Caseys Gen Stores SEC Filings

Casey's General Stores' President and CEO, who is also a director, reported an equity transaction dated 12/17/2025. The filing shows a disposition coded "G" of 8,825 shares of Common Stock at a stated price of $0, leaving 81,015 shares owned directly after the transaction and 499 shares held indirectly through voting and tender rights under the company's 401(k) plan.

The reporting person also holds several restricted stock unit (RSU) awards under the 2018 Stock Incentive Plan. These RSUs each represent the right to receive one share of Common Stock upon vesting, with specific awards covering 5,211, 3,747, and 2,422 underlying shares. The awards vest in installments on June 15, 2026, June 15, 2027, and June 15, 2028, with additional performance-based RSUs to be reported when performance conditions are satisfied.

Casey's General Stores director filed a Form 4 reporting an equity transfer and a new equity award. On 12/12/2025, the director reported a gift (transaction code G) of 458 shares of common stock at a price of $0, leaving 3,596 shares of common stock beneficially owned directly.

The filing also reports 326 restricted stock units awarded as non-employee director equity compensation under the company’s 2025 Stock Incentive Plan. Each unit represents the right to receive one share of common stock after vesting, and the award will vest in full on the date of Casey’s 2026 annual shareholder’s meeting.

Casey's General Stores insider Chad Michael Frazell, Chief HR Officer, reported a sale of 3,487 shares of Common Stock on 09/29/2025 executed in multiple trades at a weighted average price of $555.40. After the sale the filing shows 7,993 shares owned directly and 362 shares indirectly via a 401(k) account as of April 30, 2025. The report also discloses restricted stock units that convert to common shares on vesting: 344, 490, and 894 units, subject to various vesting schedules and potential additional performance-based awards under the 2018 Stock Incentive Plan.

Casey's General Stores (CASY) filing a Form 144 notifies the proposed sale of 3,487 common shares held in a Fidelity brokerage account, with an aggregate market value of $1,936,686.92. The shares were acquired on 06/15/2024 through restricted stock vesting as compensation. Approximately 37,181,263 shares of the class are outstanding. The notice lists an approximate sale date of 09/29/2025 on NASDAQ. No securities were reported sold by the filer in the past three months. The filer certifies they are not aware of undisclosed material adverse information about the issuer.

Mike Spanos, a director of Casey's General Stores Inc. (CASY), reported transactions on Form 4 showing a purchase of 186 shares of Common Stock on 09/10/2025 at $539.51 per share, bringing his total beneficial ownership to 4,192 shares (which includes 4 shares acquired through the dividend reinvestment plan). The filing also reports 326 restricted stock units (RSUs) granted as non-employee director equity compensation under the 2025 Stock Incentive Plan; each RSU converts to one share upon vesting and the award vests in full at Casey's 2026 annual shareholders meeting.

The Form 4 was signed by Erika Bertrand under power of attorney on 09/11/2025. All information is limited to the transactions and awards disclosed in this filing.

Casey’s General Stores, Inc. operates 2,895 convenience stores in 19 states, primarily in small communities. For the first quarter of fiscal 2026 the company reported diluted earnings per share of $5.77, up from $4.83 a year earlier, reflecting higher profitability. Same-store sales rose: prepared food and dispensed beverage +5.6%, grocery and general merchandise +3.8%, and fuel gallons sold +1.7%. Fuel margin per gallon improved slightly to $0.410 per gallon.

The company completed the acquisition of Fikes (CEFCO) adding stores and wholesale capability, operates an $850,000 unsecured revolving credit facility with $0 drawn, and had fair value of long-term debt of approximately $2.267 billion at July 31, 2025. Operating expenses rose 14.6% largely from operating 221 more stores and higher labor costs. Management believes litigation and other contingencies are not material to consolidated results.

Mike Spanos, a director of Casey's General Stores Inc. (CASY), reported equity transactions involving common stock and restricted stock units. The Form 4 shows a non‑derivative acquisition of 442 shares at no cash price, bringing his beneficial ownership of common stock to 4,002 shares. The filing also reports restricted stock unit activity: 326 RSUs were granted (non‑derivative acquisition) and 442 RSUs were reported as a transaction under code M with no RSUs remaining for that line. The filing explains each RSU converts to one share upon vesting and identifies the 326‑RSU award as non‑employee director compensation that vests in full at the next annual shareholders meeting, while the 442‑RSU award vested at the prior annual meeting.

Allison M. Wing, a director of Casey's General Stores Inc. (CASY), reported equity transactions on 09/03/2025 and 09/04/2025. On 09/03/2025 Ms. Wing received 442 shares of Common Stock at no cash price, reflecting the vesting/conversion of director equity awards, increasing her beneficial ownership to 3,572 shares, which includes 72 shares acquired through the dividend reinvestment plan. On 09/04/2025 she was granted 326 restricted stock units (RSUs) under the 2025 Stock Incentive Plan; each RSU represents the right to one share and the 326-RSU award will vest in full on the date of Casey's 2026 annual shareholders meeting. The 442-RSU award from the 2018 plan vested in full on the date of Casey's 2025 annual shareholders meeting. Transactions were executed under reported codes and the Form 4 was signed under power of attorney on 09/05/2025.