Form 4: Waters CFO Amol Chaubal Reports Equity Transactions

Waters Corporation's CFO, Amol Chaubal, reported the vesting of performance-based restricted stock units and subsequent tax-related share disposition.

Summary

• Amol Chaubal, SVP & Chief Financial Officer of Waters Corp, reported changes in his beneficial ownership of common stock.
• On February 4, 2026, Mr. Chaubal acquired 1,884 shares of common stock resulting from the vesting of performance-based restricted stock units (PSUs).
• These PSUs were originally granted on February 8, 2023, with performance-based vesting requirements certified by the Issuer's Compensation Committee on February 4, 2026.
• The PSUs are set to fully vest upon satisfaction of service-based requirements on March 1, 2026, and are convertible into common stock on a one-to-one basis.
• Following this acquisition, Mr. Chaubal's direct beneficial ownership increased to 7,108.393 shares.
• On February 5, 2026, Mr. Chaubal disposed of 58 shares of common stock at a price of $376.89 per share.
• This disposition was to satisfy tax withholding obligations related to the vesting and settlement of previously reported restricted stock units.
• After the tax-related disposition, Mr. Chaubal's direct beneficial ownership stands at 7,050.393 shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive event, reflecting the successful achievement of performance targets by management, leading to the vesting of equity awards. The tax-related disposition is a standard, neutral event.

Positives

• The vesting of 1,884 performance-based restricted stock units indicates that pre-determined performance targets were met, aligning executive compensation with company performance.

Future Outlook

The remaining service-based vesting requirement for the performance-based restricted stock units is expected to be satisfied on March 1, 2026, at which point the PSUs will fully vest and settle into shares of common stock.

Industry Context

StockSavvy.ai notes that Form 4 filings, such as this one, are routine disclosures of insider transactions. They provide transparency into executive compensation and ownership changes, which are standard practices across publicly traded companies in the life sciences and analytical instruments sector, including Waters Corporation.

Stakeholder Impact

• Shareholders: The vesting of performance-based units indicates management's achievement of company goals, which can be viewed positively as it aligns executive incentives with shareholder value creation. The overall impact on share price from this routine filing is likely minimal.
• Employees: No direct impact mentioned, but successful vesting of executive equity awards can signal a healthy compensation structure.

Next Steps

• Full vesting of the performance-based restricted stock units upon satisfaction of the service-based vesting requirement on March 1, 2026.

Key Dates

Keywords

Waters Corporation, WAT, Amol Chaubal, CFO, Insider Transaction, Form 4, Equity Compensation, PSU Vesting, Restricted Stock Units, Share Ownership