicating any significant operational or financial changes.

Positives

• The grant of 16,470 RSUs to the Chief Accounting Officer aligns management's interests with long-term shareholder value through equity ownership.
• The multi-year vesting schedule encourages retention of a key executive.

Future Outlook

The filing indicates a future vesting schedule for the granted RSUs, with vesting commencing on March 1, 2026, and continuing quarterly for four years. This implies a long-term retention strategy for the Chief Accounting Officer.

Industry Context

StockSavvy.ai notes that equity compensation, particularly through Restricted Stock Units (RSUs), is a standard practice across the technology and healthcare sectors to attract, retain, and incentivize key executives. This grant to Omada Health's Chief Accounting Officer is consistent with typical executive compensation structures aimed at aligning management's long-term interests with shareholder value.

Comparison to Industry Standards

• The grant of RSUs with a multi-year vesting schedule is a common practice in the technology and healthcare industries, comparable to compensation packages at companies like Teladoc Health, Livongo (prior to acquisition), and other digital health platforms.
• The specific number of units (16,470) would need to be evaluated against the executive's overall compensation package and the company's market capitalization to assess its relative size, but the mechanism itself is standard.
• Many companies, including major tech firms like Google (Alphabet) and Apple, utilize similar RSU structures to retain talent over several years, often with quarterly or annual vesting cliffs.

Related Party Transactions

• The RSU grant to Craig Gracey, an officer of Omada Health, Inc., is a related party transaction, but it is a standard form of executive compensation and is disclosed as required.

Stakeholder Impact

• Shareholders: Potential minor dilution upon vesting of RSUs, but also improved alignment of executive incentives with long-term shareholder value.
• Employees: No direct impact on general employees, but it signals the company's approach to executive compensation.
• Management: Craig Gracey's compensation package is enhanced, providing a long-term incentive to remain with the company.

Next Steps

• The RSUs will begin vesting on March 1, 2026, with subsequent quarterly vesting installments over the next four years.
• Craig Gracey will acquire shares of Common Stock as the RSUs vest according to the schedule.

Key Dates

Recommendation

This Form 4 filing reports a routine executive compensation grant and does not contain information that would fundamentally alter the investment thesis for Omada Health. It is an expected event that aligns executive incentives but does not provide new operational or financial data to warrant a change in investment posture.

Keywords

Omada Health, OMDA, Craig Gracey, Chief Accounting Officer, Restricted Stock Units, RSUs, Equity Compensation, Executive Compensation, SEC Form 4, Beneficial Ownership, Stock Grant, Vesting Schedule