Form 4: Youdao Inc. Executive Peng Su Acquires Restricted Stock Units
Insider Transaction Filing
Youdao, Inc. reports that Senior Vice President Peng Su acquired 10,000 Restricted Share Units (RSUs) on May 29, 2026, as part of a time-based award.
Summary
- Peng Su, Senior Vice President at Youdao, Inc., acquired 10,000 Restricted Share Units (RSUs) on May 29, 2026.
- These RSUs are part of a time-based award and are in the form of American Depositary Shares.
- The award has no expiration date and is subject to the terms of the underlying agreement.
- Vesting is scheduled in tranches: 3,000 shares on September 1, 2026, 3,000 shares on September 1, 2027, and 4,000 shares on September 1, 2028.
- These RSUs have no exercise price.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it represents a standard executive stock award rather than a significant financial event or change in company performance.
Positives
- Acquisition of 10,000 RSUs by a key executive, indicating continued incentive and potential future value realization.
- Clear vesting schedule provides visibility into future share availability.
Risks
- The value of the RSUs is subject to the future performance and stock price of Youdao, Inc.
- Vesting is contingent on continued employment and adherence to award agreement terms.
Future Outlook
The RSUs are time-based and vest over several years, indicating a long-term incentive structure for the executive.
Industry Context
StockSavvy.ai notes that the grant of Restricted Share Units (RSUs) to senior management is a common practice in the technology and education sectors, including companies like Youdao, Inc., to align executive interests with shareholder value and retain talent.
Stakeholder Impact
- Shareholders: The acquisition of RSUs by management is a standard compensation practice and does not immediately impact share count or value, but reflects ongoing incentive alignment.
Next Steps
- Vesting of RSUs according to the schedule: September 1, 2026, September 1, 2027, and September 1, 2028.
Key Dates
| Date | Description |
|---|---|
| 05/29/2026 | Date of earliest transaction and RSU award grant. |
| 09/01/2026 | First tranche of RSUs scheduled to vest. |
| 09/01/2027 | Second tranche of RSUs scheduled to vest. |
| 09/01/2028 | Third and final tranche of RSUs scheduled to vest. |
| 06/01/2026 | Date of signature on the filing. |
Keywords
Youdao Inc., DAO, Peng Su, Restricted Share Units, RSU, Stock Award, Insider Transaction, SEC Form 4
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