STOCK TITAN

Casey’s (CASY) Chief Legal Officer sells 2,000 shares and gifts 504 more

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Casey's General Stores' Chief Legal Officer, Katrina S. Lindsey, reported both a stock sale and a share gift. On June 29, 2026, she sold 2,000 shares of Common Stock in an open-market transaction at $800.0000 per share, leaving her with 6,668 directly held shares afterward.

On June 30, 2026, she made a bona fide gift of 504 shares of Common Stock, reducing her direct holdings to 6,164 shares. She also has indirect exposure through 190 shares allocated to a 401k plan as of April 30, 2026, where she holds voting and tender rights.

In addition, Lindsey holds several awards of restricted stock units that each convert into one share of Common Stock upon vesting, including grants linked to the company's 2018 and 2025 Stock Incentive Plans with vesting dates extending through June 15, 2029.

Positive

  • None.

Negative

  • None.

Insights

Mixed filing: open-market sale plus charitable-style gift, with sizable equity stake retained.

Chief Legal Officer Katrina S. Lindsey executed an open-market sale of 2,000 Casey's General Stores shares at $800.0000 on June 29, 2026, followed by a bona fide gift of 504 shares on June 30, 2026. These are the only explicit buy/sell or dispose events in the data.

After these transactions she continues to hold thousands of shares directly, plus 190 shares with voting and tender rights in a 401k plan and multiple restricted stock unit awards that could settle into common shares upon vesting through June 15, 2029. This pattern reads as routine liquidity and estate or charitable planning rather than a directional change in exposure.

Given the continuing direct, indirect, and RSU-based holdings, the transactions appear incremental within her overall position. On that basis, the information is better viewed as neutral context on insider activity rather than a thesis-changing development.

Insider Lindsey Katrina S
Role Chief Legal Officer
Sold 2,000 shs ($1.60M)
Type Security Shares Price Value
Gift Common Stock 504 $0.00 --
Sale Common Stock 2,000 $800.00 $1.60M
holding Restricted stock units -- -- --
holding Restricted stock units -- -- --
holding Restricted stock units -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 6,164 shares (Direct, null); Restricted stock units — 245 shares (Direct, null); Common Stock — 190 shares (Indirect, Voting and tender rights under 401k plan)
Footnotes (1)
  1. Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date. Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. 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. Pursuant to terms and conditions of 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. 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.
Open-market sale shares 2,000 shares Common Stock sold on June 29, 2026
Sale price per share $800.0000 per share Open-market sale on June 29, 2026
Gifted shares 504 shares Bona fide gift on June 30, 2026
Direct shares after gift 6,164 shares Common Stock directly owned following June 30, 2026 gift
401k plan shares 190 shares Allocated to 401k account as of April 30, 2026
RSU underlying shares 1 503 shares Restricted stock units linked to Common Stock
RSU underlying shares 2 542 shares Restricted stock units linked to Common Stock
RSU underlying shares 3 245 shares Restricted stock units linked to Common Stock
bona fide gift financial
"Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Restricted stock units financial
"Each restricted stock unit represents the right to receive, following vesting, one share"
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 account financial
"Allocated to 401k plan account as of April 30, 2026."
2018 Stock Incentive Plan financial
"Pursuant to the terms and conditions of the 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
"a target amount of performance-based restricted stock units that will vest"
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.
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Learn about SEC filing dates
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*
Lindsey Katrina S

(Last)(First)(Middle)
ONE SE CONVENIENCE BLVD.

(Street)
ANKENY IOWA 50021

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CASEYS GENERAL STORES INC [ CASY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/29/2026
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 Stock06/29/2026S2,000D$8006,668D
Common Stock06/30/2026G504D$06,164D
Common Stock190(1)IVoting and tender rights under 401k plan
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
Restricted stock units(2) (3) (3)Common Stock245245D
Restricted stock units(2) (4) (4)Common Stock542542D
Restricted stock units(2) (5) (5)Common Stock503503D
Explanation of Responses:
1. Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
2. Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
3. 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.
4. Pursuant to terms and conditions of 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.
5. 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.
Remarks:
Erika Bertrand, under Power of Attorney dated December 11, 202506/30/2026
** 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)

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