Poe David L Jr 4

What Happened

• David L. Poe Jr., EVP & Chief Merchant of US Foods (USFD), had 1,715 shares withheld to cover tax obligations tied to the vesting of restricted stock units. On 2026-03-24, 894 shares were withheld at $91.13 per share ($81,470). On 2026-03-25, 821 shares were withheld at $92.48 per share ($75,926). Total value of the withheld shares ≈ $157,396.
• This was a routine tax-withholding disposition (not an open-market sale or a new purchase).

Key Details

• Transaction dates and prices:
  • 2026-03-24: 894 shares @ $91.13 = $81,470 (withheld)
  • 2026-03-25: 821 shares @ $92.48 = $75,926 (withheld)
• Total shares withheld: 1,715; total value ≈ $157,396.
• Shares owned after the transactions: not provided in the excerpt of the filing.
• Footnote: F1 — withholding of shares to satisfy tax obligations in connection with the vesting of restricted stock units.
• Filing: Form 4 filed 2026-03-26; appears to have been filed timely following the Mar 24–25 transactions.

Context

• This is a "sell-to-cover" style withholding to pay taxes on vested RSUs, a common and routine corporate practice that does not necessarily indicate the insider's market view.
• These were not discretionary open-market sales by the insider; rather, the company withheld vested shares to satisfy tax withholding requirements.