CNM Core & Main, Inc. Insider Trading

Director Hope James D purchases 1,972 shares of CNM at $50.70, boosting holdings by 39.7% to 6,939 shares.

Director Hope James D executed an open-market purchase of 1,972 shares at $50.70 on 2026-04-07, representing a 39.7% increase in personal holdings from 4,967 to 6,939 shares. The timing occurs near the lower end of the 52-week range, with the stock -23.5% from its 52-week high and -9.5% over the 90-day period, though +3.8% in the recent 30 days. Core & Main's fundamentals show $2.1B in quarterly revenue and $137.0M net income with modest 2.8% annual revenue growth and a P/E of 22.09. The director's cross-ticker track record shows only 1 prior open-market buy with an average 30-day return of -1.4%, offering limited basis for assessing transaction-timing skill at this company.

CEO Mark R Witkowski sold 100,000 shares of CNM at $64.08; post-transaction holds 35,847 shares (-73.6%)

CEO Mark R Witkowski executed a substantial open-market sale of 100,000 shares for $6,408,210.00 on 2025-08-18, reducing his direct holdings by 73.6% to 35,847 shares. The sale occurred near the 52-week high ($65.77), with the stock subsequently trading at $63.97 (current price). His cross-ticker track record shows 8 prior sales with a 90-day well-timed rate of 33.33%, while at CNM specifically, 2 of 3 measurable prior sales generated negative 90-day returns, indicating moderate prior timing success at this ticker. The company's fundamentals remain solid with $1.9B revenue, $100.0M net income, and 11.0% annual revenue growth, though the P/E of 29.89 reflects elevated valuation. Given the derivative-conversion flag, the reported 35,847 post-transaction holdings represent only Table I (common stock); the insider's actual total position may be larger due to unreported derivative securities.

Director James G Castellano sells 44.0K CNM shares at $61.98 totaling $2.7M; holds derivative position

Director James G Castellano sold 44.0K shares of Core & Main at $61.98 on July 18, 2025, realizing $2,726,783.32. The sale price of $61.98 was 1.5% below the current price of $62.93 and represents an execution at the 52-week high range of $38.00–$62.93. The stock has appreciated 10.3% over 30 days and 26.6% over 90 days, reflecting strong recent momentum in a company with solid fundamentals (11.0% annual revenue growth, $100.0M net income on $1.9B revenue, P/E of 29.41). The Form 4 flag indicates this transaction involves a conversion of derivative securities, meaning Castellano retains a derivative position not yet visible in Table II of the filing; this sale represents a specific batch conversion rather than a complete position exit.

CEO Witkowski sells 100,000 CNM shares for $6.1M at $61.26 blended avg; retains 35.8K shares post-transaction.

Mark R Witkowski, Chief Executive Officer, executed two separate open-market sales on 2025-07-17 totaling 100,000 shares (100.0K shares) for $6,126,387.75, reducing his holdings from 135.8K to 35.8K shares (-73.6% reduction). The trades occurred at $61.12 and $61.63, with a blended average of $61.26, just below the current price of $62.93. Witkowski's same-ticker history at CNM shows a mixed timing pattern: of his 5 prior sells, only 2 were well-timed at the 90-day mark, with outcomes ranging from -20.2% (May 2024) to +31.5% (November 2023). CNM's fundamentals show revenue of $1,911,000,000.00 with annual growth of +11.0%, a P/E of 29.41, and the stock is at its 52-week high of $62.93 after a 30-day gain of +10.3%. The significant reduction in direct holdings, combined with the timing near the year-to-date peak and the executive's mixed historical timing at this ticker, warrants monitoring as context for potential forward performance.

Director Kimbrough sells 23,962 CNM shares at $61.77 for $1.5M; retains 13,958 shares post-transaction

Director Orvin T Kimbrough sold 23,962 shares of Core & Main at $61.77 on 2025-07-18, generating $1,480,094.40 in proceeds. The sale reduced his position from 37,920 shares to 13,958 shares, representing a 63.2% reduction in that batch of holdings. The stock has traded up 10.3% over the past 30 days and 26.6% over 90 days, currently at $62.93—near its 52-week high of $62.93—suggesting the company's operational momentum has remained strong post-transaction. The company reported $1.9B in quarterly revenue with +11.0% annual growth and a $100.0M net income, supported by a forward-looking P/E of 29.41. The filing flagged derivative-conversion activity; the insider's complete position includes derivative holdings not yet reflected in our database, so this sale represents a partial reduction of common shares rather than a full-position exit.

