Form 4: US Foods HR Chief Receives 9,796 RSU Grant

US Foods Holding Corp. reports a grant of 9,796 restricted stock units to its EVP, Chief Human Resources Officer, James David Works Jr., on March 23, 2026.

Summary

• James David Works Jr., EVP, Chief Human Resources Officer of US Foods Holding Corp., received a grant of 9,796 restricted stock units (RSUs).
• The grant date for these RSUs was March 23, 2026.
• Each restricted stock unit represents the right to receive one share of US Foods Holding Corp.'s common stock.
• The RSUs will vest annually in three equal installments, with the first vesting occurring on March 23, 2027.
• Following this transaction, Mr. Works beneficially owns 97,972 shares directly.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, reflecting standard executive compensation practices that aim to align management incentives with long-term shareholder value and ensure executive retention.

Positives

• The grant of restricted stock units aligns the executive's interests with long-term shareholder value through equity ownership.
• The multi-year vesting schedule encourages retention of a key executive over a sustained period.

Future Outlook

The filing details an equity grant that occurred on March 23, 2026, with the restricted stock units scheduled to vest annually in three equal installments beginning on March 23, 2027. This vesting schedule represents a forward-looking compensation structure designed to incentivize long-term executive performance and retention.

Management Comments

• James David Works Jr. holds the position of EVP, Chief Human Resources Officer.

Industry Context

StockSavvy.ai notes that equity grants, particularly restricted stock units with multi-year vesting schedules, are a standard practice in executive compensation across the food distribution and broader corporate sectors. This approach aims to align executive incentives with long-term company performance and shareholder interests, a common strategy employed by peers to retain top talent.

Comparison to Industry Standards

• The grant of restricted stock units to a senior executive is consistent with compensation practices observed in major food service distributors such as Sysco Corporation (SYY) and Performance Food Group Company (PFGC), which frequently utilize equity awards to incentivize and retain key management.
• The three-year annual vesting schedule is a common structure for RSU grants, comparable to those seen in other large-cap companies, ensuring a sustained link between executive performance and shareholder returns over a typical strategic planning horizon.

Corporate Governance

Stakeholder Impact

• Shareholders: The grant of RSUs aligns executive interests with long-term shareholder value, potentially leading to improved company performance.
• Employees: Reflects standard executive compensation practices, which can influence overall company morale and compensation philosophy.

Next Steps

• The 9,796 restricted stock units will vest in three equal annual installments, beginning on March 23, 2027.

Key Dates

Recommendation

This Form 4 filing details a routine equity grant to a senior executive, which is a standard component of executive compensation. It does not present new information that would fundamentally alter the investment thesis for US Foods Holding Corp. While aligning executive incentives with shareholder interests is generally positive, this specific transaction is not significant enough to warrant a change in investment recommendation based solely on this filing. Investors should continue to hold and monitor broader company performance and market conditions.

Keywords

US Foods Holding Corp., USFD, Restricted Stock Units, RSU Grant, Insider Transaction, Executive Compensation, Equity Award, Form 4, James David Works Jr.