Form 4: CACI Director Philip Nolan Granted 338 Restricted Stock Units

CACI International Director Philip O. Nolan received a grant of 338 Restricted Stock Units, vesting over approximately one year.

Summary

• Philip O. Nolan, a Director of CACI International Inc, was granted 338 Restricted Stock Units (RSUs) on 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, Mr. Nolan beneficially owns 338 derivative securities (RSUs) and 338 underlying CACI Common Stock.

Sentiment

Score: 7

Explanation: The grant of Restricted Stock Units to a director is a positive event, indicating continued alignment of interests and retention. It's a standard compensation practice, hence not extremely high, but certainly not negative.

Positives

• Grant of 338 Restricted Stock Units to Director Philip O. Nolan aligns his interests with shareholders.
• The vesting schedule over approximately one year provides an incentive for continued performance and retention.

Risks

• The value of the Restricted Stock Units is subject to the future market performance of CACI Common Stock.

Future Outlook

The vesting schedule for the granted Restricted Stock Units extends through October 2026, indicating a continued alignment of Director Nolan's interests with the company's long-term performance.

Industry Context

The grant of Restricted Stock Units is a common practice in the defense and government contracting industry, including companies like CACI, to incentivize and retain key directors and executives, aligning their compensation with shareholder value creation.

Comparison to Industry Standards

• Equity grants, such as Restricted Stock Units, are a standard component of director compensation across the U.S. public company landscape, particularly in the technology and government services sectors where CACI operates.
• The vesting schedule, typically over several years, is consistent with industry best practices aimed at fostering long-term commitment and performance.
• Comparable companies in the government contracting space, such as Leidos Holdings, Inc. (LDOS) or Booz Allen Hamilton Holding Corporation (BAH), frequently utilize similar equity compensation structures for their non-employee directors.

Stakeholder Impact

• Shareholders: The grant aligns the director's financial interests with shareholder value creation, as the value of the RSUs is tied to the company's stock performance.
• Employees: While directly impacting a director, such compensation practices can signal stability and a commitment to retaining key talent at the leadership level.

Next Steps

• Future vesting events for the Restricted Stock Units are scheduled for January 14, 2026, April 14, 2026, July 13, 2026, and October 11, 2026.

Key Dates

Recommendation

The Form 4 reports a routine equity grant to a director, which is a positive for governance and alignment but does not present new fundamental information to warrant a change in investment thesis. It reinforces a 'hold' position for investors already in CACI, as it indicates stable compensation practices and continued director involvement.

Keywords

CACI, Restricted Stock Units, RSU, Insider Transaction, Form 4, Equity Compensation, Director Grant, Philip Nolan