Insider Trading February 25, 2026

Williams Companies General Counsel Disposes of $1.97M in Stock; Prior Option Exercise and Withholdings Reported

Terrance Lane Wilson sold 27,000 shares after exercising options, as analysts update targets and the company raises its dividend

By Derek Hwang WMB
Williams Companies General Counsel Disposes of $1.97M in Stock; Prior Option Exercise and Withholdings Reported
WMB

Williams Companies SVP and General Counsel Terrance Lane Wilson sold 27,000 shares on February 24, 2026 for about $1.97 million after exercising options the previous day. The filings show option exercises, issuer share withholdings for tax obligations, and an updated post-transaction ownership stake. The company has also seen fresh analyst price-target moves and a 5% quarterly dividend increase.

Key Points

  • Williams SVP and General Counsel Terrance Lane Wilson sold 27,000 shares on February 24, 2026 for roughly $1.97 million, with prices ranging from $72.88 to $72.99.
  • On February 23, 2026 Wilson exercised options for 44,327 shares at $72.98 (value $3,234,984) and had a total of 31,569 shares withheld by the issuer to cover tax obligations, at $72.98.
  • Williams has raised its quarterly dividend by 5% to $0.525 per share payable March 30, 2026, while several banks updated price targets and ratings citing demand prospects and project progress.

Terrance Lane Wilson, senior vice president and general counsel at Williams Companies (NYSE: WMB), reported the sale of 27,000 shares of company common stock on February 24, 2026. According to a Form 4 filed with the Securities and Exchange Commission, those shares were transacted at prices between $72.88 and $72.99, producing proceeds of approximately $1.97 million.

The filing also details activity the prior day. On February 23, 2026, Wilson exercised options to acquire 44,327 shares of Williams Companies stock at an exercise price of $72.98 per share. The total value associated with that exercise is listed as $3,234,984.

Also recorded on February 23 were withholding actions by the issuer to satisfy tax obligations tied to the option exercise. The filing states that 19,501 shares were withheld at the price of $72.98 for a total of $1,423,183, and an additional 12,068 shares were withheld at the same price for a total of $880,722.

Following the combination of the option exercise, issuer withholdings and the subsequent sale, Wilson is reported to directly hold 293,159 shares of Williams Companies common stock. He is also shown as indirectly owning 3,100 shares that are held in trust.


Company context and recent developments

External research and market commentary cited alongside the filing note several recent developments for Williams Companies. InvestingPro data referenced in the filing shows the company has sustained dividend payments for 53 consecutive years and currently offers a yield of 2.84%. The company announced a 5% increase to its quarterly dividend, bringing the payout to $0.525 per share, payable on March 30, 2026.

Financial institutions have also updated their views on Williams. UBS raised its price target to $89 while keeping a Buy rating, citing potential upside tied to natural gas demand and the company’s Power Innovation business. Wells Fargo moved its target to $80, pointing to a strong Analyst Day presentation and forecasting a greater than 10% compound annual growth rate in EBITDA from 2025 through 2030. Mizuho nudged its target to $73 and maintained an Outperform rating ahead of the company’s forthcoming earnings report and Analyst Day.

UBS additionally reiterated its Buy stance noting progress on two pipeline projects, including the Northeast Supply Enhancement project. The filing notes that the Northeast Supply Enhancement initiative has secured water permits but remains pending air permits from New Jersey.


What the filings show

  • February 23, 2026 - Exercise of 44,327 options at $72.98, total value $3,234,984.
  • February 23, 2026 - Issuer withheld 19,501 shares at $72.98 to satisfy taxes, total $1,423,183.
  • February 23, 2026 - Issuer withheld 12,068 shares at $72.98 to satisfy taxes, total $880,722.
  • February 24, 2026 - Sale of 27,000 shares at $72.88 to $72.99, proceeds approximately $1.97 million.
  • Post-transactions ownership - 293,159 shares directly owned and 3,100 shares indirectly owned in trust.

All transaction details are taken from the company’s Form 4 filing with the SEC and related investor data cited alongside the filing.

Risks

  • Regulatory permitting remains incomplete for at least one pipeline project - the Northeast Supply Enhancement project has water permits but is still awaiting air permits from New Jersey, which could affect project timelines and related benefits.
  • Insider sales and option exercises alter executive ownership stakes - changes in ownership could affect investor perception of management alignment with shareholders.
  • Analyst outlooks and price targets vary - while several firms raised targets or maintained positive ratings, differences in valuation and forward EBITDA assumptions introduce uncertainty for market expectations.

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