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HALEY JOHN J reported acquisition or exercise transactions in this Form 4 filing.
MAXIMUS, INC. director John J. Haley received an equity grant of 7,009 restricted stock units, a form of stock-based compensation. These RSUs vest one year from the grant date, and he has elected to defer receiving the common shares until his service on the board ends.
Following this grant, he holds 47,115.951 shares of common stock directly. He also has indirect holdings of 71,132 shares through the John J. Haley Grantor Retained Annuity Trust Seven and 32,764 shares through the John J. Haley Grantor Retained Annuity Trust Eight. The position includes 135.462 dividend equivalent rights that vest alongside earlier RSU awards.
Altman Anne K. reported acquisition or exercise transactions in this Form 4 filing.
MAXIMUS, INC. director Anne K. Altman reported receiving an equity award of 3,062 shares of Common Stock at no cash cost, characterized as a grant or award. This represents restricted stock units that vest one year from the grant date and include 13.83 dividend-equivalent rights tied to earlier RSU awards.
After this grant, Altman directly holds a total of 35,141.897 shares. The transaction is compensation-related rather than an open-market purchase or sale, so it reflects routine director remuneration instead of a change in personal trading stance.
Warren Michael J. reported acquisition or exercise transactions in this Form 4 filing.
MAXIMUS, INC. director Michael J. Warren reported an award of 2,246 shares of Common Stock in the form of restricted stock units. These RSUs vest one year from the grant date, effectively adding to his equity-based compensation. Following this award and prior dividend-related adjustments, he holds 17,839.316 shares directly, reflecting both granted units and shares accumulated through dividend equivalents and reinvestment.
MAXIMUS, INC. director Gayathri Rajan received an equity award of 2,246 shares of common stock in the form of restricted stock units that vest one year from the March 10, 2026 grant date. Following this grant, Rajan directly holds a total of 16,704.698 common shares, including dividend-equivalent rights and shares acquired through dividend reinvestment.
Maximus held its Annual Meeting of Shareholders on March 10, 2026, with 50,864,001 shares represented, equal to 93.2% of the common stock entitled to vote. Shareholders elected eight directors to one-year terms ending at the 2027 annual meeting.
They also ratified KPMG LLP as the independent registered public accounting firm for the 2026 fiscal year, with 50,814,166 votes for and 13,714 against. In addition, shareholders approved, on an advisory basis, the compensation of the company’s named executive officers, with 48,075,519 votes for and 1,136,606 against.
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.
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.
Trusts associated with MAXIMUS, INC. director John J. Haley reported bona fide gifts of 32,764 shares of common stock each on February 18, 2026, at a reported price of $0.00 per share. After these transactions, Haley reports 39,971.489 shares held directly and additional indirect holdings through another trust.
Maximus, Inc. CEO and President Bruce Caswell reported open-market purchases of company common stock. On February 10, 2026, he bought 152 shares at a weighted average price of $76.92, 1,332 shares at $78.22, and 1,691 shares at $78.77. Following these transactions, he directly beneficially owned 328,013.285 shares of Maximus common stock.
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.