McKesson (MCK) HR chief vests 463 RSUs with 183 shares withheld for tax
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
McKesson Corp executive LeAnn B. Smith reported routine equity compensation activity. She exercised 463 Restricted Stock Units (RSUs) into the same number of common shares, then 183 shares were withheld to cover taxes related to this vesting. After these transactions, she directly holds 5,875 common shares and 928 RSUs, reflecting standard compensation and tax treatment rather than open-market trading.
Positive
- None.
Negative
- None.
Insider Trade Summary
463 shares exercised/converted
Mixed
3 txns
Insider
Smith LeAnn B
Role
EVP & Chief HR Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units (RSUs) | 463 | $0.00 | -- |
| Exercise | Common Stock | 463 | $0.00 | -- |
| Tax Withholding | Common Stock | 183 | $754.68 | $138K |
Holdings After Transaction:
Restricted Stock Units (RSUs) — 928 shares (Direct, null);
Common Stock — 6,058 shares (Direct, null)
Footnotes (1)
- This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. These RSUs vested as to 1/3 on 5/20/2026 and will vest 1/3 on 5/20/2027 and 1/3 on 5/20/2028.
Key Figures
RSUs exercised: 463 shares
Shares withheld for taxes: 183 shares
Shares held after transactions: 5,875 shares
+2 more
5 metrics
RSUs exercised
463 shares
RSUs converted to McKesson common stock on May 20, 2026
Shares withheld for taxes
183 shares
Tax-withholding disposition tied to RSU vesting on May 20, 2026
Shares held after transactions
5,875 shares
Direct McKesson common stock holdings following Form 4 transactions
RSUs outstanding after vesting
928 RSUs
Restricted Stock Units remaining after 463 vested on May 20, 2026
Tax withholding reference price
$754.68 per share
Price used for 183-share tax-withholding disposition
Key Terms
Restricted Stock Units (RSUs), tax-withholding disposition, derivative security, Common Stock
4 terms
Restricted Stock Units (RSUs) financial
"These RSUs vested as to 1/3 on 5/20/2026 and will vest 1/3 on 5/20/2027 and 1/3 on 5/20/2028."
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
tax-withholding disposition financial
"This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4."
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.
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
What insider transactions did McKesson (MCK) executive LeAnn B. Smith report?
LeAnn B. Smith reported exercising 463 Restricted Stock Units (RSUs) into common shares and a separate withholding of 183 shares to cover taxes. These entries reflect equity compensation vesting and related tax settlement, not an open-market purchase or sale of McKesson stock.
What do the Restricted Stock Units (RSUs) in McKesson (MCK) executive LeAnn B. Smith’s filing represent?
The RSUs represent rights to receive McKesson common shares as they vest over time. In this filing, 463 RSUs vested on May 20, 2026, while the remaining RSUs are scheduled to vest in equal portions in 2027 and 2028, subject to continued service.