Form 4: J.B. Hunt CEO Simpson Reports Significant Restricted Stock Grants
Statement of Changes in Beneficial Ownership (Form 4)
J.B. Hunt Transport Services Inc. President and CEO Shelley Simpson reported the acquisition of 48,577 restricted stock units as part of her compensation, alongside existing common stock and 401(k) holdings.
Summary
- Shelley Simpson, President and CEO of J.B. Hunt Transport Services Inc. (JBHT), filed a Form 4 statement detailing changes in her beneficial ownership.
- On January 22, 2026, Simpson acquired a total of 48,577 shares of restricted stock.
- This acquisition includes 15,342 shares exercisable on January 31, 2027, expiring on March 2, 2029; 23,014 shares exercisable on March 31, 2029, expiring on April 15, 2029; and 10,221 shares exercisable on January 31, 2029, expiring on March 2, 2030.
- Simpson directly owns 72,323 shares of common stock and 23,121.0722 shares of common stock through a 401(k) plan.
- Indirectly, through her spouse, Simpson beneficially owns 12,241 shares of common stock and 38,214.4517 shares of common stock through a 401(k) plan.
- The 401(k) shares reflect acquisitions made since December 30, 2025.
- A Power of Attorney, executed on July 23, 2025, authorizes specific individuals to prepare and file SEC Forms 3, 4, and 5 on Simpson's behalf.
Sentiment
Score: 7
Explanation: The filing indicates a significant grant of restricted stock to the President and CEO, which is a positive sign of executive alignment with long-term company performance and a standard component of executive compensation.
Positives
- Acquisition of 48,577 restricted stock units on January 22, 2026, aligns executive incentives with long-term company performance.
- Increased beneficial ownership demonstrates management's commitment to the company's future.
Future Outlook
This Form 4 filing does not contain forward-looking statements or guidance regarding the company's future performance or outlook.
Industry Context
This Form 4 filing details an individual executive's compensation and ownership changes, which is a routine disclosure and does not directly relate to broader industry trends or competitive landscape analysis.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Delegation of Authority | Shelley Simpson granted a Power of Attorney to specific individuals (John Kuhlow, Juli Dorrough, Whitney Elliott, and Danielle Thomas) to handle her SEC Forms 3, 4, and 5 filings, effective July 23, 2025. This streamlines compliance for insider reporting. | 2025-07-23 | Enhances efficiency and ensures timely compliance with Section 16(a) of the Securities Exchange Act of 1934 for insider reporting. |
Stakeholder Impact
- Shareholders: Provides transparency into executive compensation and ownership, potentially signaling management's long-term commitment to the company's success.
- Employees: No direct impact on general employees is mentioned in this filing.
- Customers: No direct impact on customers is mentioned in this filing.
- Suppliers: No direct impact on suppliers is mentioned in this filing.
- Creditors: No direct impact on creditors is mentioned in this filing.
Next Steps
- Vesting of the newly acquired restricted stock units according to their respective schedules.
Key Dates
| Date | Description |
|---|---|
| 2023-08-01 | Exercisable date for 20,216 restricted stock units. |
| 2024-01-31 | Exercisable date for 4,058 restricted stock units. |
| 2025-01-31 | Exercisable date for 11,197 and 5,420 restricted stock units. |
| 2025-07-23 | Date Power of Attorney was executed by Shelley Simpson. |
| 2025-12-30 | Date since which 401(k) shares were acquired. |
| 2026-01-22 | Date of restricted stock acquisition transactions. |
| 2026-01-26 | Date the Form 4 was signed. |
| 2026-01-31 | Exercisable date for 15,342 and 16,716 restricted stock units. |
| 2026-03-31 | Exercisable date for 5,410 restricted stock units. |
| 2026-04-15 | Expiration date for 5,410 restricted stock units. |
| 2027-01-31 | Exercisable date for 15,342 restricted stock units. |
| 2027-03-02 | Expiration date for 4,058 restricted stock units. |
| 2027-03-31 | Exercisable date for 4,976 and 2,408 restricted stock units. |
| 2027-04-15 | Expiration date for 4,976 and 2,408 restricted stock units. |
| 2028-02-28 | Expiration date for 3,735 restricted stock units. |
| 2028-03-02 | Expiration date for 15,342, 11,197, 5,420, and 16,716 restricted stock units. |
| 2028-03-31 | Exercisable date for 25,074 restricted stock units. |
| 2028-04-15 | Expiration date for 25,074 restricted stock units. |
| 2029-01-31 | Exercisable date for 10,221 restricted stock units. |
| 2029-03-02 | Expiration date for 15,342 restricted stock units. |
| 2029-03-31 | Exercisable date for 23,014 restricted stock units. |
| 2029-04-15 | Expiration date for 23,014 restricted stock units. |
| 2030-03-02 | Expiration date for 10,221 restricted stock units. |
| 2031-07-01 | Exercisable date for 31,509 restricted stock units. |
| 2032-03-02 | Expiration date for 20,216 restricted stock units. |
| 2033-08-01 | Expiration date for 31,509 restricted stock units. |
Recommendation
holdThis Form 4 primarily details routine executive compensation in the form of restricted stock grants and existing shareholdings. While the grants are a positive signal of executive alignment, the filing itself does not contain information that would fundamentally alter the investment thesis for J.B. Hunt Transport Services Inc. A 'hold' recommendation reflects that this is a standard disclosure without immediate catalysts for a strong buy or sell decision.
Keywords
J.B. Hunt Transport Services Inc., JBHT, Shelley Simpson, Form 4, Restricted Stock, Insider Ownership, Executive Compensation, Beneficial Ownership, SEC Filing, Transportation, Logistics
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