Baldwin Marisa 4
4 · AMERICAN EAGLE OUTFITTERS INC · Filed Apr 1, 2026
Research Summary
AI-generated summary of this filing
AEO EVP Marisa Baldwin Receives RSUs; 2,113 Shares Withheld
What Happened
Marisa Baldwin, EVP and CHRO of American Eagle Outfitters (AEO), had restricted stock units and associated dividend equivalent rights vest on March 30, 2026. The filing reports the conversion/exercise of derivative awards totaling 4,138 shares into common stock. To cover tax withholding on the vesting, 2,113 shares were surrendered at an implied value of $16.09 per share, totaling $33,998. The transactions were reported on a Form 4 filed April 1, 2026.
Key Details
- Transaction date: 2026-03-30; Form 4 filed: 2026-04-01 (timely filing).
- Converted/exercised (code M): 4,138 shares (derivative/award conversion).
- Tax withholding (code F): 2,113 shares withheld/disposed at $16.09/share for $33,998.
- Two other M-coded entries list 341 and 3,797 shares as derivative disposals at $0.00 (these reflect conversion/settlement reporting in the filing).
- Shares owned after the reported transactions: not specified in the filing.
- Footnotes: dividend equivalent rights accrued on RSUs (each equals one share); RSUs represent the right to receive one share each and vest in three equal annual installments beginning one year after grant.
Context: These were award/vesting-related transactions (not open-market purchases or discretionary sales). The conversion/settlement and withholding are routine compensation mechanics — exercise/settlement of RSUs and associated dividend equivalents with shares surrendered to satisfy tax obligations.
Insider Transaction Report
- Exercise/Conversion
Common Stock, without par value
2026-03-30+4,138→ 50,123 total - Tax Payment
Common Stock, without par value
2026-03-30$16.09/sh−2,113$33,998→ 48,010 total - Exercise/Conversion
Dividend Equivalent Rights
[F1]2026-03-30−341→ 865 total→ Common Stock, without par value (341 underlying) - Exercise/Conversion
Restricted Stock Unit
[F2][F3]2026-03-30−3,797→ 0 totalExp: 2026-03-30→ Common Stock, without par value (3,797 underlying)
Footnotes (3)
- [F1]The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of American Eagle Outfitters common stock.
- [F2]Each restricted stock unit represents a contingent right to receive one share of American Eagle Outfitters common stock.
- [F3]The restricted stock units vest in three equal annual installments beginning on the first anniversary of the date of grant.