CSL CARLISLE COMPANIES INC Insider Trading

CCL Vice Chair Schwar sold 6,049 shares for $2,524,583.58 on 2026-02-12 at blended average $417.36

Vice Chair Stephen Schwar executed 2 separate sales totaling 6,049 shares for $2,524,583.58, reducing his holding by 41.5% from 14,589 to 8,540 shares. The transaction occurred at a blended average price of $417.36, near the 52-week high of $435.11 but above the current price of $409.04. His same-ticker history at Carlisle shows 4 prior sells on 2024-02-08, none of which were well-timed at the 90-day mark—each showed positive returns post-sale (ranging +4.0% to +4.7% in 30 days, +19.7% to +20.6% in 90 days), indicating the stock continued rising after those prior exits. The company trades at a notably elevated P/E of 81.64 against modest fundamentals (annual revenue growth of only +0.3% year-over-year and net income of $214.2M on $1.3B in latest-quarter revenue).

CEO Koch sells 36,260 shares for $14,989,324.12 across 4 transactions; stock up 17.6% in 30d, 32.5% in 90d.

D. Christian Koch, Chair, President & CEO of Carlisle Companies, executed 4 separate sales totaling 36,260 shares for $14,989,324.12 on 2026-02-10, reducing his holdings by 24.3% from 149,498 to 113,238 shares. The sales occurred at an average price of $413.38 while the stock currently trades at $418.74, reflecting recent strong momentum: +17.6% over 30 days and +32.5% over 90 days. Notably, Koch's cross-ticker track record shows a 90-day well-timed rate of 37.50% on prior sells (indicating mixed timing historically), while his 5 prior trades at Carlisle show a 3-of-5 pattern of negative 90-day returns after the sale, suggesting some historical success timing exits at this specific issuer. The company fundamentals are solid—$1.3B in quarterly revenue with +9.1% annual growth and a P/E of 22.55—but the magnitude of this concentrated sale and its execution during a period of significant upward momentum warrants investor attention to understand whether this reflects scheduled plans or a strategic response to current valuations.

CFO Kevin P Zdimal sold 24,180 shares ($9.9M) in 9 transactions on 2026-02-10; stock up 17.6% in 30 days, 32.5% in 90 days.

Zdimal executed 9 separate sales totaling 24,180 shares for $9,866,321.08 at blended average price $408.04, reducing his holdings by 44.6% from 54,274 shares to 30,094 shares. The stock has appreciated 17.6% over 30 days and 32.5% over 90 days since the transaction, trading at current price $418.74. His 5 prior CSL sales in July 2024 all showed positive 90-day returns (ranging +7.6% to +8.4%), indicating his historical sells at this ticker have consistently preceded periods of appreciation rather than decline. This pattern—selling into strength with subsequent continued gains—is materially different from well-timed sales that precede reversals.

CFO Kevin P Zdimal sold 21.5K shares at blended avg $425.29 for $9.1M, reducing holdings 37.6%

Zdimal executed 7 separate sales on 2024-07-26, totaling 21,470 shares for $9,130,892.31 at an average price of $425.29. His post-transaction holdings dropped to 35,641 shares from 57,111 shares, a reduction of 37.6% of his pre-transaction position. The sales occurred near the 52-week high of $440.08 (only 3.2% below peak), and the stock has recently gained 5.2% over 30 days and 9.8% over 90 days. The company faces headwinds: annual revenue declined 30.4% year-over-year despite a $1.5B quarterly revenue base and $712.4M net income. The substantial reduction in holdings warrants scrutiny regarding the CFO's portfolio positioning relative to the firm's operational trajectory.