Form 4: T. Rowe Price Director Mark S. Bartlett Reports Acquisition of Common Stock

Director Mark S. Bartlett reports acquisition of 2,157 shares of T. Rowe Price Group, Inc. common stock.

Summary

• On May 9, 2025, Mark S. Bartlett, a director of T. Rowe Price Group, Inc., acquired 2,157 shares of common stock.
• The acquisition was made under the 2017 Non-Employee Director Equity Plan at a price of $0.00 per share, with the shares valued at $92.74 each based on the closing price on the grant date.
• Following the transaction, Bartlett directly owns 33,364 shares of T. Rowe Price common stock.
• The restricted shares will vest upon the earliest of several conditions, including the next annual meeting, death, disability, or a change in control.

Sentiment

Score: 7

Explanation: The document reflects a routine transaction and suggests a positive sentiment as a director is increasing their stake in the company. There are no indications of negative news or concerns.

Positives

• Director's acquisition of shares signals confidence in the company.
• The equity plan aligns director's interests with shareholders.

Future Outlook

The vesting of the restricted shares is contingent upon future events, including the next annual meeting, death, disability, or a change in control.

Industry Context

Form 4 filings are routine disclosures required by the SEC to provide transparency into the transactions of company insiders. This filing indicates a director's continued investment in the company.

Comparison to Industry Standards

• Director equity grants are a common practice among publicly traded companies to align the interests of directors with those of shareholders.
• The vesting conditions described are typical for restricted stock awards.

Stakeholder Impact

• The transaction could have a slightly positive impact on shareholder sentiment as it indicates a director's confidence in the company.

Key Dates

Keywords

Form 4, T. Rowe Price, Director, Stock Acquisition, Beneficial Ownership, Equity Plan, Bartlett