AYI ACUITY INC. (DE) Insider Trading

CFO Karen J Holcom sells 2,076 shares (19.4K remaining) via pre-arranged 10b5-1 plan at $303.14

Karen J Holcom, SVP & Chief Financial Officer, executed a scheduled sale of 2,076 shares on 2026-06-01 at $303.14, leaving 19,447 shares post-transaction. The sale was conducted under a 10b5-1 trading plan adopted on 2025-10-29, meaning the transaction was pre-arranged and automatic rather than discretionary. While the stock has risen 9.5% over the preceding 30 days and 11.1% over 90 days, her prior three sales at this ticker showed mixed outcomes: a 2.5% decline and 7.8% decline following separate 2026 and 2024 sales, though a June 2025 sale was followed by a 0.3% 30-day return and 11.0% 90-day return. The scheduled nature of the transaction under the 10b5-1 plan removes any inference about conviction or market timing.

Director Maya Leibman doubles holding to 400 shares via $57.8K AYI buy at $288.83, stock up 4.7% in 30 days but -21.8% from 52-week high.

Director Maya Leibman purchased 200 shares at $288.83 on 2026-04-30, doubling her pre-transaction holding from 200 to 400 shares. The stock has appreciated 4.7% over 30 days and 14.0% over 90 days from the transaction date, though it remains 21.8% below its 52-week high of $380.17. Her prior buy at AYI on 2024-04-25 resulted in a -1.1% 90-day return, indicating this latest purchase follows a pattern of buy activity at this ticker that has not historically generated positive medium-term returns. The company demonstrates solid fundamentals with $1.1B in quarterly revenue, 13.1% annual growth, and a reasonable P/E of 20.98, providing a stable backdrop for insider participation.

Director Laura O'Shaughnessy buys 1,000 (1.0K shares) of AYI at $282.98 on 2026-04-08, increasing holdings by 47.4% to 3,111 shares.

Director Laura O'Shaughnessy purchased 1,000 shares at $282.98 on 2026-04-08, a meaningful 47.4% increase to her post-transaction holdings of 3,111 shares. The transaction occurred at $282.98, while the current price is $278.45, representing a -1.6% drawdown from entry. O'Shaughnessy's cross-ticker track record shows 1 prior buy with an average 90-day return of +4.5%, and her same-ticker history at AYI (prior buy on 2023-04-11) also delivered a 90-day return of +4.5%. The company fundamentals show Revenue of $1,055,700,000.00 ($1.1B) in the latest quarter, net income of $96,800,000.00 ($96.8M), annual revenue growth of +13.1%, and a P/E of 19.65. The stock is currently -26.1% from its 52-week high of $376.69, setting a lower risk entry point relative to recent peaks, though the 90-day change is -14.5%.

CFO Karen J Holcom sold 4,974 shares of AYI at $309.23 for $1,538,110.02; holds 21,523 shares post-sale.

CFO Karen J Holcom executed a discretionary sale of 4,974 shares (5.0K shares) on 2026-01-28 at $309.23, reducing her holdings by 18.8% to 21,523 shares remaining. The current price of $309.24 is -17.9% from the 52-week high of $376.69 and down 14.1% over the prior 30 days. Examining her same-ticker history at AYI reveals mixed results: her June 2025 sell achieved a 90-day return of +11.0%, while her April 2024 sell saw a 90-day return of -7.2%, indicating 1 of 2 prior sales were well-timed. The company's fundamentals remain solid with revenue of $1,143,700,000.00, net income of $120,500,000.00, 13.1% annual revenue growth, and a P/E of 23.11. The scale and magnitude of this sale—a substantial reduction in her disclosed position—warrants scrutiny of whether this reflects portfolio rebalancing or a broader management perspective on valuation.

