Cho Albert 4
4 · Xylem Inc. · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
Xylem (XYL) EVP Albert Cho Receives Awards, Sells Shares
What Happened
- Albert Cho, Executive VP, Strategy at Xylem (XYL), received multiple equity awards on March 1–2, 2026 and had shares withheld to cover tax obligations. Awards include performance-based stock units (PSUs), restricted stock units (RSUs), and a non‑qualified stock option grant (derivative). Total acquisition value shown ~$958,063; tax-withheld share disposals totaled 2,276 shares worth about $293,559.
- Specifics: 1,311 PSUs (TSR) @$128.98 = $169,093; 1,082 PSUs (Adjusted EBITDA) @$128.98 = $139,556; 735 PSUs (Revenue) @$128.98 = $94,800; 587 PSUs (ESG) @$128.98 = $75,711; 1,042 RSUs @$0.00 (award scheduled to vest later); and a derivative award of 3,713 non‑qualified stock options valued at $478,903 (per filing). To cover tax liabilities, 1,610 + 295 + 371 = 2,276 shares were withheld (total ~$293,559).
Key Details
- Transaction dates/prices: March 1–2, 2026; per‑share reference price $128.98 for vested awards and option valuation shown at same price.
- Withheld/disposed shares (tax withholding): 1,610 shares ($207,658), 295 shares ($38,049), 371 shares ($47,852) — all reported as code F (tax withholding).
- Award types and footnotes:
- F1/F3/F4/F5: PSUs vested upon achievement of TSR, Adjusted EBITDA, Revenue and ESG criteria (grants from 2021 and 2023).
- F6: RSUs awarded that vest in one‑third increments on March 1, 2027–2029.
- F10: Non‑qualified stock options granted that vest in one‑third increments on March 1, 2027–2029 (derivative).
- F2: includes dividend reinvestment where applicable; F7–F9 explain which awards’ vesting triggered the withholding.
- Shares owned after transaction: not specified in the provided excerpt of the Form 4.
- Filing timeliness: Form filed March 3, 2026 covering transactions on March 1–2, 2026 (appears timely under Form 4 rules).
Context
- These transactions are primarily award vestings and new option/RSU grants rather than open‑market purchases or discretionary sales. The only “sales” reported are share withholdings to satisfy tax obligations (routine for vesting events), reported with code F.
- The derivative line (3,713 shares) represents option awards (not an exercise/sale); options are scheduled to vest in future years — not immediate exercised sales.
- For retail investors: award vestings and tax‑withholdings are common executive compensation mechanics and do not necessarily signal the insider’s market view.
Insider Transaction Report
Form 4
Xylem Inc.XYL
Cho Albert
EVP, Strategy
Transactions
- Tax Payment
Common Stock
[F7]2026-03-02$128.98/sh−1,610$207,658→ 17,254 total - Award
Common Stock
[F1][F2]2026-03-01$128.98/sh+1,311$169,093→ 15,418 total - Award
Common Stock
[F3]2026-03-01$128.98/sh+1,082$139,556→ 16,500 total - Award
Common Stock
[F4]2026-03-01$128.98/sh+735$94,800→ 17,235 total - Award
Common Stock
[F5]2026-03-01$128.98/sh+587$75,711→ 17,822 total - Award
Common Stock
[F6]2026-03-02+1,042→ 18,864 total - Tax Payment
Common Stock
[F8]2026-03-02$128.98/sh−295$38,049→ 16,959 total - Tax Payment
Common Stock
[F9]2026-03-02$128.98/sh−371$47,852→ 16,588 total - Award
Non-Qualified Stock Options (Right to Buy)
[F10]2026-03-02$128.98/sh+3,713$478,903→ 3,713 totalExercise: $128.98Exp: 2036-03-02→ Common Stock (3,713 underlying)
Footnotes (10)
- [F1]Reflects the acquisition of 1,311 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.
- [F10]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.
- [F2]Includes additional shares due to dividend reinvestment.
- [F3]Reflects the acquisition of 1,082 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 735 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 the acquisition of 587 shares of common stock upon vesting of performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016), upon achievement of performance criteria related to ESG performance.
- [F6]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.
- [F7]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).
- [F8]Reflects the withholding of shares of common stock to pay the tax liability incident to the vesting of ESG performance-based stock units granted on March 1, 2021 under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February, 24, 2016).
- [F9]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, 2023 (207) and March 1, 2024 (164) under the Xylem 2011 Omnibus Incentive Plan (Amended and Restated February 24, 2016).
Signature
/s/ Mike Nazario, by power of attorney for Albert Cho|2026-03-03