Cavco Industries (CVCO) director receives 225-share restricted stock unit award

Rhea-AI Filing Summary

Cavco Industries director Lisa Lynn Daniels reported an acquisition of 225 Restricted Stock Units (RSUs) tied to the company’s Common Stock. These RSUs will settle into common shares on the earlier of the 12-month anniversary of the grant date or the next annual meeting of stockholders. Following this award, Daniels is reported to hold 327 shares directly, including 225 shares underlying RSUs that are allocated but not yet vested or delivered.

Insider Trade Summary

Net Buyer: 225 shares

Net Buy 1 txn

Insider Daniels Lisa Lynn

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1, F2	225	$0.00	$0.00

Holdings After Transaction: Common Stock — 327 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.

Key Figures

RSU award size: 225 shares Holdings after transaction: 327 shares Award price per share: 0.0000 per share +2 more

5 metrics

RSU award size 225 shares Restricted Stock Units reported as acquired by Lisa Lynn Daniels on 2026-07-27

Holdings after transaction 327 shares Total direct Cavco Industries Common Stock holdings following the RSU award

Award price per share 0.0000 per share Stated transaction price for the RSU grant

Number of reported transactions 1 transaction Non-derivative grant/award acquisition reported in this Form 4

RSU settlement period 12 months RSUs settle on the 12 month anniversary of the Grant Date or earlier at the next annual meeting

Key Terms

Restricted Stock Units, Grant Date, annual meeting of stockholders, Common Stock

4 terms

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 regulatory

"or (b) the Company's next annual meeting of stockholders following the Grant Date"

Common Stock financial

"pay out into shares of Common Stock of the Company upon"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/29/2026 - 08:20 PM Accepted by SEC EDGAR 07/29/2026 - 08:19 PM Learn about SEC filing dates

FAQ

What did Lisa Lynn Daniels report in her CVCO Form 4 filing?

Lisa Lynn Daniels, a director of Cavco Industries (CVCO), reported receiving an award of 225 Restricted Stock Units (RSUs) linked to the company’s Common Stock. After this award, she is shown holding 327 shares directly, including the unvested RSUs.

How many Cavco Industries (CVCO) shares are covered by the new RSU award?

The Form 4 for CVCO reports a grant of 225 Restricted Stock Units. A footnote explains these RSUs represent 225 shares of Common Stock that are allocated but not yet vested or delivered and will settle into shares upon specified future events.

What is the vesting or settlement schedule for Lisa Lynn Daniels’ CVCO RSUs?

The RSUs reported in the CVCO Form 4 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, whichever occurs first, according to the filing footnote.

What are Lisa Lynn Daniels’ total Cavco Industries (CVCO) holdings after this transaction?

After the reported RSU award, Lisa Lynn Daniels is shown holding 327 shares of Cavco Industries (CVCO) Common Stock directly. This total includes 225 shares underlying Restricted Stock Units that have been allocated but are not yet vested or delivered.

Was the CVCO Form 4 transaction by Lisa Lynn Daniels a market purchase or sale?

No market purchase or sale is reported. The CVCO Form 4 shows a code A transaction, described as a grant or award acquisition of 225 Restricted Stock Units with a stated per-share price of $0.0000, indicating an equity award rather than an open-market trade.

Was Lisa Lynn Daniels’ CVCO Form 4 transaction under a Rule 10b5-1 plan?

The CVCO Form 4 shows the Rule 10b5-1 checkbox as unchecked. This indicates the reported RSU award was not identified as being made pursuant to a Rule 10b5-1 trading plan in this filing.

SEC Form 4

FORM 4

UNITED 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^*

Daniels Lisa Lynn

(Last) (First) (Middle)

3636 N CENTRAL AVE

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)

X	Director		10% 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)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/27/2026		A		225	A(1)	$0	327(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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 fact	07/29/2026
	** Signature of Reporting Person	Date
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)