JOHNSON LEIPOLD HELEN P 4
4 · JOHNSON OUTDOORS INC · Filed Feb 18, 2026
Research Summary
AI-generated summary of this filing
JOUT 10% Owner Helen P. Johnson-Leipold Transfers 96,393 Shares
What Happened Helen P. Johnson-Leipold, a reported 10% owner of Johnson Outdoors, transferred an aggregate 96,393 JOUT shares on February 13, 2026. The Form 4 shows an offsetting disposition and acquisition (transaction code J) with no cash price reported (N/A). Footnotes explain the shares were moved into trusts established for the benefit of each of her children (for which her husband serves as a fiduciary) to satisfy a previously contracted debt.
Key Details
- Transaction date: February 13, 2026; Form filed February 18, 2026 (reporting delay).
- Transaction type: Code J — other acquisition/disposition between related parties (transfer to family trusts); no dollar price reported (N/A).
- Shares transferred: 96,393 shares (reported as both disposition and acquisition reflecting a change in form of ownership).
- Shares owned after transaction: Not explicitly quantified in the filing; Ms. Johnson-Leipold continues to report direct and indirect ownership through personal holdings, corporations, trusts and certain partnerships (see footnotes).
- Notable footnotes: transfer to child-benefit trusts to satisfy a debt (F1); Ms. Johnson-Leipold reports various direct and indirect ownership roles including settlor/beneficiary and holdings via corporations/partnerships (F2–F5); husband serves as fiduciary for the child trusts.
- Timeliness: Filed five days after the transaction date (potential delay in public disclosure).
Context
- This appears to be an intra-family/estate-planning transfer (satisfaction of a debt) rather than an open-market sale or purchase, so it should not be interpreted as a market sentiment trade.
- As a 10% owner reporting complex direct/indirect holdings, these transfers reflect changes in form of ownership among related entities and trusts rather than a straightforward buy/sell by an executive.
Insider Transaction Report
Form 4
JOHNSON LEIPOLD HELEN P
DirectorChairman of the Board & CEO10% Owner
Transactions
- Other
Common A Stock
[F1][F3]2026-02-13−96,393→ 908,077 total(indirect: As settlor) - Other
Common A Stock
[F1][F4]2026-02-13+96,393→ 96,393 total(indirect: By Trust)
Holdings
- 321,396
Common A Stock
[F2] - 250,920(indirect: By Trust)
Common A Stock
[F5]
Footnotes (5)
- [F1]Reflects the transfer of an aggregate 96,393 shares owned indirectly by Ms. Johnson-Leipold in equal amounts to trusts established for the benefit of each of her children (for which her husband serves as a fiduciary) in satisfaction of a previously contracted debt owed by Ms. Johnson-Leipold.
- [F2]Ms. Johnson-Leipold reports direct ownership of these shares, which she holds (a) personally, (b) as the sole shareholder of a certain corporation that holds shares, and (c) as restricted stock awards.
- [F3]Ms. Johnson-Leipold reports these shares as settlor and beneficiary of the Trusts, which beneficially own reported shares directly or indirectly as a shareholder of certain corporations and as the general partner of certain limited partnerships (collectively, the "Controlling Entities"). The amount reported also reflects a change in form of beneficial ownership following the contribution of shares by one such trust to a grantor retained annuity trust for which Ms. Johnson-Leipold is the trustee and sole annuitant.
- [F4]Shares held by trusts established for the benefit of each of Ms. Johnson-Leipold's children, for which her husband serves as a fiduciary.
- [F5]Ms. Johnson-Leipold reports these shares as settlor of and beneficiary of the Trusts. Ms. Johnson-Leipold reports all shares held by certain corporations or limited liability companies of which certain trusts (the "Trusts") may be deemed to be controlling shareholders. In addition, Ms. Johnson-Leipold reports all shares held by certain limited partnerships of which one of the Trusts is a general partner. Due to the nature of such limited partnerships, it is impractical to determine each Trust's or other trusts' proportionate interest (as defined by Rule 16a- l(a)(2)(ii)(B)) in such limited partnerships. Ms. Johnson-Leipold disclaims beneficial ownership in all shares held by the Controlling Entities in which she does not have a pecuniary interest.
Signature
/s/ Helen Johnson Leipold|2026-02-18