BLDR Builders FirstSource, Inc. Insider Trading

Director Paul S. Levy buys 50,000 BLDR shares at $87.73 amid 41.7% decline from 52-week high; prior trades at BLDR both +18% at 90 days.

Director Paul S. Levy purchased 50,000 shares of Builders FirstSource at $87.73 on 2026-03-13, a substantial commitment of $4,386,500.00. The transaction occurred after the stock had declined 41.7% from its 52-week high of $149.21 and 24.2% over the prior 30 days, adding $87.73 to his holdings of 1.73M shares. Notably, Levy's prior two transactions at BLDR (on 2025-05-09 and 2025-05-08) both delivered +18% returns at the 90-day mark, establishing a pattern of well-timed entry points at this ticker. His cross-ticker track record across all open-market buys also shows strong 90-day performance (avg 90d return +18.1%, 100% win rate), though the company itself faces near-term headwinds: annual revenue declined 7.4% year-over-year, the 30-day price momentum is notably negative at -24.2%, and the stock currently trades at 22.26 P/E despite a $9.6B market cap.

President (East Division) buys 1,948 shares of BLDR at $115.50; stock down 43.0% from 52-week high.

Vance Todd, President of the East Division, purchased 1,948 shares at $115.50 on 2025-06-10, increasing holdings to 31,121 shares (a 6.7% addition to his prior position). The purchase occurs as BLDR trades at $115.05, down 43.0% from its 52-week high of $201.83 and down 7.1% over the trailing 30 days. The company's latest quarterly revenue of $3.7B masks an annual decline of -4.1% year-over-year, and the stock's P/E of 13.89 suggests valuation compression amid reduced earnings power. The transaction represents a discretionary insider purchase at a significant discount to recent highs, though the deteriorating revenue trend and recent price weakness provide context for evaluating the signal.

Director Charles Dirkson bought 5,000 BLDR shares at $109.67 on 2025-05-27, doubling holdings to 10,237 shares amid -46.0% decline from 52-week high.

Charles Dirkson, a director of Builders FirstSource, acquired 5,000 shares for $548,350.00, increasing his holdings by 95.5% from 5,237 to 10,237 shares in a single open-market transaction. The purchase occurred at $109.67 per share, above the current price of $108.93 but well below the 52-week high of $201.83—a 46.0% decline from peak. His cross-ticker track record shows 3 prior sells with a 100.00% well-timed rate, meaning those sales preceded downward moves; however, this buy activity does not map against his historical pattern. BLDR's fundamentals show annual revenue contraction of -4.1% against a market cap of $12.0B and P/E of 13.16, providing context for the valuation at which the director is adding exposure.

Director Paul S. Levy purchases 500,000 shares for $55,483,769.52 over two days at Builders FirstSource, +42.6% increase in holdings.

Paul S. Levy, a Director at Builders FirstSource, executed 2 separate purchases totaling 500,000 shares for $55,483,769.52 on 2025-05-08 and 2025-05-09 at prices of $110.65 and $111.21 respectively, establishing a blended average of $110.97. This transaction increased his holdings from 1,172,687 shares to 1,672,687 shares, a +42.6% increase. The purchase is material in absolute dollar terms ($55.5M), representing a substantial capital commitment by a director at a company with $13.0B market cap and P/E of 14.25. However, the current price stands at $117.99, only 6.3% above the blended average, while the stock is -24.4% over the past 90 days and -41.5% from its 52-week high of $201.83, suggesting Levy acquired shares in a downturn environment but at prices well below recent historical peaks.

Director David E Rush sells 18,000 BLDR shares at $140.82; stock down 36.1% from 52-week high

David E Rush, a Director of Builders FirstSource, sold 18,000 shares at $140.82 on 2025-02-27, reducing his holdings from 141,331 shares to 123,331 shares. The sale occurred at a price significantly above the current market level of $134.92, yet the stock is down 36.1% from its 52-week high of $211.12 and has declined 26.9% over the past 90 days. The company's fundamentals show annual revenue growth of -4.1%, though current P/E of 19.75 and quarterly net income of $284.8M on revenue of $4.2B suggest the business remains profitable. The timing and magnitude of this reduction merit investor attention given the sharp deterioration in stock performance and negative revenue trajectory.

CFO Beckmann Pete sold 2,889 shares of BLDR at $178.28 for $515,050.92; stock down 8.3% in 30 days

Beckmann Pete, EVP & CFO, sold 2,889 shares of Builders FirstSource at $178.28 on 2024-11-15, reducing holdings by 7.0% to 38,598 shares. The sale occurred as the stock has declined 8.3% over the prior 30 days and sits 15.3% below its 52-week high of $211.12. While the company maintains solid fundamentals with a P/E of 16.62 and market cap of $20.6B, annual revenue has contracted 24.8% year-over-year, signaling material headwinds in the business environment. This sale by a senior financial officer warrants monitoring against the backdrop of negative near-term momentum and deteriorating year-over-year growth.

Director Christophe Cleveland sells 10,000 BLDR shares at $178.41; holdings drop 23.2% to 33,083 shares.

Director Christophe Cleveland sold 10,000 shares of Builders FirstSource at $178.41 on 2024-11-07, reducing his position by 23.2% from 43,083 to 33,083 shares. The sale occurred when BLDR was trading -15.5% from its 52-week high of $211.12 and -8.3% over the prior 30 days, following a period of stronger momentum (+14.7% over 90 days). The broader business context shows annual revenue contracted -24.8% year-over-year, a significant headwind that may be influencing insider behavior. The transaction represents a material position reduction by a director, warranting investor attention to any accompanying disclosures or broader patterns of insider activity.

Director Craig Steinke sells 30,000 BLDR shares at $153.68; holds 95,333 post-sale amid -24.8% annual revenue decline.

Craig Arthur Steinke, a Director, sold 30,000 shares of Builders FirstSource at $153.68 on August 8, 2024, reducing his holdings by 23.9% from 125,333 to 95,333 shares, raising $4,610,400.00. The sale occurred with the stock at $153.68, now trading at $153.30, down 27.4% from its 52-week high of $211.12. Against this backdrop, the company reported annual revenue decline of -24.8% in the latest fiscal year, alongside a P/E of 12.71 and market capitalization of $17,852,461,972.80. The combination of a significant director position reduction during a period of substantial revenue contraction and distance from recent highs merits attention to whether the sale reflects broader operational headwinds.