Schreiner James Alan 4
4 · MKS INC · Filed Feb 18, 2026
Research Summary
AI-generated summary of this filing
MKS (MKSI) EVP/COO James Schreiner Exercises Options; Shares Withheld
What Happened
- James Alan Schreiner, EVP & COO of MKS Inc. (MKSI), exercised/converted multiple derivative awards on Feb 17, 2026 and received a grant/award of RSUs. The filing shows exercised/converted amounts of 9,225.392 shares (sum of six derivative conversions) plus a grant of 2,376.968 RSUs (11,602.36 total contingent/issued shares). To satisfy tax withholding obligations, 4,343.764 shares were withheld at $260.74 per share, resulting in approximately $1,132,593 withheld — this was not an open-market sale by the reporting person.
Key Details
- Transaction date: Feb 17, 2026; filing date: Feb 18, 2026 (filed next business day — timely).
- Primary actions: multiple exercise/conversion of derivatives (code M) and a grant/award of RSUs (code A); tax-withholding disposition (code F) of 4,343.764 shares at $260.74 (≈ $1,132,593).
- Shares reported acquired (aggregate from filing): 9,225.392 via conversions + 2,376.968 RSU award = 11,602.36 (derivative/RSU basis).
- Shares withheld for taxes: 4,343.764 (these were withheld by MKS to satisfy tax obligations and are not a discretionary sale by Schreiner).
- Footnote highlights: RSUs represent contingent rights to common stock; several RSU awards are subject to performance criteria and vest in three equal annual installments beginning on various Feb 15 dates (2024–2027) as described in the footnotes.
- Shares owned after transaction: not specified in this filing.
Context
- This was effectively a conversion/settlement of company equity awards with a standard "sell-to-cover" (or company withholding) for taxes — common for vested RSUs and option exercises. The filing does not show an open-market sale or a discretionary sale plan; the withheld shares were used only to meet tax obligations.
- For retail investors: these transactions reflect routine executive equity compensation activity rather than a directional market bet; purchases (which can signal confidence) were not reported here.
Insider Transaction Report
Form 4
MKS INCMKSI
Schreiner James Alan
EVP & COO
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-02-17+2,566.678→ 25,187.012 total - Exercise/Conversion
Common Stock
[F1]2026-02-17+1,330.434→ 26,517.446 total - Exercise/Conversion
Common Stock
[F1]2026-02-17+432.48→ 26,949.926 total - Exercise/Conversion
Common Stock
[F1]2026-02-17+1,211→ 28,160.926 total - Exercise/Conversion
Common Stock
[F1]2026-02-17+1,740.8→ 29,901.726 total - Exercise/Conversion
Common Stock
[F1]2026-02-17+1,944→ 31,845.726 total - Tax Payment
Common Stock
[F2]2026-02-17$260.74/sh−4,343.764$1,132,593→ 27,501.962 total - Award
Restricted Stock Unit
[F1][F3]2026-02-17+2,376.968→ 20,621.867 total→ Common Stock (2,376.968 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F4]2026-02-17−2,566.678→ 18,055.189 total→ Common Stock (2,566.678 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F5]2026-02-17−1,330.434→ 16,724.755 total→ Common Stock (1,330.434 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F6]2026-02-17−432.48→ 16,292.275 total→ Common Stock (432.48 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F7]2026-02-17−1,211→ 15,081.275 total→ Common Stock (1,211 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F8]2026-02-17−1,740.8→ 13,340.475 total→ Common Stock (1,740.8 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F9]2026-02-17−1,944→ 11,396.475 total→ Common Stock (1,944 underlying)
Footnotes (9)
- [F1]Each restricted stock unit (RSU) represents the contingent right to receive one share of common stock of MKS Inc.
- [F2]These shares were withheld by MKS Inc. to satisfy the tax withholding obligations triggered by the vesting of RSUs and do not represent a discretionary trade by the reporting person.
- [F3]These RSUs vest in three equal annual installments commencing on February 15, 2027, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F4]These RSUs were subject to performance criteria, the achievement of which was determined on February 5, 2024, and thereafter vest in three equal annual installments beginning on February 15, 2024, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F5]These RSUs vest in three equal annual installments commencing on February 15, 2024, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F6]These RSUs were subject to performance criteria, the achievement of which was determined on February 10, 2025, and thereafter vest in three equal annual installments beginning on February 15, 2025, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F7]These RSUs vest in three equal annual installments commencing on February 15, 2025, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F8]These RSUs were subject to performance criteria, the achievement of which was determined on February 8, 2026, and thereafter vest in three equal annual installments beginning on February 15, 2026, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
- [F9]These RSUs vest in three equal annual installments commencing on February 15, 2026, provided that if, in any vesting year, February 15th is not a business day, such vesting shall occur on the next business day.
Signature
/s/ M. Kathryn Rickards, attorney-in-fact|2026-02-18