Casey’s (CASY) COO receives stock awards and uses shares to cover taxes
Rhea-AI Filing Summary
CASEY'S GENERAL STORES INC Chief Operating Officer Ena Koschel Williams reported compensation-related equity activity and tax withholding. She received a grant of 15,206 shares of Common Stock at $0.00 per share as an award under the company’s stock incentive plans.
She also exercised restricted stock units into a total of 1,741 shares of Common Stock through multiple derivative exercises, and 7,237 shares of Common Stock were disposed of to cover tax obligations at a price of $872.39 per share. After these transactions, she held 35,006 shares of Common Stock directly and 419 shares indirectly through 401k plan voting and tender rights, plus 899 underlying shares tied to remaining restricted stock units.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 9,710 shares
Net Buy
10 txns
Insider
Koschel Williams Ena
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted stock units | 676 | $0.00 | $0.00 |
| Exercise | Restricted stock units | 536 | $0.00 | $0.00 |
| Exercise | Restricted stock units | 529 | $0.00 | $0.00 |
| Exercise | Common Stock | 676 | $0.00 | $0.00 |
| Exercise | Common Stock | 536 | $0.00 | $0.00 |
| Exercise | Common Stock | 529 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 15,206 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 7,237 | $872.39 | $6.31M |
| holding | Restricted stock units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted stock units — 2,495 shares (Direct);
Common Stock — 27,769 shares (Direct);
Common Stock — 419 shares (Indirect, Voting and tender rights under 401k plan)
Footnotes (8)
- F1. Represents the number of shares of Common Stock earned upon the vesting of performance-based restricted stock units under Casey's 2024 fiscal year long-term incentive compensation program.
- F2. Closing price of Casey's General Stores, Inc. Common Stock on June 15, 2026.
- F3. Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
- F4. Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
- F5. Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award vested on June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that vested on June 15, 2026, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned is reflected above.
- F6. Pursuant to the terms and conditions of the 2018 Stock Incentive Plan. The remainder of this award will vest on June 15, 2027. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2027, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
- F7. Pursuant to the terms and conditions of the 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2027, and June 15, 2028. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2028, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
- F8. Pursuant to terms and conditions of the 2025 Stock Incentive Plan. This award will vest in equal installments on June 15, 2027, June 15, 2028, and June 15, 2029. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2029, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
Key Figures
Stock grant: 15,206 shares
RSU exercises: 1,741 shares
Tax withholding shares: 7,237 shares
+4 more
7 metrics
Stock grant
15,206 shares
Common Stock award at $0.00 per share to COO
RSU exercises
1,741 shares
Total Common Stock from derivative exercises (M code)
Tax withholding shares
7,237 shares
Common Stock disposed to cover tax liability (F code)
Tax withholding price
$872.39 per share
Closing price of Common Stock on June 15, 2026
Direct holdings after
35,006 shares
Common Stock directly owned by COO after transactions
Indirect 401k holdings
419 shares
Voting and tender rights under 401k plan
Remaining RSU underlying shares
899 shares
Common Stock underlying remaining restricted stock units
Key Terms
performance-based restricted stock units, 401k plan, tax-withholding disposition, 2018 Stock Incentive Plan, +2 more
6 terms
performance-based restricted stock units financial
"Represents the number of shares of Common Stock earned upon the vesting of performance-based restricted stock units under Casey's 2024 fiscal year long-term incentive compensation program."
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.
401k plan financial
"Allocated to 401k plan account as of April 30, 2026."
A 401(k) plan is an employer-sponsored retirement savings account that lets workers set aside part of their paycheck into investments, often with tax breaks and sometimes with matching contributions from the employer. Think of it as a workplace piggy bank that grows through employee contributions, optional company top-ups, and market returns; it matters to investors because it shapes household retirement security, drives large flows of money into public markets, and affects a company’s compensation costs and ability to attract and keep talent.
tax-withholding disposition financial
"transaction_action: tax-withholding disposition, Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
2018 Stock Incentive Plan financial
"Pursuant to terms and conditions of 2018 Stock Incentive Plan."
2025 Stock Incentive Plan financial
"Pursuant to terms and conditions of the 2025 Stock Incentive Plan."
Restricted stock units financial
"Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
FAQ
What insider transactions did Casey's (CASY) COO Ena Koschel Williams report?
The COO reported a stock grant, exercises of restricted stock units, and shares withheld for taxes. These transactions are part of equity compensation, not open-market buying or selling, and adjusted her direct, indirect, and restricted stock unit holdings in Casey’s.
How many Casey's (CASY) restricted stock units did the COO exercise in this report?
She exercised restricted stock units that converted into 1,741 shares of Common Stock across several transactions. Each restricted stock unit represents the right to receive one share of Common Stock upon vesting, consistent with the company’s stock incentive plan terms.
AI-generated analysis. How Rhea-AI works. Not financial advice.
