CACI INTERNATIONAL INC /DE/ (CACI)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-27

Key Insights

  • DeEtte Gray, President of US Operations, received 10,636 restricted stock units that vested on April 26, 2026, converting them into common stock and increasing her total beneficial ownership to 43,997 shares held directly.
  • Immediately following the RSU vesting, Gray sold 4,512 shares at $516.54 per share, generating approximately $2.33 million in proceeds, reducing her direct holdings to 39,485 shares.
  • The sale of approximately 42% of newly vested shares suggests a portfolio rebalancing or liquidity event rather than a significant vote of no confidence, as Gray retained a substantial ownership position worth approximately $20.4 million at the transaction price.
Quarterly Report Filed: 2026-04-23

Key Insights

  • CACI completed multiple strategic acquisitions during the period including ARKA Group L.P. (March 2026), Datalynx Limited (February 2026), and Azure Summit Technology Inc. (October 2024), demonstrating active portfolio expansion in defense and intelligence markets.
  • The company maintains a diversified contract mix across Cost-Plus-Fee, Fixed-Price, and Time-and-Materials arrangements with both domestic and international operations, providing revenue stability and growth opportunities across different customer segments.
  • Recent acquisitions of technology-focused companies (ARKA Group, Datalynx, Azure Summit) suggest strategic pivot toward intelligence software and advanced analytics capabilities, strengthening competitive positioning in high-growth defense technology segments.
  • The filing shows active capital allocation through acquisitions rather than significant share buybacks, indicating management prioritizes organic growth through strategic M&A over shareholder returns during this fiscal period.
Current Report Filed: 2026-04-22

Key Insights

  • CACI released Q3 FY2026 financial results on April 22, 2026, with a conference call scheduled for April 23, 2026 to discuss performance and outlook.
  • This is a routine earnings announcement filing containing no material events, executive changes, acquisitions, or guidance updates beyond the standard quarterly results release.
  • The filing lacks substantive financial details in the 8-K itself, with actual results relegated to the press release exhibit, limiting immediate transparency for investors on earnings quality or trends.
Insider Trading Filed: 2026-04-21

Key Insights

  • Lisa Disbrow, Board Chair, received 52 shares of CACI common stock on 04/16/2026 as part of her annual retainer compensation, increasing her total beneficial ownership to 2,329 shares.
  • This is a routine equity compensation grant to a director rather than a discretionary open-market purchase, indicating confidence in the company's value at current levels but not signaling insider conviction to buy shares.
  • The transaction represents standard board compensation practices for CACI rather than material insider buying activity that would suggest exceptional confidence in future stock performance.
Insider Trading Filed: 2026-04-16

Key Insights

  • The reporting person, Susan M. Gordon, acquired 84 shares of CACI Common Stock through the vesting of Restricted Stock Units (RSUs) on April 14, 2026.
  • The RSUs were granted on October 17, 2025 and will continue vesting in tranches over the next year, with the final 85 shares vesting on October 11, 2026.
  • This filing indicates continued insider ownership and alignment between the reporting person and CACI's shareholders.
Insider Trading Filed: 2026-04-16

Key Insights

  • Ryan D. McCarthy, a director at CACI International Inc., exercised 84 restricted stock units on April 14, 2026, increasing his direct ownership to 2,237 shares.
  • McCarthy's restricted stock unit grants vest over time, with 84 shares vesting on January 14, 2026, another 84 shares on April 14, 2026, and additional tranches in July and October 2026.
  • Insider ownership and equity-based compensation can provide insights into management's alignment with shareholders, and the vesting schedule indicates a long-term incentive structure.
Insider Trading Filed: 2026-04-16

Key Insights

  • Scott C. Morrison, a director of CACI International Inc., has exercised 84 restricted stock units (RSUs) on April 14, 2026, increasing his direct ownership in the company.
  • This transaction is part of a larger RSU grant made to Morrison in October 2025, with the remaining 254 RSUs vesting over the next few quarters.
  • Insider transactions, such as this exercise of RSUs, can provide insights into management's confidence in the company's future prospects.
Insider Trading Filed: 2026-04-16

Key Insights

  • Philip O. Nolan, a director at CACI International Inc, has exercised 84 restricted stock units (RSUs) that were granted on October 17, 2025. This indicates that Nolan is holding on to his stake in the company.
  • Nolan's RSUs will continue to vest over the next year, with 84 shares vesting on April 14, 2026, 85 shares on July 13, 2026, and 85 shares on October 11, 2026. This suggests ongoing alignment between Nolan and the company's long-term performance.
  • The Form 4 filing provides transparency on insider ownership and vesting schedules, which can be useful information for investors to assess management's incentives and commitment to the company's success.
Insider Trading Filed: 2026-04-16

Key Insights

  • Lisa Disbrow, a director of CACI International Inc, exercised 123 restricted stock units (RSUs) on April 14, 2026, increasing her direct ownership to 2,277 shares of common stock.
  • The RSU grant was made on October 16, 2025, and this exercise represents the first of four scheduled vesting tranches over the next year.
  • Insider transactions like this can provide signals about management's confidence in the company's outlook and their alignment with shareholder interests.
Insider Trading Filed: 2026-04-16

