Insider Trading February 26, 2026

Kirby CEO Disposes of $4.44M in Shares After Option Exercise; Board Addition Announced

David W. Grzebinski sold 34,152 shares as he simultaneously exercised options, while Kirby posts mixed Q4 2025 results and names a new independent director

By Jordan Park KEX
Kirby CEO Disposes of $4.44M in Shares After Option Exercise; Board Addition Announced
KEX

Kirby Corp Chief Executive David W. Grzebinski sold 34,152 shares on February 24, 2026, for roughly $4.44 million after exercising options for the same number of shares. The move comes amid a recent 32% share-price gain over six months, a fourth-quarter 2025 earnings beat on EPS but a revenue miss, and the board nomination of Tracy A. Embree as an independent director.

Key Points

  • CEO David W. Grzebinski sold 34,152 shares on February 24, 2026, for about $4.44 million at prices between $130.00 and $130.36, near the 52-week high of $132.18.
  • Grzebinski also exercised options to acquire 34,152 shares at $73.29, representing a $2.5 million exercise value; he now directly owns 98,241 shares.
  • Kirby posted Q4 2025 EPS of $1.68, topping estimates of $1.63, but missed revenue expectations with $851.8 million versus $861.68 million; Tracy A. Embree was named an independent director and will stand for election in April.

Kirby Corp (NYSE:KEX) Chief Executive Officer David W. Grzebinski completed a transaction on February 24, 2026, selling 34,152 shares of company stock for approximately $4.44 million. According to a Form 4 filing with the Securities and Exchange Commission, those shares were disposed of at prices ranging from $130.00 to $130.36, levels close to the stock's 52-week high of $132.18.

The sale follows a contemporaneous option exercise. The filing shows Grzebinski exercised options to acquire 34,152 shares at an exercise price of $73.29, representing a total exercise value of about $2.5 million. After reporting the sale, Grzebinski's direct ownership in Kirby stands at 98,241 shares.

Shares of Kirby have climbed 32% over the past six months, and the sale prices recorded by Grzebinski were near the year-high range. An InvestingPro analysis noted in the filing that the stock remains undervalued versus its Fair Value, and further detail is available through the platform's Pro Research Report covering KEX and other U.S. equities.


Financially, Kirby reported fourth-quarter 2025 results that provided a mixed picture for investors. The company delivered earnings per share of $1.68, beating analyst expectations of $1.63. Revenue, however, came in at $851.8 million versus forecasts of $861.68 million, a shortfall that has drawn investor attention despite the EPS outperformance.

In parallel with the financial updates and insider activity, Kirby announced a board-level change. The company said Tracy A. Embree has been appointed as an independent director. Embree, described as the former President of Otis Americas, brings more than 25 years of experience in industrial operations and related sectors. She will stand for election at Kirby's annual meeting in April.

These developments - executive stock transactions, option exercises, recent quarterly results, and a board appointment - reflect ongoing management and governance actions at Kirby. The Form 4 disclosure and the company's quarterly filing offer the concrete details behind the transactions and corporate updates.


Contextual note: The transaction dates, share counts, prices, option exercise terms, ownership totals, quarterly results, and the board appointment are reported as disclosed in regulatory filings and Kirby's corporate announcements.

Risks

  • Revenue shortfall - Q4 2025 revenue of $851.8 million missed expectations of $861.68 million, which may concern investors and affect market sentiment - impacts the company and equity markets.
  • Perception risk from insider selling - the CEO's sale of shares, even alongside option exercises, can raise questions among shareholders about timing and insider views - impacts investor sentiment in the equity market.
  • Uncertainty around governance changes - while the appointment of a new independent director broadens experience on the board, the ultimate impact on strategy and operations remains to be determined ahead of the April election - affects corporate governance and industrial-sector stakeholders.

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