AGYS AGILYSYS INC Insider Trading

Director Melvin Keating buys 400 shares at blended $68.22 avg; stock now down -52.1% from 52-week high.

Melvin Keating, Director, executed 6 separate purchases totaling 400 shares for $27,289.30 across March 16–17, 2026, at prices ranging from $67.98 to $68.49 (blended average $68.22). This modest 1.1% increment to his holdings comes as AGYS has declined -17.1% over the past 30 days and -44.6% over 90 days, trading $67.54 compared to its 52-week high of $141.12. His recent prior purchases at this ticker (Feb 3, 2026) each posted negative 30-day returns (-3.7% to -5.8%), suggesting a pattern of accumulation into a sustained decline. Fundamentally, the company reports $80.4M quarterly revenue, $9.9M net income, 16.1% annual growth, and a 62.54 P/E ratio at a $1.9B market cap—characteristics that may have motivated the director's continued buying, though the recent price trajectory and his prior at-ticker timing record warrant investor attention.

Director Keating purchased 600 shares across 10 transactions totaling $50.4K; stock down 27.4% in 30 days, 33.5% in 90 days

KEATING MELVIN L, a Director at AgilySys, executed 10 separate open-market purchases totaling 600 shares for $50,378.90 between January 30 and February 3, 2026, at a blended average price of $83.96, increasing his holdings from 34,407 to 35,007 shares. The timing warrants attention: the stock is currently trading at $83.87, down 27.4% over the past 30 days and 33.5% over 90 days from a 52-week high of $141.12, placing it near the lower end of its 52-week range. Notably, Keating's 5 prior open-market purchases at AgilySys (all between February and March 2024) demonstrated strong 90-day outcomes, with returns ranging from +23.4% to +33.1%, suggesting a consistent pattern of well-timed entries at this ticker; however, the company's current fundamentals show a P/E of 77.66 and recent revenue of $80.4M with net income of $9.9M, meriting scrutiny as the substantial recent price decline may or may not reflect fundamental deterioration versus market sentiment.

CFO Wood III sells 6,000 AGYS shares at $115.55; stock now $133.43 (+28.5% in 30d)

On 2025-10-27, CFO William David Wood III sold 6,000 shares at $115.55, reducing his holdings by 12.7% to 41,288 shares. The stock has since appreciated significantly, trading at $133.43 today—nearly $18 above the sale price—and gaining 28.5% over the past 30 days. This execution appears misaligned with near-term price momentum. Notably, his cross-ticker track record shows 1 prior sell with a 100.00% well-timed rate at the 90-day mark, but his same-ticker history at AGYS shows only 1 prior trade (a 2024-01-29 sale that declined 8.8% over 30 days and 2.9% over 90 days). The company fundamentals show strong growth (+16.1% annual revenue growth) and a quarterly net income of $11.7M, though the elevated P/E of 153.37 reflects investor expectations baked into the current $133.43 price.

Kaufman 2012 Descendants Trust sold 22,692 shares of AGYS for $2,192,500.20 across 3 days, blended avg $96.62; stock now $92.24, -34.9% from 52-week high.

Kaufman 2012 Descendants Trust, David N. Smith, Trustee executed 3 separate sales totaling 22,692 shares (22.7K shares) for $2,192,500.20 ($2.2M) on January 22–24, 2025, with a blended average price of $96.62. The transactions occurred as the stock was already declining sharply: AGYS is now trading at $92.24, down 34.9% from its 52-week high of $141.74 and down 33.6% over the prior 30 days. The insider reduced holdings by 9.1% to 225,384 shares (225.4K shares). This filing represents multiple liquidation transactions executed within a narrow window while the stock was under significant downward pressure. The $2.6B market cap company carries a notably elevated P/E of 115.30 despite 19.9% annual revenue growth, and the timing of these sales during a steep drawdown—coupled with the recent frequency of same-ticker sales (5 prior trades between January 14–21)—warrants investor attention to the underlying business fundamentals and any associated drivers of the stock's sharp contraction.

Kaufman Trust (David N. Smith, Trustee) sells 22,500 AGYS shares in 3 transactions (Jan 16–21) for $2,905,275 at avg $129.12; retains 248.1K shares.

Kaufman 2012 Descendants Trust completed three separate sales totaling 22,500 shares for $2,905,275.00 between January 16 and January 21, 2025, with a blended average price of $129.12. The trust sold during a period when AGYS stock was down 9.2% over the prior 30 days and -11.2% from its 52-week high of $141.74, though up 15.8% over 90 days. The seller retains substantial holdings (248.1K shares, down 8.3% from pre-transaction), indicating this is a partial position reduction rather than an exit. The timing follows a pattern of six consecutive daily sales (January 8, 10, 13, 14, 15, and the three reported sales on 16–21), suggesting systematic liquidation rather than a single opportunistic trade. With a P/E of 157.38 and the stock trading near its 52-week high range, this activity occurs in a period of elevated valuation metrics.