Key Insights

  • Debora A. Plunkett, a director of CACI International Inc, exercised 84 restricted stock units (RSUs) on April 14, 2026, increasing her direct ownership to 2,512 shares.
  • The RSU exercise is part of a larger grant of 338 RSUs that will vest in four equal tranches from January 2026 to October 2026, indicating ongoing equity compensation for this director.
  • Insider transactions, such as this RSU exercise, can provide insights into management's confidence in the company's future prospects and their alignment with shareholders.
Insider Trading Filed: 2026-04-16

Key Insights

  • Charles L. Szews, a director of CACI International, acquired 84 shares of the company's common stock through the vesting of restricted stock units (RSUs) on April 14, 2026.
  • The RSUs were granted to Szews on October 17, 2025, with a vesting schedule over the following year, indicating ongoing alignment between management and shareholders.
  • Szews's direct ownership of CACI shares increased to 499 shares following this transaction, suggesting he maintains a meaningful stake in the company.
Insider Trading Filed: 2026-04-16

Key Insights

  • Stanton D. Sloane, a director of CACI International Inc, exercised 84 restricted stock units (RSUs) on April 14, 2026, increasing his direct ownership to 1,027 shares.
  • The vesting of these RSUs is part of a larger grant of 338 RSUs made on October 17, 2025, with scheduled vesting over the next year.
  • Insider transactions like this can provide insight into management's confidence in the company's future prospects.
Current Report Filed: 2026-03-12

Key Insights

  • CACI International Inc. issued $500 million in additional senior unsecured notes due 2033, increasing its total outstanding notes to $1.5 billion.
  • The additional notes were issued at 6.375% interest to be used to repay debt incurred for the acquisition of ARKA Group L.P.
  • The indenture contains customary covenants and events of default, including a change of control provision and restrictions on additional indebtedness.
Insider Trading Filed: 2026-03-12

Key Insights

  • Debora A. Plunkett, a director of CACI International Inc., sold 220 shares of the company's common stock on March 11, 2026 at $603.30 per share.
  • Following the reported transaction, Plunkett now directly owns 2,428 shares of CACI common stock.
  • Insider selling can signal a potential change in management's outlook or confidence in the company's prospects, which investors may want to monitor.
Current Report Filed: 2026-03-09

Key Insights

  • CACI International Inc has entered into an amendment to its credit agreement, providing an additional $800 million tranche of term loans to finance the acquisition of ARKA Group, L.P.
  • The acquisition of ARKA Group, L.P. for $2.6 billion in cash represents a significant strategic move for CACI, expanding its capabilities and market reach.
  • The new term loans are subject to customary negative covenants, which may limit CACI's financial flexibility to some extent.
Current Report Filed: 2026-02-26

Key Insights

  • CACI International Inc has announced the pricing of an additional $500 million in unsecured 6.375% Senior Notes due 2033, potentially indicating the company's plans to finance growth or refinance existing debt.
  • The timing of this debt offering, approximately 7 months prior to the maturity of the existing notes, suggests CACI may be proactively managing its capital structure.
  • Investors should monitor CACI's debt levels, interest expense, and use of proceeds from the new notes to assess the impact on the company's financial position and future performance.
Current Report Filed: 2026-02-26

Key Insights

  • CACI International Inc plans to offer an additional $500 million in senior notes due 2033, which will be used to partially fund the acquisition of ARKA Group L.P.
  • The notes will be issued as part of the same series as the company's existing 6.375% senior notes due 2033, indicating a continuation of the company's debt financing strategy.
  • The acquisition of ARKA Group L.P. suggests CACI is pursuing strategic growth opportunities, which could potentially expand the company's capabilities and market reach.
Insider Trading Filed: 2026-02-12

Key Insights

  • The reporting person, J. William Koegel, Jr., who is the Executive Vice President and General Counsel of CACI International Inc, sold 2,000 shares of the company's common stock on February 10, 2026 at a price of $615.0625 per share.
  • Following the reported transaction, the reporting person now beneficially owns 25,931 shares of the company's common stock.
  • The transaction appears to be a routine sale of shares by an insider and does not indicate any significant change in the reporting person's overall ownership or the company's outlook.
Quarterly Report Filed: 2026-01-22

Key Insights

  • CACI's revenue and profitability have shown steady growth over the past 2 fiscal years, indicating strong operational performance.
  • The company has made several strategic acquisitions, such as AzureSummitTechnology Inc. and AppliedInsightCorporateHoldings Inc., which could expand its capabilities and market share.
  • CACI's contract mix appears balanced, with a mix of cost-plus-fee, fixed-price, and time-and-materials contracts, providing revenue visibility.
Current Report Filed: 2026-01-21

Key Insights

  • CACI International Inc. reported its financial results for the second quarter of fiscal year 2026, providing investors with an update on the company's performance.
  • The company announced that it will be hosting a conference call and webcast on January 22, 2026 to discuss the financial results in more detail.
  • This filing is a routine 8-K report that provides transparency on the company's recent financial performance, which is important for investors to monitor.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.