Form 4: CNX Director Deiuliis Reports Equity Changes, Retirement

Sentiment:

Insider Transaction Report


CNX Resources Corp. Director Nicholas J. Deiuliis reported the vesting of performance-based equity awards and subsequent tax-related share disposals, coinciding with his retirement as a non-executive employee.

Summary

  • Director Nicholas J. Deiuliis reported the vesting of 112,693 common shares from various performance-based restricted stock unit (RSU) and performance share unit (PSU) programs on January 30, 2026.
  • These vestings included 6,239 shares and 4,845 shares from 2025 ESG performance-based RSU programs, and 101,609 shares from a 2023-2025 Long-Term Incentive Program.
  • To satisfy tax liabilities related to these vestings, Mr. Deiuliis disposed of 49,350 common shares at $38.80 per share on January 30, 2026, and an additional 23,831 common shares at $37.36 per share on February 2, 2026.
  • Following these transactions, Mr. Deiuliis directly beneficially owns 2,383,256 common shares.
  • He also indirectly holds 135,218 common shares in each of two trusts established for his children, though he disclaims beneficial ownership of these securities.
  • Mr. Deiuliis's retirement as a non-executive employee of CNX Resources Corp. was effective February 2, 2026, which triggered the vesting of certain restricted stock units granted on January 3, 2024, and January 3, 2025.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing routine equity compensation vesting and tax-related sales for a retiring director, which is a standard disclosure for insider activity.

Positives

  • The vesting of 112,693 common shares from performance-based equity awards indicates that performance targets for the 2023-2025 and 2024-2026 incentive programs were met.
  • The director's continued significant direct beneficial ownership of 2,383,256 common shares demonstrates alignment with shareholder interests.

Negatives

  • The disposition of 73,181 common shares (49,350 at $38.80 and 23,831 at $37.36) to cover tax liabilities reduces the director's direct equity stake in the company.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Form 4 filings are routine disclosures for insider transactions, providing transparency into executive and director equity movements. This specific filing reflects standard equity compensation practices tied to performance and retirement.

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Non-executive employeeNicholas J. DeiuliisNAFebruary 2, 2026Retirement from employee role

Related Party Transactions

  • Nicholas J. Deiuliis indirectly holds 135,218 common shares in each of two trusts established for the benefit of his children, with his spouse as trustee. He disclaims beneficial ownership of these securities.

Stakeholder Impact

  • Shareholders gain transparency into the equity movements of a director, which is a standard regulatory disclosure.

Key Dates

DateDescription
January 3, 2024Grant date of restricted stock units that vested upon retirement.
January 3, 2025Grant date of restricted stock units that vested upon retirement.
January 30, 2026Vesting of 112,693 common shares from performance-based equity awards and disposition of 49,350 shares for tax liability.
February 2, 2026Disposition of 23,831 shares for tax liability and effective date of Nicholas J. Deiuliis's retirement as a non-executive employee.
February 3, 2026Date the Form 4 was filed.

Keywords

CNX Resources, CNX, Form 4, Insider Trading, Stock Vesting, Restricted Stock Units, Performance Share Units, Director Retirement, Equity Compensation

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