This is a routine CEO retention and performance incentive grant. No trading signal. Monitor future 10-Qs for the compensation expense recognition and any updates on performance metric achievement.
Price Chart
Executive Summary
UL Solutions granted CEO Jennifer Scanlon a special one-time award of 200,120 performance share units (PSUs) valued at $20 million, vesting over 3-5 years based on stock price and relative TSR hurdles. This is a routine compensation event with no immediate financial impact on the company's operations or fundamentals.
Key Facts
- CEO Jennifer Scanlon received a special one-time grant of 200,120 PSUs, valued at $20 million based on the closing price on the grant date.
- PSUs vest in 30%/30%/40% increments on the 3rd, 4th, and 5th anniversaries, contingent on continued employment.
- Stock price metric: 50-100% of PSUs earned if stock reaches $135.81-$181.08 (vs. baseline $90.54) between Dec 2028 and Jun 2031.
- Relative TSR metric: 60% of PSUs earned if ULS TSR is at or above the 55th percentile of the S&P 500 through Jun 2031.
- Award replaces incremental annual long-term incentive increases and does not vest upon retirement before vesting periods end.
Financial Impact
No immediate financial impact; $20 million in potential compensation expense spread over 5 years, subject to performance conditions.
Risk Factors
- Dilution from 200,120 PSUs if fully earned, representing ~0.1% of shares outstanding.
- If performance targets are not met, the award may be forfeited, reducing future compensation expense.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001901440-26-000019 |
| Document: 0001901440-26-000019-index-headers.html | 0001901440-26-000019 |
| Document: 0001901440-26-000019-index.html | 0001901440-26-000019 |
| Document: 0001901440-26-000019.txt | 0001901440-26-000019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 8w ago | 8-K | $78.34 $73.46 | ▼ −6.23% | ▼ −4.99% | $66.34 (−15.32%) |
Jun 12, 2026 16w ago | Institutional Cluster | $96.93 $87.27 | ▼ −9.97% | ▼ −11.75% | $66.34 (−31.56%) |
Jun 11, 2026 16w ago | Institutional Cluster | $98.41 $86.51 | ▼ −12.09% | ▼ −13.98% | $66.34 (−32.59%) |
Jun 3, 2026 17w ago | 8-K | $99.20 $96.99 | ▼ −2.23% | ▼ −0.86% | $66.34 (−33.13%) |
May 7, 2026 21w ago | Insider Cluster | $100.45 $96.93 | ▼ −3.51% | ▼ −2.65% | $66.34 (−33.96%) |
May 5, 2026 21w ago | 8-K | $104.74 $97.77 | ▼ −6.65% | ▼ −11.61% | $66.34 (−36.66%) |
May 1, 2026 22w ago | Insider Cluster | $91.60 $99.94 | ▲ +9.10% | ▲ +3.82% | $66.34 (−27.58%) |
Apr 13, 2026 24w ago | 8-K | $89.52 $97.73 | ▲ +9.17% | ▲ +2.88% | $66.34 (−25.89%) |
Apr 1, 2026 26w ago | 144 | $84.60 $90.49 | ▲ +6.96% | ▼ −2.91% | $66.34 (−21.58%) |
US Market Status
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