Form 4: Pentair Director Melissa Barra Receives RSU Grant, Sells Shares for Tax

Pentair plc Director Melissa Barra reported the grant of 1,564 restricted stock units and the sale of 688 common shares to cover tax obligations.

Summary

• Melissa Barra, a Director of Pentair plc, was granted 1,564 Restricted Stock Units (RSUs) on January 2, 2026, under the Pentair plc 2020 Share and Incentive Plan.
• Each RSU represents a right to receive one Pentair plc share upon vesting.
• On the same date, she disposed of 688 shares of Pentair plc common stock at a price of $105.47 per share.
• This disposition was specifically to satisfy tax obligations arising from the vesting of previously granted restricted stock units.
• Following these transactions, Melissa Barra directly beneficially owns 5,725 shares of Pentair plc common stock.
• Her end-of-period holdings also include shares acquired through a dividend reinvestment plan and reflect the vesting of other previously reported restricted stock units.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions related to equity compensation and tax obligations, which are neutral in sentiment. The grant of RSUs is a positive for aligning interests, while the sale for taxes is a standard, non-discretionary event.

Positives

• The grant of 1,564 Restricted Stock Units aligns the director's interests with long-term shareholder value.
• The transaction indicates ongoing participation in the company's incentive plan for directors.

Negatives

• The sale of 688 shares, while for tax purposes, represents a reduction in direct common stock holdings.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Minimal direct impact. The grant of RSUs is a standard compensation practice, and the tax-related sale is routine. It indicates continued alignment of director interests with the company's performance.
• Employees: No direct impact mentioned.

Next Steps

• The granted Restricted Stock Units will vest according to the terms of the Pentair plc 2020 Share and Incentive Plan.

Key Dates

Recommendation

This Form 4 filing details routine insider transactions for a director, involving the grant of restricted stock units and the sale of shares to cover tax liabilities from a vesting event. These are standard compensation and tax management activities and do not typically indicate a change in the company's fundamental outlook or warrant a change in investment recommendation based solely on this filing. The transactions are expected and do not provide new information to alter a 'hold' stance.

Keywords

Pentair plc, PNR, Melissa Barra, Form 4, SEC filing, Restricted Stock Units, RSU grant, insider transaction, director compensation, share disposition, tax withholding, equity compensation