Form 4: US Foods Executive Reports Stock Vesting, Tax Withholding
Insider Transaction Report
US Foods EVP David L. Poe Jr. reported the vesting of performance stock units and subsequent tax-related share dispositions.
Summary
- David L. Poe Jr., EVP, Chief Merchant of US Foods Holding Corp., reported changes in his beneficial ownership of common stock.
- On March 27, 2026, 6,254 shares of common stock were acquired upon the vesting and settlement of performance stock units (PSUs).
- These PSUs were granted on March 27, 2023, with the number of shares earned based on performance metrics over fiscal years 2023-2025.
- Simultaneously, 2,771 shares were disposed of at a price of $90.86 per share to satisfy tax obligations related to the vesting of performance stock units.
- An additional 567 shares were disposed of at $90.86 per share to satisfy tax obligations in connection with the vesting of restricted stock units.
- Following these transactions, David L. Poe Jr. beneficially owns 42,111 shares of common stock directly.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral event, representing a routine executive compensation transaction with no direct positive or negative implications for the company's operational performance or strategic direction.
Positives
- The vesting of performance stock units indicates the achievement of certain performance metrics by the company over the 2023-2025 fiscal years, leading to executive compensation.
Negatives
- A portion of the vested shares was withheld to cover tax obligations, resulting in a reduction of direct beneficial ownership.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that the vesting of performance-based equity awards and subsequent tax-related share dispositions are standard practices in executive compensation across various industries, reflecting the achievement of pre-defined corporate performance targets.
Stakeholder Impact
- Shareholders: The event is a routine part of executive compensation and does not directly impact the company's operational performance or financial health. It reflects the execution of previously approved equity incentive plans.
Key Dates
| Date | Description |
|---|---|
| 03/27/2023 | Grant date of performance stock units (PSUs) to David L. Poe Jr. |
| 08/26/2025 | Date Power of Attorney was executed by David L. Poe, Jr. for SEC filings. |
| 03/27/2026 | Transaction date for the acquisition of shares from PSU vesting and disposition of shares for tax withholding. |
| 03/30/2026 | Date the Form 4 was signed by the attorney-in-fact. |
Recommendation
holdThis Form 4 reports a routine executive compensation event involving the vesting of previously granted performance stock units and subsequent tax-related share dispositions. It does not provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate, maintaining existing positions based on broader company fundamentals.
Keywords
USFD, US Foods, insider transaction, stock vesting, executive compensation, Form 4, performance stock units, restricted stock units
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