BECN BEACON ROOFING SUPPLY INC Insider Trading

BECN President (North Division) sells 8,487 shares at $122.14; retains 22,642 shares post-transaction

Jonathan Stuart Stuart, President of the North Division at Beacon Roofing Supply, sold 8,487 shares for $1,036,602.18 on 2025-04-07, reducing his holdings by 27.3% from 31,129 to 22,642 shares. The sale occurred at $122.14, which is 0.7% below the 52-week high of $123.86 and reflects a modest premium relative to the 52-week low of $80.11. The company's fundamentals show steady performance with $2.8B in latest quarterly revenue, $145.3M net income, and 7.0% annual revenue growth; the stock has appreciated 3.8% over 30 days and 18.6% over 90 days from the transaction date, trading near all-time highs. This represents a material reduction in the executive's personal stake, though he retains a substantial residual position.

EVP & General Counsel Christine Stroh Reddy sold 6,196 shares (50.4% of holdings) for $764,958.16 at $123.46

Reddy Christine Stroh, as EVP & General Counsel, executed a substantial sale reducing her BECN holdings by exactly half, from 12,293 shares to 6,097 shares, at a price of $123.46. The transaction occurred when BECN's stock was trading near its 52-week high and has since declined to $121.60, a -1.8% pullback. The timing of this large stake reduction by a senior executive, combined with no scheduled 10b5-1 plan indicated, merits investor attention as the stock trades at a P/E of 25.07 with recently strong momentum (+17.3% over 90 days), warranting clarification on whether this reflects a portfolio rebalancing or a change in conviction regarding BECN's valuation or prospects.

President of West Division sold 31,124 shares of BECN at $123.37 on 2025-04-04, reducing holdings by 71.7% to 12,287 shares; $3.8M transaction.

Taylor Jason L, President of West Division, executed a substantial sale of 31,124 shares at $123.37, reducing his holdings from 43,411 shares to 12,287 shares—a reduction of 71.7% of his pre-transaction position. The sale occurred near the stock's 52-week high of $123.86, with the transaction price at -1.8% from that peak. This represents a material reduction in insider ownership concentration at a senior operational level, occurring in the context of BECN trading up 9.4% over the prior 30 days and 17.3% over 90 days. The magnitude of the reduction and timing relative to recent stock momentum warrant investor attention to discern whether this reflects personal capital allocation decisions or broader management perspective on valuation.

President of South Division sold 29,724 shares of BECN at $123.05 for $3.7M; retains 87,943 shares post-sale

Best Clement Munroe III, President of South Division, sold 29,724 shares at $123.05 on 2025-04-04, reducing his holdings by 25.3% from 117,667 to 87,943 shares. The sale occurred near the 52-week high of $123.86, within 1.4% of peak levels, though recent price momentum has been strong at +9.9% over 30 days and +19.6% over 90 days. His prior trades at BECN show a timing pattern: 3 prior sales realized positive 90-day returns (+8.2%, +11.6%, +10.5%), meaning the stock rose after each sale—an outcome that generally indicates suboptimal exit timing. This current sale's significance is moderated by the company's solid fundamentals (revenue $2.8B, net income $145.3M, P/E 25.18) and the executive's retention of 87,943 shares, indicating continued ownership stake in the business.

BECN CTO Nelson Carl sells 16,595 shares for $2.1M at $123.61, reducing holdings by 52.2% to 15,166 shares

Nelson Christopher Carl, EVP & CTO, executed a substantial sale of 16,595 shares on 2025-04-03 at $123.61, a price just 1.4% below the 52-week high of $123.86 and representing a 52.2% reduction in his stake. His prior sales at BECN (3 trades on 2023-06-12) each generated positive 90-day returns of 6.1%, indicating the stock subsequently rose after those sales—a pattern of poorly-timed exits from a timing perspective. His cross-ticker track record shows 3 prior sells with an average 90-day return of 6.1% and a well-timed rate of 0.00%, further indicating no pattern of prescient sale timing. BECN trades at a P/E of 25.18 with 7.0% annual revenue growth and $145.3M net income on $2.8B revenue, suggesting a fairly valued or premium-priced equity relative to growth. The sale occurs after strong recent price appreciation (+9.9% in 30 days, +19.6% in 90 days), leaving the insider with 15,166 shares—a material but not complete exit.

BECN President of South Division Clement Munroe III sold 12,674 shares for $1,292,146.10 in 3 transactions on Nov 6-8, 2024.

Best Clement Munroe III, President of South Division at BEACON ROOFING SUPPLY INC, executed 3 separate sales totaling 12,674 shares for $1,292,146.10 across November 6-8, 2024, at prices ranging from $99.94 to $103.14. His post-transaction holdings of 69,449 shares represent a 15.4% reduction in his stake. The stock is currently at $103.25, near the 52-week high of $103.25, and has gained 20.2% over 90 days and 9.3% over 30 days. The company is trading at a P/E of 17.12 with $2.8B in latest-quarter revenue and 8.2% annual revenue growth, indicating a stable operating environment.

BECN President (North/Canada Div.) sells 12,734 shares at $100.34 blended average, reducing stake 57.0% to 9,615 shares

James Gosa executed 2 separate sales totaling 12,734 shares for $1,277,778.46 on 2024-11-06 at prices near $100.33–$100.35, representing a 57.0% reduction in his post-transaction holdings from 22,349 to 9,615 shares. The sales occurred at prices $100.34 (blended average) versus the current price of $103.25, indicating the executive sold prior to a 2.9% appreciation. With BECN trading at its 52-week high and having appreciated 20.2% over 90 days and 9.3% over 30 days, this substantial reduction in a divisional president's stake merits investor attention given the scale of the liquidation relative to his remaining position.

CFO Gandhi Prithvi buys 5,000 shares of BECN at $82.29 for $411.4K in inaugural personal holding

Gandhi Prithvi, the Chief Financial Officer, purchased 5,000 shares at $82.29 on 2024-08-07, establishing an initial personal equity stake in BEACON ROOFING SUPPLY where he holds the CFO position. This represents his first open-market acquisition of the company's stock, with no prior holdings. The purchase occurred at a price approximately 1.4% below the current market level of $83.45, and at a point where the stock was trading 18.8% below its 52-week high of $102.80. The company's fundamentals remain reasonably intact with an 8.2% annual revenue growth rate and a P/E ratio of 13.27, though the stock has declined 6.1% in the past 30 days and 10.2% over 90 days. For an executive of his rank to establish a material position—$411.4K in absolute terms—signals a decision to align personal capital with the company's fortunes at a point of recent weakness.