Form 4: Xylem CFO Grogan Reports Tax-Related Share Withholding

Xylem Inc.'s EVP & Chief Financial Officer, William K. Grogan, reported the withholding of 641 common shares to cover tax obligations related to restricted stock unit vesting.

Summary

• William K. Grogan, Executive Vice President & Chief Financial Officer of Xylem Inc., reported a transaction on March 5, 2026.
• The transaction involved the disposition of 641 shares of Xylem Inc. Common Stock at a price of $126.19 per share.
• This disposition was a withholding of shares to pay the tax liability incident to the vesting of restricted stock units.
• The restricted stock units were originally granted on March 5, 2025, under the Xylem 2011 Omnibus Incentive Plan.
• Following this transaction, Mr. Grogan beneficially owns 39,510 shares of Xylem Inc. Common Stock.
• The transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing a standard tax-related transaction for executive equity compensation rather than a discretionary sale or purchase that would signal a change in insider sentiment.

Industry Context

StockSavvy.ai notes that tax-related share withholdings are a common and routine event for executives receiving equity compensation, typically pre-scheduled under Rule 10b5-1 plans. Such transactions are not usually indicative of a change in company fundamentals or executive sentiment regarding the company's future prospects.

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine tax-related transaction and not a discretionary sale by the executive, nor does it reflect a change in the company's operational or financial performance.

Key Dates

Recommendation

This Form 4 filing details a routine tax-related share withholding by an executive, which is a common occurrence with equity compensation. It does not provide new information regarding the company's operational performance, strategic direction, or financial health that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as it reflects no material change in the investment thesis based solely on this filing.

Keywords

Xylem Inc., XYL, Form 4, Insider Transaction, Share Withholding, Restricted Stock Units, Executive Compensation, William K. Grogan, CFO, 10b5-1 Plan