Form 4: Vulcan Materials Officer Converts Restricted Stock Units

Vulcan Materials' Chief Administrative Officer, Jerry F. Perkins Jr., reported future acquisitions of common stock through RSU conversions and dispositions for tax obligations.

Summary

• Jerry F. Perkins Jr., Chief Administrative Officer of Vulcan Materials Co. (VMC), reported scheduled transactions involving company common stock.
• On February 21, 2026, Perkins is scheduled to acquire a total of 9,560 shares of common stock (8,550 + 1,010) through the exercise/vesting of Restricted Stock Units (RSUs).
• On February 23, 2026, Perkins is scheduled to dispose of a total of 4,225 shares (3,792 + 433) of common stock at a price of $305.29 per share to cover tax withholding obligations related to the RSU vesting.
• Following these reported transactions, Perkins will beneficially own 20,548 shares directly and 5,060.505 shares indirectly through a 401(k) plan.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral event, reflecting standard executive compensation practices rather than a significant positive or negative signal about the company's performance or future prospects.

Positives

• Scheduled acquisition of 9,560 shares of common stock through the vesting of Restricted Stock Units, indicating the fulfillment of a long-term incentive plan.

Negatives

• Scheduled disposition of 4,225 shares of common stock to satisfy tax withholding obligations, which will reduce direct ownership.

Future Outlook

The Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date.

Industry Context

StockSavvy.ai notes that insider transactions, such as RSU conversions and subsequent tax-related sales, are routine events for executives and often reflect pre-planned compensation structures rather than a change in fundamental company outlook or strategic direction. These transactions are common across various industries for executives receiving equity-based compensation.

Stakeholder Impact

• Shareholders: Minor dilution from RSU issuance, but the tax-related sale is a a common occurrence and generally not indicative of a change in management's confidence.
• Employees: Reflects the company's equity compensation structure for executives.

Next Steps

• Settlement of vested Restricted Stock Units in shares of Vulcan Common Stock within 75 days after the February 21, 2026 vesting date.

Key Dates

Recommendation

The filing details routine insider transactions related to executive compensation, specifically the scheduled vesting of Restricted Stock Units and subsequent share sales for tax purposes. These events are pre-scheduled and do not typically signal a change in the company's fundamental outlook or management's confidence, thus warranting a 'hold' recommendation based solely on this filing.

Keywords

Vulcan Materials, VMC, Jerry F. Perkins Jr., Insider Transaction, Form 4, Restricted Stock Units, RSU Vesting, Stock Acquisition, Tax Withholding, Officer Compensation