Graziosi David S. 4

What Happened

• David S. Graziosi, Chair, President & CEO and a director of Allison Transmission Holdings, Inc. (ALSN), was reported to have acquired 78,893 performance-based restricted stock units (PSUs) on Feb 11, 2026. The filing lists the acquisition price as $0 because these are derivative awards (contingent rights to receive common stock if/when vested).

Key Details

• Transaction date reported: Feb 11, 2026; Form 4 filed Feb 13, 2026 (timely).
• Transaction type/code: Award/Grant (A) — performance-based restricted stock units (PSUs).
• Amount awarded/earned: 78,893 PSUs (each PSU represents a contingent right to one share).
• Original grant: PSUs were granted Feb 22, 2023 for the 2023–2025 performance period; the earned amount was determined Feb 11, 2026 based on actual performance.
• Vesting: Earned PSUs will vest on Feb 28, 2026.
• Reported acquisition value: $0 on the Form 4 (award/derivative); underlying market value will depend on ALSN’s share price at settlement/vesting.
• Shares owned after the transaction: not specified in the provided filing excerpt.
• No indication in the filing of a 10b5-1 plan, tax-withholding sale, or late filing.

Context

• PSUs are a form of performance-based compensation: they are contingent rights that convert to shares (or sometimes cash) only if performance and vesting conditions are met. This filing reports that the performance conditions for 2023–2025 were met to the extent of 78,893 PSUs; it is not a market purchase or sale and therefore should be viewed as compensation rather than a direct bullish/bearish trading signal.