York James R. 4

What Happened
James R. York, Senior Vice President of Insteel Industries (IIIN), had 1,239 Restricted Stock Units (RSUs vest) on February 14, 2026. The RSUs converted one-for-one into 1,239 common shares. To satisfy tax withholding, 418 of those shares were withheld (valued at $37.58 each, totaling $15,708), leaving a net 821 shares issued to Mr. York. The RSU conversion is reported as a derivative exercise/conversion (code M) and the withholding as a tax payment (code F).

Key Details

• Transaction date: February 14, 2026 (reported on Form 4 filed Feb 17, 2026).
• What occurred: 1,239 RSUs vested and converted to 1,239 common shares (one-for-one).
• Tax withholding: 418 shares withheld at $37.58/share → $15,708 paid to cover taxes.
• Net delivered to insider: 1,239 − 418 = 821 shares.
• Transaction codes: M = exercise/conversion of derivative (RSU conversion); F = shares withheld for taxes.
• Footnotes: RSUs vested on Feb 14, 2026; RSUs convert one-for-one; shares withheld represent tax withholding in connection with the vesting.
• Shares owned after transaction: Not specified in the supplied data.

Context
This is a routine equity award vesting and partial share withholding to cover taxes (common practice). The RSUs converted at no exercise price (typical for RSU awards), and a portion was effectively sold/forfeited to satisfy tax liabilities rather than an open-market sale by the insider. This type of filing documents compensation vesting rather than a market-confidence purchase.