NUE.NYSENucor CORP

Form 4: Nucor Corp Executive Reports Stock Transactions

Sentiment:

Statement of Changes in Beneficial Ownership


Nucor Corp Executive Vice President Randy J. Spicer reported transactions involving common stock and stock options on June 3, 2026.

Summary

  • Randy J. Spicer, Executive Vice President at Nucor Corp, reported several transactions on June 3, 2026.
  • These transactions include the withholding of shares for tax liabilities related to vesting restricted stock units (RSUs) on June 1, 2026, totaling 340 shares at a price of $250.
  • Additional shares were withheld for tax liabilities from previously awarded RSUs, with 471 shares withheld on June 1, 2026, and 989 shares withheld on June 1, 2026, both at a price of $250.
  • Spicer also acquired 2,875 shares of common stock on June 1, 2026, at no cost, related to the vesting of new RSUs.
  • An employee stock option with an exercise price of $251.49 was exercised on June 1, 2026, acquiring 2,303 shares, with an expiration date of May 31, 2036.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily details routine executive stock transactions and tax-related share withholdings rather than significant strategic shifts or performance indicators.

Positives

  • Acquisition of 2,875 shares of common stock at no cost upon vesting of RSUs indicates continued equity-based compensation.
  • Exercise of a stock option for 2,303 shares suggests potential for further value realization from employee incentives.

Negatives

  • Withholding of 340, 471, and 989 shares for tax liabilities upon vesting of RSUs represents a reduction in the net shares received by the executive.

Future Outlook

New restricted stock units are set to vest in three annual installments starting June 1, 2027, with potential acceleration upon death, disability, retirement, or change in control.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard for executives and directors to report changes in their beneficial ownership of company stock, reflecting typical compensation and equity incentive practices within the steel and manufacturing industry.

Stakeholder Impact

  • Shareholders: The transactions reflect standard executive compensation practices and do not inherently indicate a change in company strategy or performance that would directly impact share price.

Next Steps

  • Vesting of new restricted stock units in annual installments commencing June 1, 2027.
  • Potential acceleration of RSU vesting upon specific employment termination events or change in control.

Key Dates

DateDescription
06/01/2023Date of award for some restricted stock units.
06/04/2024Date of previous Form 4 filing related to RSU vesting.
06/03/2025Date of previous Form 4 filing related to RSU vesting.
06/01/2026Date of transactions including share withholding for tax liabilities and acquisition of shares upon vesting of RSUs, and stock option exercise.
06/01/2027Commencement date for vesting of new restricted stock units in annual installments.
05/31/2036Expiration date of the exercised employee stock option.
06/01/2029Vesting date for the exercised employee stock option.
06/03/2026Date of report signature.

Keywords

Nucor Corp, NUE, Form 4, Stock Transaction, Executive Compensation, Restricted Stock Units, Stock Options, Beneficial Ownership, Insider Trading

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