STOCK TITAN

Electronic Arts (EA) CEO awarded new performance-based stock units

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

Rhea-AI Filing Summary

Electronic Arts Inc. reported that Chairman & CEO Andrew Wilson acquired three blocks of performance-based restricted stock units, each representing a contingent right to receive one share of common stock. The awards cover 65,527 units expiring on May 20, 2026, 25,835 units expiring on May 16, 2027, and 23,514 units expiring on May 16, 2028.

According to the footnotes, these units were originally granted in 2023, 2024, and 2025 and were earned after the compensation committee certified performance conditions tied to net bookings, non-GAAP operating income, and relative total shareholder return. One award has already vested and settled into common shares, while the others will vest and settle after a service-based vesting period.

Positive

  • None.

Negative

  • None.
Insider Wilson Andrew
Role Chairman & CEO
Type Security Shares Price Value
Grant/Award Performance-based Restricted Stock Units 65,527 $0.00 --
Grant/Award Performance-based Restricted Stock Units 25,835 $0.00 --
Grant/Award Performance-based Restricted Stock Units 23,514 $0.00 --
Holdings After Transaction: Performance-based Restricted Stock Units — 65,527 shares (Direct, null)
Footnotes (1)
  1. Each Performance-Based Restricted Stock Unit represents a contingent right to receive one share of Electronic Arts Inc. common stock. Represents performance-based restricted stock units granted on June 16, 2023 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings, non-GAAP operating income and relative TSR. The performance-based restricted stock units vested and settled for a like amount of shares of common stock following a service-based vesting period. Represents performance-based restricted stock units granted on June 17, 2024 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings and non-GAAP operating income. The performance-based restricted stock units will vest and settle for a like amount of shares of common stock following a service-based vesting period. Represents performance-based restricted stock units granted on June 16, 2025 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings and non-GAAP operating income. The performance-based restricted stock units will vest and settle for a like amount of shares of common stock following a service-based vesting period.
Performance RSUs grant 65,527 units Performance-based restricted stock units expiring May 20, 2026
Performance RSUs grant 25,835 units Performance-based restricted stock units expiring May 16, 2027
Performance RSUs grant 23,514 units Performance-based restricted stock units expiring May 16, 2028
Underlying common stock per unit 1 share Each unit represents one share of EA common stock
Performance-based Restricted Stock Unit financial
"Each Performance-Based Restricted Stock Unit represents a contingent right to receive one share"
A performance-based restricted stock unit is a promise of company shares given to an employee that only becomes actual stock if specific performance targets are met and any required time at the company is completed. For investors, these awards matter because they can dilute existing shares when earned and signal management’s confidence or the company’s expected future performance, much like a bonus cheque that only clears when pre-set goals are reached.
net bookings financial
"performance conditions with respect to net bookings, non-GAAP operating income and relative TSR"
Net bookings measure the total value of contracts, orders or subscriptions a company signs during a period after subtracting cancellations, returns and other order-level reductions; it counts what customers have committed to buy rather than what has already been recorded as revenue. Think of it like a restaurant’s confirmed reservations and menu orders after accounting for no-shows — it signals demand, future sales and business momentum, giving investors a view of upcoming revenue potential.
non-GAAP operating income financial
"performance conditions with respect to net bookings, non-GAAP operating income and relative TSR"
Non-GAAP operating income is a measure of a company's profit from its core business activities, calculated by excluding certain expenses or income that are not part of regular operations. It provides a clearer picture of how well the business is performing by focusing on ongoing operations, helping investors compare companies more consistently and make better-informed decisions.
relative TSR financial
"performance conditions with respect to net bookings, non-GAAP operating income and relative TSR"
service-based vesting period financial
"will vest and settle for a like amount of shares of common stock following a service-based vesting period"
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*
Wilson Andrew

(Last)(First)(Middle)
209 REDWOOD SHORES PARKWAY

(Street)
REDWOOD CITY CALIFORNIA 94065

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ELECTRONIC ARTS INC. [ EA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chairman & CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/11/2026
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
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
Performance-based Restricted Stock Units(1)05/11/2026A65,527 (2)05/20/2026Common Stock65,527(1)65,527D
Performance-based Restricted Stock Units(1)05/11/2026A25,835 (3)05/16/2027Common Stock25,835(1)25,835D
Performance-based Restricted Stock Units(1)05/11/2026A23,514 (4)05/16/2028Common Stock23,514(1)23,514D
Explanation of Responses:
1. Each Performance-Based Restricted Stock Unit represents a contingent right to receive one share of Electronic Arts Inc. common stock.
2. Represents performance-based restricted stock units granted on June 16, 2023 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings, non-GAAP operating income and relative TSR. The performance-based restricted stock units vested and settled for a like amount of shares of common stock following a service-based vesting period.
3. Represents performance-based restricted stock units granted on June 17, 2024 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings and non-GAAP operating income. The performance-based restricted stock units will vest and settle for a like amount of shares of common stock following a service-based vesting period.
4. Represents performance-based restricted stock units granted on June 16, 2025 and earned upon the certification of the Company's Compensation Committee of certain performance conditions with respect to net bookings and non-GAAP operating income. The performance-based restricted stock units will vest and settle for a like amount of shares of common stock following a service-based vesting period.
/s/ Deborah Berenjfoorosh, Attorney-in-Fact For: Andrew Wilson05/21/2026
** 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 insider transaction did EA Chairman & CEO Andrew Wilson report?

Andrew Wilson reported acquiring three grants of performance-based restricted stock units. These units give him rights to receive common shares in Electronic Arts after performance and service conditions are met.

How many performance-based restricted stock units did EA grant to Andrew Wilson?

Andrew Wilson acquired 65,527, 25,835, and 23,514 performance-based restricted stock units. Each unit represents the right to receive one share of Electronic Arts common stock upon vesting and settlement.

What performance metrics are tied to Andrew Wilson’s EA stock unit awards?

The awards are tied to performance metrics including net bookings, non-GAAP operating income, and relative total shareholder return. These metrics must be certified by the compensation committee before units are earned.

When do Andrew Wilson’s EA performance-based stock units expire and vest?

The awards are scheduled to expire in 2026, 2027, and 2028. After performance conditions are earned, the units vest and settle into common shares following an additional service-based vesting period.

Did EA’s CEO buy or sell common stock in this Form 4?

This Form 4 reports grant or award acquisitions of performance-based restricted stock units, not open-market stock purchases or sales. One earned award has already vested and settled into common shares, while others vest over time.