Maximus director gifts 3,000 MMS shares

MAXIMUS, INC. director Richard A. Montoni reported an indirect disposition of 3,000 shares of common stock through a bona fide gift.

Rhea-AI Filing Summary

MAXIMUS, INC. director Richard A. Montoni reported an indirect disposition of 3,000 shares of common stock through a bona fide gift. The shares were held in trust and were gifted to a charitable donor advised fund at no stated price. Following this gift transfer, indirect holdings reported for this trust-related position total 52,500 shares of common stock.

Insider Trade Summary

3,000 shares gifted

Gift 1 txn

Insider MONTONI RICHARD A

Role Director

Type	Security	Shares	Price	Value
Gift	Common Stock	3,000	$0.00	$0.00

Holdings After Transaction: Common Stock — 52,500 shares (Indirect, In Trust)

Footnotes (1)

1. F1. Reflects the gift of common stock to a charitable donor advised fund.

FAQ

What insider transaction did MAXIMUS (MMS) director Richard Montoni report?

Richard A. Montoni reported an indirect disposition of 3,000 shares of MAXIMUS common stock. The Form 4 states this was a bona fide gift of shares held in trust to a charitable donor advised fund.

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

The transaction was a bona fide gift, not a sale. The Form 4 uses code G, describing a gift of common stock from trust-held shares to a charitable donor advised fund at no stated price.

How many MAXIMUS (MMS) shares were gifted in this Form 4 filing?

The filing reports that 3,000 shares of MAXIMUS common stock were gifted. These shares were indirectly held in a trust and transferred as a bona fide gift to a charitable donor advised fund on the reported date.

How many MAXIMUS (MMS) shares does the trust-related position hold after the gift?

After the 3,000-share gift, the trust-related indirect position reports holding 52,500 shares of MAXIMUS common stock. This figure reflects the number of shares indirectly owned following the reported charitable transfer.

What does the footnote in the MAXIMUS (MMS) Form 4 say about the transaction?

The footnote explains the reported transaction reflects a gift of common stock to a charitable donor advised fund. This clarifies the nature of the disposition as a charitable transfer rather than an open-market or privately negotiated sale.

How is the ownership of the MAXIMUS (MMS) shares classified in this Form 4?

The shares involved are classified as indirect ownership, noted as "In Trust." The Form 4 indicates the 3,000 gifted shares and the remaining 52,500 shares are associated with a trust rather than direct personal holdings.

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Accepted by SEC EDGAR 02/25/2026 - 07:10 PM Learn about SEC filing dates

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)
02/24/2026

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	02/24/2026		G		3,000(1)	D	$0	52,500	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 charitable donor advised fund.

Remarks:

Exhibit List Exhibit 24-Power of Attorney

	/s/ Jason Frank: As Attorney-In-Fact for: Richard Montoni	02/25/2026
	** 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.