Form 4: RTX Senior VP DaSilva's Equity Transactions

RTX Senior VP and Treasurer Kevin G. DaSilva reported significant equity transactions, including the vesting of performance share units at 146% of target and restricted stock units.

Summary

• Kevin G. DaSilva, Senior VP and Treasurer of RTX Corp, reported changes in beneficial ownership of RTX common stock on February 8, 2026.
• 3,941 Restricted Stock Units (RSUs) vested, representing the right to receive one share of the Issuer's Common Stock per unit.
• 3,366 shares of RTX Common Stock were acquired due to the vesting of Performance Share Units (PSUs) awarded on February 8, 2023, under the RTX Long-Term Incentive Plan.
• These PSUs vested at a 146% achievement level, based on pre-established performance goals for RTX's return on invested capital, earnings per share growth, and total shareholder return relative to the S&P 500 and aerospace & defense peer companies over a three-year performance period ending December 31, 2025.
• Tax withholdings related to the vesting events resulted in the disposition of 52.94, 955, and 1,065 shares of common stock, each at a price of $198.66.
• Following these transactions, DaSilva's direct beneficial ownership of common stock is 35,238.06 shares, with an additional 93 shares indirectly owned via a Savings Plan Trustee.
• 956.06 deferred stock units were acquired as the net amount following tax withholding from 1,009 deferred PSUs, which settle exclusively in shares and are included as common stock equivalents in Table I.

Sentiment

Score: 8

Explanation: StockSavvy.ai views this as a positive indicator, as the high vesting percentage of performance-based equity awards suggests strong operational and financial performance by RTX against its strategic goals and industry benchmarks.

Positives

• Performance Share Units (PSUs) vested at a high 146% achievement level, indicating strong company performance against pre-established financial and market-based goals (return on invested capital, EPS growth, and total shareholder return relative to peers).
• The vesting of both RSUs and PSUs demonstrates management's continued alignment with shareholder interests through equity-based compensation.

Future Outlook

This Form 4 filing is a report of historical insider transactions and does not contain explicit forward-looking statements or guidance regarding the company's future outlook.

Industry Context

StockSavvy.ai notes that the vesting of performance-based equity awards at a 146% achievement level for RTX's Senior VP and Treasurer suggests strong company performance relative to its S&P 500 and aerospace & defense peers, reflecting effective execution within a competitive industry. This type of compensation structure is common in the industry to align executive incentives with long-term shareholder value.

Comparison to Industry Standards

• The 146% achievement level for PSUs, based on metrics like return on invested capital, EPS growth, and total shareholder return relative to the S&P 500 and aerospace & defense peer companies, indicates RTX's performance exceeded internal targets and outperformed a broad market index and specific industry competitors. While specific competitor names are not provided in the filing, this level of outperformance suggests strong operational and financial execution compared to the general performance of companies like Lockheed Martin, Boeing, and Northrop Grumman within the same sector during the performance period.

Stakeholder Impact

• Shareholders: The high achievement level of performance-based equity awards signals strong company performance and effective management, which can positively influence shareholder confidence and potentially share price.
• Management: The vesting of these awards provides significant compensation to the Senior VP and Treasurer, aligning their financial interests with the company's long-term success.

Key Dates

Recommendation

The vesting of performance share units at a 146% achievement level, based on robust financial and market-relative metrics, signals strong underlying company performance and effective management execution. This positive indicator, coupled with management's continued equity ownership, suggests a favorable outlook for RTX, making it a compelling "buy" for investors.

Keywords

RTX Corp, RTX, Form 4, Insider Trading, Stock Vesting, Performance Share Units, Restricted Stock Units, Executive Compensation, Kevin G. DaSilva, Beneficial Ownership