West Kenneth J 4

What Happened

• Kenneth J. West, President and CEO, ESS at Honeywell International (HON), had restricted stock units (RSUs) vest on February 16, 2026 that converted into 698 shares of common stock. To satisfy tax withholding, 348 shares were surrendered/withheld at $241.09 per share, generating $83,899 in withholding proceeds. The vesting/conversion is reported as a derivative exercise/conversion (code M) and the withholding as a tax payment (code F).

Key Details

• Transaction date: February 16, 2026; Form 4 filed February 18, 2026 (timely filing).
• Vesting/conversion: 698 RSUs converted to common stock (reported as M). No exercise price reported for the conversion.
• Tax withholding: 348 shares withheld/disposed at $241.09 each for $83,899 (reported as F).
• Shares owned after transaction: Not specified in the filing.
• Notable footnotes: RSUs were adjusted for the Solstice Advanced Materials spin-off (Oct 30, 2025); the instrument converts one-for-one to common stock; 29 RSUs reflect reinvested dividend equivalents; RSUs were granted under the 2016 Stock Incentive Plan and vest 33%/33%/34% on Feb 16, 2026/2027/2028.
• No indication of a 10b5-1 plan or a gift; withholding for taxes is routine.

Context

• This was primarily a vesting/award event (receipt of shares), not an open-market purchase or an intentional sale for investment reasons. The withholding of shares to cover tax obligations is common upon vesting and should be viewed as a routine administrative disposition rather than a directional bet on the stock.