ULS UL Solutions Inc.
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.
Actionable Insight
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.
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 | ||||
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Jun 12, 2026
4d ago
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Institutional Cluster
| $96.93 $96.99 | ▲ +0.06% | ▼ −1.70% | $95.33 (−1.65%) |
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Jun 11, 2026
5d ago
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Institutional Cluster
| $98.41 $96.93 | ▼ −1.50% | ▼ −2.04% | $95.33 (−3.13%) |
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Jun 3, 2026
13d ago
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8-K
| $99.20 $96.81 | ▼ −2.41% | ▲ +0.19% | $95.33 (−3.90%) |
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May 7, 2026
5w ago
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Insider Cluster
| $100.45 $98.86 | ▼ −1.59% | ▼ −0.36% | $95.33 (−5.10%) |
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May 5, 2026
6w ago
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8-K
| $104.74 $104.89 | ▲ +0.14% | ▼ −1.24% | $95.33 (−8.98%) |
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May 1, 2026
6w ago
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Insider Cluster
| $91.60 $90.10 | ▼ −1.64% | ▼ −1.30% | $95.33 (+4.07%) |
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Apr 13, 2026
9w ago
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8-K
| $89.52 $90.42 | ▲ +1.01% | ▲ +0.23% | $95.33 (+6.49%) |
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Apr 1, 2026
10w ago
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144
| $84.60 $84.07 | ▼ −0.63% | ▼ −1.10% | $95.33 (+12.68%) |
US Market Status
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