Ryder System (NYSE: R) executive sells 30,110 shares after option exercise

Filing Impact

(Very High)

Filing Sentiment

(Very Negative)

Form Type

Rhea-AI Filing Summary

Ryder System executive John S. Sensing reported mixed insider activity. On February 19, 2026, he exercised stock options for 12,110 shares and acquired an equal number of common shares. He then sold 30,110 common shares in open-market trades at prices between $219.12 and $222.60, ending with 49,081 shares of direct ownership.

Insider Trade Summary

Net Seller: 30,110 shares ($6,635,010)

Net Sell 10 txns

Insider Sensing John S.

Role President, Global SCS & DTS

Sold 30,110 shs ($6.64M)

Type	Security	Shares	Price	Value
Exercise	Stock Option (right to buy)	12,110	$0.00	--
Exercise	common stock	12,110	$76.49	$926K
Sale	common stock	5,965	$219.69	$1.31M
Sale	common stock	4,123	$220.65	$910K
Sale	common stock	1,600	$222.04	$355K
Sale	common stock	422	$222.43	$94K
Sale	common stock	9,410	$219.69	$2.07M
Sale	common stock	6,504	$220.65	$1.44M
Sale	common stock	1,721	$222.01	$382K
Sale	common stock	365	$222.52	$81K

Holdings After Transaction: Stock Option (right to buy) — 0 shares (Direct); common stock — 79,191 shares (Direct)

Footnotes (1)

This reflects the weighted average price at which the shares were sold. The sale price ranged from $219.12 to $220.10. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. This reflects the weighted average price at which the shares were sold. The sale price ranged from $220.12 to $221.10. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. This reflects the weighted average price at which the shares were sold. The sale price ranged from $221.33 to $222.33. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. This reflects the weighted average price at which the shares were sold. The sale price ranged from $222.33 to $222.60. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. This reflects the weighted average price at which the shares were sold. The sale price ranged from $222.43 to $222.60. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. The stock options vest in three equal installments on February 10, 2018, February 10, 2019 and February 10, 2020.

Form 4 Insider Transactions: What Each Field Means →

02/20/2026 - 05:21 PM

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^*

Sensing John S.

(Last)

(First)

(Middle)

2333 PONCE DE LEON BLVD.

SUITE 700

(Street)

CORAL GABLES

33134

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
RYDER SYSTEM INC [ R ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	President, Global SCS & DTS

3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
common stock	02/19/2026		M		12,110	A	$76.49	79,191	D
common stock	02/19/2026		S		5,965	D	$219.69⁽¹⁾	73,226	D
common stock	02/19/2026		S		4,123	D	$220.65⁽²⁾	69,103	D
common stock	02/19/2026		S		1,600	D	$222.04⁽³⁾	67,503	D
common stock	02/19/2026		S		422	D	$222.43⁽⁴⁾	67,081	D
common stock	02/19/2026		S		9,410	D	$219.69⁽¹⁾	57,671	D
common stock	02/19/2026		S		6,504	D	$220.65⁽²⁾	51,167	D
common stock	02/19/2026		S		1,721	D	$222.01⁽³⁾	49,446	D
common stock	02/19/2026		S		365	D	$222.52⁽⁵⁾	49,081	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Stock Option (right to buy)	$76.49	02/19/2026		M			12,110	⁽⁶⁾	02/09/2027	common stock	12,110	$0	0	D

Explanation of Responses:

1. This reflects the weighted average price at which the shares were sold. The sale price ranged from $219.12 to $220.10. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.

2. This reflects the weighted average price at which the shares were sold. The sale price ranged from $220.12 to $221.10. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.

3. This reflects the weighted average price at which the shares were sold. The sale price ranged from $221.33 to $222.33. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.

4. This reflects the weighted average price at which the shares were sold. The sale price ranged from $222.33 to $222.60. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.

5. This reflects the weighted average price at which the shares were sold. The sale price ranged from $222.43 to $222.60. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.

6. The stock options vest in three equal installments on February 10, 2018, February 10, 2019 and February 10, 2020.

Remarks:

	/s/ Robert D. Fatovic, by power of attorney	02/20/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did John S. Sensing report at Ryder System (R)?

John S. Sensing reported exercising options for 12,110 shares and selling 30,110 Ryder System common shares. All transactions occurred on February 19, 2026, and were open-market sales following the option exercise, leaving him with 49,081 directly owned shares.

How many Ryder System (R) shares did the executive sell in this Form 4?

The executive reported selling 30,110 Ryder System common shares. These were executed in multiple open-market transactions at various prices, as detailed in the Form 4, following an option exercise that delivered 12,110 shares of common stock.

At what prices were Ryder System (R) shares sold by John S. Sensing?

The reported Ryder System share sales occurred at weighted-average prices within ranges from about $219.12 to $222.60 per share. Footnotes indicate detailed price breakdowns are available upon request from the reporting person for each specific trade.

Did John S. Sensing exercise stock options in the Ryder System (R) filing?

Yes. He exercised a stock option for 12,110 shares of Ryder System common stock. The Form 4 labels this as an exercise or conversion of a derivative security, resulting in acquisition of 12,110 common shares before subsequent open-market sales.

How many Ryder System (R) shares does the executive own after these transactions?

After the reported option exercise and subsequent sales, John S. Sensing directly owns 49,081 Ryder System common shares. This ending balance is shown in the post-transaction ownership figures for the non-derivative common stock line items.

What is John S. Sensing’s role at Ryder System (R) in this Form 4?

In the filing, John S. Sensing is identified as an officer of Ryder System serving as President, Global SCS & DTS. His status as an executive explains why these transactions are reported under insider trading disclosure rules.