Form 4: GSBC CEO Exercises Options, Sells Shares Under 10b5-1 Plan

Sentiment:

Insider Transaction Report


Great Southern Bancorp CEO Joseph W. Turner reported exercising stock options and selling 6,000 shares of common stock, alongside a minor DRIP acquisition, all under a pre-arranged 10b5-1 plan.

Summary

  • Joseph W. Turner, President/CEO, Director, and 10% Owner of Great Southern Bancorp, Inc. (GSBC), reported transactions involving the company's common stock.
  • On January 26, 2026, Mr. Turner exercised options to acquire 6,000 shares of common stock at an exercise price of $41.3 per share.
  • Concurrently, on January 26, 2026, he sold 6,000 shares of common stock at a price of $60.7378 per share.
  • These transactions were made pursuant to a Rule 10b5-1(c) contract, instruction, or written plan for the purchase or sale of equity securities.
  • Additionally, on January 13, 2026, 18 shares of common stock were acquired through a Dividend Reinvestment Plan (DRIP) at $62.785 per share, which was voluntarily reported and exempt from Section 16 reporting.
  • Following these transactions, Mr. Turner's direct beneficial ownership of common stock decreased to 137,382 shares.
  • Indirect beneficial ownership includes 2,478 shares held by a spouse, 11,378 shares by a Children's Trust (after the DRIP acquisition), 18,335 shares in a 401(k) Plan, and 369,738 shares by an LTD Family Partnership.
  • Mr. Turner holds various outstanding stock options with exercise prices ranging from $41.74 to $61.79, and expiration dates extending to November 19, 2035, with staggered vesting schedules.

Sentiment

Score: 5

Explanation: The sentiment is neutral. While an insider sale by a CEO could be perceived negatively, the transaction was executed under a Rule 10b5-1 plan, indicating it was pre-scheduled and not based on new, non-public information. This mitigates any negative implications. The transaction represents a routine management of equity compensation.

Positives

  • The transactions were conducted under a Rule 10b5-1 plan, indicating they were pre-scheduled and not based on immediate, non-public information, which can reduce concerns about insider selling.
  • The reporting person continues to hold a substantial number of shares directly and indirectly, demonstrating ongoing alignment with shareholder interests.
  • A small acquisition of 18 shares occurred via a Dividend Reinvestment Plan (DRIP) into a Children's Trust, indicating continued investment.

Negatives

  • The sale of 6,000 shares by a key executive and 10% owner reduces their direct beneficial ownership in the company.

Future Outlook

NA

Industry Context

This Form 4 filing reports routine insider transactions for a banking executive. Such filings are common in the financial services industry as executives manage their equity compensation and personal investment portfolios. The use of a 10b5-1 plan is a standard practice to facilitate pre-planned sales and exercises, providing transparency and mitigating concerns about trading on non-public information.

Related Party Transactions

  • 18 shares of common stock were acquired on 01/13/2026 at $62.785 via a Dividend Reinvestment Plan (DRIP) into a Children's Trust, which is an indirect beneficial ownership for Joseph W. Turner.

Stakeholder Impact

  • Shareholders may note the sale of shares by a key executive, but the disclosure of a 10b5-1 plan should alleviate concerns that the sale is based on negative undisclosed information.
  • The transaction reflects a routine management of equity compensation by the CEO, which is a common occurrence for executives.

Key Dates

DateDescription
10/24/2018First vesting date for 1,500 shares of options with an exercise price of $41.3 and an expiration date of 10/24/2026.
11/15/2019First vesting date for 1,500 shares of options with an exercise price of $52.2 and an expiration date of 11/15/2027.
11/28/2020First vesting date for 1,750 shares of options with an exercise price of $55 and an expiration date of 11/28/2028.
11/20/2021First vesting date for 1,750 shares of options with an exercise price of $60.15 and an expiration date of 11/20/2029.
10/26/2022First vesting date for 1,875 shares of options with an exercise price of $41.74 and an expiration date of 10/26/2030.
11/17/2023First vesting date for 1,938 shares of options with an exercise price of $57.98 and an expiration date of 11/17/2031.
11/16/2024First vesting date for 1,950 shares of options with an exercise price of $61.55 and an expiration date of 11/16/2032.
11/15/2025First vesting date for 1,950 shares of options with an exercise price of $53.22 and an expiration date of 11/15/2033.
01/13/2026Date of DRIP acquisition of 18 common stock shares at $62.785.
01/26/2026Date of option exercise for 6,000 common stock shares at $41.3 and sale of 6,000 common stock shares at $60.7378.
01/27/2026Signature date of the reporting person for the Form 4 filing.
10/24/2026Expiration date for options to purchase 6,000 shares of common stock at $41.3.
11/20/2026First vesting date for 1,950 shares of options with an exercise price of $61.79 and an expiration date of 11/20/2034.
11/19/2027First vesting date for 1,950 shares of options with an exercise price of $57.29 and an expiration date of 11/19/2035.
11/15/2027Expiration date for options to purchase 6,000 shares of common stock at $52.2.
11/28/2028Expiration date for options to purchase 7,000 shares of common stock at $55.
11/20/2029Expiration date for options to purchase 7,000 shares of common stock at $60.15.
10/26/2030Expiration date for options to purchase 7,500 shares of common stock at $41.74.
11/17/2031Expiration date for options to purchase 7,750 shares of common stock at $57.98.
11/16/2032Expiration date for options to purchase 7,800 shares of common stock at $61.55.
11/15/2033Expiration date for options to purchase 7,800 shares of common stock at $53.22.
11/20/2034Expiration date for options to purchase 7,800 shares of common stock at $61.79.
11/19/2035Expiration date for options to purchase 7,800 shares of common stock at $57.29.

Recommendation

hold

The filing details a pre-planned insider transaction involving an option exercise and subsequent sale of shares by the CEO. While an insider sale can sometimes signal a lack of confidence, the transaction was made pursuant to a Rule 10b5-1 plan, which suggests it was scheduled in advance and not based on new, non-public information. This mitigates the potential negative signal. The overall impact on the company's fundamentals or strategic direction is minimal, thus a 'hold' recommendation is appropriate as this filing alone does not provide sufficient new information to warrant a change in investment thesis.

Keywords

GREAT SOUTHERN BANCORP, GSBC, Joseph W. Turner, Insider Trading, Form 4, Stock Options, Share Sale, CEO, Director, 10b5-1 Plan, Banking, Financial Services

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