Bauerschmidt Mary Ellen 4
4 · Snap-on Inc · Filed Feb 10, 2026
Research Summary
AI-generated summary of this filing
Snap-on (SNA) SVP Mary Ellen Bauerschmidt Receives 472 Shares
What Happened
Mary Ellen Bauerschmidt, Senior Vice President–HR & Chief Development Officer at Snap-on Inc., had restricted stock units convert to 472 shares on February 9, 2026 (reported on Form 4). To satisfy tax withholding, 200 of those shares were surrendered/ disposed at $368.12 per share, producing proceeds of $73,624. The remaining 272 shares were retained by the reporting person (472 acquired minus 200 withheld).
Key Details
- Transaction date: 2026-02-09 (reported 2026-02-10; timely filing).
- Converted/vested: 472 shares (derivative conversion/exercise — code M).
- Tax withholding: 200 shares disposed at $368.12 each for $73,624 (code F). Footnote F3 confirms shares were withheld to cover tax withholding upon vesting. Footnote F1 notes the RSUs vested based on continued employment.
- Shares owned after transaction: not explicitly reported in the provided excerpt.
- Plan reference: filing references plan statement dated Dec 31, 2025 (F12).
Context
This appears to be a routine RSU vesting with a net settlement for taxes (shares withheld/sold), not an open-market sale for investment purposes. Such withholding transactions are common and generally reflect tax obligations rather than a directional insider trade.
Insider Transaction Report
- Exercise/Conversion
Common Stock
[F1][F2]2026-02-09+472→ 5,678.029 total - Tax Payment
Common Stock
[F3]2026-02-09$368.12/sh−200$73,624→ 5,478.029 total - Exercise/Conversion
Restricted Stock Units
[F4][F1]2026-02-09−472→ 0 totalFrom: 2026-02-09Exp: 2026-02-09→ Common Stock (472 underlying)
- 2,000
Stock Option (Right to Buy)
[F5]Exercise: $155.34Exp: 2030-02-13→ Common Stock (2,000 underlying) - 2,400
Stock Option (Right to Buy)
[F5]Exercise: $189.89Exp: 2031-02-11→ Common Stock (2,400 underlying) - 2,805
Stock Option (Right to Buy)
[F5]Exercise: $211.67Exp: 2032-02-10→ Common Stock (2,805 underlying) - 2,066
Stock Option (Right to Buy)
[F5]Exercise: $249.26Exp: 2033-02-09→ Common Stock (2,066 underlying) - 2,259
Stock Option (Right to Buy)
[F6]Exercise: $269.00From: 2025-02-15Exp: 2034-02-15→ Common Stock (2,259 underlying) - 1,984
Stock Option (Right to Buy)
[F6]Exercise: $339.73From: 2026-02-13Exp: 2035-02-13→ Common Stock (1,984 underlying) - 487
Restricted Stock Units
[F4][F7]From: 2027-02-15Exp: 2027-02-15→ Common Stock (487 underlying) - 464
Restricted Stock Units
[F4][F7]From: 2028-02-13Exp: 2028-02-13→ Common Stock (464 underlying) - 943
Performance Units
[F4][F8]→ Common Stock (943 underlying) - 975
Performance Units
[F4][F9]→ Common Stock (975 underlying) - 928
Performance Units
[F4][F10]→ Common Stock (928 underlying) - 2,141.535
Deferred Stock Units
[F4][F11][F12]→ Common Stock (2,141.535 underlying)
Footnotes (12)
- [F1]The restricted stock units reported above vested on the date indicated based on continued employment of the reporting person throughout the three-year restricted period.
- [F10]If the Company achieves certain goals over the 2025-2027 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
- [F11]Payment will be made in accordance with the reporting person's deferral election, death, disability or termination of employment.
- [F12]This information is based on a plan statement dated December 31, 2025.
- [F2]Includes 85.8653 shares acquired under the Snap-on Incorporated Employee Stock Ownership Plan and 44.5258 shares acquired under a dividend reinvestment plan.
- [F3]Shares were withheld to cover tax withholding upon the vesting of the restricted stock units.
- [F4]1 for 1.
- [F5]Option fully vested.
- [F6]Original stock option grant vests in three annual installments beginning on the date listed in the "Date Exercisable" column.
- [F7]The restricted stock units vest three years from the grant date on the date listed above, assuming continued employment.
- [F8]If the Company achieves certain goals over the 2023-2025 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.
- [F9]If the Company achieves certain goals over the 2024-2026 period, the performance units will vest and stock will be awarded. The target number of units that may be earned is reported above; the maximum amount is 200% of the number reported, subject to plan limits.