BRBR BELLRING BRANDS, INC. Insider Trading

Director Finkelstein buys 4,000 BRBR shares at $9.24; stock down -86.34% from $67.00 high, -40.85% in 30 days.

Director David Isaiah Finkelstein purchased 4,000 shares of Bellring Brands at $9.24, increasing his holdings to 13,326 shares. However, the timing of this purchase raises concerns: the stock has collapsed -86.34% from its 52-week high of $67.00, and has declined -40.85% in just the past 30 days and -48.8% over 90 days. More notably, Finkelstein's prior buy in February generated a -47.9% 90-day return with a 0.00% win rate, suggesting poor execution timing on previous insider purchases. While the company's fundamentals remain solid—with $598.7M in quarterly revenue, $33.9M net income, and +16.0% annual growth—the repeated buying during significant downturns without evidence of successful timing raises questions about whether this reflects conviction or is simply averaging down during decline.

Director Finkelstein buys 2,000 BRBR shares at $17.75 amid -77.7% decline from $78.92 52-week high.

Director David Isaiah Finkelstein purchased 2,000 shares at $17.75, increasing his holdings from 7,326 to 9,326 shares (+27.3% of pre-transaction holdings). The purchase occurs while BELLRING BRANDS trades at $17.62, down 77.7% from its 52-week high of $78.92 and down 46.1% over the past 90 days, representing a substantial retracement from recent peaks. The company maintains solid fundamentals with $537.3M in latest quarterly revenue, net income of $43.7M, and 16.0% annual revenue growth, supported by a P/E of 11.29. The director's open-market acquisition at depressed price levels relative to recent trading range provides a factual data point on insider positioning, though the transaction's materiality is modest relative to overall company scale and the magnitude of prior price decline.

Director Shawn Conway bought 2,700 shares of BRBR at $36.41 on 2025-08-06; stock now -50.9% from 52-week high; cluster of 2 other insider buys in past 14 days.

Director Shawn Conway purchased 2,700 shares at $36.41, increasing his holdings by 67.8% to 6,685 shares total. The transaction occurs in a context of significant recent price weakness: the stock has declined 32.0% over 30 days and 37.0% over 90 days, trading 50.9% below its 52-week high of $79.39, despite the company posting strong fundamentals with annual revenue growth of 19.8% and a market cap of $4,906,888,476.75. This purchase coincides with a cluster pattern: 2 other insiders have also bought within the past 14 days, indicating coordinated accumulation at depressed price levels. The timing and magnitude of this buy—combined with reinforcing insider purchases—suggests a discrepancy between current valuation and underlying business momentum.

Director Elliot Stein Jr. purchased 2,663 shares (2.7K) of BRBR at $37.49; part of 2-insider cluster buy within 14 days as stock is -50.9% from 52-week high

STEIN ELLIOT JR, a director, acquired 2,663 shares for $99,835.87, more than doubling his post-transaction holdings to 5,198 shares from 2,535 shares. This purchase occurred as BELLRING BRANDS stock trades at $38.95, representing a 50.9% decline from its 52-week high of $79.39, with a sharp -32.0% pullback over the past 30 days. The transaction is part of a 2-insider cluster buy pattern within the past 14 days, suggesting multiple board members are accumulating at depressed prices. Against the company's solid fundamentals—$547.5M quarterly revenue, +19.8% annual growth, and $21.0M net income—the coordinated insider buying during a steep drawdown merits investor attention to what insiders perceive as value at current levels.

CLO Craig Rosenthal buys 2,600 shares of BRBR at $37.29; cluster pattern emerges with 2 other insiders buying within 14 days amid -50.9% decline from 52-week high.

ROSENTHAL CRAIG L purchased 2,600 shares at $37.29 on 2025-08-06, raising his holdings from 30,875 to 33,475 shares—a net 8.4% increase in position size. This transaction occurs within a cluster of 2 other insider purchases over the preceding 14 days, suggesting coordinated or concurrent interest from multiple officers. The purchase price of $37.29 is substantially below the current price of $38.95 and sits near the lower bound of the 52-week range ($36.18–$79.39), with the stock currently -50.9% from its 52-week high and down -37.0% over the past 90 days. Against this backdrop of steep recent declines, the convergence of three insider buys warrants investor attention as a potential indicator of management's view of fair value, though the underlying driver of the stock's sharp retreat requires independent verification.

