Form 4: J.B. Hunt CEO, Shelley Simpson, Reports Stock Transactions and Holdings
SEC Form 4 Filing
Shelley Simpson, President and CEO of J.B. Hunt, reported transactions involving common stock and restricted stock, including adjustments to 401(k) holdings.
Summary
- Shelley Simpson, President and CEO of J.B. Hunt, filed a Form 4 detailing changes in her beneficial ownership of company stock.
- The report includes transactions on January 23, 2025, involving the acquisition of 25,074 restricted stock units and 16,716 restricted stock units.
- The report also details holdings of common stock, including 77,204 shares held directly, 22,851.0765 shares in a 401(k), and 12,241 shares held indirectly through a spouse.
- Additionally, the report shows various holdings of restricted stock with different vesting and expiration dates, ranging from 2025 to 2033.
- Adjustments were made to the number of shares held in the 401(k) at year-end.
Sentiment
Score: 7
Explanation: The document is a routine disclosure of executive stock transactions, which is generally neutral. The positive aspect is the alignment of management's interests with shareholders through stock ownership.
Positives
- The acquisition of restricted stock units indicates continued alignment of management's interests with shareholders.
- The report provides transparency into the CEO's stock ownership and transactions.
- The CEO's significant holdings of common stock demonstrate a strong commitment to the company's success.
Industry Context
This filing is a routine disclosure of executive stock transactions, which is common practice for publicly traded companies. It provides transparency into the holdings and transactions of key personnel.
Comparison to Industry Standards
- Executive stock ownership and transactions are standard practice across publicly traded companies, particularly in the transportation and logistics sector.
- Companies like FedEx (FDX) and UPS (UPS) also have similar reporting requirements for their executives.
- The level of detail provided in this Form 4 is consistent with SEC regulations and industry norms for executive compensation disclosures.
Stakeholder Impact
- The report provides transparency to shareholders regarding the CEO's stock ownership.
- The transactions do not have a direct impact on employees, customers, or suppliers.
Key Dates
| Date | Description |
|---|---|
| 01/31/2022 | Restricted stock grant with a vesting date of 01/31/2022 and an expiration date of 03/02/2025. |
| 01/31/2023 | Restricted stock grant with a vesting date of 01/31/2023 and an expiration date of 03/02/2026. |
| 08/01/2023 | Restricted stock grant with a vesting date of 08/01/2023 and an expiration date of 03/02/2032. |
| 01/31/2024 | Restricted stock grant with a vesting date of 01/31/2024 and an expiration date of 03/02/2027. |
| 01/23/2025 | Date of reported transactions, including the acquisition of restricted stock units. |
| 01/31/2025 | Restricted stock grant with a vesting date of 01/31/2025 and an expiration date of 03/02/2028. |
| 03/31/2025 | Restricted stock grant with a vesting date of 03/31/2025 and an expiration date of 04/15/2025. |
| 01/31/2026 | Restricted stock grant with a vesting date of 01/31/2026 and an expiration date of 02/28/2028. |
| 03/31/2026 | Restricted stock grant with a vesting date of 03/31/2026 and an expiration date of 04/15/2026. |
| 03/31/2027 | Restricted stock grant with a vesting date of 03/31/2027 and an expiration date of 04/30/2027. |
| 03/31/2027 | Restricted stock grant with a vesting date of 03/31/2027 and an expiration date of 04/15/2027. |
| 07/01/2031 | Restricted stock grant with a vesting date of 07/01/2031 and an expiration date of 08/01/2033. |
Keywords
Form 4, Beneficial Ownership, Stock Transactions, Restricted Stock, Common Stock, J.B. Hunt, Shelley Simpson, Executive Compensation, 401(k)
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