AG真人官方

Form 4 filing for Intuit Inc. (INTU) 鈥� filed 07/03/2025 details equity transactions by Mark P. Notarainni, EVP of the Consumer Group.

• RSU vesting (Transaction Code 鈥淢鈥�): On 07/01/2025 four tranches of restricted stock units converted 1-for-1 into 2,068 common shares (179 + 227 + 314 + 1,348) at a stated price of $0.
• Tax withholding (Code 鈥淔鈥�): 921.103 shares were automatically sold back to the company at $787.63 to cover statutory taxes, leaving 1,166.114 shares outstanding.
• Open-market sale (Code 鈥淪鈥�): On 07/02/2025, the executive sold 1,146.897 shares under a previously adopted Rule 10b5-1 trading plan at a weighted-average price of $773.8992 (individual trades ranged $773.00鈥�$773.90).
• Post-transaction ownership: Holdings fell to 19.217 directly owned shares, indicating a net disposition of virtually the entire position acquired from the RSU vesting.
• The filing cites the fair-market value reference for the tax sale and confirms that RSUs have no expiration; they vest or are forfeited.

No other derivative instruments remain; the reporting person鈥檚 remaining RSU balance decreased from 7,465 to 4,041 units.

Because the majority of recently vested shares were sold, investors may view the activity as insider profit-taking, although the sale was pre-scheduled under a 10b5-1 plan.

Investar Holding Corp. (ISTR) 鈥� Insider Form 4 filing

Director Julio A. Melara reported an insider purchase on 07/01/2025. He acquired 25 shares of the company’s Series A Non-cumulative Perpetual Convertible Preferred Stock at $1,000 per share, representing an aggregate investment of $25,000. Each preferred share is immediately convertible into roughly 47.62 common shares (total 鈮� 1,190.48 shares). The preferred stock has no expiration date, and the transaction was coded “A” (acquisition) and recorded as direct ownership. No sales or non-derivative equity transactions were disclosed. While the dollar amount is small relative to Investar’s market value, the purchase adds a modestly positive insider-confidence signal for shareholders.

BlackRock Enhanced Equity Dividend Trust (BDJ) director Arthur Philip Steinmetz reported an internal compensation transaction on Form 4 dated 07/01/2025. He acquired 741.42 Performance Rights through the BlackRock Deferred Compensation Plan. Each right mirrors the cash value of one BDJ common share and will be 100 % cash-settled at a future deferral date chosen by the director, so no BDJ shares will be issued or retired. After this award, Steinmetz now holds 5,880.43 Performance Rights, all recorded as direct beneficial ownership. The filing shows no open-market purchases, sales, or option exercises, and it does not affect BDJ鈥檚 share count, capital structure, or operations. As such, the event appears to be a routine compensation-related accrual with limited market impact.

On 07/01/2025, Moelis & Company (MC) filed a Form 4 reporting equity awards to non-employee director Laila Worrell. The filing discloses two acquisitions of restricted stock units (RSUs):

• 1,681 2025 Annual RSUs that vested immediately on the grant date; settlement is scheduled within 60 days after 07/01/2027.
• 1,841 2025 Elective RSUs that vest in four equal quarterly tranches through 07/01/2026; each tranche settles within 60 days of vesting.

Each RSU converts into one share of Class A common stock. The awards were valued at an average share price of $62.45, calculated from the five trading days ended 06/30/2025. No shares were sold or transferred, and all ownership is reported as direct. Following the grants, Worrell beneficially owns 3,522 RSUs, modestly increasing insider equity and reinforcing alignment with shareholder interests. The overall dilution potential is immaterial relative to the company鈥檚 outstanding share count, making this a routine compensation-related disclosure rather than a market-moving event.

Asana, Inc. (ASAN) 鈥� Form 4 insider transaction: President, CEO, Chair and co-founder Dustin A. Moskovitz disclosed the open-market purchase of 450,000 Class A shares over two sessions.

• July 1 2025: 225,000 shares at a volume-weighted average price of $13.5838.
• July 2 2025: 225,000 shares at a volume-weighted average price of $13.6065.

