McKee Robert Michael 4

What Happened Robert M. McKee, President & CEO and a director of Kodiak Gas Services (KGS), was issued equity awards that converted into common stock on March 8, 2026. The filing reports two award-related acquisitions: 32,207 restricted stock units (RSUs) valued at $1,800,049 and 180,000 performance-based RSUs valued at $10,060,200, both at $55.89 per share (total award value $11,860,249). To satisfy tax withholding on the vesting, 86,110 shares were withheld/disposed at $55.89 per share (value $4,812,688).

Key Details

• Transaction date(s): March 8, 2026; Form 4 filed March 10, 2026 (timely).
• Prices: $55.89 per share for all reported items.
• Grant/award amounts: 32,207 RSUs ($1,800,049) and 180,000 performance RSUs ($10,060,200).
• Withholding: 86,110 shares withheld to cover tax obligations (disposition code F), valued at $4,812,688.
• Shares owned after transaction: not specified in this filing.
• Footnotes of note:
  • F1: The 32,207 are restricted stock units that vest and settle in three equal installments beginning March 8, 2027.
  • F2: The 180,000 were performance-based RSUs tied to metrics through Dec 31, 2025; the committee certified payout with a March 8, 2026 vest date and they converted one-for-one into shares.
  • F3: The 86,110 withheld shares were used to satisfy tax withholding on vesting.
  • F4: Some shares are held by StarMac Investments, Ltd.; Mr. McKee is manager of the general partner (discloses related-party holding).

Context These transactions reflect equity compensation vesting and related tax withholding, not open-market purchases or sales. The performance RSUs were certified and settled into shares; the issuer withheld shares to cover tax obligations (a common cashless withholding). No late filing is indicated; the Form 4 was submitted two days after the March 8 transaction.