DELTA AIR LINES, INC.·4

Feb 3, 4:30 PM ET

Bastian Edward H 4

4 · DELTA AIR LINES, INC. · Filed Feb 3, 2026

Research Summary

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Delta CEO Ed Bastian Sells Shares to Cover Tax Withholding

What Happened
Ed Bastian, CEO of Delta Air Lines (DAL), had a total of 22,191 shares disposed/withheld on January 30, 2026 to satisfy tax withholding obligations tied to vested restricted stock. The filing reports 13,590 shares withheld at $65.89 each for $895,445 and 8,601 shares withheld at $65.89 each for $566,720 — about $1.46 million in aggregate. This was a tax-withholding event (routine), not an open-market directional sale.

Key Details

  • Transaction date: January 30, 2026. Price used: $65.89 per share.
  • Share counts and amounts: 13,590 shares ($895,445) and 8,601 shares ($566,720); total 22,191 shares (~$1.46M).
  • Reason: Shares withheld to pay tax liabilities on vested restricted stock awards (2024 and 2025 LTIP grants). Marked with filing code F (tax withholding).
  • Footnotes: Withholding was approved by Delta’s Personnel & Compensation Committee and is exempt from Section 16(b) under Rules 16b-3(d)(1) and 16b-3(e). Because the vesting date fell on Sunday, Feb 1, 2026, the number withheld was based on Delta’s closing price on the preceding business day (Jan 30, 2026).
  • Shares owned after transaction: Not stated in the provided filing excerpt.
  • Filing timeliness: Report filed Feb 3, 2026 (timely relative to the transaction and reporting rules).

Context
This was a tax-withholding disposition tied to restricted stock vesting — a routine administrative event rather than a discretionary sale on the open market. Such withholdings are common when equity awards vest and do not necessarily indicate the insider’s view on the company’s stock.

Insider Transaction Report

Form 4
Period: 2026-01-30
Bastian Edward H
DirectorChief Executive Officer
Transactions
  • Tax Payment

    Common Stock

    [F1]
    2026-01-30$65.89/sh13,590$895,445619,233 total
  • Tax Payment

    Common Stock

    [F2]
    2026-01-30$65.89/sh8,601$566,720610,632 total
Footnotes (2)
  • [F1]Shares withheld for payment of tax liability upon vesting of a portion of the restricted stock award granted on February 7, 2024 under Delta's 2024 long-term incentive program. This withholding was approved by the Personnel & Compensation Committee of Delta's Board of Directors (the "Committee") and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rules 16b-3(d)(1) and 16b-3(e). In light of the restricted common stock vesting date (Sunday, February 1, 2026) occurring on a weekend, the number of shares withheld for payment of tax liability was based upon Delta's closing stock price on Friday, January 30, 2026, the immediately preceding business day.
  • [F2]Shares withheld for payment of tax liability upon vesting of a portion of the restricted stock award granted on February 5, 2025 under Delta's 2025 long-term incentive program. This withholding was approved by the Committee and is exempt from Section 16(b) of the Securities Exchange Act of 1934 under Rules 16b-3(d)(1) and 16b-3(e). In light of the restricted common stock vesting date (Sunday, February 1, 2026) occurring on a weekend, the number of shares withheld for payment of tax liability was based upon Delta's closing stock price on Friday, January 30, 2026, the immediately preceding business day.
Signature
/s/ Alan T. Rosselot as attorney-in-fact for Edward H. Bastian|2026-02-03

Documents

1 file
  • 4
    ownership.xmlPrimary