Form 4: ARKO Corp. CEO Arie Kotler Converts RSUs, Sells Shares

ARKO Corp.'s Chairman, President, and CEO, Arie Kotler, converted restricted stock units into common stock and subsequently sold shares for tax withholding purposes.

Summary

• Arie Kotler, Chairman, President, and CEO of ARKO Corp., reported transactions on March 5, 2026.
• He acquired 104,124 shares of common stock through the conversion of restricted stock units (RSUs) at a price of $0.
• Concurrently, he disposed of 25,355 shares of common stock at a price of $6.27 to cover tax withholding obligations related to the RSU vesting.
• Following these transactions, Kotler directly owns 12,308,826 shares and indirectly owns 9,452,636 shares through KMG Realty LLC.
• He also holds 208,249 derivative securities in the form of Restricted Stock Units.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, reflecting the vesting of long-term incentives for a key executive, which aligns management interests with shareholders, despite a minor tax-related sale.

Positives

• Conversion of RSUs indicates the vesting of long-term incentives, aligning management interests with shareholders.

Negatives

• Disposition of 25,355 shares, even for tax purposes, reduces direct beneficial ownership.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that routine insider transactions like RSU conversions and tax-related sales are common and generally do not signal significant shifts in company strategy or performance, especially when the net change in beneficial ownership remains substantial.

Stakeholder Impact

• Shareholders: The vesting of RSUs for a key executive can be seen as a positive for shareholder alignment, as it ties executive compensation to company performance.

Key Dates

Recommendation

The filing details a routine insider transaction involving the vesting of restricted stock units and a subsequent tax-related sale. Such transactions are common and generally do not indicate a fundamental change in the company's prospects or valuation, thus warranting a 'hold' recommendation based solely on this filing.

Keywords

ARKO Corp., ARKO, Arie Kotler, Form 4, Insider Trading, Restricted Stock Units, RSU conversion, stock transaction, CEO, Director, 10% Owner