Form 4: Cable One SVP Mokry Reports Stock Transactions

Cable One's SVP of Residential Services, Anthony John Mokry, reported the disposition of 250 shares for tax withholding and received grants of 4,992 phantom RSUs and 7,488 phantom PSUs.

Summary

• Anthony John Mokry, SVP Residential Services at Cable One, Inc. (CABO), disposed of 250 shares of Common Stock on January 3, 2026, at a price of $104.16 per share.
• The disposition was to satisfy tax withholding liability associated with the vesting of previously granted restricted stock awards and restricted stock units.
• Following this transaction, Mokry beneficially owns 1,624 shares of Common Stock directly.
• Mokry was granted 4,992 Phantom Service-Based Restricted Stock Units (Phantom RSUs) on January 3, 2026.
• Mokry was also granted 7,488 Phantom Performance-Based Restricted Stock Units (Phantom PSUs) on January 3, 2026.
• Both Phantom RSUs and Phantom PSUs represent a contingent right to receive the economic value of one share of Common Stock, settled solely in cash.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of executive compensation and insider transactions, which is neutral in sentiment. It reflects standard compensation practices and tax obligations rather than significant operational or financial news.

Positives

• Anthony John Mokry received a grant of 4,992 Phantom RSUs, which will vest over three years, providing future compensation.
• Anthony John Mokry received a grant of 7,488 Phantom PSUs, which will vest based on performance over a three-year period, aligning executive incentives with company performance.

Negatives

• Anthony John Mokry disposed of 250 shares of Common Stock, reducing his direct beneficial ownership, although this was for tax withholding purposes.

Risks

• Vesting of Phantom RSUs is subject to Anthony John Mokry's continued employment with Cable One, Inc. through each applicable vesting date.
• Vesting of Phantom PSUs is contingent upon the achievement of applicable performance goals over the three-year performance period (January 1, 2026, to December 31, 2028) and certification by the Compensation and Talent Management Committee.
• The value of the Phantom RSUs and PSUs is tied to the economic value of Cable One's Common Stock, meaning their ultimate cash value could fluctuate with the stock price.

Future Outlook

Phantom RSUs are expected to vest in substantially equal installments on each of the first three anniversaries of the January 3, 2026 grant date, subject to continued employment. Phantom PSUs are expected to vest based on target achievement of performance goals over a three-year period from January 1, 2026, to December 31, 2028, also subject to continued employment and performance certification.

Industry Context

This filing is a routine disclosure of executive compensation and insider transactions, common across all publicly traded companies. It reflects the company's ongoing executive incentive programs, which typically include a mix of cash-settled phantom equity awards to align management interests with shareholder value while managing share dilution.

Stakeholder Impact

• Shareholders: The grants of phantom equity awards align executive incentives with shareholder value, as the cash settlement value is tied to the company's stock price. The disposition for tax purposes is a minor, routine event.
• Employees: The compensation structure for a senior executive provides insight into the company's overall approach to executive incentives and retention.

Next Steps

• Vesting of 4,992 Phantom RSUs in three equal installments on the first three anniversaries of January 3, 2026, subject to continued employment.
• Assessment and certification of performance achievement for 7,488 Phantom PSUs by the Compensation and Talent Management Committee after the performance period ending December 31, 2028.
• Continued employment of Anthony John Mokry with Cable One, Inc. for vesting of both Phantom RSUs and PSUs.

Key Dates

Keywords

Cable One, CABO, Form 4, Insider Transaction, Executive Compensation, Restricted Stock Units, Performance Stock Units, Anthony John Mokry, Stock Grant, Tax Withholding