Kaufman 2012 Descendants Trust sold 22,500 AGYS shares (22.5K) for $2,910,375.00 over 3 days; holdings fall to 270.6K shares post-sale

The Kaufman 2012 Descendants Trust, via David N. Smith as Trustee, executed 3 separate sales totaling 22,500 shares for $2,910,375.00 ($2.9M) at prices ranging from $126.26 to $132.98 (blended average $129.35) over January 13–15, 2025. The sale reduces holdings from 293.1K to 270.6K shares, a -7.7% reduction. The trust's 5 prior open-market sales at AGYS (January 3–10) show a consistent pattern of liquidation activity; outcomes from those earlier trades are not yet measurable at the 90-day mark. At current price of $132.75, the stock trades -6.3% from its 52-week high of $141.74 and is up 6.5% over 90 days, though down 4.6% in the last 30 days. The company's P/E of 38.82 and annual revenue growth of 19.9% suggest a high-valuation, growth-stage profile. This filing reflects sustained discretionary reduction of a large equity stake without disclosed rationale.

Kaufman Trust (David N. Smith, Trustee) sold 22,500 AGYS shares for $2,931,750.00 across three days at blended avg $130.30

The Kaufman 2012 Descendants Trust sold 22,500 shares (22.5K shares) for $2,931,750.00 through 3 separate sales on January 7, 8, and 10, 2025 at prices ranging from $128.57 to $132.04, reducing holdings from 315,576 to 293,076 shares. The transaction occurred near the stock's 52-week high of $141.74 (current price of $128.08 is -9.6% from that peak), and follows a pattern of sales activity—the insider completed 3 prior trades at AGYS on January 2, 3, and 6. The stock has risen 11.5% over 90 days and the trust retains 293,076 shares (293.1K shares) post-transaction, indicating a partial reduction rather than full exit. Given the trust structure and absence of any disclosed scheduled plan, the timing and phased execution merit monitoring for any broader positioning shifts.

Kaufman 2012 Descendants Trust sold 22,500 AGYS shares for $2,951,625.00 across 3 transactions (Jan 2–6), retaining 315,576 shares.

The Kaufman 2012 Descendants Trust, through trustee David N. Smith, executed 3 separate sales totaling 22,500 shares for $2,951,625.00 between January 2–6, 2025, at a blended average price of $131.18, near current price of $130.15. The trust retains 315,576 shares post-transaction, representing a -6.7% reduction in holdings. AGYS has rallied +19.6% over 90 days despite being -8.2% from its 52-week high of $141.74, and carries a high P/E of 38.06 relative to modest quarterly net income of $1,364,000.00. Without a FLAG section indicating a scheduled 10b5-1 plan, the timing of these three consecutive open-market sales at prices near the current level provides limited information about the trustee's forward view; the transaction data alone does not distinguish between estate management, portfolio rebalancing, or other motives.

CEO Srinivasan Ramesh sold 10,000 shares of AGYS at $102.03; stock down 11.2% from 52-week high.

On 2024-09-09, AGILYSYS President & CEO Srinivasan Ramesh sold 10,000 shares (10.0K shares) at $102.03, generating $1,020,300.00 (total value $1.0M), reducing his position from 748,367 to 738,367 shares (a -1.3% reduction). This sale occurred alongside four other consecutive sells at the same ticker on 2024-09-03, 2024-09-04, 2024-09-05, and 2024-09-06—a cluster of dispositions within a one-week window. The current stock price of $100.40 reflects an 11.2% decline from the 52-week high of $113.10 and an 8.7% drop over the prior 30 days, placing the stock near recent lows despite a 9.3% gain over 90 days. His cross-ticker track record shows 9 prior sales with an average 90-day return of +18.5% and a 0.00% well-timed rate, indicating his prior sells historically coincided with stock advances rather than declines. At AGYS specifically, his prior measurable sell on 2024-06-04 posted a +22.0% 90-day return, also poorly-timed; the five recent consecutive sales have no measurable outcomes yet. The company reports strong fundamentals—$63.5M latest-quarter revenue, $14.1M net income, +19.9% annual revenue growth, and a 28.36 P/E—leaving no immediate signals of operational distress.

AGYS CEO Srinivasan Ramesh sold 20,000 shares for $2,114,900 on 2024-09-05/06; stock now -10.5% from 52-week high.

Srinivasan Ramesh, President & CEO of AgilySys, executed 2 separate sales totaling 20,000 shares for $2,114,900 at an average price of $105.74 per share on 2024-09-05 and 2024-09-06, reducing his holdings to 748,367 shares (a -2.6% reduction from pre-transaction holdings of 768,367 shares). The stock currently trades at $101.20, approximately 4.3% below the blended sale price, though it remains 11.1% above its 90-day price. His prior trades at AGYS show mixed outcomes: two measurable prior sales in June 2024 produced 90-day returns of +22.0% and +21.3%, indicating the stock rose after those sales (poorly-timed outcomes from a sell perspective). His broader cross-ticker track record shows 8 prior open-market sells with a 0.00% well-timed rate at the 90-day horizon, meaning none of those sales preceded a decline. With fundamental strength evident (annual revenue growth of +19.9%, net income of $14,106,000 on quarterly revenue of $63,512,000, and a market cap of $2,821,642,005.60), this sale does not yet signal deteriorating business conditions, though the accumulated selling activity across multiple tranches within 2 days warrants monitoring for patterns of ongoing disposition.