Form 4: CACI Director Granted 338 Restricted Stock Units

CACI International Inc. director Debora A. Plunkett was granted 338 Restricted Stock Units, vesting over approximately one year.

Summary

• Debora A. Plunkett, a Director of CACI INTERNATIONAL INC /DE/ (CACI), was granted 338 Restricted Stock Units (RSUs).
• The transaction date for this grant 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. Plunkett beneficially owns 338 derivative securities (RSUs) directly.

Sentiment

Score: 7

Explanation: The grant of Restricted Stock Units to a director is a positive event as it aligns management interests with shareholders, but it is a routine compensation matter and not a significant catalyst for the company's overall performance or stock price.

Positives

• The grant of Restricted Stock Units aligns the director's financial interests with those of the shareholders, incentivizing long-term performance.
• This is a standard form of compensation for directors, reflecting ongoing engagement and commitment to the company.

Future Outlook

The vesting schedule for the Restricted Stock Units extends through October 2026, indicating a continued alignment of the director's interests with the company's long-term performance and shareholder value creation over this period.

Industry Context

The grant of Restricted Stock Units to a director is a common practice in the defense and government contracting industry, similar to other sectors, used to attract and retain qualified board members and align their incentives with company performance.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) as a component of director compensation is a widely accepted practice across various industries, including technology and government services, aligning director interests with long-term shareholder value.
• The specific number of RSUs granted (338) is a routine amount for director compensation and is generally in line with grants observed at comparable companies, such as those in the government IT services sector, depending on the company's size and compensation philosophy.

Stakeholder Impact

• Shareholders: The RSU grant aligns the director's long-term interests with shareholder value creation, potentially leading to more focused decision-making aimed at increasing stock price.
• Employees: No direct impact on general employees is indicated by this filing.

Next Steps

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

Key Dates

Recommendation

This Form 4 filing details a routine grant of Restricted Stock Units to a director as part of their compensation. While it positively aligns the director's interests with shareholders, it does not represent a material change in the company's financial health, operational outlook, or strategic direction that would warrant a change in investment recommendation. Investors should continue to hold based on broader company fundamentals and market conditions.

Keywords

CACI, Restricted Stock Units, RSU, insider transaction, Form 4, Debora Plunkett, director compensation, equity compensation