Insider Trading February 20, 2026

Covenant Logistics chairman and spouse sell $4.4M of Class A stock in four transactions

David Ray Parker and Jacqueline Parker disposed of 150,400 shares between Feb. 18-20 as CVLG trades near its 52-week high

By Leila Farooq CVLG
Covenant Logistics chairman and spouse sell $4.4M of Class A stock in four transactions
CVLG

David Ray Parker, Chairman and CEO of Covenant Logistics Group, together with his wife Jacqueline F. Parker, sold a total of approximately $4.4 million in Class A common stock across four open-market transactions from February 18 to February 20, 2026. The 150,400 shares were executed at prices between $28.9789 and $29.4714 while the stock traded near its 52-week high and had posted a strong year-to-date gain.

Key Points

  • David Ray Parker and Jacqueline F. Parker sold 150,400 shares of Covenant Logistics Class A common stock between Feb. 18-20, 2026, generating approximately $4.4 million.
  • The stock traded at $29.51 at the time of the sales, close to a 52-week high of $30.38, after a 34% year-to-date gain; InvestingPro analysis flagged CVLG as appearing overvalued.
  • Covenant reported Q4 2025 revenue of $295.37 million (2.62% above expectations), missed EPS estimates with $0.31 versus a $0.35 projection, and declared a $0.07 quarterly dividend payable to holders of record on March 6, 2026.

What happened

David Ray Parker, who serves as Chairman and CEO of Covenant Logistics Group (NASDAQ: CVLG), and his wife, Jacqueline F. Parker, completed multiple sales of the company’s Class A common stock over a three-day period in February 2026. The couple sold a combined 150,400 shares across four transactions executed between February 18 and February 20, generating roughly $4.4 million in proceeds. At the time of the sales the stock was trading at $29.51, close to its 52-week high of $30.38, after a year-to-date advance of 34%.

Transaction breakdown

  • February 18: 65,000 shares sold at a weighted average price of $29.3389.
  • February 19: 55,000 shares sold at a weighted average price of $29.3821.
  • February 20: 12,452 shares sold at an average price of $29.4714.
  • February 20: 17,948 shares sold at an average price of $28.9789.

The reported sale prices span from $28.9789 to $29.4714 across the four transactions.

Post-transaction ownership

Following these dispositions, David Ray Parker’s holdings were reported as follows: 2,047,544 shares of Class A common stock held directly and jointly with Jacqueline F. Parker, and 227,872 shares held directly. He also indirectly owns 76,669 shares through a 401(k) plan. Separately, the Parkers together directly hold 4,700,000 shares of Class B common stock.

Recent company results and corporate actions

Covenant Logistics Group reported fourth-quarter 2025 results that showed revenue of $295.37 million, which topped expectations by 2.62%. The company’s earnings per share for the quarter were $0.31, below the projected $0.35, representing an 11.43% shortfall versus estimates. Covenant Logistics also declared a quarterly cash dividend of $0.07 per share for both Class A and Class B common stock, payable to shareholders of record on March 6, 2026.

Planned additional sales

In related disclosures, David Ray Parker and Jacqueline Parker announced plans to sell approximately $15 million worth of Class A common stock. That planned disposition is described as amounting to about 5% of the value of Covenant Logistics common stock held by the Parkers and related entities. The intended transactions are to be conducted through open market sales and charitable gift transactions and are not part of a Rule 10b5-1 trading plan.

Valuation note

Analysis available through InvestingPro indicates that CVLG appears overvalued at current levels. The platform notes additional research and ProTips are available to subscribers for further context and financial metrics.


Why this matters

These filings and disclosures document significant insider sales and planned future dispositions by Covenant Logistics’ principal shareholders and provide contemporaneous company financials and dividend information that investors can factor into assessments of the stock.

Risks

  • Insider selling and planned additional dispositions by the Parkers could influence market perception of Covenant Logistics stock - this impacts equity market participants and investors in transportation and logistics stocks.
  • The company missed quarterly EPS estimates, which may raise uncertainty among investors regarding near-term profitability - this affects equity valuation and analyst coverage in the industrial and transportation sectors.
  • Third-party analysis indicating the stock appears overvalued at current levels introduces valuation risk for potential buyers - relevant to investors focused on fundamentals and relative valuation in the broader markets.

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