Form 4: YETI CEO Reintjes Reports RSU Tax Withholding

YETI Holdings President and CEO Matthew J. Reintjes reported the disposition of shares to cover tax obligations related to restricted stock unit vesting.

Summary

• Matthew J. Reintjes, President and CEO of YETI Holdings, Inc., reported transactions involving the company's common stock.
• On February 17, 2026, a total of 5,881 shares were disposed of in two separate transactions (3,837 shares and 2,044 shares).
• These shares were withheld by YETI Holdings, Inc. to satisfy tax withholding obligations associated with the vesting of previously granted restricted stock units.
• The disposition occurred at a price of $48.01 per share for both transactions.
• Following these transactions, Matthew J. Reintjes directly beneficially owns 255,495 shares of common stock.
• The direct beneficial ownership includes 64,318 shares underlying restricted stock units, which will be paid on a one-for-one basis in shares of the Issuer's common stock upon settlement.
• An additional 110,000 shares are indirectly held in a Spousal Lifetime Access Trust (SLAT), for which Mr. Reintjes disclaims beneficial ownership.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral event, reflecting a routine administrative transaction related to executive compensation rather than a discretionary investment decision.

Positives

• Vesting of restricted stock units indicates the achievement of performance or service conditions, reflecting ongoing compensation for the CEO.

Negatives

• A reduction in direct beneficial ownership of 5,881 shares due to tax withholding.

Future Outlook

No specific future outlook or guidance is provided in this Form 4 filing, as it primarily reports a past transaction.

Industry Context

StockSavvy.ai notes that tax-related dispositions of shares upon RSU vesting are standard practice for executive compensation and do not typically signal a change in management's outlook or company fundamentals. This is a routine compliance filing.

Comparison to Industry Standards

• This transaction is a standard practice for executive compensation across industries, where companies withhold shares to cover tax liabilities upon the vesting of restricted stock units.
• It aligns with typical compensation structures seen in publicly traded companies, such as Apple (AAPL) or Microsoft (MSFT), where executives frequently report similar tax-related dispositions following RSU vesting events.

Related Party Transactions

• 110,000 shares of common stock are held indirectly in a Spousal Lifetime Access Trust (SLAT) for the benefit of the reporting person's spouse and children. The reporting person disclaims beneficial ownership of these shares.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine tax-related transaction, not a discretionary sale indicating a change in confidence.

Key Dates

Recommendation

This Form 4 reports a routine, non-discretionary disposition of shares by the CEO to cover tax obligations related to RSU vesting. Such transactions are common and do not typically indicate a change in the company's fundamentals or management's confidence. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

YETI Holdings, YETI, Matthew J. Reintjes, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Tax Withholding, CEO, Director, Beneficial Ownership