Executive Chair LeClair sold 125,000 shares (63.9% of holdings) for $7.8M at peak price

Stephen O LeClair, Executive Chair of Core & Main, executed two separate sales totaling 125,000 shares for $7,767,601.41 on July 3–7, 2025, reducing his stake from 195,7K to 70.7K shares. The sales occurred at a blended average price of $62.14, at the company's current 52-week high of $62.41, and the stock has appreciated 4.6% in 30 days and 27.2% in 90 days since the filings. At the same ticker, LeClair's prior three sales show a mixed timing record: one of three was well-timed at the 90-day mark; his most recent CNM sale (December 2024) declined 6.5% in 30 days and 10.2% in 90 days, while his two earlier CNM sales preceded gains of 12.4%–40.9% over 90 days. The company reports strong fundamentals—$1.9B quarterly revenue, $100.0M net income, and 11.0% annual growth—but trades at a P/E of 29.16, significantly above the broader market average, which may constrain upside.

CFO Bradbury Robyn L sold 25,000 shares at blended average $60.49 on 2025-07-01, reducing stake by 74.5% to 8,555 shares post-transaction.

CFO Bradbury Robyn L executed 3 separate sales on 2025-07-01 totaling 25,000 shares for $1,512,283.10 at prices ranging from $59.97 to $61.58, with a blended average price of $60.49. The transaction reduced her holdings from 33,555 shares to 8,555 shares, representing a 74.5% reduction in her position. Notably, this filing involves a derivative-conversion transaction (Form 4 Table II), meaning the 8,555 shares post-transaction may not represent her total economic position and the sale should be viewed as a partial liquidation of a specific batch rather than a complete exit. The current stock price of $62.33 sits at the 52-week high with strong recent momentum (+5.5% in 30 days, +35.1% in 90 days), while the company shows solid fundamentals with $1.9B in latest-quarter revenue, $100.0M net income, and 11.0% annual revenue growth. The sale occurred at prices slightly below current levels, after the stock has already run substantially.

CNM General Counsel Whittenburg sells 50,000 shares for $3.0M at $60.03; holds 9.7K post-transaction after derivative conversion.

Whittenburg executed 2 separate sales totaling 50,000 shares (50.0K shares) for $3,001,255.09 ($3.0M) at $60.03 on June 6 and June 9, reducing his shareholding from 59.7K shares to 9.7K shares post-transaction (a reduction of -83.8%). This filing involves a derivative-conversion transaction, so the Table I holdings shown do not represent his total economic position; derivative holdings remain in Table II and are not yet available in our database. At CNM specifically, Whittenburg's 5 prior sales all showed negative 90-day returns, meaning he has sold at opportune moments before subsequent declines—a 100% well-timed rate at this ticker. The stock has gained 12.5% over the prior 30 days and 22.2% over 90 days, currently trading at $58.10, near its 52-week high of $59.68. CNM's fundamentals show stable strength: $1.9B quarterly revenue, $100.0M quarterly net income, and 11.0% annual revenue growth, with a P/E of 27.15. The material scale of this sale and the insider's consistent pattern of well-timed exits at this specific ticker merit investor attention, though the derivative-conversion nature of the filing means the full economic picture cannot be assessed without Table II data.

CHRO Schneider sells 45.7K CNM shares ($2.6M) at $56.25; holds 12.9K post-transaction (-78.0%)

Schneider Laura K, Chief Human Resources Officer, sold 45,695 shares of Core & Main at $56.25 on 2025-06-03, reducing her holdings from 58,568 to 12,873 shares—a 78.0% reduction in her position. The sale occurred at $56.25, while the current price stands at $59.68, near the stock's 52-week high. Her two prior sales at CNM (2024-02-12 and 2024-01-11) did not demonstrate well-timed exits at the 90-day mark, both showing positive 90-day returns of +35.9% and +41.0% respectively, meaning the stock advanced after both prior sales. The company's fundamentals remain solid with FY revenue growth of +11.0% and a P/E of 27.89. This sale represents a material reduction in her direct equity stake, though a FLAG notes the filing contains derivative security conversions not yet populated in the database, meaning her total economic exposure may differ from the Table I shares reported.

EVP John R Schaller sold 9,794 shares of CNM at $55.00 for $538,670; reduces holdings 33.2%, extends pattern of near-term accurate sells.

Schaller sold 9,794 shares (33.2% of his pre-transaction holdings) at $55.00 on 2025-05-28, reducing his stake from 29,483 to 19,689 shares. The sale price sits 6.4% below the 52-week high of $58.57. His same-ticker history at CNM shows 3 measurable prior sales all with negative 90-day returns—meaning the stock fell after each sale—and the 30-day outcomes on his two most recent CNM sales (2025-03-11 and 2025-03-10) show +7.1% and +4.8% stock appreciation within one month. His cross-ticker track record spanning 8 prior open-market sales shows a 66.67% well-timed rate (sells made before declines), with a 30-day average return of +4.0% and 90-day average return of +4.0%. The company posts a P/E of 25.61 on $2.0B in quarterly revenue with 11.0% annual revenue growth and $133.0M net income.