Form 4: Procter & Gamble Executive Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Ma. Fatima Francisco, a Procter & Gamble executive, filed a Form 4 detailing changes in beneficial ownership of company stock, including acquisitions of restricted stock units and adjustments to holdings through retirement plans.

Summary

  • On August 5, 2024, Ma. Fatima Francisco, CEO Baby, Fem & Family Care at Procter & Gamble, reported changes in beneficial ownership of PG stock.
  • The report includes the acquisition of restricted stock units (RSUs) and adjustments to common stock holdings through retirement plans.
  • Francisco directly owns 1,491.6179 shares of common stock.
  • She indirectly owns 14,970.5057 shares through a retirement plan trustee and 2,709.7713 shares through her spouse and retirement plan trustees.
  • She acquired 37.6851 restricted stock units on May 15, 2024, and 103.9225 Series A Preferred Stock on July 16, 2024.
  • Additionally, she acquired 995 restricted stock units on August 1, 2024, as a retirement award.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing, so the sentiment is neutral.

Future Outlook

The restricted stock units will deliver in shares upon retirement, unless delivery is deferred or shares are contributed to a deferred compensation account.

Industry Context

Form 4 filings are standard practice for corporate insiders to report changes in their ownership of company stock, providing transparency to investors.

Comparison to Industry Standards

  • Executive compensation packages often include restricted stock units as a long-term incentive.
  • The amount of RSUs granted is typical for executives at large, publicly traded companies like Procter & Gamble.
  • Similar filings are made by executives at comparable companies such as Unilever, Nestle, and Johnson & Johnson.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding executive compensation and ownership.
  • Employees may be interested in the details of the retirement award in the form of restricted stock units.

Key Dates

DateDescription
05/21/20042-for-1 stock split effective date
05/15/2024Acquisition of 37.6851 Restricted Stock Units
06/30/2024End of plan year for retirement award calculation
07/16/2024Adjustment to PST and Acquisition of 103.9225 Series A Preferred Stock
08/01/2024Acquisition of 995 Restricted Stock Units as retirement award
08/05/2024Date of Form 4 filing

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