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CAVCO INDUSTRIES, INC. executive vice president, CFO and treasurer Allison Aden sold 1,473 shares of common stock in an open-market sale on June 25, 2026 at $625.00 per share. The sale occurred automatically under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2025, and was not a discretionary trade.
After this transaction, Aden directly held 9,147 shares of Cavco common stock, plus 2,249 additional shares underlying restricted stock units that are allocated but not yet vested or delivered. The Rule 10b5-1 plan still permits up to 319 more shares to be sold and will terminate automatically on July 3, 2026 if not completed earlier.
CVCO — Notice of proposed sale of securities (Form 144)
This Form 144 reports a proposed sale of 1,473 shares of Common Stock originally issued as Restricted Stock Units on 05/21/2024. The filing lists a broker/dealer address for Morgan Stanley Smith Barney LLC and notes prior 10b5-1 sales by Allison K. Aden of 1,208 shares on 06/12/2026 and 129 shares on 05/15/2026 with associated dollar values.
Cavco Industries reported fiscal 2026 results showing operational scale and strategic moves. Revenue grew 11.4% to $2.2 billion, diluted EPS rose 15.8% to $23.98, and the company delivered a record 20,842 homes. Management completed the acquisition of American Homestar and invested approximately $170 million related to that transaction, began a new Arizona production facility, and returned roughly $160 million to shareholders through repurchases while the Board authorized an additional $150 million buyback. The company reports 7,683,979 shares outstanding as of May 13, 2026 and a wholesale order backlog of about $195 million as of March 28, 2026.
Management emphasizes a strong balance sheet, integration progress on the acquisition, continued product and digital investments, and the social impact of delivering homes while noting industry and regulatory dependencies that affect financing and supply chains.
Cavco Industries has released its 2026 proxy statement for the July 28 in‑person annual meeting, where stockholders will vote on electing three Class II directors, an advisory say‑on‑pay proposal, and ratification of RSM US LLP as auditor for fiscal 2027.
The Board highlights record annual net revenue of approximately $2.2 billion for fiscal 2026, record homes sold, and increases of 15.9% in income before income taxes and 15.8% in diluted EPS. Cavco completed its largest-ever acquisition, American Homestar Corporation, repurchased about $160 million of stock, and ended the year with more than $230 million in cash and cash equivalents.
The company reports a 47% reduction in its safety incident rate over five years, strong board independence, formal ESG oversight, and a pay program tying a significant portion of executive compensation to factory-built housing and financial services profit performance and multi‑year equity incentives.
Cavco Industries Chief Accounting Officer Paul Bigbee surrendered 27 shares of Common Stock on June 12, 2026 at $592.76 per share to satisfy tax withholding on the release of Restricted Stock Units. After this tax-withholding disposition, he directly holds 1,078 shares, including 367 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered.
Cavco Industries EVP, CFO & Treasurer Allison Aden reported a pre-planned share sale and related tax withholding. On June 12, 2026, Aden sold 1,208 shares of Cavco common stock in an open-market transaction at $600.00 per share under a Rule 10b5-1 trading plan adopted on November 26, 2025, which the filing states was not discretionary. The plan has 1,792 shares remaining available to be sold and will terminate automatically on July 3, 2026 if not completed earlier. The same day, 27 shares were surrendered to cover tax withholding on the release of Restricted Stock Units. After these transactions, Aden directly holds 10,620 shares of common stock, plus 2,249 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered.
CVCO submitted a Form 144 notice reporting proposed sales of Common Stock. The filing lists brokerage details for Fidelity Brokerage Services LLC and includes multiple stock award entries with grant dates and small share counts. The filing cites 06/15/2026 and NASDAQ as related data points.
CVCO submitted a Form 144 reporting a proposed sale of 129 shares by Allison Aden. The sale is listed with a transaction date of 05/15/2026 and a reported gross amount of $58,793.04. The filing references 1,208 Restricted Stock Units with an original date of 08/30/2022.
Cavco Industries director Richard A. Kerley reported an insider transaction involving company common stock. A Kerley Family Trust conducted an open-market sale of 500 shares at $588.76 per share on June 9, 2026, and still holds 6,169 shares indirectly, while Kerley also holds 290 shares directly.