Renee L. Campbell, Senior Vice President of Capital Markets and Risk at Valmont Industries Inc, filed a Form 4 on August 18, 2026, disclosing transactions in the company's common stock dated August 17, 2026.

Key Highlights

  • Option exercise (code M): Campbell acquired 838 shares of common stock at a conversion price of $252.89 per share on August 17, 2026.
  • Shares withheld for taxes (code F): 601 shares were disposed of at $501.85 per share on the same date.
  • Direct ownership following transactions: 5,081 shares held directly after the reported transactions.
  • Indirect holdings: An additional 105 shares held indirectly via a 401K plan and 390 shares held indirectly by spouse.
  • Underlying options: The exercised non-qualified stock option had an exercise price of $252.89 and an expiration date of December 13, 2031, with zero remaining derivative securities following the transaction.

Campbell's Option Exercise and Share Disposition at Valmont Industries

According to the filing, Renee L. Campbell, identified as SVP, Capital Markets and Risk at Valmont Industries Inc (NYSE:VMI), executed two transactions on August 17, 2026. The first, coded M, reflects the exercise of a non-qualified stock option covering 838 shares of common stock at a conversion or exercise price of $252.89 per share, acquiring those shares. The second transaction, coded F, represents the disposition of 601 shares at $501.85 per share, a transaction type typically associated with shares withheld to cover tax obligations upon a stock option exercise.

The filing states that following these transactions, Campbell directly owns 5,081 shares of Valmont Industries common stock. Prior to the reported transactions, the filing shows Campbell held 5,682 shares directly, calculated from the 838 shares acquired via exercise minus the 601 shares disposed of, consistent with the reported ending balance. In addition, the filing discloses 105 shares held indirectly through a 401K plan and 390 shares held indirectly by a spouse.

Regarding the underlying derivative security, the filing notes the non-qualified stock option carried an exercise price of $252.89, a grant date exercisable beginning December 13, 2022, and an expiration date of December 13, 2031. The filing's explanation of responses states that options "vested in three equal annual installments beginning 12/13/2022." Following the exercise, the filing reports zero non-qualified stock options remaining. The form was signed by William Eric Johnson on behalf of Renee L. Campbell and dated August 18, 2026.

What Was Disclosed

The filing discloses a non-qualified stock option exercise of 838 shares and the concurrent disposition of 601 shares by Campbell on August 17, 2026, resulting in direct ownership of 5,081 shares, plus indirect holdings of 495 shares in total.