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Cavco Industries (NASDAQ: CVCO) awards 225 RSUs to board director Julia Sze

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SZE JULIA reported acquisition or exercise transactions in this Form 4 filing.

Cavco Industries director Julia Sze received a grant of 225 Restricted Stock Units on July 27, 2026. These RSUs will pay out into shares of common stock on the earlier of the 12 month anniversary of the Grant Date or the Company's next annual meeting of stockholders. Following this award, her reported holdings total 3,251 shares, including 225 shares underlying RSUs that are allocated but not yet vested or delivered.

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Insider SZE JULIA
Role Director
Type Security Shares Price Value
Grant/Award Common Stock F1, F2 225 $0.00 $0.00
Holdings After Transaction: Common Stock — 3,251 shares (Direct)
Footnotes (2)
  1. F1. This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company upon: (a) the 12 month anniversary of the Grant Date, or (b) the Company's next annual meeting of stockholders following the Grant Date, whichever occurs first.
  2. F2. Includes 225 shares underlying Restricted Stock Units allocated but not yet vested or delivered.
Restricted Stock Units granted 225 shares Equity award to director Julia Sze on 2026-07-27
Total holdings after transaction 3,251 shares Includes 225 shares underlying RSUs allocated but not yet vested or delivered
Transaction price per share 0.0000 per share Grant/award acquisition of Restricted Stock Units; no cash consideration per share
RSU time-based vesting reference 12 month anniversary RSUs pay out on 12 month anniversary of Grant Date or at next annual meeting, whichever is earlier
Restricted Stock Units financial
"This is an award of Restricted Stock Units which will pay out into shares"
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.
Grant Date financial
"upon: (a) the 12 month anniversary of the Grant Date, or (b)"
The grant date is the day a company formally gives an employee or contractor the right to receive stock-based compensation, such as stock options or restricted shares. It matters to investors because it fixes key terms—like the price, the start of the ownership clock, and when the award will affect the company’s financial statements and share count—so it can influence dilution, reported expenses, and potential future selling pressure.
annual meeting of stockholders financial
"or (b) the Company's next annual meeting of stockholders following the Grant Date"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transaction did Cavco Industries (CVCO) report for director Julia Sze?

Cavco Industries reported that director Julia Sze received a grant of 225 Restricted Stock Units on July 27, 2026. The award is a compensation-related acquisition, not an open-market purchase, and will settle into common shares once the vesting conditions are met.

How many restricted stock units were granted to Cavco (CVCO) director Julia Sze and at what price?

Director Julia Sze was granted 225 Restricted Stock Units of Cavco common stock at a reported price of 0.0000 per share. This reflects an equity compensation award, with no cash paid per share, that will convert into shares after specified vesting events.

When will Julia Sze’s Cavco (CVCO) restricted stock units pay out into common shares?

The 225 Restricted Stock Units granted to Julia Sze will pay out into Cavco common shares on the earlier of the 12 month anniversary of the Grant Date or the Company's next annual meeting of stockholders, whichever occurs first, subject to the award terms.

What are Julia Sze’s total reported Cavco (CVCO) holdings after this Form 4 transaction?

After the reported award, Julia Sze's total holdings are 3,251 shares of Cavco common stock. This amount includes 225 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered, as noted in the filing footnote.

Does the Cavco (CVCO) Form 4 indicate any stock sales or only an equity grant for Julia Sze?

The Form 4 shows no stock sales by Julia Sze; it reports only an acquisition via equity grant of 225 Restricted Stock Units. The transaction code is "A" for a grant, award, or other acquisition, with no corresponding sale transactions disclosed.

Are Julia Sze’s newly granted Cavco (CVCO) restricted stock units already vested or delivered?

The filing states that the 225 shares underlying Restricted Stock Units are "allocated but not yet vested or delivered." This means the RSUs are currently unvested and will convert into Cavco common shares only once the specified vesting conditions occur.
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*
SZE JULIA

(Last)(First)(Middle)
C/O 3636 N. CENTRAL AVENUE
SUITE 1200

(Street)
PHOENIX ARIZONA 85012

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CAVCO INDUSTRIES, INC. [ CVCO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/27/2026
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 Stock07/27/2026A225A(1)$03,251(2)D
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
Explanation of Responses:
1. This is an award of Restricted Stock Units which will pay out into shares of Common Stock of the Company upon: (a) the 12 month anniversary of the Grant Date, or (b) the Company's next annual meeting of stockholders following the Grant Date, whichever occurs first.
2. Includes 225 shares underlying Restricted Stock Units allocated but not yet vested or delivered.
Remarks:
/s/ Seth G. Schuknecht, attorney-in fact07/29/2026
** 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)