Begor Mark W 4

What Happened

• Mark W. Begor, CEO and Director of Equifax (EFX), exercised 37,791 stock options at $112.46/share (cost ≈ $4.25M) on 2026-02-10, and received a grant of 33,278 shares (RSUs). That same day he sold roughly 39,550 shares in multiple open-market transactions that generated about $8.0M in gross proceeds. One disposition of 1,759 shares was reported as tax withholding. The exercise also shows a corresponding conversion/disposition of the derivative position for 37,791 option shares (reported at $0 in the filing).

Key Details

• Transaction date: February 10, 2026; Form 4 filed February 12, 2026 (appears timely).
• Option exercise: 37,791 shares at $112.46 each (paid ≈ $4,249,976).
• Grant/award: 33,278 shares recorded as acquired (RSUs) at $0.00.
• Open-market sales: ~39,550 shares sold across multiple trades; weighted-average prices in the ~$192.6–$203.9 range; total proceeds ≈ $8.0M.
• Tax withholding: 1,759 shares withheld/used to satisfy tax obligations (coded F).
• Notable footnotes: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted 10/28/2025 (F1). Several sale lines list weighted-average prices with per-trade price ranges provided in the filing (F3–F13). Option vesting referenced (F14).
• Shares owned after the transactions: not specified in the provided excerpt of the filing.

Context

• This appears to be a routine cashless exercise/sell pattern: the CEO exercised options, received shares (including RSUs), and sold many shares immediately in open-market trades (some to cover exercise/taxes). The 10b5-1 plan note indicates the sales were pre-arranged under an approved trading plan rather than opportunistic trades. These filings are factual disclosures and do not by themselves indicate insider sentiment.