Form 4: Revvity Executive Sells Shares, Exercises Options

Revvity's Senior VP, Joel S. Goldberg, reported multiple transactions including RSU vesting, option exercises, and sales under a 10b5-1 plan.

Summary

• Joel S. Goldberg, Senior Vice President, Administration, General Counsel and Secretary of Revvity, Inc., reported several equity transactions.
• On February 4, 2026, 869 shares of Common Stock were disposed of at $101.13 to satisfy tax withholding obligations upon the vesting of restricted stock units (RSUs) granted on February 4, 2025.
• Also on February 4, 2026, 6,427 time-based restricted stock units were acquired at a price of $0, scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date.
• On February 5, 2026, 12,717 shares of Common Stock were acquired through the exercise of Non-Qualified Stock Options at a price of $92.09.
• Additionally, on February 5, 2026, a total of 12,717 shares of Common Stock were sold in multiple transactions under a Rule 10b5-1 trading plan adopted on February 6, 2025, at weighted average prices ranging from $99.47 to $102.52.
• A new grant of 18,383 Non-Qualified Stock Options was acquired on February 4, 2026, with an exercise price of $103.395, scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date and expiring on February 4, 2033.
• Following these transactions, Joel S. Goldberg directly beneficially owns 43,247 shares of Common Stock and indirectly owns 63,709 shares through the Goldberg Irrevocable 2021 Trust.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It details routine insider transactions, including equity compensation grants, option exercises, and planned sales, which are typical for executives and do not suggest a significant shift in company fundamentals or outlook.

Positives

• Acquisition of 6,427 time-based restricted stock units (RSUs) at a price of $0, representing future equity compensation.
• Grant of 18,383 Non-Qualified Stock Options, indicating continued equity incentive for the executive.

Negatives

• Sale of 12,717 shares of Common Stock under a 10b5-1 trading plan, representing a reduction in direct beneficial ownership.

Future Outlook

The filing indicates future vesting events for newly acquired restricted stock units and Non-Qualified Stock Options, scheduled to occur in three equal annual installments beginning on the first anniversary of their respective grant dates (February 4, 2026, for RSUs and options).

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for corporate insiders, detailing changes in their beneficial ownership of company securities. These transactions, including RSU vesting, option exercises, and sales under a pre-arranged 10b5-1 plan, are routine for executives managing their equity compensation and are common across publicly traded companies.

Corporate Governance

Related Party Transactions

• 63,709 shares of Common Stock are indirectly beneficially owned through the Goldberg Irrevocable 2021 Trust, which is for the sole benefit of the Reporting Person's children, with the Reporting Person's spouse as trustee. The Reporting Person disclaims beneficial ownership except to the extent of any pecuniary interest.

Stakeholder Impact

• Shareholders: Provides transparency into executive equity holdings and compensation management, which is a routine aspect of corporate governance.
• Employees: Reflects standard executive compensation practices involving equity grants and option exercises.

Next Steps

• Future vesting of 6,427 restricted stock units in three equal annual installments beginning on the first anniversary of the February 4, 2026 grant date.
• Future vesting of 18,383 Non-Qualified Stock Options in three equal annual installments beginning on the first anniversary of the February 4, 2026 grant date.

Key Dates

Recommendation

The filing details routine insider transactions, including the exercise of stock options and sales under a pre-arranged 10b5-1 trading plan. While there are sales, they are part of a structured plan and are offset by new equity grants, suggesting a neutral impact on the company's fundamentals or the executive's long-term commitment. Therefore, a 'hold' recommendation is appropriate as these transactions do not provide new fundamental insights to alter an existing investment thesis.

Keywords

Revvity, RVTY, Form 4, Insider Trading, Stock Options, RSU, Equity Sales, Joel S. Goldberg, 10b5-1 Plan