Form 4: Red Violet CIO Reports Stock Transactions & RSU Grants

Red Violet's Chief Information Officer, Jeffrey Dell, reported recent stock transactions including a tax-related disposition and a new RSU grant.

Summary

• Jeffrey Alan Dell, Chief Information Officer of Red Violet, Inc. (RDVT), reported transactions on December 19, 2025.
• Dell disposed of 3,935 shares of common stock at a price of $55.87 per share to cover tax obligations upon the vesting of restricted stock units (RSUs).
• A new grant of 13,890 RSUs was received, convertible into common stock on a one-for-one basis.
• Following these transactions, Dell's direct beneficial ownership of common stock increased to 165,889 shares.
• The newly granted 13,890 RSUs will vest in three equal installments on December 1, 2026, December 1, 2027, and December 1, 2028.
• Existing RSU holdings include 10,000 RSUs from November 30, 2023, vesting on December 1, 2026, and 15,750 RSUs from November 4, 2024, vesting in two equal installments on November 1, 2026, and November 1, 2027.

Sentiment

Score: 6

Explanation: The sentiment is slightly positive due to the new RSU grant, which increases the executive's future equity stake and aligns interests. The disposition for tax is a neutral, administrative event.

Positives

• The Chief Information Officer received a new grant of 13,890 Restricted Stock Units (RSUs), increasing his potential future equity stake in the company.
• Total beneficial ownership of common stock increased to 165,889 shares after the reported transactions, indicating continued alignment with shareholder interests.

Negatives

• 3,935 shares of common stock were disposed of to satisfy tax obligations related to RSU vesting, resulting in a reduction of direct holdings.

Future Outlook

The filing details future vesting schedules for Restricted Stock Units (RSUs) through December 2028, indicating a long-term equity compensation plan for the Chief Information Officer.

Industry Context

This Form 4 filing reflects routine executive compensation practices within publicly traded companies, where equity grants and tax-related dispositions upon vesting are standard components of incentive structures.

Stakeholder Impact

• Shareholders: The increase in the Chief Information Officer's beneficial ownership through new RSU grants generally aligns management's interests with long-term shareholder value creation.
• Employees: This filing specifically pertains to executive compensation and does not directly impact the broader employee base, though it reflects the company's approach to incentivizing key personnel.

Next Steps

• Vesting of 10,000 RSUs on December 1, 2026.
• First equal installment vesting of 15,750 RSUs on November 1, 2026.
• First equal installment vesting of 13,890 RSUs on December 1, 2026.
• Second equal installment vesting of 15,750 RSUs on November 1, 2027.
• Second equal installment vesting of 13,890 RSUs on December 1, 2027.
• Third equal installment vesting of 13,890 RSUs on December 1, 2028.

Key Dates

Recommendation

This Form 4 details routine insider transactions related to executive compensation, specifically RSU vesting and a new grant. While it provides transparency on an executive's holdings, it does not offer sufficient information regarding the company's operational performance, financial health, or strategic outlook to warrant a 'buy' or 'sell' recommendation. Therefore, a 'hold' recommendation is appropriate, pending further fundamental analysis.

Keywords

Red Violet, RDVT, Form 4, Insider Transaction, Restricted Stock Units, RSU Grant, Executive Compensation, Stock Disposition, Beneficial Ownership