Form 4: Zurn Elkay Water Solutions CFO Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


David J. Pauli, CFO of Zurn Elkay Water Solutions, reports acquisition and disposal of common stock related to vesting of performance stock units and tax obligations.

Summary

  • On February 14, 2025, David J. Pauli, the Chief Financial Officer of Zurn Elkay Water Solutions Corp, acquired 20,870 shares of common stock due to the vesting of performance stock units.
  • These units were based on the company's performance from July 1, 2022, to December 31, 2024.
  • On the same day, Pauli sold 8,390 shares at an average price of $35.47 to cover tax withholding obligations and related fees associated with the vesting.
  • Following these transactions, Pauli directly owns 59,410 shares of common stock and indirectly owns 416 shares through a 401(k) plan.
  • Pauli also holds options to buy shares of common stock at various exercise prices and expiration dates.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, reflecting standard insider trading activity. It doesn't inherently convey positive or negative sentiment.

Positives

  • The vesting of performance stock units suggests that Zurn Elkay Water Solutions met certain performance targets during the three-year period from July 1, 2022, to December 31, 2024.

Industry Context

This filing is a routine disclosure of stock transactions by a company insider, as required by the SEC. It provides transparency into the trading activities of key personnel and their alignment with shareholder interests.

Comparison to Industry Standards

  • Form 4 filings are standard practice for publicly traded companies and their insiders.
  • The information disclosed is consistent with SEC regulations and reporting requirements.
  • Comparable companies such as Pentair, Xylem, and Watts Water Technologies also have similar insider transaction filings.

Stakeholder Impact

  • The stock transactions may have a minor impact on shareholders, reflecting insider sentiment and potential dilution.
  • The vesting of performance stock units could motivate employees to achieve company goals.

Key Dates

DateDescription
2022-07-01Start date of the three-year performance period for the performance stock units.
2024-12-31End date of the three-year performance period for the performance stock units.
2025-02-14Date of stock acquisition and disposal by David J. Pauli.
2025-02-19Date of signature on the Form 4 filing.
2025-05-22Expiration date of stock options to purchase 4,068 shares at $12.67.
2027-05-19Expiration date of stock options to purchase 13,816 shares at $11.37.
2028-05-25Expiration date of stock options to purchase 5,757 shares at $14.22.
2031-10-05Expiration date of stock options to purchase 6,136 shares at $33.05.

Keywords

Zurn Elkay Water Solutions, ZWS, David J. Pauli, CFO, Form 4, Stock Options, Performance Stock Units, Beneficial Ownership, Insider Trading

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