Casey’s CLO receives 503 restricted stock units
Casey’s General Stores’ Chief Legal Officer Katrina S. Lindsey reported equity holdings and a new compensation grant.
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Form Type
4
Rhea-AI Filing Summary
Casey’s General Stores’ Chief Legal Officer Katrina S. Lindsey reported equity holdings and a new compensation grant. She received 503 restricted stock units, each representing one future share of common stock, under the 2025 Stock Incentive Plan at an exercise price of $0.0000 per unit.
This 2025 award will vest in three equal installments on June 15, 2027, June 15, 2028, and June 15, 2029, with additional performance-based units to be determined later. Following these updates, she holds 4,039 shares of common stock directly, 190 shares through a 401k plan as of April 30, 2026, and several prior restricted stock unit awards covering 316, 490, and 813 underlying shares.
Insider Trade Summary
Grant/Award: 503 shares
Grant/Award
6 txns
Insider
Lindsey Katrina S
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted stock units | 503 | $0.00 | $0.00 |
| holding | Restricted stock units | -- | -- | -- |
| holding | Restricted stock units | -- | -- | -- |
| holding | Restricted stock units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted stock units — 2,122 contracts for 1,619 underlying shares (Direct);
Common Stock — 4,039 shares (Direct);
Common Stock — 190 shares (Indirect, Voting and tender rights under 401k plan)
Footnotes (6)
- F1. Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
- F2. Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
- F3. 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.
- F4. Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2026, 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.
- F5. 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, 2026, and 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.
- F6. Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest on June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest 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, if any, will be reported upon vest and satisfaction of those performance measures.
Key Figures
New RSU grant: 503 restricted stock units
RSU exercise price: $0.0000 per unit
Direct common shares: 4,039 shares
+4 more
7 metrics
New RSU grant
503 restricted stock units
Grant under 2025 Stock Incentive Plan
RSU exercise price
$0.0000 per unit
New 503-unit award
Direct common shares
4,039 shares
Total shares following transactions
401k plan shares
190 shares
Allocated as of April 30, 2026
RSU award 1
316 underlying shares
Restricted stock units, direct ownership
RSU award 2
490 underlying shares
Restricted stock units, direct ownership
RSU award 3
813 underlying shares
Restricted stock units, direct ownership
Key Terms
Restricted stock units, 401k plan, 2018 Stock Incentive Plan, 2025 Stock Incentive Plan, +1 more
5 terms
Restricted stock units financial
"security_title": "Restricted stock units""
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.
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.
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."
performance-based restricted stock units financial
"Not included in the reported award amount is a target amount of performance-based restricted stock units"
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Casey's (CASY) report for Katrina S. Lindsey?
Casey’s reported that Chief Legal Officer Katrina S. Lindsey received 503 restricted stock units as compensation. These units convert into an equal number of common shares after vesting, adding to her existing stock and equity incentive holdings in the company.
How many restricted stock units did the Casey's (CASY) legal chief receive?
She received 503 restricted stock units with a stated exercise price of $0.0000 per unit. Each unit represents the right to receive one share of common stock following vesting under Casey’s stock incentive plan schedules.
When will Katrina S. Lindsey’s new Casey's (CASY) RSU award vest?
The 503-unit award will vest in three equal installments on June 15, 2027, June 15, 2028, and June 15, 2029. Additional performance-based restricted stock units may vest on June 15, 2029, depending on specified performance criteria.
What other restricted stock unit awards does the Casey's (CASY) CLO hold?
She has several earlier restricted stock unit awards tied to 316, 490, and 813 underlying Casey’s common shares. These awards vest in installments through June 15, 2026 and June 15, 2027, under the company’s 2018 Stock Incentive Plan terms.
Are there performance-based RSUs mentioned in the Casey's (CASY) Form 4 filing?
Yes. The filing notes target amounts of performance-based restricted stock units scheduled to vest in 2026, 2027, 2028, and 2029. Actual shares earned will depend on performance criteria and will be reported at vesting once results are known.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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