Director Richard Montoni gifts 7,000 MAXIMUS (MMS) shares via family trust

Rhea-AI Filing Summary

MAXIMUS, INC. director Richard A. Montoni reported an indirect disposition of common stock through a bona fide gift. On February 27, 2026, a trust associated with him transferred 7,000 shares of common stock as a gift to a family member at no price. Following this transaction, the trust’s indirect holdings stood at 45,500 common shares.

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^*

MONTONI RICHARD A

(Last) (First) (Middle)

C/O MAXIMUS, INC.

1600 TYSONS BLVD

(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)
02/27/2026

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	02/27/2026		G		7,000(1)	D	$0	45,500	I	In Trust

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 the gift of common stock to a family member.

	/s/ Jason Frank: As Attorney-In-Fact for: Richard Montoni	03/02/2026
	** 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 MAXIMUS (MMS) director Richard A. Montoni report?

Richard A. Montoni reported an indirect bona fide gift of 7,000 shares of MAXIMUS common stock. The transfer was recorded as a gift from a trust to a family member and did not involve any sale proceeds or purchase price.

Was the MAXIMUS (MMS) insider transaction a sale or a gift?

The transaction was a bona fide gift, not a market sale. A trust associated with director Richard A. Montoni transferred 7,000 MAXIMUS common shares to a family member at zero price, reflecting a non-cash disposition of stock.

How many MAXIMUS (MMS) shares were transferred in the reported gift?

A total of 7,000 MAXIMUS common shares were transferred. The Form 4 states this was a bona fide gift from an indirectly held trust account, moving the shares to a family member without consideration or sale proceeds.

What is Richard A. Montoni’s indirect MAXIMUS (MMS) share balance after the gift?

After the reported gift, the trust associated with Richard A. Montoni holds 45,500 MAXIMUS common shares indirectly. This figure reflects the position following the 7,000-share bona fide gift to a family member disclosed in the Form 4.

How is the ownership of MAXIMUS (MMS) shares described in Montoni’s Form 4 filing?

The shares involved are reported as indirectly owned, with the nature of ownership listed as “In Trust.” This indicates the position and the 7,000-share gift were effected through a trust rather than direct personal holdings by Richard A. Montoni.

Does the MAXIMUS (MMS) Form 4 indicate any cash proceeds from Montoni’s transaction?

No cash proceeds are indicated, as the 7,000-share transfer is classified as a bona fide gift. The transaction price per share is reported as 0.0000, consistent with a non-cash, family-related stock gift from the trust.