Form 4: Ventas EVP & GC Roberts Reports RSU Tax Withholding
Insider Transaction Report
Ventas, Inc. Executive Vice President and General Counsel Carey S. Roberts reported the withholding of 6,754 shares of common stock to cover tax obligations related to the vesting of restricted stock units.
Summary
- Carey S. Roberts, Executive Vice President and General Counsel of Ventas, Inc. (VTR), reported transactions involving the disposition of common stock.
- On February 1, 2026, a total of 6,754 shares of Ventas, Inc. common stock were withheld to pay taxes.
- These shares were withheld in connection with the vesting of restricted stock units (RSUs) granted under the Ventas, Inc. 2022 Incentive Plan.
- The shares were withheld at a price of $77.67 per share, which represents the closing price of the Issuer's common stock on the vesting date.
- The withholdings were related to RSUs granted on January 23, 2023 (2,239 shares), January 2, 2024 (2,245 shares), and January 2, 2025 (2,270 shares).
- Following these transactions, Carey S. Roberts beneficially owns 108,287 shares of Ventas, Inc. common stock directly.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral event, representing a routine administrative transaction related to executive compensation rather than a discretionary investment decision by the executive.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that RSU tax withholdings are standard practice for executive compensation, reflecting the vesting of previously granted equity awards rather than a discretionary sale by the insider. This type of transaction is common across publicly traded companies as a mechanism to manage tax liabilities upon equity award vesting.
Stakeholder Impact
- Shareholders: Minimal direct impact as these are routine compensation-related transactions, not a discretionary sale indicating a change in insider sentiment.
Key Dates
| Date | Description |
|---|---|
| 01/23/2023 | Grant date of restricted stock units (RSUs) under the Ventas, Inc. 2022 Incentive Plan. |
| 01/02/2024 | Grant date of restricted stock units (RSUs) under the Ventas, Inc. 2022 Incentive Plan. |
| 01/02/2025 | Grant date of restricted stock units (RSUs) under the Ventas, Inc. 2022 Incentive Plan. |
| 02/01/2026 | Transaction date for the withholding of shares to pay taxes on RSU vesting. |
| 02/03/2026 | Signature date of the Form 4 filing. |
Recommendation
holdThis Form 4 details routine tax withholdings related to the vesting of restricted stock units for an executive. Such transactions are administrative in nature and do not reflect a discretionary sale or a change in the executive's investment outlook, thus not warranting a change in investment recommendation based solely on this filing.
Keywords
Ventas Inc, VTR, Carey S Roberts, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Tax Withholding, Executive Compensation
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