Form 4: SAIC EVP Reports Routine Stock Transactions

Barbara Supplee, EVP of Navy at Science Applications International Corp, reported the acquisition and disposition of common stock, including shares withheld for tax purposes.

Summary

• Barbara Supplee, EVP, Navy at Science Applications International Corp (SAIC), reported transactions involving common stock on March 4, 2026.
• Supplee acquired 1,572 shares of SAIC common stock at a price of $0 per share, indicating a grant or vesting of equity awards.
• Concurrently, 760 shares of common stock were disposed of at a price of $94.42 per share, likely for tax withholding purposes related to the acquired shares.
• Following these transactions, Supplee beneficially owns 7,275.1585 shares of SAIC common stock.
• The transactions were made pursuant to a Rule 10b5-1 plan, which allows insiders to set up pre-planned stock trades.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. The acquisition of shares at $0 indicates vesting of equity awards, aligning executive interests with shareholders, while the disposition is a routine tax-related event.

Positives

• The acquisition of 1,572 shares at $0 indicates the vesting of equity awards, aligning executive incentives with shareholder value.
• The use of a Rule 10b5-1 plan demonstrates a pre-planned approach to stock transactions, reducing concerns about opportunistic insider trading.

Negatives

• The disposition of 760 shares, while common for tax withholding, reduces the direct ownership stake of the executive.

Future Outlook

This Form 4 filing does not contain forward-looking statements or guidance, as it is a report of past insider transactions.

Industry Context

StockSavvy.ai notes that insider transactions, particularly those involving equity awards and tax-related dispositions, are common in the defense and government contracting industry, reflecting standard executive compensation practices. These transactions provide insight into executive ownership levels but typically do not signal broader strategic shifts.

Comparison to Industry Standards

• Insider transactions like these are standard practice across publicly traded companies, especially for executives receiving equity compensation.
• The disposition for tax withholding is a common mechanism to cover tax liabilities arising from vested stock.
• No specific comparable companies, projects, or results are mentioned in this transactional filing.

Stakeholder Impact

• Shareholders: The executive's increased beneficial ownership (net of tax sales) aligns her interests with shareholders.
• Employees: The transactions reflect standard executive compensation practices, which can influence overall compensation philosophy.

Key Dates

Recommendation

This Form 4 reports routine insider transactions related to executive compensation, specifically the vesting of equity awards and subsequent tax withholding. It does not provide new information that would fundamentally alter the investment thesis for SAIC, thus a 'hold' recommendation is appropriate.

Keywords

SAIC, Science Applications International Corp, Form 4, Insider Transaction, Executive Compensation, Barbara Supplee, Equity Award, Rule 10b5-1