Total cash outlay is roughly $6.12 million. The purchases were executed under a Rule 10b5-1 trading plan adopted on Sept 5 2024, indicating they were pre-scheduled and not reactive to near-term information.

After the transactions, Moskovitz directly owns 51,936,191 Class A shares and indirectly controls 4,147,046 additional shares through a trust, for an aggregate beneficial interest of about 56.1 million shares. No derivative securities were reported.

Large, recurring insider buying by a founder-CEO who already holds a double-digit ownership stake can signal long-term confidence and may be interpreted positively by investors. However, because the trades are under a pre-arranged plan, the signaling effect is somewhat muted compared with discretionary purchases.

SEC Form 4 highlights for FirstEnergy Corp. (FE)

Director John W. Somerhalder II disclosed the purchase of 1,055 common shares on 07/01/2025 under the company鈥檚 2020 Incentive Compensation Plan at a stated price of $40.26 per share. The transaction lifts his direct ownership to 157,113.751 shares. In addition, he maintains an indirect holding of approximately 735.5778 shares through FirstEnergy鈥檚 401(k) Savings Plan, which includes dividend-reinvestment and company-match features.

No derivative securities were reported, and no dispositions occurred. The Form 4 was signed by attorney-in-fact Mary M. Swann on 07/03/2025.

PNC Financial Services Group (PNC) 鈥� Form 4 insider transaction. Director Richard J. Harshman reported the acquisition of 119 phantom stock units on 01 July 2025 at an implied price of $192.52 per unit (鈮� $23,000 in value). The units were credited to the issuer鈥檚 Deferred Compensation Plan; each phantom unit is economically equivalent to one share of PNC common stock but will be settled in cash at distribution. After the transaction, Harshman beneficially owns 2,032 phantom stock units indirectly and 8,635 deferred stock units (DSUs) directly under the Directors Deferred Stock Unit Program, both of which accrue dividend-equivalent units. No shares of common stock were bought or sold on the open market, and no derivatives were exercised or expired. The filing indicates continued, albeit modest, accumulation of equity-linked compensation by a non-executive director rather than a discretionary market purchase, suggesting limited near-term signaling value for public shareholders.

GeneDx Holdings Corp. (WGS) 鈥� Form 4 insider transaction

Chief Financial Officer Kevin Feeley disclosed the sale of 1,344 Class A common shares on 1 July 2025 under a pre-arranged Rule 10b5-1 trading plan adopted on 21 Aug 2024. The shares were sold in two blocks:

• 998 shares at a weighted-average price of $90.8621 (谤补苍驳别&苍产蝉辫;$90.366鈥�$91.2988)
• 346 shares at a weighted-average price of $91.8811 (谤补苍驳别&苍产蝉辫;$91.44鈥�$92.44)

After the transactions, Feeley鈥檚 direct ownership declined from 7,771 to 7,425 shares. At the reported prices, aggregate proceeds are roughly $122,500. No derivative transactions were reported.

The filing represents a ~17% reduction in Feeley鈥檚 directly-held shares and is relatively small in absolute dollar terms. Because the sales were executed pursuant to a 10b5-1 plan, they do not necessarily indicate a change in the executive鈥檚 outlook; however, investors often monitor insider activity as a sentiment gauge.

Insider activity overview: On 07/02/2025 ZimVie Inc. (ZIMV) filed a Form 4 indicating that independent director Richard Kuntz acquired 1,340.909 Deferred Share Units (DSUs) on 06/30/2025 under the company鈥檚 Deferred Compensation Plan for Non-Employee Directors.

鈥� Economic terms: Each DSU is economically equivalent to one share of ZimVie common stock (1-for-1 conversion). The filing lists a reference price of $9.35 but the footnote clarifies the award settles in cash once board service ends.

鈥� Post-transaction holdings: Kuntz now beneficially owns 12,410.656 DSUs; no open-market purchases or sales of common shares were reported. Ownership remains direct, and no derivative instruments with an expiration schedule were created.

鈥� Materiality assessment: The transaction represents routine non-cash director compensation and does not alter ZimVie鈥檚 capital structure or cash flows. Therefore, it is considered neutral for near-term valuation but it modestly aligns director incentives with shareholder performance over time.