STOCK TITAN

American Eagle (NYSE: AEO) CHRO vests 8,228 shares, 4,201 withheld

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

American Eagle Outfitters EVP–CHRO Marisa Baldwin reported compensation-related equity activity. She exercised restricted stock units and related dividend equivalent rights into 8,228 shares of common stock. To cover tax obligations, 4,201 shares were withheld at $16.84 per share. Following these transactions, she directly owns 52,037 shares of American Eagle Outfitters common stock.

Positive

  • None.

Negative

  • None.
Insider Baldwin Marisa
Role EVP - CHRO
Type Security Shares Price Value
Exercise Dividend Equivalent Rights 342 $0.00 --
Exercise Restricted Stock Unit 5,191 $0.00 --
Exercise Restricted Stock Unit 2,695 $0.00 --
Exercise Common Stock, without par value 8,228 $0.00 --
Tax Withholding Common Stock, without par value 4,201 $16.84 $71K
Holdings After Transaction: Dividend Equivalent Rights — 523 shares (Direct); Restricted Stock Unit — 10,382 shares (Direct); Common Stock, without par value — 56,238 shares (Direct)
Footnotes (1)
  1. The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of American Eagle Outfitters common stock. Each restricted stock unit represents a contingent right to receive one share of American Eagle Outfitters common stock. The restricted stock units vest in three equal annual installments beginning on the first anniversary of the date of grant.
Shares acquired via equity award settlement 8,228 shares Common stock from RSUs and dividend equivalent rights on 2026-04-02
Shares withheld for taxes 4,201 shares Tax-withholding disposition at $16.84 per share on 2026-04-02
Post-transaction common shares held 52,037 shares Direct ownership after transactions on 2026-04-02
Dividend equivalent rights exercised 342 units Each right economically equivalent to one common share
RSUs converted (2028 expiration grant) 5,191 units Restricted Stock Units with stated expiration 2028-04-02
RSUs converted (2027 expiration grant) 2,695 units Restricted Stock Units with stated expiration 2027-04-04
Dividend Equivalent Rights financial
"The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs)…"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
Restricted Stock Unit financial
"Each restricted stock unit represents a contingent right to receive one share…"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
contingent right to receive one share financial
"Each restricted stock unit represents a contingent right to receive one share…"
vest in three equal annual installments financial
"The restricted stock units vest in three equal annual installments…"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a 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). See Instruction 10.
1. Name and Address of Reporting Person*
Baldwin Marisa

(Last)(First)(Middle)
77 HOT METAL STREET

(Street)
PITTSBURGH PENNSYLVANIA 15203

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AMERICAN EAGLE OUTFITTERS INC [ AEO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP - CHRO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, without par value04/02/2026M8,228A$0.000056,238D
Common Stock, without par value04/02/2026F4,201D$16.8452,037D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Dividend Equivalent Rights(1)04/02/2026M342 (1) (1)Common Stock, without par value342$0.0000523D
Restricted Stock Unit(2)04/02/2026M5,191 (3)04/02/2028Common Stock, without par value5,191$0.000010,382D
Restricted Stock Unit(2)04/02/2026M2,695 (3)04/04/2027Common Stock, without par value2,695$0.00002,695D
Explanation of Responses:
1. The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of American Eagle Outfitters common stock.
2. Each restricted stock unit represents a contingent right to receive one share of American Eagle Outfitters common stock.
3. The restricted stock units vest in three equal annual installments beginning on the first anniversary of the date of grant.
Robert J. Tannous, Attorney-in-Fact04/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did AEO executive Marisa Baldwin report in this Form 4?

Marisa Baldwin reported equity compensation activity, not open-market trading. She exercised restricted stock units and dividend equivalent rights into 8,228 American Eagle Outfitters shares, with a portion of those shares withheld to satisfy tax obligations related to the vesting event.

How many American Eagle (AEO) shares did Marisa Baldwin acquire?

She acquired 8,228 shares of American Eagle Outfitters common stock through the exercise of restricted stock units and related dividend equivalent rights. These transactions reflect the settlement of previously granted equity awards rather than an open-market purchase of additional company shares.

How many American Eagle (AEO) shares were withheld for taxes?

A total of 4,201 shares of American Eagle Outfitters common stock were withheld at $16.84 per share. This tax-withholding disposition settled obligations arising from the vesting and conversion of her equity awards, rather than representing a discretionary sale into the open market.

What are dividend equivalent rights mentioned in the AEO Form 4?

Dividend equivalent rights accrue on previously awarded restricted stock units and mirror cash dividends on an economic basis. Each right is the economic equivalent of one share of American Eagle Outfitters common stock and vests proportionately with the related restricted stock units over the vesting schedule.

How many AEO shares does Marisa Baldwin hold after these transactions?

After completing the vesting and related tax withholding, Marisa Baldwin directly holds 52,037 shares of American Eagle Outfitters common stock. This figure reflects her post-transaction ownership reported in the filing and provides context for the scale of the compensation-related equity activity.

How do Marisa Baldwin’s restricted stock units in AEO vest over time?

Her restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of American Eagle Outfitters common stock when the applicable vesting conditions are satisfied.