Form 4: CACI Director Lisa Disbrow Boosts Stake

CACI International Director Lisa Disbrow reported the acquisition of 167 shares of common stock through RSU vesting and an annual retainer.

Summary

• Lisa S. Disbrow, a Director at CACI International Inc., reported two transactions involving CACI common stock.
• On January 14, 2026, 123 shares of CACI Common Stock were acquired due to the vesting of Restricted Stock Units (RSUs).
• This vesting was part of a larger grant of 492 RSUs on October 16, 2025, with subsequent tranches scheduled to vest on April 14, 2026, July 13, 2026, and October 11, 2026.
• On January 15, 2026, an additional 44 shares of CACI Common Stock were granted to Ms. Disbrow as part of her annual retainer for serving as Chair of the Board.
• Following these transactions, Ms. Disbrow directly beneficially owns 2,154 shares of CACI Common Stock.
• She also beneficially owns 369 Restricted Stock Units.

Sentiment

Score: 7

Explanation: The filing reports routine insider acquisitions through compensation, which is generally a neutral to slightly positive signal as it indicates continued alignment of director interests with shareholders. No negative implications are present.

Positives

• Director Lisa Disbrow increased her direct beneficial ownership of CACI common stock by 167 shares.
• The acquisition of shares through RSU vesting and an annual retainer demonstrates continued alignment of director interests with shareholders.

Future Outlook

The filing indicates future vesting events for Restricted Stock Units on April 14, 2026, July 13, 2026, and October 11, 2026, which will further increase Ms. Disbrow's direct beneficial ownership of CACI common stock.

Industry Context

This Form 4 filing reflects routine compensation practices for public company directors, where equity grants like Restricted Stock Units and common stock retainers are used to align director interests with long-term shareholder value. Such filings are common across the defense and government contracting industry, where CACI operates, and generally do not signal specific strategic shifts but rather ongoing corporate governance and compensation.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) and common stock grants as part of director compensation is a standard practice across publicly traded companies, including peers in the government services and technology sector such as Leidos Holdings, Inc. (LDOS) and Booz Allen Hamilton Holding Corporation (BAH).
• These compensation structures are designed to incentivize long-term performance and align director interests with shareholder value.
• The specific number of shares granted is typically determined by board compensation committees based on company size, performance, and market benchmarks for director compensation.

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholder value through equity ownership.

Next Steps

• Vesting of 123 Restricted Stock Units on April 14, 2026.
• Vesting of 123 Restricted Stock Units on July 13, 2026.
• Vesting of 123 Restricted Stock Units on October 11, 2026.

Key Dates

Recommendation

This Form 4 filing details routine insider acquisitions of CACI common stock by Director Lisa Disbrow through RSU vesting and an annual retainer. While insider buying can be a positive signal, these transactions are part of a pre-determined compensation plan and do not reflect discretionary open-market purchases. Therefore, they do not provide a strong basis for a 'buy' or 'sell' recommendation, and the stock's performance should be evaluated based on broader company fundamentals and market conditions. A 'hold' recommendation is appropriate as this filing does not introduce new information that would significantly alter the investment thesis.

Keywords

CACI International, CACI, Form 4, Insider Trading, Stock Acquisition, Restricted Stock Units, RSU Vesting, Director Compensation, Lisa Disbrow