AM Antero Midstream Corp Insider Trading

Director Michael N. Kennedy sells ~$2.2M in AM shares, reducing stake as stock recovers from recent losses.

Michael N. Kennedy, a director at Antero Midstream, executed a sizeable sale of over 100,000 shares worth approximately $2.2 million—representing a meaningful 6.2% reduction in his holdings. The timing is notable: the stock is trading only slightly below where the sale occurred and has rebounded strongly over the past three months after a recent dip, suggesting Kennedy may be taking profits on a recovery rather than bailing out of a collapsing position. While the company remains profitable with growing revenues, the latest quarter showed a significant earnings miss, adding some context to why a director might choose to trim exposure. This sale alone doesn't signal alarm—directors regularly rebalance portfolios for personal reasons—but combined with the earnings headwind and the stock's vulnerable technical position (still well below its year-high), it warrants noting whether other insiders are also lightening up in coming weeks.

Director Yvette Schultz sold 69,269 shares (10.7% of holdings) for ~$1.52M on May 4, 2026—her fifth open-market sale in 36 months amid stock weakness.

Yvette Schultz, a director at Antero Midstream, sold approximately 10.7% of her holdings in a transaction exceeding $1.5 million—her fifth open-market sale over the past three years and part of a consistent pattern of dispositions. The timing coincides with the stock trading below its 52-week high and in slight decline over the prior month, though the company remains profitable with growing revenues. Schultz's prior sales show mixed timing results, with a three-month win rate suggesting she has caught some downturns correctly, but this latest transaction follows recent weakness rather than occurring at a peak. The sale itself is substantial enough to warrant attention, but the established pattern of repeated selling without any offsetting purchases over this period suggests ongoing portfolio diversification rather than a decisive statement about the company's near-term direction.

Director MCARDLE JANINE J bought 1,174 shares of AM at $15.11 on 2024-12-13; stock now down 6.8% from 52-week high.

Director MCARDLE acquired 1,174 shares at $15.11, increasing her position to 68,320 shares, a 1.7% addition to prior holdings. The stock currently trades at $14.88, down 6.8% from its 52-week high of $15.97, suggesting the purchase occurred near recent peak valuations. Her prior buy at AM (2023-08-22) delivered a +8.5% gain at the 90-day mark, but the current price action shows flat-to-negative momentum over 30 and 90 days. Antero Midstream's fundamentals remain solid with $269.9M quarterly revenue, $99.7M net income, and 13.2% annual growth, though the P/E of 18.37 reflects elevated valuation. The timing and modest share addition do not clearly signal either strong conviction or tactical positioning given recent price weakness.