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Casey’s General Stores (CASY) CMO reports 9,246-share award and tax withholding

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

Rhea-AI Filing Summary

CASEY'S GENERAL STORES INC Chief Merchandising Officer Thomas P. Brennan Jr. reported several equity compensation transactions on June 15, 2026. He received a grant or award of 9,246 shares of common stock, reflecting performance-based restricted stock units earned under the company’s long-term incentive plans.

On the same date, he exercised restricted stock units to acquire additional common shares and had 4,435 shares withheld at $872.39 per share to cover tax obligations, rather than selling shares in the open market. Following these transactions, he directly owns 18,606 shares of common stock and holds 737 restricted stock units, with an additional 402 shares allocated indirectly through a 401k plan.

Positive

  • None.

Negative

  • None.
Insider Brennan Thomas P JR
Role Chief Merch. Officer
Type Security Shares Price Value
Exercise Restricted stock units 411 $0.00 --
Exercise Restricted stock units 297 $0.00 --
Exercise Restricted stock units 318 $0.00 --
Exercise Common Stock 411 $0.00 --
Exercise Common Stock 297 $0.00 --
Exercise Common Stock 318 $0.00 --
Grant/Award Common Stock 9,246 $0.00 --
Tax Withholding Common Stock 4,435 $872.39 $3.87M
holding Restricted stock units -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted stock units — 0 shares (Direct, null); Common Stock — 8,745 shares (Direct, null); Common Stock — 402 shares (Indirect, Voting and tender rights under 401k plan)
Footnotes (1)
  1. 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. Closing price of Casey's General Stores, Inc. Common Stock on June 15, 2026. 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 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. 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 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. 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.
Stock award 9,246 shares Common stock grant/award on June 15, 2026
Tax-withholding shares 4,435 shares Shares withheld to cover tax liabilities on June 15, 2026
Tax-withholding price $872.39 per share Closing price of common stock on June 15, 2026
RSU exercises 1,026 units Restricted stock units exercised into common stock
Direct common shares owned 18,606 shares Direct ownership after transactions on June 15, 2026
Remaining RSUs 737 units Restricted stock units outstanding, each for one common share
401k plan shares 402 shares Common stock allocated to 401k plan account as of April 30, 2026
Restricted stock units financial
"security_title: "Restricted stock units" and related footnotes on vesting"
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.
performance-based restricted stock units financial
"earned upon the vesting of performance-based restricted stock units under Casey's 2024 fiscal year 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.
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"
tax-withholding disposition financial
"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.
401k plan account financial
"Allocated to 401k plan account as of April 30, 2026"
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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*
Brennan Thomas P JR

(Last)(First)(Middle)
ONE SE CONVENIENCE BOULEVARD

(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 Merch. Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
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 Stock06/15/2026M411A$08,745D
Common Stock06/15/2026M297A$09,042D
Common Stock06/15/2026M318A$09,360D
Common Stock06/15/2026A9,246(1)A$018,606D
Common Stock06/15/2026F4,435D$872.39(2)14,171D
Common Stock402(3)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(4)06/15/2026M411 (5) (5)Common Stock411$00D
Restricted stock units(4)06/15/2026M297 (6) (6)Common Stock297$0296D
Restricted stock units(4)06/15/2026M318 (7) (7)Common Stock318$0638D
Restricted stock units(4) (8) (8)Common Stock737737D
Explanation of Responses:
1. 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.
2. Closing price of Casey's General Stores, Inc. Common Stock on June 15, 2026.
3. Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
4. Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
5. 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.
6. 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.
7. 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.
8. 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:
Ex. 24- Power of Attorney
Erika Bertrand, under Power of Attorney dated December 12, 202506/15/2026
** 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 did Casey's (CASY) Chief Merchandising Officer report in this Form 4?

The Chief Merchandising Officer reported equity compensation activity, including a grant of 9,246 Casey’s common shares and exercises of restricted stock units, along with shares withheld to cover related tax obligations, all dated June 15, 2026.

How many Casey's (CASY) shares were granted to Thomas P. Brennan Jr.?

He received a grant or award of 9,246 shares of Casey’s common stock. The grant reflects performance-based restricted stock units earned under long-term incentive compensation programs, as described in the footnotes to the filing.

Were any Casey's (CASY) shares sold by the executive in this Form 4?

No open-market sales were reported. Instead, 4,435 shares of Casey’s common stock were disposed of as a tax-withholding transaction at $872.39 per share to satisfy tax liabilities tied to equity vesting.

What are Thomas P. Brennan Jr.’s Casey's (CASY) holdings after these transactions?

After the reported transactions, he directly owns 18,606 Casey’s common shares, holds 737 restricted stock units, and has 402 additional shares allocated indirectly through a 401k plan account as of April 30, 2026.

How many restricted stock units were exercised in this Casey's (CASY) filing?

The filing shows derivative exercises of restricted stock units totaling 1,026 units into common stock. Individual transactions of 318, 297, and 411 units each converted, consistent with the company’s stock incentive plan terms.

What price was used for the Casey's (CASY) tax-withholding transaction?

The tax-withholding disposition used a price of $872.39 per Casey’s share. A footnote explains this was the closing price of Casey’s common stock on June 15, 2026, when the equity awards vested.