AN AUTONATION, INC. Insider Trading

EVP Edmunds Coleman sold 12,324 shares of AN at $190.46; reduced stake by 38.2% to 19,919 shares

Edmunds C Coleman, EVP, General Counsel & Corporate Secretary, sold 12,324 shares at $190.46 on 2025-05-16, reducing his holdings by 38.2% from 32,243 shares to 19,919 shares. The sale occurred within the 52-week trading range, approximately 4.0% below the 52-week high of $195.15. AutoNation fundamentals show a P/E of 10.42 with revenue of $6.7B and net income of $175.5M, though annual revenue growth is negative at -0.7%. The magnitude of the reduction—elimination of more than one-third of his shareholding in a single transaction—represents a material shift in Coleman's direct stake, which warrants investor attention to understand any changed circumstances in the business or his assessment of capital allocation.

10% Owner Lampert sells 50,419 shares ($9.2M) at AN across 3 transactions; retains 3.78M shares post-sale

Edward S. Lampert, a 10% owner, executed 3 separate sales totaling 50,419 shares for $9,212,412.16 at a blended average price of $182.72 between August 23–27, 2024. This represents a 1.3% reduction from his pre-transaction holdings of 3,825,838 shares, leaving him with 3,775,419 shares. At the current price of $179.45, the stock has declined 5.9% from its 52-week high of $190.72, placing the transaction prices near the upper end of recent trading. Lampert's cross-ticker track record shows a 31.25% well-timed rate on 20 prior sells (average 90-day return -2.0%), while his same-ticker history at AutoNation shows 5 prior sales, only 1 of which has a measurable 90-day outcome (posting +2.0% return, which would be poorly-timed for a sell). The underlying business shows modest fundamentals: $6.5B in annual revenue with flat growth (-0.1% year-over-year), net income of $130.2M, and a P/E of 9.13.

Lampert sells 53,562 AN shares at $193.45; stock now $170.74. 10% owner remains holding 3.83M shares after -1.4% portfolio reduction.

Edward S. Lampert, a 10% owner of AutoNation, sold 53,562 shares at $193.45 on 2024-07-31, reducing his holdings by 1.4% to 3,825,838 shares. The sale occurred near the 52-week high of $190.72, but the stock has since declined 10.5% to $170.74, putting the sale price above current market levels. At AutoNation specifically, Lampert's two prior measurable sales (March 2024) generated 90-day returns of +2.0% and +4.1%, neither of which constitutes a well-timed sell (a well-timed sell requires negative post-sale returns); across his broader open-market history, his 20 prior sales show an average 90-day return of -1.7% with only a 29.41% well-timed rate. The company trades at a P/E of 8.68 with flat annual revenue growth (-0.1%) and net income of $130.2M on $6.5B in quarterly revenue. The recent sale follows two additional sales on 2024-07-16 and 2024-07-15, part of a concentration of dispositions in mid-to-late July that warrant monitoring given the subsequent price decline.

Edward Lampert sells 124,770 shares (~$21.9M) across 3 transactions; retains 3.88M shares (10% holder)

Edward Lampert, a 10% shareholder of AutoNation, executed 3 separate sales totaling 124,770 shares for $21,898,896.14 between July 12–16, 2024, at prices ranging from $172.29 to $182.34 (blended average $175.51). The current price of $181.50 is at the 52-week high, and the stock has risen 10.7% over 30 days and 19.2% over 90 days—substantially outperforming his prior sales at this ticker, where 0 of 5 prior sells showed positive 90-day returns. The sales represent a 3.1% reduction in his stake, leaving him with 3,879,400 shares and maintaining a dominant 10% position. Against a backdrop of strong recent price momentum, a flat annual revenue growth rate of -0.1%, and a low P/E of 7.92, the timing of these liquidations during a peak-price rally warrants investor attention, particularly given the consistent pattern of his prior AN trades being overtaken by subsequent gains.