Jones Marie L. 4
Research Summary
AI-generated summary
Heartflow (HTFL) Chief Accounting Officer Marie L. Jones Sells 567 Shares
What Happened
- Marie L. Jones, Heartflow's Chief Accounting Officer, had a total of 567 shares disposed as tax withholding related to vested restricted stock units (RSUs). The issuer retained 485 shares on 2026-05-06 at $30.29 ($14,691) and 82 shares on 2026-05-07 at $29.98 ($2,458), for a combined value of approximately $17,149.
- This was a withholding/net-settlement transaction to satisfy tax obligations (routine), not an open-market sale or a purchase.
Key Details
- Transaction dates and prices:
- 2026-05-06: 485 shares withheld at $30.29 each = $14,691
- 2026-05-07: 82 shares withheld at $29.98 each = $2,458
- Total shares withheld: 567; total value: ≈ $17,149.
- Shares owned after transaction: Not specified in the Form 4 filing.
- Footnote: F1 indicates the issuer retained shares to satisfy income tax withholding and remittance for vested RSUs.
- Filing: Reported on Form 4 with accession 0001464521-26-000063, filed 2026-05-08 for transactions on 2026-05-06/07 — appears timely (not marked late).
Context
- This was a tax-withholding/net settlement related to RSU vesting (transaction code F), a common administrative action that does not necessarily signal a change in the insider’s market view. It differs from an open-market sale because shares were retained by the company to cover withholding rather than sold on the market.