ROGERS W ALLEN II 4

What Happened
Rogers W. Allen II, a director of Insteel Industries Inc. (IIIN), received 2,703 shares on February 10, 2026 when Restricted Stock Units (RSUs) vested and converted into common stock. The Form 4 shows an acquisition line for 2,703 shares (derivative conversion) and a corresponding disposition line for 2,703 shares at $0, with no cash proceeds reported.

Key Details

• Transaction date: February 10, 2026; Form filed February 12, 2026 (appears timely).
• Acquisition: 2,703 shares via conversion/vesting of RSUs (derivative code M). Price: N/A.
• Disposition: 2,703 shares reported as disposed at $0.00 (derivative line). No cash sale or open-market sale reported.
• Footnotes: F1 = represents vesting of RSUs; F2 = RSUs convert one-for-one into common stock; F3 = RSUs vested on Feb 10, 2026.
• Shares owned after transaction: Not specified in the provided filing details.

Context
This filing reflects the routine vesting and conversion of RSUs into common shares rather than an open-market purchase or sale. Because no cash proceeds are reported, the lines likely document the mechanics of the RSU settlement (vesting/conversion) rather than a market sale; the footnotes confirm a one-for-one conversion on the vesting date.