Insider Trading February 3, 2026

Levi Strauss General Counsel Disposes of $44,060 in Stock Amid Recent RSU Activity

Transaction filings show a modest sale and a series of RSU grants and withholdings as the company also posted stronger-than-expected Q4 2025 results while shares slipped in after-hours trading

By Derek Hwang LEVI
Levi Strauss General Counsel Disposes of $44,060 in Stock Amid Recent RSU Activity
LEVI

Levi Strauss & Co. SVP and General Counsel David Jedrzejek sold 2,248 shares of Class A common stock on February 3, 2026, for $44,060, after receiving restricted stock units and stock appreciation rights on January 30, 2026. The company reported Q4 2025 results that beat consensus on both EPS and revenue, yet the stock fell in after-hours and subsequent trading sessions.

Key Points

  • David Jedrzejek sold 2,248 Class A shares on February 3, 2026 at $19.60 per share, totaling $44,060.
  • On January 30, 2026 Jedrzejek received 14,104 RSUs (vesting in four equal installments) and 42,312 Stock Appreciation Rights; 3,231 shares were withheld to cover taxes at $19.88 each for $64,232.
  • Levi Strauss beat Q4 2025 estimates with EPS of $0.41 versus $0.39 and revenue of $1.8 billion versus $1.71 billion, though the stock fell after the announcement.

Levi Strauss & Co. (NYSE: LEVI) filed a Form 4 showing that Senior Vice President and General Counsel David Jedrzejek sold 2,248 shares of Class A common stock on February 3, 2026. The sale price was $19.60 per share, producing a gross transaction value of $44,060.

The filing also details activity that took place on January 30, 2026. According to the document, Jedrzejek was credited with 14,104 shares of Class A common stock at a reported price of $0.00. Those shares are identified as restricted stock units - RSUs - which the filing notes vest in four equal installments and are subject to continuous service requirements.

In addition to the RSUs, the January 30 filing records a grant of 42,312 Stock Appreciation Rights on the same date. The filing further shows that, as part of the RSU settlement on January 30, 3,231 shares were withheld to satisfy related tax obligations. Those withheld shares were valued at $19.88 each for a total withholding value of $64,232.

After accounting for the sale, the RSU settlement and the share withholding, Jedrzejek is reported to directly own 106,818 shares of Levi Strauss & Co.


Separately, Levi Strauss disclosed fourth-quarter 2025 financial results that topped analysts' expectations. The company reported diluted earnings per share of $0.41, compared with a consensus forecast of $0.39. Revenue for the quarter came in at $1.8 billion, ahead of the $1.71 billion that had been anticipated.

Despite the outperformance on key metrics, the stock reacted negatively following the earnings release. Levi Strauss shares closed at $20.54 after the report, down from a pre-earnings level of $21.25, and the filing notes that the stock continued to decline in subsequent trading sessions.

These filings and quarterly results form part of a cluster of recent updates related to Levi Strauss & Co., encompassing insider compensation events and the company’s latest operating performance.

Risks

  • Market reaction risk - Despite earnings and revenue beats, the stock declined after the results, indicating potential volatility in equity markets that impacts investor sentiment in the consumer apparel sector.
  • Insider liquidity signal - The sale by a senior executive could be perceived by some market participants as a liquidity event rather than an endorsement of future performance, which may influence trading behavior in Levi shares.
  • Compensation dilution and tax impacts - The issuance of RSUs and Stock Appreciation Rights, and associated share withholding for taxes, affect share counts and executive ownership profiles, relevant to corporate governance and investor analysis in the retail and consumer goods sectors.

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