Calio Christopher T. 4

What Happened

• Christopher T. Calio, Chairman, President and CEO of RTX (RTX), received 89,710 shares on Feb 8, 2026 as the vesting/settlement of performance share units (PSUs) — valued at $198.66 per share for a total of $17,821,789. On the same date 36,976.82 shares were surrendered/withheld (210.82 shares and 36,766 shares) at $198.66 each to satisfy tax obligations, totaling about $7,345,816 in tax withholding proceeds. The disposals were tax-withholding transactions (code F), not open-market sales.

Key Details

• Transaction date: February 8, 2026; Filing date: February 10, 2026 (timely).
• Price used for all entries: $198.66 per share.
• Acquired (award/vesting): 89,710 shares; value reported $17,821,789.
• Disposed (tax withholding): 210.82 shares ($41,882) and 36,766 shares ($7,303,934); total withheld ≈ 36,976.82 shares (~$7.35M).
• Shares owned after transaction: not specified in the provided filing excerpt.
• Footnote highlights:
  • F1: These shares represent PSUs awarded Feb 8, 2023 that vested based on three‑year performance metrics (ROIC, EPS growth, and relative TSR). Performance was achieved at 146% of target.
  • F2: Includes 8,760.18 deferred stock units (the net amount after tax withholding from ~8,971 deferred PSUs the CEO elected to defer). Deferred stock units settle in shares and count as common stock equivalents.
• Transaction codes: A = award/acquisition (vesting of PSUs); F = payment of tax liability via share withholding.

Context

• These transactions reflect compensation vesting (PSUs) that converted into shares because performance targets were met at 146% — not an open-market purchase or a voluntary sale indicating independent buying/selling intent. The withheld shares were used solely to cover taxes arising from the vesting. Deferred stock units were elected for a portion of the award and will settle in shares per the company plan.