Form 4: FICO Director Converts Restricted Stock Units to Common Shares

Fair Isaac Corp Director Henry Tayloe Stansbury converted 91 restricted stock units into common stock on August 22, 2025, increasing his direct common stock holdings.

Summary

• Director Henry Tayloe Stansbury of Fair Isaac Corp (FICO) reported a change in beneficial ownership.
• On August 22, 2025, 91 Restricted Stock Units (RSUs) vested and were converted into 91 shares of FICO common stock.
• The RSUs were acquired at a price of $0.00 per unit.
• Following this transaction, Mr. Stansbury directly owns 183 shares of common stock and 91 unvested Restricted Stock Units.
• The RSUs vest in three equal annual installments, with the first installment commencing on August 22, 2024.

Sentiment

Score: 7

Explanation: The filing reports a routine, expected compensation event for a director, indicating continued service and alignment of interests. No significant positive or negative surprises.

Positives

• Director Stansbury's direct ownership of common stock increased by 91 shares, aligning his interests further with shareholders.
• The vesting of Restricted Stock Units indicates continued service and compensation for the director.

Future Outlook

The remaining 91 Restricted Stock Units held by Director Stansbury are expected to vest in future annual installments, contingent upon his continued service on the board.

Industry Context

This is a routine insider transaction related to director compensation, common across publicly traded companies, and does not reflect broader industry trends or competitive shifts.

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholders through direct stock ownership.
• Employees: No direct impact on general employees.
• Customers/Suppliers/Creditors: No direct impact.

Next Steps

• Delivery of vested shares to the reporting person as soon as practicable after the vesting date.
• Future annual installments of the remaining 91 Restricted Stock Units will vest contingent on continued service.

Key Dates

Recommendation

This Form 4 filing details a routine, pre-scheduled vesting of Restricted Stock Units for a director, which is a standard compensation event. It does not provide new information that would fundamentally alter the investment thesis for Fair Isaac Corp, nor does it indicate any significant operational or strategic changes. Therefore, a 'hold' recommendation is appropriate as the filing itself does not present a compelling reason to buy or sell the stock.

Keywords

Fair Isaac Corp, FICO, Henry Tayloe Stansbury, Form 4, Restricted Stock Units, RSU vesting, Insider Transaction, Director Compensation, Equity Compensation