v3.26.1
Equity-based Compensation
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Equity-based Compensation
Note 12 - Equity-based Compensation
For a description of our equity-based compensation plans and related terms, refer to Note 13 – Equity-based Compensation in our 2025 Form 10-K.
Restricted Stock Units
Restricted stock unit activity for the six months ended June 30, 2026 was as follows:
SharesWeighted Average Grant Date Fair Value
Unvested at beginning of period16,327,640 $12.32 
Granted4,828,620 4.40 
Granted - performance-based 7,449,350 3.23 
Added by performance factor169,313 9.61 
Vested(4,581,105)12.75 
Forfeited(1,824,739)11.98 
Unvested at end of period22,369,079 7.50 
Liability-classified awards
During the second quarter of 2026, the Board approved fixed target equity awards to certain employees, which are accounted for as liability classified awards. The fixed target equity awards have both service and performance conditions that vest in the first quarter of the subsequent fiscal year. As of June 30, 2026, $0.5 million was recorded in Accrued expenses and other current liabilities on our Consolidated Balance Sheets, representing the carrying amount of the liability for these awards.
Employee Stock Purchase Plan
During the second quarter of 2026, the Board authorized the recommencement of the 2020 Employee Stock Purchase Plan (the “ESPP”) and adopted an amendment to the ESPP, effective July 1, 2026 (the “2026 ESPP Amendment”). In connection with the resumption of the ESPP, which was previously suspended in December 2024, the offering period structure was also changed such that offering periods will consist of twenty-four months, comprised of four consecutive six-month purchase periods, with a new offering period commencing every six months on an overlapping basis. The 2026 ESPP Amendment introduced a reset feature, under which an offering period automatically terminates immediately following the purchase of shares on a purchase date, and a new offering period automatically commences on the day following the purchase date, if the fair market value of the Company’s common stock on the purchase date is lower than the fair market value on the offering date of the then-current offering period. The 2026 ESPP Amendment also requires participants to abstain from selling or otherwise transferring any shares of common stock issued under a purchase right for the one-year period immediately following the last day of the applicable purchase period during which such shares were purchased.
Unamortized Equity-based Compensation
As of June 30, 2026, unamortized equity-based compensation costs consist of the following:
(in millions)
AmountWeighted Average Remaining Service Period (in years)
Restricted stock units$139.2 1.6
HSKB Phantom Units2.3 1.3
CEO Premium-Priced Performance Option29.6 6.9
Total unamortized equity-based compensation cost$171.1 2.5