STOCK TITAN

Gerdau (NYSE: GGB) CEO sells 100K preferred shares, retains large RSU awards

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

GERDAU S.A. CEO and board member Gustavo Werneck reported selling a total of 100,000 preferred shares of Gerdau over two days in open-market transactions. He sold 50,000 shares on April 8, 2026 at about $4.01 per share and another 50,000 shares on April 9, 2026 at about $4.16 per share. Following these sales, he directly holds 88,080 preferred shares. He also holds several blocks of restricted stock units linked to preferred shares, covering 86,455, 152,887, 92,024 and 86,598 underlying shares with exercise dates between February 2027 and February 2029.

Positive

  • None.

Negative

  • None.
Insider Da Cunha Gustavo Werneck
Role CEO and Board Member
Sold 100,000 shs ($409K)
Type Security Shares Price Value
Sale Preferred shares 50,000 $4.16 $208K
Sale Preferred shares 50,000 $4.01 $201K
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
Holdings After Transaction: Preferred shares — 88,080 shares (Direct); Restricted Stock Units — 86,455 shares (Direct)
Footnotes (1)
  1. The price is denominated in Brazilian reais and has been translated into U.S. dollars at the April 8, 2026 selling rate of R$5.0899 per US$1.00, as reported by the Central Bank of Brazil. The price is denominated in Brazilian reais and has been translated into U.S. dollars at the April 9, 2026 selling rate of R$5.0821 per US$1.00, as reported by the Central Bank of Brazil.
Shares sold April 8, 2026 50,000 shares at ~$4.01 Open-market sale of preferred shares
Shares sold April 9, 2026 50,000 shares at ~$4.16 Open-market sale of preferred shares
Total shares sold 100,000 preferred shares Net-sell over two days
Direct holdings after sale 88,080 preferred shares Post-transaction ownership
RSU block 1 underlying shares 86,455 shares at $3.84 RSUs, exercise/expiration on Feb 12, 2027
RSU block 2 underlying shares 152,887 shares at $3.73 RSUs, exercise/expiration on Sep 1, 2027
RSU block 3 underlying shares 92,024 shares at $3.60 RSUs, exercise/expiration on Feb 12, 2028
RSU block 4 underlying shares 86,598 shares at $4.10 RSUs, exercise/expiration on Feb 12, 2029
Preferred shares financial
"security_title: "Preferred shares""
Preferred shares are a type of investment that gives investors priority over common shareholders when it comes to receiving dividends and getting their money back if a company is sold or liquidated. Think of them as a safer, more predictable way to earn income from a company's profits, similar to a fixed-return investment, but without voting rights. This makes preferred shares appealing to those seeking stable income with a higher claim on assets than regular stockholders.
open-market sale financial
"transaction_action: "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Restricted Stock Units financial
"security_title: "Restricted Stock Units""
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.
exercise price financial
"conversion_or_exercise_price: "3.8400""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
expiration date financial
"expiration_date: "2029-02-12T00:00:00.000Z""
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
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*
Da Cunha Gustavo Werneck

(Last)(First)(Middle)
AVENUE DOUTORA RUTH DE CARDOSO, 8501
8TH FLOOR, PINHEIROS

(Street)
SAO PAULOSAO PAULO05425-070

(City)(State)(Zip)

BRAZIL

(Country)
2. Issuer Name and Ticker or Trading Symbol
GERDAU S.A. [ GGB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CEO and Board Member
2a. Foreign Trading Symbol
[GGBR]
3. Date of Earliest Transaction (Month/Day/Year)
04/08/2026
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
Preferred shares04/08/2026S50,000D$4.01(1)138,080D
Preferred shares04/09/2026S50,000D$4.16(2)88,080D
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$3.84(2)02/12/202702/12/2027Preferred shares86,45586,455D
Restricted Stock Units$3.73(2)09/01/202709/01/2027Preferred shares152,887152,887D
Restricted Stock Units$3.6(2)02/12/202802/12/2028Preferred shares92,02492,024D
Restricted Stock Units$4.1(2)02/12/202902/12/2029Preferred shares86,59886,598D
Explanation of Responses:
1. The price is denominated in Brazilian reais and has been translated into U.S. dollars at the April 8, 2026 selling rate of R$5.0899 per US$1.00, as reported by the Central Bank of Brazil.
2. The price is denominated in Brazilian reais and has been translated into U.S. dollars at the April 9, 2026 selling rate of R$5.0821 per US$1.00, as reported by the Central Bank of Brazil.
/s/ Gustavo Werneck Da Cunha04/10/2026
** 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 insider transaction did GERDAU (GGB) report for CEO Gustavo Werneck?

Gerdau reported that CEO Gustavo Werneck sold 100,000 preferred shares in the open market. He executed two 50,000-share sales on April 8 and April 9, 2026, at prices around $4.01 and $4.16 per share, respectively, and continues to hold remaining shares and restricted stock units.

At what prices did GGB CEO Gustavo Werneck sell his preferred shares?

Gustavo Werneck sold 50,000 preferred shares at about $4.01 and another 50,000 at about $4.16 per share. These open-market transactions occurred on April 8 and April 9, 2026, with prices translated from Brazilian reais into U.S. dollars using daily exchange rates.

How many Gerdau (GGB) preferred shares does the CEO hold after the sales?

After the reported sales, Gustavo Werneck directly holds 88,080 preferred shares of Gerdau. This figure reflects his position following the two open-market transactions totaling 100,000 shares, as disclosed in the Form 4 insider trading report.

What restricted stock units does the GGB CEO still have outstanding?

The CEO holds several restricted stock unit awards tied to Gerdau preferred shares. These cover 86,455, 152,887, 92,024 and 86,598 underlying preferred shares, with exercise prices between $3.60 and $4.10 and exercise and expiration dates from February 2027 through February 2029.

Were Gustavo Werneck’s Gerdau (GGB) share sales open-market transactions?

Yes, both reported transactions are classified as open-market sales of preferred shares. The Form 4 labels them as sale transactions, using the standard “S” code for open-market or private sales, and provides per-share prices in U.S. dollars derived from Brazilian real exchange rates.

Does the Form 4 for GGB show any option exercises or only sales and holdings?

The Form 4 shows open-market sales of preferred shares and updated holdings of restricted stock units. It does not report any option or RSU exercises during this period; instead, it lists remaining RSU positions with their exercise prices and future exercise and expiration dates.