Form 4: Acuity Inc. CFO Reports Sale of 6,000 Shares Under Pre-Arranged Trading Plan

Acuity Inc.'s Senior Vice President and Chief Financial Officer, Karen J. Holcom, reported the sale of 6,000 shares of common stock for approximately $1.8 million, executed under a Rule 10b5-1 trading plan.

Summary

• Karen J. Holcom, SVP & Chief Financial Officer of Acuity Inc. (AYI), reported a transaction on June 27, 2025.
• She disposed of 6,000 shares of Acuity Inc. common stock.
• The shares were sold at a weighted average price of $301.04, with individual sales ranging from $301.00 to $301.24.
• The total value of the sale is approximately $1,806,240 (6,000 shares * $301.04).
• Following this transaction, Karen J. Holcom directly beneficially owns 18,696 shares and indirectly owns 302.3633 shares via a 401(k) Plan.
• The transaction was made pursuant to a Rule 10b5-1(c) trading plan, indicating it was pre-scheduled.
• Additionally, since her last ownership report, 174 shares of common stock were transferred to her ex-husband due to a divorce decree.

Sentiment

Score: 6

Explanation: The sentiment is neutral to slightly negative. While an insider sale can be perceived negatively, the disclosure that it was executed under a Rule 10b5-1 plan mitigates concerns about opportunistic selling based on non-public information. The divorce-related transfer is a personal matter and not indicative of company performance.

Positives

• The sale was conducted under a Rule 10b5-1 trading plan, indicating it was pre-scheduled and not based on new, non-public information, which mitigates concerns about opportunistic selling.

Negatives

• An insider sale, even if pre-planned, reduces the insider's direct equity stake in the company.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing, which is limited to reporting changes in beneficial ownership.

Management Comments

• The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $301.00 to $301.24, inclusive.
• The Reporting Person undertakes to provide to Acuity Inc., any security holder of Acuity Inc., or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
• Since the date of the reporting person's last ownership report, she transferred 174 shares of common stock of the Company to her ex-husband pursuant to a divorce decree.

Industry Context

This Form 4 filing details an insider stock transaction for Acuity Inc., a company operating in the lighting and building management solutions industry. Such filings are routine disclosures for publicly traded companies and do not inherently reflect broader industry trends, but rather individual executive financial planning.

Comparison to Industry Standards

• Not applicable. This document reports an individual insider transaction, not company performance metrics that can be compared to industry benchmarks or specific competitors.

Stakeholder Impact

• Shareholders: The sale by a key executive might be viewed with slight caution, but the Rule 10b5-1 plan mitigates concerns about negative company outlook. It reduces the executive's direct ownership stake.

Next Steps

• No specific future actions or milestones are mentioned beyond the reporting of the transaction itself.

Key Dates

Recommendation

Keywords

Acuity Inc., AYI, Form 4, Insider Trading, Stock Sale, Karen J. Holcom, CFO, Rule 10b5-1, Equity Disposition, Corporate Officer