Waldron Jason 4
4 · Liberty Global Ltd. · Filed Mar 17, 2026
Research Summary
AI-generated summary of this filing
Liberty Global (LBTY) SVP Jason Waldron Receives Awards, Withholds Shares
What Happened
Jason R. Waldron, Senior Vice President & Chief Accounting Officer of Liberty Global Ltd. (LBTY), was issued performance-based awards and had shares withheld to cover tax obligations. The filing shows two award issuances of 7,863 shares each (total 15,726 shares) on March 13, 2026, following the 2023 Ventures Incentive Plan performance period. To satisfy tax withholding, two separate dispositions of 3,441 shares each occurred the same day at $12.18 and $11.91 per share, producing proceeds of $41,911 and $40,982 respectively (total ≈ $82,893).
Key Details
- Transaction date: March 13, 2026; Form 4 filed March 17, 2026 (appears timely).
- Awards: Two grants of 7,863 shares each (total 15,726) issued after the 2023 performance period ended Dec 31, 2025 (see footnote F1).
- Withholding disposals: 3,441 shares @ $12.18 (proceeds $41,911) and 3,441 shares @ $11.91 (proceeds $40,982); total withheld = 6,882 shares, total proceeds ≈ $82,893.
- Holdings: Shares are held by the Jason R. Waldron Revocable Trust; the filing does not state post-transaction total holdings (see footnote F2).
- Codes: "A" = award/acquisition; "F" = shares surrendered/withheld for taxes. Not an open-market sale or purchase.
Context
This transaction reflects vesting/issuance of performance awards and routine tax-withholding (a common net-share settlement), rather than an open-market investment decision. Footnote F1 confirms the shares were issued at the discretion of the compensation committee after the three-year performance period; footnote F2 shows the shares are held in the insider's revocable trust.
Insider Transaction Report
- Award
Class A Common Shares
[F1][F2]2026-03-13+7,863→ 16,246 total(indirect: By Trust) - Tax Payment
Class A Common Shares
[F2]2026-03-13$12.18/sh−3,441$41,911→ 12,805 total(indirect: By Trust) - Award
Class C Common Shares
[F1][F2]2026-03-13+7,863→ 19,447 total(indirect: By Trust) - Tax Payment
Class C Common Shares
[F2]2026-03-13$11.91/sh−3,441$40,982→ 16,006 total(indirect: By Trust)
- 7,941
Class A Common Shares
- 7,941
Class C Common Shares
Footnotes (2)
- [F1]The shares (subject to applicable tax withholding) were issued to the Reporting Person at the discretion of the Issuer's compensation committee following the completion of the three-year performance period of the Issuer's 2023 Ventures Incentive Plan, which performance period began on January 1, 2023 and ended on December 31, 2025.
- [F2]Shares are held by the Jason R. Waldron Revocable Trust, of which the Reporting Person is the trustee.