Form 4: J.B. Hunt CFO Boosts Stake Through Vesting
Insider Transaction Report
J.B. Hunt Transport Services' EVP & CFO, Albert Brad Delco, increased his direct beneficial ownership of common stock by 1,904 shares following the vesting of restricted stock units and subsequent tax withholdings.
Summary
- Albert Brad Delco, EVP & CFO of J.B. Hunt Transport Services Inc. (JBHT), reported transactions on October 31, 2025.
- Delco acquired a total of 3,089 shares of common stock through the vesting of restricted stock units at an exercise price of $0.00 per share.
- Concurrently, Delco disposed of 1,185 shares of common stock at a price of $168.86 per share to cover tax liabilities associated with the restricted stock vesting.
- Following these transactions, Delco directly beneficially owns 8,043 shares of common stock.
- Additionally, Delco indirectly owns 1,196.926 shares of common stock through a 401(k) plan, reflecting acquisitions since September 2, 2025.
- Delco also holds 3,662 unvested restricted stock units as derivative securities.
Sentiment
Score: 7
Explanation: The filing indicates a routine executive compensation event where restricted stock vested, leading to a net increase in the EVP & CFO's direct beneficial ownership after tax withholdings. This demonstrates continued executive alignment with shareholder interests and is a standard part of compensation.
Positives
- EVP & CFO Albert Brad Delco increased his direct beneficial ownership of common stock by 1,904 shares (3,089 shares acquired minus 1,185 shares disposed for tax) through the vesting of restricted stock. This indicates continued equity alignment with shareholder interests.
- The acquisition of 1,196.926 shares through a 401(k) plan since September 2, 2025, further demonstrates ongoing investment in the company by a key executive.
Negatives
- The disposal of 1,185 shares of common stock, valued at $168.86 per share, represents a reduction in direct holdings, although this was for tax withholding purposes related to restricted stock vesting.
Future Outlook
NA
Industry Context
NA
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Power of Attorney Grant | Albert Brad Delco, EVP & CFO, granted a Power of Attorney to specific individuals (John Kuhlow, Juli Dorrough, Whitney Elliott, Danielle Thomas) to prepare, execute, and file Forms 3, 4, and 5 on his behalf with the SEC. This streamlines compliance with Section 16(a) of the Exchange Act. | 2025-08-22 | Enhances efficiency and ensures timely compliance for insider transaction reporting by the EVP & CFO. |
Related Party Transactions
- The reported transactions involve the EVP & CFO, Albert Brad Delco, acquiring and disposing of company stock. These are considered related party transactions as they involve a key executive and the issuer. The acquisitions are due to the vesting of restricted stock, which is a form of executive compensation. The disposals are for tax withholding purposes related to this compensation.
Stakeholder Impact
- Shareholders: The net increase in the EVP & CFO's direct equity ownership aligns management's interests more closely with shareholders, potentially signaling confidence in the company's future performance. The routine nature of the transactions (vesting and tax withholding) is generally expected and does not indicate unusual activity.
Key Dates
| Date | Description |
|---|---|
| 2021-10-31 | Date restricted stock units were granted, with 163 shares vesting on 10/31/2025. |
| 2022-10-31 | Date restricted stock units were granted, with 157 shares and 349 shares vesting on 10/31/2025. |
| 2023-10-31 | Date restricted stock units were granted, with 1,662 shares and 237 shares vesting on 10/31/2025. |
| 2024-10-31 | Date restricted stock units were granted, with 235 shares vesting on 10/31/2025. |
| 2025-08-22 | Date Power of Attorney was executed by Albert Brad Delco. |
| 2025-09-02 | Start date for 401(k) contributions reflected in indirect beneficial ownership. |
| 2025-10-31 | Date of reported transactions (vesting of restricted stock and subsequent tax-related disposals). |
| 2025-11-04 | Date the Form 4 was signed by the attorney-in-fact. |
| 2025-11-30 | Expiration date for several tranches of restricted stock units that vested on 10/31/2025. |
| 2026-11-30 | Expiration date for 237 shares of restricted stock units that vested on 10/31/2025. |
| 2027-11-30 | Expiration date for 235 shares of restricted stock units that vested on 10/31/2025. |
| 2028-11-30 | Expiration date for 349 shares and 286 shares of restricted stock units that vested on 10/31/2025. |
Recommendation
holdThe Form 4 details routine insider transactions related to executive compensation, specifically the vesting of restricted stock and subsequent tax-related sales. While there's a net increase in the executive's direct holdings, this is a standard event and does not provide new fundamental information about the company's operational performance or strategic direction that would warrant a change in investment recommendation. It primarily confirms ongoing executive alignment.
Keywords
J.B. Hunt Transport Services, JBHT, Insider Transaction, Form 4, Restricted Stock, Stock Vesting, Executive Compensation, Albert Brad Delco, CFO, Equity Ownership
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