Xylem Inc. Files Initial Statement of Beneficial Ownership (Form 3) for New CFO Andrea Michele van der Berg

Initial Statement of Beneficial Ownership (Form 3) Analysis

Executive Overview:

• Insider: Andrea Michele van der Berg
• Role: Executive Vice President & Chief Financial Officer
• Company: Xylem Inc. ($XYL)
• Filing Date: September 1, 2026
• Event Date: September 1, 2026

Non-Derivative Holdings:

• Direct Common Stock: 1,085 shares owned directly following previous vestings.
• Restricted Stock Units (RSUs): 7,913 RSUs scheduled to vest across multiple dates through June 2031.
• Total Non-Derivative Position: 8,998 shares / units.

Derivative Holdings (Stock Options):

• Total Options: 11,928 options right-to-buy common stock across various tranches:
  • 1,688 options at $128.98 (Exp. 2036-03-02)
  • 1,184 options at $129.67 (Exp. 2035-03-05)
  • 1,157 options at $127.94 (Exp. 2034-03-01)
  • 1,290 options at $101.09 (Exp. 2033-03-01)
  • 2,014 options at $86.76 (Exp. 2032-03-01)
  • 1,616 options at $102.23 (Exp. 2031-03-01)
  • 2,979 options at $63.55 (Exp. 2030-02-27)

Market Implications:

• This filing is an initial baseline disclosure under Section 16(a) following the reporting person's appointment or designation as CFO.
• As no open-market purchase or sale occurred, the direct market sentiment impact is neutral.