SVP Goldman sells 4,489 shares at $365.11 blended avg, reducing AYI stake by 42.6% to 6,056 shares

Barry R. Goldman, SVP & General Counsel, filed 7 separate sales totaling 4,489 shares for $1,638,989.25 on 2025-10-28, executed at prices ranging from $362.80 to $370.23. This reduces his post-transaction holdings to 6,056 shares, down 42.6% from 10,545 shares pre-transaction. The transaction occurred at a blended average price of $365.11, near the 52-week high of $370.46 (only 2.8% below peak), while current price sits at $359.89. His prior 3 measurable sells at AYI all resulted in stock appreciation over 90 days (ranging 9.8% to 13.8%), indicating poorly-timed exits relative to subsequent price action. Against the backdrop of strong fundamentals—$1.2B revenue (+13.1% YoY growth), $98.4M net income, 29.33 P/E ratio, and $11.0B market cap—the scale and timing of this liquidation warrants attention to whether it reflects estate planning, portfolio rebalancing, or other non-trading motivations.

SVP & General Counsel Goldman sold 4,687 shares at $368.01 avg for $1.7M on 2025-10-24, reducing holdings 30.8%.

Barry R Goldman, SVP & General Counsel at ACUITY INC., executed two separate sales totaling 4,687 shares for $1,724,881.42, reducing his holdings by 30.8% from 15,232 to 10,545 shares. The sales occurred at blended average price of $368.01, just 0.7% below current price of $370.46, which sits at the 52-week high. His prior trades at AYI show a consistent pattern of poor sell timing: all 3 prior same-ticker sells generated positive 90-day returns (ranging +9.8% to +13.8%), meaning the stock rose after each sale, with a 0.00% well-timed rate. Against that backdrop, the company is trading at P/E 30.19 with strong fundamentals (13.1% annual revenue growth, $1.2B revenue), and the stock has appreciated 9.4% over 30 days and 19.2% over 90 days, suggesting continued upward momentum into this transaction.

SVP & General Counsel Goldman Barry R sold 4,125 shares for $1,230,504.00 at AYI

Barry R Goldman, SVP & General Counsel, executed 2 separate sales totaling 4,125 shares for $1,230,504.00 on 2025-07-01, reducing his holdings by 38.3% from 10,763 to 6,638 shares at a blended average price of $298.30. The current stock price of $305.38 is 9.4% below the 52-week high of $337.07, and the stock has gained 15.6% in the past 30 days and 30.7% over 90 days. Goldman's prior sell at this ticker (2024-10-28) generated a positive 90-day return of 9.8%, indicating the stock rose after his last sale; his cross-ticker track record shows a 0.00% well-timed rate on sells, meaning his prior sales have not preceded stock declines. The company's fundamentals show annual revenue declined 2.8% year-over-year, though current quarterly revenue stands at $1.2B with a P/E of 23.31.

CFO Karen Holcom sells 6,000 AYI shares at $301.04; stock up 18.0% in 30 days but down 9.1% from 52-week high.

CFO Karen Holcom reduced her AYI position by 24.3%, selling 6,000 shares for $1,806,240.00 at $301.04 on 2025-06-27. The stock has appreciated significantly in the near term (30-day change: +18.0%) but remains below its 52-week high of $337.07 by 9.1%. Looking at her prior transaction history at AYI, her single previous sale on 2024-04-04 posted a -7.2% return over 90 days, indicating a pattern of well-timed exits at this ticker. Her cross-ticker track record shows a 100.00% 90-day well-timed rate across 1 prior sell, though the sample size is limited. The company's fundamentals show modest headwinds: annual revenue growth of -2.8% year-over-year, though absolute revenue remains substantial at $1.2B with $98.4M in net income, yielding a P/E of 23.40. This sale occurs against a backdrop of strong recent momentum but against the insider's demonstrated pattern of selling ahead of weakness.

Goldman (SVP & General Counsel) sold 5,120 shares of AYI at $305.00 on 2024-10-28; holdings reduced by 37.8% to 8.4K shares.

Goldman sold 5,120 shares at $305.00, reducing his holdings by 37.8% to 8,438 shares. The sale occurred near the company's 52-week high of $308.87, with the stock trading at $303.54 currently and up 12.4% over 30 days and 20.8% over 90 days. Acuity Brands is trading at a P/E of 20.22 with a market cap of $9,368,259,437.76, though annual revenue growth has declined 2.8% year-over-year. This substantial reduction in holdings by a senior legal officer warrants investor attention to understand the context and rationale behind the transaction.