STOCK TITAN

Argan (AGX) CEO Watson sells 19,310 shares as performance RSUs vest above target

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

ARGAN INC President and CEO David Hibbert Watson reported multiple equity award vestings and one stock sale. On April 17, 2026, he sold 19,310 shares of common stock in the open market at an average price of $602.11 per share, and held 49,998 shares directly afterward. Around the same time, several restricted stock unit awards vested, including time-based RSUs and performance-based RSUs. Footnotes state that 20,000 shares became issuable from earnings-per-share performance-based RSUs versus a 10,000-share target, and 10,000 shares became issuable from performance-based RSUs versus a 5,000-share target, indicating awards paid out above target levels.

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Insider Watson David Hibbert
Role PRESIDENT AND CEO
Sold 19,310 shs ($11.63M)
Type Security Shares Price Value
Exercise Time-Based Restricted Stock Units 4,000 $0.00 --
Exercise Earnings Per Share Performance-Based Restricted Stock Units 10,000 $0.00 --
Exercise Performance-Based Restricted Stock Units 5,000 $0.00 --
Exercise Common Stock 2,302 $0.00 --
Exercise Common Stock 11,513 $0.00 --
Exercise Common Stock 5,756 $0.00 --
Sale Common Stock 19,310 $602.11 $11.63M
Exercise Time-Based Restricted Stock Units 3,333 $0.00 --
Exercise Time-Based Restricted Stock Units 1,333 $0.00 --
Exercise Common Stock 1,869 $0.00 --
Exercise Common Stock 736 $0.00 --
Holdings After Transaction: Time-Based Restricted Stock Units — 6,252 shares (Direct, null); Earnings Per Share Performance-Based Restricted Stock Units — 18,839 shares (Direct, null); Performance-Based Restricted Stock Units — 7,284 shares (Direct, null); Common Stock — 52,039 shares (Direct, null)
Footnotes (1)
  1. Pursuant to the three-year vesting schedule of the Time-Based Restricted Stock Units ("TRSUs") awarded to the Reporting Person on April 16, 2024, 3,333 shares of Common Stock became issuable to the Reporting Person on April 16, 2026 and is adjusted for dividends. Pursuant to the three-year vesting schedule of the TRSUs awarded to the Reporting Person on April 16, 2025, 1,333 shares of Common Stock became issuable to the Reporting Person on April 16, 2026 and is adjusted for dividends. Pursuant to the three-year vesting schedule of the TRSUs awarded to the Reporting Person on April 17, 2023, 4,000 shares of Common Stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends. Pursuant to three-year performance period vesting schedule of the Earnings Per Share Performance-Based Restricted Stock Units ("ERSUs") awarded to the Reporting Person on April 17, 2023, 20,000 shares of the Issuer's Common stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends. The target number of shares was 10,000. Pursuant to three-year performance period vesting schedule of the Performance-Based Restricted Stock Units ("PRSUs") awarded to the Reporting Person on April 17, 2023, 10,000 shares of the Issuer's Common stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends. The target number of shares was 5,000. On April 17, 2026, the Reporting Person sold 19,310 shares of the Issuer's common stock on the open market at an average price of $602.11 per share.
Shares sold 19,310 shares Open-market sale on April 17, 2026
Average sale price $602.11/share Open-market sale of 19,310 shares
Shares held after sale 49,998 shares Direct common stock holdings post-transaction
EPS-based RSUs vested 20,000 shares Earnings per share performance-based RSUs, vs 10,000 target
Performance RSUs vested 10,000 shares Performance-based RSUs, vs 5,000 target
TRSUs vested (2023 grant) 4,000 shares Time-based RSUs became issuable on April 17, 2026
TRSUs vested (2024 grant) 3,333 shares Time-based RSUs became issuable on April 16, 2026
TRSUs vested (2025 grant) 1,333 shares Time-based RSUs became issuable on April 16, 2026
Time-Based Restricted Stock Units financial
"Pursuant to the three-year vesting schedule of the Time-Based Restricted Stock Units ("TRSUs") awarded..."
Time-based restricted stock units are a form of employee compensation where individuals are granted company shares that are earned over a set period, often as a reward for staying with the company. These shares typically become fully owned and transferable only after passing specific time milestones, encouraging long-term commitment. For investors, they highlight a company's focus on employee retention and can influence future stock supply and company stability.
Performance-Based Restricted Stock Units financial
"Pursuant to three-year performance period vesting schedule of the Performance-Based Restricted Stock Units ("PRSUs") awarded..."
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
Earnings Per Share Performance-Based Restricted Stock Units financial
"Pursuant to three-year performance period vesting schedule of the Earnings Per Share Performance-Based Restricted Stock Units ("ERSUs") awarded..."
open market financial
"the Reporting Person sold 19,310 shares of the Issuer's common stock on the open market..."
An open market is a system where buying and selling of goods, services, or financial assets happen freely without restrictions or special controls. For investors, it means they can trade assets easily and quickly, which helps determine fair prices based on supply and demand. This environment encourages transparency and competition, making it easier to buy or sell with confidence.
vesting schedule financial
"Pursuant to the three-year vesting schedule of the Time-Based Restricted Stock Units..."
A vesting schedule is a timeline that determines when someone gains full ownership of certain benefits, such as company stock or retirement contributions. Think of it like earning the right to own a gift gradually over time, rather than receiving it all at once. It matters to investors because it affects when they can fully access or sell these benefits, influencing their financial planning and decision-making.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Watson David Hibbert

