Form 4: CACI Director's RSU Vesting Boosts Stock Holdings

CACI International Director Susan M. Gordon reported the vesting of 84 restricted stock units, increasing her direct beneficial ownership of common stock.

Summary

• Susan M. Gordon, a Director at CACI International Inc., reported a transaction involving company stock.
• On January 14, 2026, 84 Restricted Stock Units (RSUs) vested.
• These 84 RSUs converted into 84 shares of CACI Common Stock.
• Following this transaction, Gordon directly beneficially owns 2,821 shares of CACI Common Stock.
• She also directly beneficially owns 254 Restricted Stock Units remaining after this vesting event.
• The RSUs were originally granted on October 17, 2025, totaling 338 units, with a vesting schedule extending through October 2026.

Sentiment

Score: 7

Explanation: This Form 4 reports a routine vesting of Restricted Stock Units for a director, which is a standard part of executive compensation and aligns the director's interests with shareholders. It does not contain any unexpected positive or negative news.

Positives

• Increased direct beneficial ownership of CACI common stock by a director, aligning interests with shareholders.
• The vesting of RSUs indicates a retention and incentive mechanism for key personnel.

Future Outlook

The filing indicates future vesting events for Susan M. Gordon's Restricted Stock Units on April 14, 2026 (84 shares), July 13, 2026 (85 shares), and October 11, 2026 (85 shares), suggesting continued equity-based compensation for the director.

Industry Context

Insider transactions like RSU vesting are common in the defense and government contracting industry, where CACI operates, as a means to align executive and director interests with long-term company performance and shareholder value. This particular transaction reflects standard equity compensation practices.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) as a form of equity compensation for directors is a standard practice across many industries, including government contracting, to incentivize long-term commitment and performance.
• Companies like Leidos, Booz Allen Hamilton, and SAIC, which are peers to CACI in the government services sector, also frequently utilize RSU grants and vesting schedules for their executives and board members as part of their compensation packages.
• The reported increase in direct beneficial ownership by a director through RSU vesting is consistent with corporate governance best practices aimed at fostering alignment between leadership and shareholder interests.

Stakeholder Impact

• Shareholders: Increased alignment of a director's interests with shareholders due to increased direct stock ownership.
• Employees: No direct impact on general employees, but reflects standard equity compensation practices for leadership.

Next Steps

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

Key Dates

Recommendation

This Form 4 filing details a routine, pre-scheduled vesting of Restricted Stock Units for a director. Such transactions are standard compensation practices and do not provide new information that would warrant a change in investment recommendation. It simply confirms a director's continued equity ownership and alignment with shareholder interests.

Keywords

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