STOCK TITAN

JB Hunt (JBHT) EVP Hobbs settles RSUs, withholds shares for taxes

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

Rhea-AI Filing Summary

HUNT J B TRANSPORT SERVICES INC EVP and COO Nicholas Hobbs reported equity compensation activity involving performance-based restricted stock units and related tax withholding. An award of 3,246 restricted stock units settled based on performance, resulting in 2,372 RSUs vesting into common stock and 874 RSUs being forfeited.

To cover tax obligations, 1,100 shares of common stock were withheld at $211.90 per share, a non-market tax-withholding disposition rather than an open-market sale. After these transactions, Hobbs directly holds 93,008 shares of common stock, plus 24,626.8981 shares through a 401(k) account and 168 shares held indirectly through his spouse.

Positive

  • None.

Negative

  • None.
Insider Hobbs Nicholas
Role EVP and COO
Type Security Shares Price Value
Exercise Restricted Stock 3,246 $0.00 --
Exercise Common Stock 2,372 $0.00 --
Tax Withholding Common Stock 1,100 $211.90 $233K
holding Common Stock -- -- --
holding Common Stock 401(k) -- -- --
Holdings After Transaction: Restricted Stock — 0 shares (Direct); Common Stock — 94,108 shares (Direct); Common Stock — 168 shares (Indirect, Spouse); Common Stock 401(k) — 24,626.898 shares (Direct)
Footnotes (1)
  1. Reflects the settlement of an award of performance-based restricted stock units (RSUs) originally granted in January 2023 for shares of common stock upon the partial vesting of such award. The number of shares acquired upon vesting of the award was based on actual performance achieved relative to the target performance levels, which resulted in 2,372 RSUs vesting and being converted into common stock and 874 RSUs being forfeited. Reflects shares acquired through 401(k) contributions since January 22, 2026.
RSUs settled 3,246 units Performance-based restricted stock unit award settlement
RSUs vested 2,372 units Converted into common stock based on achieved performance
RSUs forfeited 874 units Unvested portion of January 2023 performance award
Tax-withholding shares 1,100 shares Common stock delivered to satisfy tax liability
Tax-withholding price $211.90 per share Value used for shares delivered for tax obligations
Direct common shares post-transaction 93,008 shares Direct JBHT common stock holding after transactions
401(k) common stock holding 24,626.8981 shares Common Stock 401(k) position as of the reporting date
Spouse-held indirect shares 168 shares Common stock held indirectly through spouse
performance-based restricted stock units financial
"Reflects the settlement of an award of performance-based restricted stock units (RSUs) originally granted in January 2023"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
RSUs financial
"which resulted in 2,372 RSUs vesting and being converted into common stock and 874 RSUs being forfeited"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
401(k) contributions financial
"Reflects shares acquired through 401(k) contributions since January 22, 2026"
derivative exercise/conversion financial
"transaction_action":"derivative exercise/conversion""
SEC Form 4
FORM 4UNITED 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*
Hobbs Nicholas

(Last)(First)(Middle)
615 JB HUNT CORPORATE DRIVE
PO BOX 130

(Street)
LOWELL ARKANSAS 72745

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
HUNT J B TRANSPORT SERVICES INC [ JBHT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP and COO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock03/31/2026M2,372(1)A$0.0094,108D
Common Stock03/31/2026F1,100D$211.993,008D
Common Stock168ISpouse
Common Stock 401(k)24,626.8981(2)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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock$0.0003/31/2026M3,246(1)03/31/202604/15/2026Common Stock3,246$0.000.00D
Explanation of Responses:
1. Reflects the settlement of an award of performance-based restricted stock units (RSUs) originally granted in January 2023 for shares of common stock upon the partial vesting of such award. The number of shares acquired upon vesting of the award was based on actual performance achieved relative to the target performance levels, which resulted in 2,372 RSUs vesting and being converted into common stock and 874 RSUs being forfeited.
2. Reflects shares acquired through 401(k) contributions since January 22, 2026.
Remarks:
/s/ Whitney Elliott, Attorney-in-Fact04/02/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What did JBHT executive Nicholas Hobbs report in this Form 4?

Nicholas Hobbs reported settlement of a performance-based restricted stock unit award into common stock and related tax withholding. 2,372 RSUs vested into shares, while 874 RSUs were forfeited, and 1,100 shares were withheld to satisfy tax obligations at $211.90 per share.

How many JBHT restricted stock units vested for Nicholas Hobbs?

A total of 2,372 performance-based restricted stock units vested for Nicholas Hobbs and were converted into common stock. This vesting was based on actual performance versus target levels, while 874 RSUs from the same January 2023 award were forfeited under the plan’s terms.

Were any of Nicholas Hobbs’ JBHT shares sold on the open market?

No open-market sales are reported. The Form 4 shows 1,100 shares of common stock disposed of as a tax-withholding transaction at $211.90 per share, meaning shares were delivered to cover taxes rather than sold in discretionary market trades.

How many JBHT shares does Nicholas Hobbs hold after these transactions?

After the reported transactions, Nicholas Hobbs directly holds 93,008 shares of JBHT common stock. He also has 24,626.8981 shares in a 401(k) account and 168 shares held indirectly through his spouse, reflecting both direct and indirect ownership positions.

What do the Form 4 footnotes say about Hobbs’ RSU award?

The footnotes explain that a January 2023 performance-based RSU award settled into common stock upon partial vesting. Actual performance versus target caused 2,372 RSUs to vest and convert into shares, while 874 RSUs from the same award were forfeited under the plan’s performance conditions.

How did Nicholas Hobbs acquire shares through his JBHT 401(k)?

The Form 4 states that shares labeled as “Common Stock 401(k)” reflect acquisitions through 401(k) contributions. Footnotes note that these 24,626.8981 shares were accumulated through plan contributions since January 22, 2026, rather than through open-market purchases.