(Last)(First)(Middle)
4075 WILSON BOULEVARD
SUITE 440

(Street)
ARLINGTON VIRGINIA 22203

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ARGAN INC [ AGX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
PRESIDENT AND CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/16/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/16/2026M1,869(1)A$049,001D
Common Stock04/16/2026M736(2)A$049,737D
Common Stock04/17/2026M2,302(3)A$052,039D
Common Stock04/17/2026M11,513(4)A$063,552D
Common Stock04/17/2026M5,756(5)A$069,308D
Common Stock04/17/2026S19,310(6)D$602.1149,998D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Time-Based Restricted Stock Units$004/16/2026M3,333 (1) (1)Common Stock3,333$011,585D
Time-Based Restricted Stock Units$004/16/2026M1,333 (2) (2)Common Stock1,333$010,252D
Time-Based Restricted Stock Units$004/17/2026M4,000 (3) (3)Common Stock4,000$06,252D
Earnings Per Share Performance-Based Restricted Stock Units$004/17/2026M10,000 (4) (4)Common Stock10,000$018,839D
Performance-Based Restricted Stock Units$004/17/2026M5,000 (5) (5)Common Stock5,000$07,284D
Explanation of Responses:
1. Pursuant to the three-year vesting schedule of the Time-Based Restricted Stock Units ("TRSUs") awarded to the Reporting Person on April 16, 2024, 3,333 shares of Common Stock became issuable to the Reporting Person on April 16, 2026 and is adjusted for dividends.
2. Pursuant to the three-year vesting schedule of the TRSUs awarded to the Reporting Person on April 16, 2025, 1,333 shares of Common Stock became issuable to the Reporting Person on April 16, 2026 and is adjusted for dividends.
3. Pursuant to the three-year vesting schedule of the TRSUs awarded to the Reporting Person on April 17, 2023, 4,000 shares of Common Stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends.
4. Pursuant to three-year performance period vesting schedule of the Earnings Per Share Performance-Based Restricted Stock Units ("ERSUs") awarded to the Reporting Person on April 17, 2023, 20,000 shares of the Issuer's Common stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends. The target number of shares was 10,000.
5. Pursuant to three-year performance period vesting schedule of the Performance-Based Restricted Stock Units ("PRSUs") awarded to the Reporting Person on April 17, 2023, 10,000 shares of the Issuer's Common stock became issuable to the Reporting Person on April 17, 2026 and is adjusted for dividends. The target number of shares was 5,000.
6. On April 17, 2026, the Reporting Person sold 19,310 shares of the Issuer's common stock on the open market at an average price of $602.11 per share.
/s/ David H. Watson04/20/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did AGX CEO David Hibbert Watson report?

David Hibbert Watson reported a sale of 19,310 Argan (AGX) common shares and multiple RSU vestings. The filing shows both time-based and performance-based awards converting into common stock alongside the open-market sale.

How many Argan (AGX) shares did the CEO sell and at what price?

The CEO sold 19,310 shares of Argan common stock at an average price of $602.11 per share. This was an open-market transaction reported as a sale on April 17, 2026 in the Form 4 filing.

How many Argan (AGX) shares does the CEO hold after these transactions?

After the reported transactions, David Hibbert Watson directly holds 49,998 shares of Argan common stock. This post-transaction balance is disclosed in the Form 4 for the open-market sale dated April 17, 2026.

What performance-based RSUs vested for the Argan (AGX) CEO?

Performance-based RSUs tied to earnings per share and other metrics vested for the CEO. Footnotes state 20,000 shares became issuable from EPS-based units versus a 10,000-share target, and 10,000 shares from performance RSUs versus a 5,000-share target.

Did Argan (AGX) CEO Watson have time-based RSUs vest in this Form 4?

Yes. Time-based restricted stock units granted in 2023, 2024, and 2025 partially vested. Footnotes note issuable common stock of 4,000, 3,333, and 1,333 shares respectively on April 16–17, 2026, each adjusted for dividends per the award terms.