Form 4: J.B. Hunt EVP Spencer Frazier Boosts Stock Holdings
Insider Transaction Report
J.B. Hunt Transport Services Inc. EVP of Sales and Marketing, Spencer Frazier, reported an increase in his beneficial ownership of company common stock, including new restricted stock grants and 401(k) contributions.
Summary
- Spencer Frazier, EVP of Sales and Marketing at J.B. Hunt Transport Services Inc. (JBHT), reported changes in his beneficial ownership.
- He directly owns 5,112 shares of common stock and indirectly owns 1,644 shares through his spouse.
- His 401(k) account holds 12,538.087 shares of common stock, reflecting contributions since October 31, 2025.
- Frazier acquired 1,060 shares of restricted stock on January 22, 2026, with a vesting date of January 31, 2027, and an expiration date of March 2, 2029.
- He also acquired 1,591 shares of restricted stock on January 22, 2026, with a vesting date of March 31, 2029, and an expiration date of April 15, 2029.
- Additional beneficially owned restricted stock includes 575 shares, 862 shares, 632 shares, 1,423 shares, 1,273 shares, 1,909 shares, and 5,198 shares, each with various vesting and expiration dates.
Sentiment
Score: 7
Explanation: The filing indicates an increase in Spencer Frazier's beneficial ownership through restricted stock grants and ongoing 401(k) contributions, which generally signals management's alignment with long-term shareholder value.
Positives
- Increased insider ownership through restricted stock grants and ongoing 401(k) contributions.
- Restricted stock grants align management's interests with long-term shareholder value.
Future Outlook
N/A
Industry Context
N/A
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Power of Attorney Grant | Spencer Frazier granted Power of Attorney to John Kuhlow, Juli Dorrough, Whitney Elliott, and Danielle Thomas to prepare and file SEC Forms 3, 4, and 5 on his behalf. | 2025-07-23 | Streamlines compliance with Section 16(a) of the Securities Exchange Act of 1934 for insider reporting. |
Stakeholder Impact
- Shareholders: Increased insider ownership, particularly through restricted stock, can be viewed positively as it aligns management's incentives with long-term company performance and shareholder returns.
Key Dates
| Date | Description |
|---|---|
| 2024-01-31 | Date exercisable for 862 shares of restricted stock. |
| 2025-01-31 | Date exercisable for 1,423 shares of restricted stock. |
| 2025-07-23 | Spencer Frazier executed a Power of Attorney for SEC filings. |
| 2025-10-31 | Shares acquired through 401(k) contributions reflected since this date. |
| 2026-01-22 | Transaction date for the acquisition of 1,060 and 1,591 shares of restricted stock. |
| 2026-01-26 | Date the Form 4 was signed by attorney-in-fact. |
| 2026-01-31 | Date exercisable for 1,273 shares of restricted stock. |
| 2026-03-31 | Date exercisable for 575 shares of restricted stock. |
| 2026-04-15 | Expiration date for 575 shares of restricted stock. |
| 2027-03-02 | Expiration date for 862 shares of restricted stock. |
| 2027-03-31 | Date exercisable for 632 shares of restricted stock. |
| 2027-04-15 | Expiration date for 632 shares of restricted stock. |
| 2028-01-31 | Date exercisable for 5,198 shares of restricted stock. |
| 2028-03-02 | Expiration date for 1,423 shares of restricted stock and 1,273 shares of restricted stock. |
| 2028-03-31 | Date exercisable for 1,909 shares of restricted stock. |
| 2028-04-15 | Expiration date for 1,909 shares of restricted stock. |
| 2029-03-02 | Expiration date for 1,060 shares of restricted stock acquired on 01/22/2026. |
| 2029-03-31 | Vesting date for 1,591 shares of restricted stock acquired on 01/22/2026. |
| 2029-04-15 | Expiration date for 1,591 shares of restricted stock acquired on 01/22/2026. |
| 2030-03-02 | Expiration date for 5,198 shares of restricted stock. |
Recommendation
holdThis Form 4 primarily reports routine insider compensation (restricted stock grants) and ongoing 401(k) contributions, rather than discretionary open-market purchases or sales. While it indicates continued insider alignment, it does not provide new fundamental information to warrant a change in investment recommendation based solely on this filing. Investors should consider broader company performance and market conditions.
Keywords
J.B. Hunt, JBHT, Spencer Frazier, Insider Transaction, Form 4, Restricted Stock, Beneficial Ownership, EVP Sales and Marketing, Transportation, Logistics, SEC Filing
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