Form 4: V2X Officer Converts RSUs, Receives New Equity Grant

V2X Officer Michael James Smith converted 1,375 restricted stock units into common stock and received a new grant of 3,308 RSUs on March 10, 2026.

Summary

• Michael James Smith, an officer at V2X, Inc. (VVX) holding the title of Corp. Dev., IR & Treasurer, converted 1,375 Restricted Stock Units (RSUs) into common stock on March 10, 2026.
• These converted RSUs were part of a grant awarded on March 10, 2023, which vests in three equal annual installments beginning on March 10, 2024.
• Concurrently with the RSU conversion, Smith disposed of 414 shares of V2X common stock at a price of $71.846 per share, likely to cover tax obligations associated with the vesting event.
• Following these transactions, Smith's direct beneficial ownership of V2X common stock is 22,487 shares.
• Smith also received a new grant of 3,308 Restricted Stock Units on March 10, 2026, which will vest in three equal annual installments beginning on March 10, 2027.
• His direct beneficial ownership of derivative Restricted Stock Units is now 3,308.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. While there's a sale of shares, it's likely tax-related, and the new RSU grant indicates continued management incentive and commitment to the company's long-term success.

Positives

• Officer Michael James Smith received a new grant of 3,308 Restricted Stock Units, indicating continued incentive and alignment with company performance and long-term strategy.

Negatives

• Officer Michael James Smith disposed of 414 shares of common stock at $71.846 per share, which reduces his direct common stock holdings, though this is a common practice for covering tax liabilities upon RSU vesting.

Future Outlook

The new RSU grant to Officer Smith, vesting over three years starting March 10, 2027, suggests a long-term incentive structure for key management, aligning their interests with future company performance.

Industry Context

StockSavvy.ai notes that equity compensation, particularly through Restricted Stock Units with multi-year vesting, is a standard practice across industries to align executive interests with shareholder value and promote long-term retention. The new grant to a key officer like Michael James Smith, responsible for Corporate Development, Investor Relations, and Treasury, reinforces V2X's commitment to retaining and incentivizing its leadership.

Comparison to Industry Standards

• Equity compensation plans, including RSU grants with multi-year vesting schedules, are a common and widely accepted practice for executive compensation in publicly traded companies across various sectors, including government services and defense contractors like V2X.
• Companies such as Leidos Holdings, Inc. (LDOS) and Booz Allen Hamilton Holding Corporation (BAH) frequently utilize similar long-term incentive structures to retain talent and align management with shareholder interests.
• The specific terms of the grant, such as the three-year annual vesting schedule, are typical for such awards, reflecting standard corporate governance practices for executive incentives.

Stakeholder Impact

• Shareholders: The new RSU grant aligns management's long-term interests with shareholder value, promoting sustained performance. The tax-related sale is a routine event and does not typically signal a change in management's confidence.

Next Steps

• The 3,308 Restricted Stock Units awarded on March 10, 2026, will vest in three equal annual installments beginning March 10, 2027.

Key Dates

Recommendation

This Form 4 filing details routine equity compensation transactions for an officer, including the conversion of previously vested RSUs, a tax-related sale, and a new RSU grant. These are standard events and do not provide new fundamental information to warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate as the filing itself does not present a strong buy or sell signal.

Keywords

V2X Inc., VVX, Michael James Smith, SEC Form 4, Insider Trading, Restricted Stock Units, RSU Conversion, Stock Grant, Officer Transaction, Equity Compensation