Bohley G Frederick 4
4 · Allison Transmission Holdings Inc · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
Allison (ALSN) President/COO Frederick Receives Award; 7,580 Shares Withheld
What Happened
- G. Frederick, President & Business Unit Leader of Allison Transmission and Chief Operating Officer, had performance-based restricted stock units (PSUs) settle on 2026-02-28. The PSUs converted into 17,101 shares of ALSN common stock.
- To satisfy tax-withholding obligations, 7,580 of those shares were withheld at $125.30 per share for a withholding value of $949,774. The insider received a net 9,521 shares. (At the same $125.30 price, 17,101 shares would be worth roughly $2.14M.)
Key Details
- Transaction date: 2026-02-28; Form 4 filed: 2026-03-03.
- Actions reported: conversion/settlement of PSUs (derivative exercise/settlement) and share withholding to pay taxes.
- Withheld shares: 7,580 shares withheld at $125.30 = $949,774.
- Net shares delivered to insider: 9,521 (17,101 settled − 7,580 withheld).
- Footnotes: F1 = settlement of performance-based RSUs granted Feb 22, 2023; F2 = shares withheld to satisfy tax withholding.
- Shares owned after the transaction: not specified in the excerpt provided on this filing.
Context
- This was a routine PSU vesting/settlement, not an open-market purchase or discretionary sale. The withholding of shares to cover taxes is common and does not necessarily signal a change in the insider’s view of the company.
- The Form 4 shows derivative conversion entries (code M) corresponding to the PSUs converting into stock and a tax-withholding disposition (code F). No cash sale of shares on the open market was reported in this filing.
Insider Transaction Report
Form 4
Bohley G Frederick
See Remarks
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-02-28+17,101→ 120,165 total - Tax Payment
Common Stock
[F2]2026-02-28$125.30/sh−7,580$949,774→ 112,585 total - Exercise/Conversion
Performance Stock Units
[F1]2026-02-28−17,101→ 0 total→ Common Stock (17,101 underlying)
Holdings
- 360(indirect: By Spouse)
Common Stock
Footnotes (2)
- [F1]Settlement of performance-based restricted stock units ("PSUs") granted on February 22, 2023. Each PSU represents a contingent right to receive one share of Allison Transmission Holdings, Inc. ("ALSN") common stock.
- [F2]Represents shares withheld by ALSN to satisfy tax withholding obligations on the vesting of PSUs.
Signature
/s/ Preston B. Ray, attorney-in-fact|2026-03-03