STOCK TITAN

Maximus (MMS) director John Haley records 32,764-share trust transfers

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Maximus, Inc. director John J. Haley reported non-cash transfers of company stock involving personal and trust holdings. On 02/10/2026, he executed two bona fide gift transfers of Maximus common stock totaling 32,764 shares each at a stated price of $0 per share, moving shares between direct ownership and the John J. Haley Revocable Trust.

Following these transactions, Haley directly held 39,971.489 shares of Maximus common stock and indirectly held 32,764 shares through the revocable trust and 71,132 shares through the John J. Haley Grantor Retained Annuity Trust Seven. A footnote explains that 32,764 shares previously held by a separate annuity trust (Trust Six) were transferred back to Haley as an annuity payment in an exempt transaction under Rule 16a-13.

Positive

  • None.

Negative

  • None.
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*
HALEY JOHN J

(Last) (First) (Middle)
C/O MAXIMUS INC.
1600 TYSONS BLVD, STE 1400

(Street)
MCLEAN VA 22102

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MAXIMUS, INC. [ MMS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
02/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 02/10/2026 G 32,764 D $0 39,971.489(1) D
Common Stock 02/10/2026 G V 32,764 A $0 32,764 I By John J. Haley Revocable Trust
Common Stock 71,132 I By John J. Haley Grantor Retained Annuity Trust Seven
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. Reflects 32,764 shares of common stock previously reported as held by John J. Haley Grantor Retained Annuity Trust Six, which shares were transferred back to the reporting person in satisfaction of an annuity payment in an exempt transaction under Rule 16a-13.
/s/ John T Martinez: As Attorney-In-Fact for: John Haley 02/11/2026
** 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.

FAQ

What insider transaction did MMS director John J. Haley report on this Form 4?

John J. Haley reported non-cash transfers of Maximus (MMS) common stock on 02/10/2026. The filing shows bona fide gift transactions moving 32,764 shares between his direct holdings and the John J. Haley Revocable Trust, with no sale proceeds reported.

How many MMS shares did John J. Haley transfer in the reported gift transactions?

The Form 4 shows two bona fide gift transfers of Maximus common stock, each involving 32,764 shares. One entry reflects a decrease in directly held shares, while a corresponding entry reflects indirect ownership through the John J. Haley Revocable Trust.

What are John J. Haley’s direct MMS share holdings after the reported transactions?

After the reported transactions, John J. Haley directly beneficially owned 39,971.489 shares of Maximus common stock. This figure reflects his remaining personal holdings following the non-cash gift transfer activity on 02/10/2026.

What MMS shares does John J. Haley hold indirectly through trusts after this Form 4?

Following the transactions, Haley indirectly held 32,764 shares of Maximus common stock through the John J. Haley Revocable Trust and 71,132 shares through the John J. Haley Grantor Retained Annuity Trust Seven, as disclosed in the Form 4.

How does the Form 4 describe the nature of John J. Haley’s stock transfers?

The transactions are coded “G” for bona fide gift. The filing describes non-cash movements of Maximus common stock between Haley’s direct ownership and his revocable trust, with a footnote referencing an exempt annuity-related transfer under Rule 16a-13.

What does the footnote about the Grantor Retained Annuity Trust Six explain?

The footnote states that 32,764 shares of Maximus common stock were previously reported as held by the John J. Haley Grantor Retained Annuity Trust Six and were transferred back to Haley in satisfaction of an annuity payment under Rule 16a-13.

Maximus

NYSE:MMS

MMS Rankings

MMS Latest News

MMS Latest SEC Filings

MMS Stock Data

4.32B
53.59M
1.09%
104.4%
4.17%
Specialty Business Services
Services-business Services, Nec
Link
United States
MCLEAN