Form 4: Carl Vogel Reports Disposition of Sirius XM Holdings Inc. Securities Following Merger

Sentiment:

SEC Form 4


Carl Vogel, a director of Sirius XM Holdings Inc., reported the disposition of common stock and stock options following the merger of Radio Merger Sub, LLC with Sirius XM.

Summary

  • Carl Vogel, a director of Sirius XM Holdings Inc., filed a Form 4 detailing changes in beneficial ownership.
  • The report indicates the disposition of 282,863 shares of common stock at a price of $0.00 due to the merger of Radio Merger Sub, LLC with and into Old Sirius XM.
  • The merger involved an exchange rate of ten shares of Old Sirius XM common stock for one share of New Sirius XM common stock.
  • Vogel also reported the disposition of stock options with exercise prices of $4.61, $3.65, $3.71, and $6.81.
  • These options related to 36,600, 76,100, 79,500, and 24,700 shares of common stock, respectively.
  • Following the merger, New Sirius XM changed its name to Sirius XM Holdings Inc., and Old Sirius XM changed its name to Sirius XM Inc.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing a transaction related to a corporate merger; it is neutral in sentiment.

Industry Context

This filing reflects the impact of corporate restructuring (merger) on the holdings of a company director, which is a common occurrence in the business world.

Stakeholder Impact

  • Shareholders experienced a share conversion as part of the merger.
  • Employees may have seen changes in their stock option plans due to the merger.

Key Dates

DateDescription
12/11/2023Date of the Agreement and Plan of Merger.
05/20/2016Date of exercisable for stock options.
05/25/2017Date of exercisable for stock options.
05/19/2018Date of exercisable for stock options.
06/05/2019Date of exercisable for stock options.
05/20/2025Expiration date for stock options.
05/25/2026Expiration date for stock options.
05/19/2027Expiration date for stock options.
06/05/2028Expiration date for stock options.
09/09/2024Date of the earliest transaction (merger).
09/11/2024Date of signature for the Form 4 filing.

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