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IBEX Ltd Casteel earns 3,228 performance shares

The PSUs were earned after certification of performance goals for the two-year period ending June 30, 2026.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

IBEX Ltd Chief Sales/Marketing Officer Julie K. Casteel earned 3,228 performance-based stock units (PSUs) on September 30, 2026; the units converted to common shares. On the same date, the issuer withheld 1,271 shares to satisfy her tax liability upon vesting. The footnote says the withholding was not discretionary and that Casteel did not sell shares to satisfy the liability.

Insider Casteel Julie K
Role Chief Sales/Marketing Officer
Type Security Shares Price Value
Grant/Award Common Shares F1 3,228 $0.00 $0.00
Tax Withholding Common Shares F2, F3 1,271 $43.26 $55K
Holdings After Transaction: Common Shares — 102,771 shares (Direct)
Footnotes (3)
  1. F1. On September 30, 2026, 3,228 performance-based stock units ("PSUs") were earned and acquired by the Reporting Person. These PSUs were earned upon certification of performance goals for the two-year period ending June 30, 2026 and converted to Common shares.
  2. F2. Represents shares withheld by the Issuer to satisfy the Reporting Person's tax liability upon the vesting of PSUs on September 30, 2026. This was not a discretionary transaction, and no shares were sold by the reporting person to satisfy this tax liability.
  3. F3. Closing price of Issuer's Common shares on September 30, 2026.
PSUs earned and acquired 3,228 PSUs Earned and acquired on September 30, 2026, then converted to common shares.
Shares withheld for tax liability 1,271 shares Withheld by the issuer upon vesting on September 30, 2026.
Common share closing price $43.26 per share September 30, 2026.
performance-based stock units ("PSUs") technical
"3,228 performance-based stock units ("PSUs") were earned and acquired"
certification of performance goals technical
"earned upon certification of performance goals"
vesting technical
"tax liability upon the vesting of PSUs"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares did Julie K. Casteel acquire in IBEX (IBEX)?

Casteel earned 3,228 PSUs, which converted to common shares on September 30, 2026. On that date, the issuer withheld 1,271 shares to satisfy her tax liability upon vesting.

What performance period did Julie K. Casteel's IBEX PSUs cover?

The performance goals were for the two-year period ending June 30, 2026, and the PSUs were earned upon certification of those goals.

What does the $43.26 figure in IBEX's Form 4 represent?

The $43.26 per-share figure is the closing price of IBEX common shares on September 30, 2026.

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

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Learn about SEC filing dates
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*
Casteel Julie K

(Last)(First)(Middle)
C/O IBEX LIMITED
1717 PENNSYLVANIA AVENUE NW, SUITE 825

(Street)
WASHINGTON DISTRICT OF COLUMBIA 20006

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
IBEX Ltd [ IBEX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Sales/Marketing Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2026
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 Shares09/30/2026A3,228(1)A$0104,042D
Common Shares09/30/2026F1,271(2)D$43.26(3)102,771D
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. On September 30, 2026, 3,228 performance-based stock units ("PSUs") were earned and acquired by the Reporting Person. These PSUs were earned upon certification of performance goals for the two-year period ending June 30, 2026 and converted to Common shares.
2. Represents shares withheld by the Issuer to satisfy the Reporting Person's tax liability upon the vesting of PSUs on September 30, 2026. This was not a discretionary transaction, and no shares were sold by the reporting person to satisfy this tax liability.
3. Closing price of Issuer's Common shares on September 30, 2026.
Remarks:
Lisa Lenstrohm, Attorney-in-Fact10/02/2026
** 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)

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