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Xylem Inc.·4

Mar 3, 4:53 PM ET

Grogan William K 4

4 · Xylem Inc. · Filed Mar 3, 2026

Research Summary

AI-generated summary of this filing

Updated

Xylem (XYL) CFO William Grogan Receives Stock Awards and Option Grant

What Happened

  • William K. Grogan, CFO of Xylem (XYL), received multiple equity awards and an option grant in early March 2026. On 2026-03-01/03-02 he was credited with vested performance-based shares (5,551; 4,583; 3,117) and an award of 5,116 restricted stock units, and was granted 18,228 non-qualified stock options.
  • Reported values: the performance-share vestings are reported at $128.98 per share (5,551 = $715,968; 4,583 = $591,115; 3,117 = $402,031). The option grant (18,228) is reported at $128.98/share = $2,351,047. One award of 5,116 shares was reported at $0 (see footnotes re: dividend reinvestment/RSU schedule).
  • To cover tax liabilities, 5,888 and 578 shares were withheld (reported as dispositions) at $128.98 each (total withheld value $759,434 + $74,550 = $833,984). Most activity is coded as A = award/grant; F = payment of tax liability (withholding).

Key Details

  • Transaction dates and reported prices: 2026-03-01 and 2026-03-02; price used in report $128.98 per share for valuing awards and withholdings (one RSU line reported at $0).
  • Total reported grant/vesting value: ~$4,060,161 (sum of reported acquisition values). Tax-withholding shares totaled 6,466 shares ($833,984), leaving net value retained per the report of roughly $3.23M.
  • Shares owned after the transactions: Not provided in the supplied filing details.
  • Notable footnotes: PSUs vested for Total Shareholder Return, Adjusted EBITDA, and Revenue (F1–F4); dividend reinvestment included additional shares (F2); RSUs and NQSO grants vest in one‑third increments on March 1, 2027/2028/2029 (F5, F8); withheld shares paid tax liabilities (F6, F7).
  • Filing timing: Form 4 was filed 2026-03-03 reporting activity through 2026-03-02; this appears to be timely (filed within the SEC’s short reporting window).

Context

  • These are company awards and option grants (A) and tax-withholding disposals (F), not open‑market purchases or opportunistic sales. Awards and option grants are common components of executive compensation and often follow multi-year performance/vesting schedules.
  • The 18,228-item entry is a grant of non‑qualified stock options (derivative award) subject to future vesting; it does not represent immediately tradable shares unless/after options vest and are exercised.
  • Tax-withholding via share retention is routine and should not be read as an active “sale” decision for liquidity or sentiment signals.

Insider Transaction Report

Form 4
Period: 2026-03-01
Xylem Inc.XYL
Grogan William K
EVP & Chief Financial Officer
Transactions
  • Award

    Common Stock

    [F1][F2]
    2026-03-01$128.98/sh+5,551$715,968→ 33,801 total
  • Award

    Common Stock

    [F3]
    2026-03-01$128.98/sh+4,583$591,115→ 38,384 total
  • Award

    Common Stock

    [F4]
    2026-03-01$128.98/sh+3,117$402,031→ 41,501 total
  • Award

    Common Stock

    [F5]
    2026-03-02+5,116→ 46,617 total
  • Tax Payment

    Common Stock

    [F6]
    2026-03-02$128.98/sh−5,888$759,434→ 40,729 total
  • Tax Payment

    Common Stock

    [F7]
    2026-03-02$128.98/sh−578$74,550→ 40,151 total
  • Award

    Non-Qualified Stock Option (Right to Buy)

    [F8]
    2026-03-02$128.98/sh+18,228$2,351,047→ 18,228 total
    Exercise: $128.98Exp: 2036-03-02→ Common Stock (18,228 underlying)
Footnotes (8)
  • [F1]Reflects the acquisition of 5,551 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Total Shareholder Return.
  • [F2]Includes additional shares due to dividend reinvestment.
  • [F3]Reflects the acquisition of 4,583 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Adjusted EBITDA.
  • [F4]Reflects the acquisition of 3,117 shares of common stock upon vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to Revenue.
  • [F5]Reflects an award of restricted stock units pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one third increments on March 1, 2027, March 1, 2028 and March 1, 2029.
  • [F6]Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of performance-based stock units granted on March 1, 2023 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24 2016).
  • [F7]Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of restricted stock units granted on March 1, 2024 (578) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016).
  • [F8]Reflects an award of non-qualified stock options pursuant to the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016) that are scheduled to vest in one-third increments on March 1, 2027, March 1, 2028 and March 1, 2029.
Signature
/s/ Mike Nazario, by power of attorney for William K. Grogan|2026-03-03

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT