Disney Sr EVP Paul Roeder Files Initial Ownership Report (Form 3)
Walt Disney Co
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Filing Summary
Disney Sr EVP Paul Roeder Files Initial Ownership Report (Form 3)
Company: Walt Disney Co (DIS) Form: 3 (Initial Statement) | Filed: 2026/03/20 Significance: Low
Insider: Roeder Paul M Title: Sr EVP and Chief Comm Officer | Relationship: Officer
Filing Details: • Type: Initial Statement of Beneficial Ownership • Direct Shares Reported: 2 • Derivative Holdings: Extensive list of Stock Options and RSUs disclosed
Key Insight: Routine filing establishing initial reporting status for the Senior EVP and Chief Communications Officer. No open market trading activity occurred.
Market Context: Filing is administrative in nature, disclosing existing equity compensation packages upon becoming a Section 16 officer.
Comprehensive Analysis
SEC Filing Analysis: Walt Disney Co (DIS)
Executive Summary
- Trading Significance: Low
- Key Takeaway: New Section 16 Officer (Sr EVP/CCO) Paul Roeder files initial statement of beneficial ownership.
- Market Impact: Neutral/None. This is an administrative filing.
Company Information
| Field | Value |
|---|---|
| Company | Walt Disney Co |
| Ticker Symbol | DIS |
| CIK | 0001744489 |
| Market Cap | $175.89 Billion |
Insider Information
| Field | Value |
|---|---|
| Name | Roeder Paul M |
| CIK | 0002121555 |
| Title/Position | Sr EVP and Chief Comm Officer |
| Relationship | Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 3 (Initial Statement) |
| Filing Date | 2026/03/20 |
| Transaction Code | None (Initial Holding Report) |
| Security Type | Disney Common Stock & Derivatives |
| Shares Owned | 2 (Common Stock) |
| Ownership Type | Direct |
Financial Impact Assessment
Transaction Materiality
- Transaction Value: $0 (No trade occurred; holding disclosure only).
- % of Market Cap: 0%
- Shares Transacted: 0
- % of Shares Outstanding: 0%
- Materiality Assessment: Low. This filing represents the initial disclosure of holdings for a company officer, not a buy or sell decision.
Impact Evaluation
- Ownership Context: The insider reports owning 2 shares of Common Stock directly, alongside a significant portfolio of derivative securities (Stock Options and RSUs) granted between 2026 and 2036.
- Dilution Impact: None. These are previously granted equity awards being reported for the first time under Section 16.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: Form 3 filings are procedural requirements for new insiders. They do not indicate current market sentiment or trading activity by the insider.
Volume & Sentiment
- Expected Volume Impact: None.
- Sentiment Indicator: Neutral.
Additional Context
Transaction Notes
- Derivatives: The filing lists extensive stock options (Right-to-Buy) with strike prices ranging from ~$86 to ~$198, and various Restricted Stock Unit (RSU) awards. This indicates a long-term compensation structure tied to company performance.
- Timing: Filed promptly after the reporting event date of 2026-03-19.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.