Form 4: CACI Director Szews Reports RSU Vesting

CACI International Director Charles L. Szews reported the vesting of 84 Restricted Stock Units, converting them into common stock.

Summary

• Charles L. Szews, a Director at CACI International Inc, reported a change in beneficial ownership.
• On January 14, 2026, 84 Restricted Stock Units (RSUs) vested.
• These 84 vested RSUs were converted into CACI Common Stock.
• Following this transaction, Mr. Szews beneficially owns 415 shares of CACI Common Stock directly.
• He also beneficially owns 254 Restricted Stock Units directly, which are part of an original grant of 338 RSUs from October 17, 2025.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. It's a routine, expected transaction (vesting of RSUs) for a director, indicating continued equity ownership and alignment with company performance. No negative surprises, but also no significant new positive news beyond the expected compensation structure.

Positives

• Director Szews continues to hold a significant number of CACI common shares (415) and unvested RSUs (254), indicating continued alignment with shareholder interests.

Future Outlook

The remaining 254 Restricted Stock Units are scheduled to vest in three tranches: 84 shares on April 14, 2026, 85 shares on July 13, 2026, and 85 shares on October 11, 2026.

Industry Context

This is a routine insider transaction, common for executives and directors receiving equity compensation. It reflects standard compensation practices within the government contracting and technology services industry, where CACI operates.

Comparison to Industry Standards

• The vesting of Restricted Stock Units is a standard component of executive compensation packages across various industries, including government contracting.
• Companies like Leidos, Booz Allen Hamilton, and SAIC also utilize similar equity-based incentives to align management interests with long-term shareholder value.
• The specific vesting schedule and grant size are typical for a director-level position, reflecting a common approach to retention and performance incentives.

Stakeholder Impact

• Shareholders: The vesting and continued holding of shares by a director generally signals confidence and aligns management interests with shareholder value.
• Employees: No direct impact.
• Customers/Suppliers/Creditors: No direct impact.

Next Steps

• 84 Restricted Stock Units are scheduled to vest on April 14, 2026.
• 85 Restricted Stock Units are scheduled to vest on July 13, 2026.
• 85 Restricted Stock Units are scheduled to vest on October 11, 2026.

Key Dates

Recommendation

This Form 4 filing details a routine vesting of Restricted Stock Units for a director, which is an expected part of executive compensation. It does not present new information that would fundamentally alter the investment thesis for CACI International. The director's continued holding of common stock and unvested RSUs suggests ongoing alignment with the company's performance. Therefore, a 'hold' recommendation is appropriate as this filing alone does not provide a catalyst for a 'buy' or 'sell' decision.

Keywords

CACI International, CACI, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Director, Beneficial Ownership