Form 4: Cable One COO Johnson's Equity Vesting & Tax Withholding

Cable One's Chief Operating Officer, Kenneth E. Johnson, reported the vesting of 1,357 performance-based restricted stock units and the subsequent withholding of 70 shares for tax obligations.

Summary

• Kenneth E. Johnson, Chief Operating Officer of Cable One, Inc. (CABO), acquired 1,357 shares of Common Stock on February 2, 2026, due to the vesting of performance-based restricted stock units.
• The acquired shares were valued at $87.7 per share at the time of the transaction.
• Concurrently, 70 shares of Common Stock were disposed of to satisfy tax withholding liabilities associated with the RSU vesting, also at a price of $87.7 per share.
• Following these transactions, Kenneth E. Johnson beneficially owns 7,464 shares of Cable One, Inc. Common Stock.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive event. While routine, the vesting of performance-based units suggests the company met certain internal metrics, and the net increase in insider ownership reinforces management's alignment with shareholder interests.

Positives

• The vesting of 1,357 performance-based restricted stock units indicates that performance targets were met, reflecting positively on management's execution.
• The increase in beneficial ownership (net of tax withholding) further aligns management's interests with those of shareholders.

Negatives

• A disposition of 70 shares occurred to cover tax withholding obligations, which is a standard practice but reduces the total number of shares held.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that this Form 4 filing represents a routine insider transaction related to executive compensation. The vesting of performance-based restricted stock units is a common practice across industries, designed to incentivize long-term performance and align management interests with shareholder value. This type of filing typically does not indicate a shift in strategic direction or operational performance, but rather the execution of pre-established compensation plans.

Stakeholder Impact

• Shareholders: The vesting of performance-based equity compensation for the Chief Operating Officer suggests that company performance targets were met, which is generally positive. It also increases management's direct equity stake, further aligning their interests with those of shareholders.

Key Dates

Recommendation

This Form 4 filing details a routine insider transaction related to executive compensation (RSU vesting and tax withholding). It does not provide new fundamental information about the company's operations, financial health, or strategic direction that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate, maintaining the current investment stance based on broader company fundamentals.

Keywords

Cable One, CABO, Kenneth E. Johnson, Chief Operating Officer, Restricted Stock Units, RSU Vesting, Insider Transaction, SEC Form 4, Equity Compensation, Stock Ownership