Kelly Stephen Montgomery 4

What Happened

• Kelly Stephen Montgomery, EVP & Chief HR Officer of Resideo Technologies (REZI), was granted two awards totaling 63,680 shares (11,132 and 52,548 shares) on Feb 13, 2026 (reported at $0.00 per share). To cover tax obligations, 22,612 shares were surrendered/disposed across Feb 12–14, 2026: 2,244 shares at $36.28 ($81,424), 17,950 shares at $35.98 ($645,931), and 2,418 shares at $35.98 ($87,012). The total value of shares surrendered for taxes was about $814,367. The awards are acquisitions (A) and the share disposals are tax-withholding events (F), which are routine.

Key Details

• Transaction dates and prices:
  • 2026-02-12: 2,244 shares withheld at $36.28 — $81,424 (F)
  • 2026-02-13: Award of 11,132 shares at $0.00 (A)
  • 2026-02-13: Award of 52,548 shares at $0.00 (A)
  • 2026-02-13: 17,950 shares withheld at $35.98 — $645,931 (F)
  • 2026-02-14: 2,418 shares withheld at $35.98 — $87,012 (F)
• Total awarded: 63,680 shares. Total surrendered/disposed for taxes: 22,612 shares valued at ~$814,367.
• Footnote: Includes 461 shares acquired pursuant to the issuer's employee stock purchase plan (per filing).
• Shares owned after transaction: not specified in the provided summary — see the full Form 4 for post-transaction holdings.
• Filing: Form 4 was filed on 2026-02-18 for transactions dated 2026-02-12 through 2026-02-14. This appears to be one day late (Form 4s are generally due within two business days; 2/16/2026 was Presidents' Day, making 2/17 the due date).

Context

• The awards were reported at $0.00, consistent with restricted stock/RSU grants or similar equity awards. The disposals are tax-withholding events (code F), meaning shares were surrendered to cover tax obligations — a routine administrative step rather than an open-market sale expressing sentiment.
• For retail investors: purchases/awards indicate the company granted equity to an executive, while the share surrenders are standard for tax payment and shouldn't be read as a directional bet by the insider.