Form 4: Xylem Executive's Scheduled Stock Withholding for Tax

Meredith Emmerich, EVP & President of Applied Water at Xylem Inc., is scheduled to dispose of 841 shares of common stock on October 21, 2025, to cover tax liabilities from RSU vesting.

Summary

• Meredith Emmerich, Executive Vice President and President of Applied Water at Xylem Inc., is scheduled to dispose of 841 shares of common stock.
• The transaction date for this disposition is October 21, 2025.
• The purpose of the disposition is to pay the tax liability incident to the vesting of restricted stock units (RSUs).
• These RSUs were granted on October 21, 2024, under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016).
• The shares will be disposed of at a price of $147.19 per share.
• Following this reported transaction, Meredith Emmerich will beneficially own 3,992 shares of Xylem Inc. common stock.
• The transaction is 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: The filing reports a routine, non-discretionary transaction related to executive compensation (tax withholding upon RSU vesting). This type of event is neutral in sentiment as it does not indicate a change in company performance, strategy, or the executive's discretionary investment decisions.

Future Outlook

The filing details a pre-scheduled future transaction related to executive compensation, specifically the withholding of shares to cover tax obligations upon RSU vesting on October 21, 2025. This is a routine, non-discretionary event under a Rule 10b5-1 plan.

Industry Context

This filing represents a routine insider transaction common across all industries for executives receiving equity compensation. The withholding of shares for tax purposes upon RSU vesting is a standard practice and does not typically reflect a discretionary investment decision or a change in the company's strategic direction or industry position.

Comparison to Industry Standards

• The practice of withholding shares to cover tax liabilities upon the vesting of restricted stock units is a standard and widely accepted method of managing executive equity compensation across public companies, including those in the industrial technology and water solutions sectors like Xylem Inc.
• This type of transaction is comparable to similar filings by executives at companies such as Danaher Corporation (DHR) or Ecolab Inc. (ECL), where equity awards are a significant component of compensation and tax obligations are routinely handled through share withholding.

Stakeholder Impact

• Shareholders: Minimal to no direct impact, as this is a routine, non-discretionary transaction related to executive compensation and does not signal a change in company fundamentals or executive confidence.
• Employees: No direct impact beyond the reporting person.

Key Dates

Recommendation

This Form 4 filing reports a routine, non-discretionary transaction where an executive's shares are scheduled to be withheld to cover tax liabilities upon RSU vesting. Such transactions are common and do not typically indicate a change in the company's fundamentals or the executive's long-term view, thus warranting a 'hold' recommendation based solely on this filing.

Keywords

Xylem, XYL, Form 4, Insider Transaction, Stock Withholding, Restricted Stock Units, RSU Vesting, Executive Compensation, Meredith Emmerich