Form 4: UiPath COO & CFO Ashim Gupta Boosts Stake with PSU Vesting

UiPath's Chief Operating and Financial Officer, Ashim Gupta, reported the acquisition of 288,321 Class A Common Stock shares through the vesting of performance-based restricted stock units.

Summary

• Ashim Gupta, COO & CFO of UiPath, Inc. (PATH), reported an acquisition of 288,321 shares of Class A Common Stock.
• These shares were acquired on February 25, 2026, at a price of $0.00 per share.
• The acquisition resulted from the earning of performance-based restricted stock units (PSUs) that were granted on March 14, 2025.
• The PSUs met performance criteria and will vest over three years, with 33.33% vesting on April 1, 2026, and 1/12 quarterly thereafter through April 1, 2028.
• Following this transaction, Ashim Gupta beneficially owns 845,349 shares of Class A Common Stock.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as it signifies the achievement of performance targets and strengthens the alignment of a key executive's interests with the company's long-term success through a multi-year vesting schedule.

Positives

• The vesting of performance-based restricted stock units indicates that specific performance criteria set by the company were achieved.
• The significant grant aligns the interests of a key executive (COO & CFO) with long-term shareholder value.
• The multi-year vesting schedule through April 2028 provides a strong retention incentive for a critical management member.

Risks

• The vesting of the earned PSUs is subject to the Reporting Person remaining in Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan) on each applicable vesting date.

Future Outlook

The vesting schedule for the earned PSUs extends through April 1, 2028, indicating a long-term incentive structure for the COO & CFO, contingent on continuous service.

Industry Context

StockSavvy.ai notes that executive compensation tied to performance-based restricted stock units is a common practice in the technology sector, including companies like UiPath, to incentivize leadership and align their interests with long-term company performance and shareholder returns. This type of grant is standard for retaining key talent in competitive markets.

Comparison to Industry Standards

• The use of performance-based restricted stock units (PSUs) with multi-year vesting schedules is a standard compensation practice for senior executives in the software and automation industry, similar to practices at companies like Microsoft, Salesforce, and ServiceNow, which often use a mix of base salary, cash bonuses, and equity awards to attract and retain top talent.
• The vesting structure, with an initial larger tranche followed by quarterly vesting, is a common approach to ensure continued executive commitment over several years, mirroring compensation strategies seen in other high-growth tech firms.

Stakeholder Impact

• Shareholders: Increased alignment of executive interests with shareholder value through performance-based equity.
• Employees: May signal confidence in the company's performance and future, potentially boosting morale.

Next Steps

• 33.33% of the earned PSUs will vest on April 1, 2026.
• The remaining earned PSUs will vest quarterly thereafter through April 1, 2028.
• Continued service by the Reporting Person is required for vesting on each applicable date.

Key Dates

Keywords

UiPath, PATH, Ashim Gupta, Form 4, Insider Transaction, Restricted Stock Units, PSU, Executive Compensation, Stock Vesting, Corporate Officer