Bohley G Frederick 4
4 · Allison Transmission Holdings Inc · Filed Feb 24, 2026
Research Summary
AI-generated summary of this filing
Allison (ALSN) COO G. Frederick Bohley Receives RSUs; Tax Withholding
What Happened
G. Frederick Bohley, COO, President & BU Leader at Allison Transmission (ALSN), had restricted stock units (RSUs) and dividend equivalent rights (DERs) settle on Feb 21–22, 2026. A total of 5,301 shares were delivered on settlement (2,273 on Feb 21 and 3,028 on Feb 22). To cover tax withholding, ALSN withheld 960 shares (Feb 21) and 1,294 shares (Feb 22) and treated those withholdings as disposals at $118.85 per share, generating proceeds of $114,096 and $153,792 respectively (total ~$267,888). Several filing lines show the derivative-to-share conversions recorded with $0 exercise price (typical for RSU/DER settlements).
Key Details
- Transaction dates: Feb 21, 2026 and Feb 22, 2026. Filing date: Feb 24, 2026 (appears timely).
- Gross shares settled: 5,301 (2,223 RSU + 50 DER on 2/21; 2,909 RSU + 119 DER on 2/22).
- Shares withheld for taxes (disposed): 2,254 (960 on 2/21 and 1,294 on 2/22) at $118.85 = $267,888 total.
- Net shares delivered to executive after withholding: 3,047 (5,301 − 2,254).
- Footnotes: F1/F4 = settlement of RSUs (granted 2/21/2024 and 2/22/2023). F2 = DERs that vest with RSUs. F3 = shares withheld to satisfy tax obligations.
- Filing timeliness: Filed Feb 24 for weekend vesting dates Feb 21–22; filing appears within the expected Form 4 timing window.
Context
This transaction is a routine equity award settlement (RSUs and associated DERs) with company withholding used to cover tax obligations — not an open-market purchase or discretionary sale. The derivative entries reflect conversion/settlement of RSUs/DERs (M codes) and the tax withholding (F code) represents shares retained/sold to satisfy taxes. Such vesting/withholding transactions are standard compensation events and do not by themselves indicate a change in the insider’s view of the company.
Insider Transaction Report
- Exercise/Conversion
Common Stock
[F1]2026-02-21+2,223→ 102,240 total - Exercise/Conversion
Common Stock
[F2]2026-02-21+50→ 102,290 total - Tax Payment
Common Stock
[F3]2026-02-21$118.85/sh−960$114,096→ 101,330 total - Exercise/Conversion
Common Stock
[F4]2026-02-22+2,909→ 104,239 total - Exercise/Conversion
Common Stock
[F2]2026-02-22+119→ 104,358 total - Tax Payment
Common Stock
[F3]2026-02-22$118.85/sh−1,294$153,792→ 103,064 total - Exercise/Conversion
Restricted Stock Units
[F1]2026-02-21−2,223→ 2,223 total→ Common Stock (2,223 underlying) - Exercise/Conversion
Dividend Equivalent Rights
[F2]2026-02-21−50→ 221 total→ Common Stock (50 underlying) - Exercise/Conversion
Restricted Stock Units
[F4]2026-02-22−2,909→ 0 total→ Common Stock (2,909 underlying) - Exercise/Conversion
Dividend Equivalent Rights
[F2]2026-02-22−119→ 102 total→ Common Stock (119 underlying)
- 360(indirect: By Spouse)
Common Stock
Footnotes (4)
- [F1]Settlement of restricted stock units ("RSUs") granted on February 21, 2024. Each RSU represents a contingent right to receive one share of Allison Transmission Holdings, Inc. ("ALSN") common stock.
- [F2]Settlement of dividend equivalent rights ("DERs"). The DERs accrued when and as dividends were paid on ALSN common stock and vest proportionately with the RSU to which they relate. Each DER is the economic equivalent of one share of ALSN common stock.
- [F3]Represents shares withheld by ALSN to satisfy tax withholding obligations on the vesting of RSUs and DERs.
- [F4]Settlement of RSUs granted on February 22, 2023. Each RSU represents a contingent right to receive one share of ALSN common stock.