SEC Filing Analysis: Baker Hughes Co (BKR)

Executive Summary

• Trading Significance: Low
• Key Takeaway: Routine vesting of performance share units with automatic tax withholding; no discretionary trading occurred.
• Market Impact: Neutral - This is a compensation event, not a market signal.

Company Information

Field	Value
Company	Baker Hughes Co
Ticker Symbol	BKR
CIK	0001701605
Industry	Oil & Gas Machinery & Equipment

Insider Information

Field	Value
Name	BORRAS MARIA C
CIK	0001588503
Title/Position	Chief Growth & Experience Ofcr
Relationship	Officer

Transaction Details

Field	Value
Form Type	4
Transaction Date	2026-03-08
Transaction Code	F (Payment of Exercise Price/Tax)
Security Type	Class A Common Stock
Shares Disposed	39,336
Price Per Share	$60.10
Total Value	$2,364,094
Shares Owned After	152,661
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$2,364,094
% of Market Cap	0.004%
Shares Transacted	39,336
% of Shares Outstanding	0.004%
Post-Transaction Ownership	152,661 shares (0.015% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: For a Large Cap company ($59.11B), a $2.3M transaction is negligible.
• Ownership Concentration: The insider holds a minor stake relative to the 988M shares outstanding.
• Transaction Significance: The transaction volume is statistically insignificant relative to the float.

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: The transaction involves Code 'F' (Tax Withholding) and Code 'A' (Grant). The insider actually increased their net position by over 60,000 shares after the vesting event. This is not a bearish sell signal.

Volume & Sentiment

• Expected Volume Impact: None.
• Sentiment Indicator: Neutral.

Additional Context

Transaction Notes

• Nature of Trade: The reporting person acquired 99,962 shares via PSU vesting (Code A) and disposed of 39,336 shares (Code F) to pay taxes.
• Net Position: The insider's direct holdings increased from the pre-transaction level to 152,661 shares.
• Footnotes: Shares represent PSUs granted in 2023 for the performance period ending Dec 31, 2025.