Definition

Code M marks an option exercise or conversion of a derivative security. We classify it as medium signal — informative but not an open-market trade.

Form 4 code M explained

Keyword focus: form 4 code m

Form 4 code M reports the exercise or conversion of a derivative security, most often an employee stock option. It shows a change from derivative exposure into shares or another security form.

A code M exercise is not the same as an open-market purchase. The insider may be exercising previously granted options, sometimes followed by a tax withholding row or a market sale.

  • Check the exercise price and transaction date when available.
  • Look for paired code S or code F rows in the same Form 4.
  • Compare post-transaction holdings to see whether shares were retained.
  • Treat as derivative/compensation context rather than pure buying.

How to read this term

Practical filing context for this specific glossary entry

Read the transaction code first

M is the filing's primary shorthand for this event. It tells you the transaction category before you interpret price, shares, or role.

Separate market trades from mechanics

Many Form 4 codes describe compensation, withholding, exercises, gifts, or issuer transactions rather than open-market buying or selling.

Use footnotes

Footnotes often explain vesting, plan language, indirect ownership, or why the reported code was used.

Quick facts

Code
M
Priority
Medium signal
Scope
Derivative exercises
Frequency
Seen in ~9% of all normalized transactions
Slug
code-m