Booz Allen (BAH) EVP Inserra reports tax-withholding of 758 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Booz Allen Hamilton Holding Corp Executive Vice President Andrea Inserra reported a small tax-related share disposition. On this Form 4, 758 shares of Class A Common Stock were withheld at $78.03 per share to cover tax obligations, classified as a tax-withholding disposition exempt under Rule 16b-3.
After this transaction, Inserra directly holds 22,420 shares of the company’s Class A Common Stock, a figure that includes restricted stock units. The filing reflects routine equity compensation and associated tax treatment rather than an open-market sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Inserra Andrea
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Class A Common Stock | 758 | $78.03 | $59K |
Holdings After Transaction:
Class A Common Stock — 22,420 shares (Direct)
Footnotes (1)
- Exempt under Rule 16b-3. Includes restricted stock units.
Key Figures
Tax-withheld shares: 758 shares
Tax-withholding price: $78.03 per share
Shares held after transaction: 22,420 shares
+2 more
5 metrics
Tax-withheld shares
758 shares
Class A Common Stock used for tax withholding
Tax-withholding price
$78.03 per share
Value used for the 758-share tax disposition
Shares held after transaction
22,420 shares
Direct holdings following the Form 4 event
Tax-withholding transactions
1 transaction
Count of F-code tax-withholding dispositions in this filing
Tax-withholding shares total
758 shares
Total shares reported as tax withholding in transactionSummary
Key Terms
restricted stock units, Rule 16b-3, tax-withholding disposition
3 terms
restricted stock units financial
"Includes restricted stock units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Rule 16b-3 regulatory
"Exempt under Rule 16b-3."
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
tax-withholding disposition financial
"transaction_action: tax-withholding disposition"
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.
FAQ
What did Booz Allen Hamilton (BAH) executive Andrea Inserra report on this Form 4?
Andrea Inserra reported a tax-related share disposition on this Form 4. A total of 758 shares of Class A Common Stock were withheld to satisfy tax obligations, rather than sold in the open market, as part of routine equity compensation treatment.
Was the Booz Allen Hamilton (BAH) Form 4 transaction an open-market sale?
The transaction was not an open-market sale. It is coded as an F transaction, a tax-withholding disposition, where 758 shares were delivered to cover tax liabilities. The filing notes the transaction is exempt under Rule 16b-3, indicating routine compensation-related activity.
What does “exempt under Rule 16b-3” mean in this Booz Allen Hamilton (BAH) filing?
“Exempt under Rule 16b-3” indicates the transaction qualifies for an exemption from certain short-swing profit rules. It typically applies to compensation-related insider transactions, such as tax-withholding dispositions or grants approved by the company’s board or compensation committee.