Form 4: CACI Director Gordon Granted 338 Restricted Stock Units

CACI International Inc. director Susan M. Gordon received a grant of 338 Restricted Stock Units, vesting quarterly through October 2026.

Summary

• Susan M. Gordon, a Director of CACI International Inc. (CACI), was granted 338 Restricted Stock Units (RSUs).
• The grant date for these RSUs was October 16, 2025.
• The RSUs will vest in four tranches: 84 shares on January 14, 2026; 84 shares on April 14, 2026; 85 shares on July 13, 2026; and 85 shares on October 11, 2026.
• Following this transaction, Ms. Gordon beneficially owns 338 derivative securities (RSUs) directly.

Sentiment

Score: 7

Explanation: The filing reflects a routine, positive action of aligning director incentives with shareholder interests through equity compensation, which is generally viewed favorably for corporate governance.

Positives

• The grant of Restricted Stock Units to a director aligns management and director interests with those of shareholders, promoting long-term value creation.
• Equity-based compensation is a common and effective method for retaining experienced board members.

Negatives

• No negative aspects are identified in this routine insider transaction filing.

Risks

• No specific risks are mentioned in this Form 4 filing.

Future Outlook

The vesting schedule indicates that Susan M. Gordon will acquire full ownership of the 338 Restricted Stock Units in quarterly increments through October 2026, contingent on continued service.

Industry Context

The grant of Restricted Stock Units to a director is a standard practice in the U.S. corporate landscape for compensating non-employee directors, aligning their incentives with long-term shareholder value. This is consistent with common governance practices across various industries.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) for director compensation is a widely adopted practice among publicly traded companies, including peers in the government contracting and technology services sector like Leidos Holdings, Inc. (LDOS) and Booz Allen Hamilton Holding Corporation (BAH).
• The vesting schedule, typically over one to four years, is also standard, ensuring continued commitment from the director.
• The number of units granted is generally commensurate with the director's role and the company's size and compensation philosophy, though specific comparisons would require detailed peer compensation data.

Stakeholder Impact

• Shareholders: The equity grant aligns the director's financial interests with long-term shareholder value creation.
• Employees: No direct impact on employees is indicated by this filing.
• Customers/Suppliers/Creditors: No direct impact on these stakeholders is indicated.

Next Steps

• Vesting of 84 RSUs on January 14, 2026.
• Vesting of 84 RSUs on April 14, 2026.
• Vesting of 85 RSUs on July 13, 2026.
• Vesting of 85 RSUs on October 11, 2026.

Key Dates

Recommendation

This Form 4 filing details a routine equity grant to a director, which is a standard compensation practice. It does not provide new information that would fundamentally alter the investment thesis or warrant a change in recommendation for CACI stock.

Keywords

CACI, Restricted Stock Units, RSU, Director Compensation, Equity Grant, Form 4, Insider Transaction, Susan M. Gordon