Form 4: PKG Executive's Equity Award Vesting & Tax Withholding

Sentiment:

Insider Transaction Report


Packaging Corp of America's EVP-Mill Ops, Charles J. Carter, reported the vesting of performance units, dividend payouts, and shares withheld for taxes.

Summary

  • Charles J. Carter, EVP-Mill Ops. at Packaging Corp of America (PKG), reported transactions involving the company's common stock.
  • On March 27, 2026, 8,282 shares were acquired due to the attainment of performance measures for TSR performance units awarded on February 22, 2023, with performance certified at 200%.
  • An additional 634 shares were acquired as a payout of accumulated dividends on these vesting performance units.
  • Concurrently, 3,509 shares were disposed of at a price of $212.25 per share to cover withholding tax obligations associated with the vesting equity awards.
  • Following these transactions, Carter directly holds 50,621 shares of common stock and indirectly holds 6,550 shares through a 401(k) plan.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive routine filing, primarily due to the executive's achievement of 200% of performance targets for TSR units, reflecting strong execution against compensation goals.

Positives

  • The compensation subcommittee certified the attainment of performance measures for TSR performance units at 200%, indicating strong performance against targets.
  • The executive received a payout of 8,282 shares due to this high performance, plus 634 shares from accumulated dividends.

Future Outlook

This filing does not contain forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that this Form 4 filing represents a routine insider transaction related to executive compensation, common across publicly traded companies in all industries, including the packaging sector. It reflects the pre-scheduled vesting of equity awards and associated tax obligations, rather than a discretionary sale or purchase based on market outlook.

Stakeholder Impact

  • Shareholders may view the 200% attainment of performance measures as a positive indicator of management's ability to meet strategic goals, aligning executive incentives with shareholder value creation.

Key Dates

DateDescription
02/22/2023Date TSR performance units were awarded to the reporting person.
03/27/2026Transaction date for acquisition of shares from performance unit payout, dividend payout, and disposition for tax withholding.
03/31/2026Date the Form 4 was signed by the attorney in fact.

Keywords

Packaging Corp of America, PKG, Insider Transaction, Form 4, Equity Award, Performance Units, Stock Vesting, Executive Compensation, Tax Withholding

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