Director Robert V Vitale sells 29,723 shares at $72.65 avg for $2.16M; stock down 9.7% in 30 days

Director Robert V Vitale executed 3 separate sales totaling 29,723 shares for $2,159,361.99 on 2025-02-24 and 2025-02-25 at an average price of $72.65. The sales reduce his holdings by 3.6%, from 833,180 shares to 803,457 shares. The timing of these transactions is notable: they occurred within days of a heavy cluster of sales on 2025-02-20 and 2025-02-21 (5 prior trades at BRBR), and BELLRING BRANDS stock is currently down 9.7% over the past 30 days and 9.9% below its 52-week high of $79.39. With the stock trading at $71.50 versus his blended sale price of $72.65, the director sold marginally above the current level. The rapid succession of sales (5 trades in 4 days) suggests active position reduction near recent support levels, with fundamentals showing strong growth (revenue +19.8% YoY) and profitability ($76.9M net income on $532.9M quarterly revenue).

Director Robert V. Vitale sold 15,000 shares of BRBR at blended average $73.47; currently holds 833.2K shares post-transaction.

On 2025-02-21, director Robert V. Vitale executed 3 separate sales totaling 15,000 shares for $1,102,000.88 at prices ranging from $73.05 to $74.84. Post-transaction holdings of 833.2K shares represent a 1.8% reduction from his 848.2K-share position. The sale occurred as BRBR traded near its 52-week high of $79.39, with the stock currently down 8.2% from that peak and 4.1% over 30 days, though the company maintains strong fundamentals with $532.9M quarterly revenue, $76.9M net income, and 19.8% annual revenue growth. The filing provides observable facts about transaction timing and price levels but does not establish a pattern of prescient market timing by the insider—this transaction and five recent prior sales at BRBR do not yet have measurable 90-day outcomes.

Director Robert V Vitale sells 46,766 shares at $74.72 blended average for $3,494,520.31 at BRBR

Robert V Vitale, a Director at BellRing Brands, executed 3 separate sales on 2025-02-20 totaling 46,766 shares for $3,494,520.31, reducing his holdings from 894,946 to 848,180 shares (a -5.2% reduction). The sales were executed at prices ranging from $74.33 to $76.24, with a blended average of $74.72, occurring at a time when the stock trades at $72.97 (a -2.3% discount to the blended sale price). The company reports strong fundamentals with annual revenue growth of +19.8%, a net income of $76,900,000.00, and a market cap of $9,360,820,652.83. The stock is currently -8.1% from its 52-week high of $79.39 and has declined -4.3% over 30 days and -7.2% over 90 days, suggesting recent price weakness. His prior trades at BRBR have not yet generated measurable 90-day outcomes, limiting the ability to assess his historical timing accuracy at this specific ticker.

Director VITALE ROBERT V sells 43,511 shares of BRBR at $77.35 ($3.4M), reducing stake by 4.6%; stock now -6.6% from 52-week high.

VITALE sold 43,511 shares at $77.35 on 2025-02-19, representing a 4.6% reduction in his 938.5K share position. The sale occurred near the 52-week high ($79.39), with the stock currently trading at $74.16, down 6.6% from that peak. VITALE's cross-ticker track record shows 11 prior open-market sales, though timing outcomes for those sales are not yet measurable. At BRBR specifically, VITALE has executed five prior sales (including additional sales on 2025-02-18 and 2025-02-20), with no measurable 90-day outcomes available to assess pattern accuracy. The company carries a P/E of 34.02 and is growing revenue at 19.8% annually with strong fundamentals ($532.9M quarterly revenue, $76.9M net income), making this a sell by a director of a high-growth, profitably-trading business rather than a distressed seller.

Director Robert V. Vitale sold 44,249 shares in 2 transactions for $3,423,486.01 on 2025-02-18

Director Robert V. Vitale executed 2 separate sales totaling 44,249 shares for $3,423,486.01 at a blended average price of $77.37, reducing his position from 982,706 to 938,457 shares (-4.5%). The sales occurred near the stock's 52-week high of $79.39 (current price $77.38 is -2.5% from that peak), and the transaction prices of $77.30 and $77.63 represent execution near elevated valuations. However, the timing context is limited: the stock has gained 6.9% over the past 30 days and 1.2% over 90 days, and Vitale's prior trades at BRBR are all recent (within the past week as of the filing date) with outcomes not yet measurable. His cross-ticker sell track record shows 7 prior sales, but no historical timing data is available to establish a pattern of accuracy.