LAMACH MICHAEL W 4

What Happened
Michael W. Lamach, a director of Honeywell International Inc. (HON), exercised equity awards on April 15, 2026 to acquire 625 shares by converting a derivative instrument into common stock. He paid $230.93 per share for the exercise, for a cash outlay of $144,331. The filing also notes the vesting of restricted stock units (RSUs) that included the reinvestment of dividend equivalents into 13 additional RSUs.

Key Details

• Transaction date: 2026-04-15 (reported on Form 4 filed 2026-04-16).
• Primary transaction: Exercise/conversion of a derivative (transaction code M) — 625 shares acquired at $230.93/share, total $144,331.
• Related derivative disposition: 625 derivative units converted to common stock at $0.00 (per-footnote conversion on a one-for-one basis).
• RSUs: Filing notes reinvestment of dividend equivalents into 13 additional restricted stock units; RSUs were granted under the 2016 Stock Plan for Non-Employee Directors and vested on April 15, 2026 (footnotes F1–F3).
• Shares owned after transaction: Not disclosed in this filing.
• Timeliness: Filing appears timely (transaction 4/15/2026, Form 4 filed 4/16/2026).

Context
This was an exercise/conversion of a derivative into common stock (not a sale). For retail investors, exercises signal insiders taking ownership (or converting existing grants) but do not necessarily indicate a fresh cash purchase beyond paying the exercise price. The filing does not show an immediate sale of the acquired shares. The RSU vesting is a routine compensation event for non-employee directors under the company plan.