Form 4: Pursuit Attractions & Hospitality CFO Reports Tax-Related Stock Surrender and PSU Forfeiture

Sentiment:

SEC Form 4 Filing


Ellen M. Ingersoll, CFO of Pursuit Attractions & Hospitality, reports the surrender of shares for taxes related to vested Performance-Based Restricted Stock Units (PRSUs) and the forfeiture of additional PRSUs.

Summary

  • On December 31, 2024, Ellen M. Ingersoll, CFO of Pursuit Attractions & Hospitality, surrendered 4,484 shares of common stock at a price of $42.81 per share to cover taxes related to the vesting of Performance-Based Restricted Stock Units (PRSUs).
  • Ingersoll also forfeited 10,714 PRSUs granted on February 16, 2021.
  • Following these transactions, Ingersoll directly owns 22,677 shares of common stock.
  • Ingersoll also indirectly owns 110,331 shares through the Ellen M. Ingersoll Family Trust and 7,488.5162 shares through a 401(k) plan, where she acquired 317.2674 shares between March 2024 and January 2025.

Sentiment

Score: 5

Explanation: The document primarily reports routine transactions related to executive compensation. The tax-related stock surrender is a neutral event, while the PSU forfeiture is slightly negative for the individual but not necessarily indicative of broader company performance.

Negatives

  • The forfeiture of 10,714 PRSUs represents a loss of potential equity for the reporting person.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. The surrender of shares to cover taxes on vested equity is a common occurrence.

Stakeholder Impact

  • The transactions have a minimal impact on shareholders, as they relate to executive compensation and tax obligations.

Key Dates

DateDescription
February 16, 2021Date of grant for the forfeited 10,714 PRSUs and the vested PRSUs that led to the tax-related stock surrender.
February 21, 2024Date of execution for the Limited Power of Attorney.
March 2024 January 2025Period during which the reporting person acquired 317.2674 shares of the Issuer's common stock under the Pursuit Attractions and Hospitality, Inc. 401(k) plan.
December 31, 2024Date of the stock surrender for taxes and PSU forfeiture.
January 03, 2025Date of the Form 4 filing.

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