DE DEERE & CO Insider Trading

Reed Cory J (Pres Life Sol) sells 12,000 DE shares at $510.00 ($6.1M); holdings drop 36.6% to 20.8K shares

Reed Cory J sold 12,000 shares (36.6% of pre-transaction holdings) at $510.00 on 2026-01-14 for $6,120,000.00, leaving 20,792 shares post-transaction. This represents a material reduction in his equity stake. The transaction occurred near recent highs—the current price of $515.04 is 3.1% below the 52-week high of $531.48—and follows a strong 30-day rally of 6.1% and 90-day gain of 12.3%. Across his prior two open-market sales historically, his cross-ticker track record shows an average 90-day return of -4.8% with a 50.00% well-timed rate, though his same-ticker history at DE is mixed (prior 2024 sale showed +7.5% at 90 days, while the 2023 sale showed -17.0%). The company faces significant headwinds: annual revenue growth stands at -11.7% year-over-year and the P/E of 44.44 remains elevated despite recent valuation pressure.

Chairman & CEO May John C II sold 41,472 shares at avg $501.49 for $20.8M on Jan 8, 2026

May John C II executed 4 separate sales totaling 41,472 shares (41.5K shares) for $20,797,648.64 ($20.8M) at prices ranging from $500.46 to $503.35, reducing his holdings by 26.0% from 159,442 to 117,970 shares. The sales occurred at prices notably above the current price of $488.08, representing a 2.7% premium to current levels. His prior trades at Deere show a 100% well-timed pattern at the 90-day mark across 4 measurable outcomes, though recent momentum is mixed: the stock is +4.1% over 30 days but his most recent Deere sale on 2025-11-25 was down -6.5% within 30 days. The company faces material headwinds with -11.7% annual revenue decline and a P/E of 42.11, suggesting elevated valuation concerns even as the stock trades 8.2% below its 52-week high. This substantial liquidation by the CEO warrants attention given the company's deteriorating fundamentals and the scale of capital being withdrawn from inside holdings.

CEO John C II sold 11,106 shares of DE at $500.08 (May 2025) for $5,553,888.48; stock now at $469.87, down 11.6% from 52-week high.

Chairman & CEO John C II sold 11.1K shares at $500.08, reducing holdings by 9.0% to 112.5K shares. The sale occurred near the stock's 52-week high and the stock has since declined to $469.87 (-11.6% from high, -1.7% in 30 days, -4.9% in 90 days post-transaction). His prior trades at DE show a consistent pattern: all 5 previous sells on 2023-06-22 delivered negative 90-day returns (ranging -3.0% to -3.8%), indicating well-timed exits before subsequent declines—and his cross-ticker track record shows 100.00% well-timed sells. This transaction aligns with that historical pattern of selling into strength ahead of downturns. Contexting the fundamentals: DE's annual revenue contracted 15.6% year-over-year, and the company trades at 24.40 P/E on $1.3B quarterly net income against a $127.0B market cap—a potentially elevated valuation in a contracting revenue environment.

JD Financial CIO Rajesh sells 24,580 shares for $12.3M at Deere (DE) near 52-week high

Kalathur Rajesh, President of JD Financial & CIO at Deere & Co, executed 2 separate sales totaling 24,580 shares for $12,304,920.85 at blended average price $500.61 on 2025-02-18, reducing holdings from 99,458 to 74,878 shares (a -24.7% reduction in pre-transaction holdings). The sales occurred with Deere's stock trading at $509.27, a current price at the 52-week high of $509.27, and with recent momentum of +11.8% over 30 days and +16.4% over 90 days. Deere's fundamentals show annual revenue growth of -15.6% year-over-year despite quarterly revenue of $13.2B, and P/E of 26.82 with market cap of $138.3B, suggesting elevated valuation relative to growth trajectory. The transaction's materiality is underscored by the large absolute dollar amount and the substantial percentage reduction in this insider's direct stake.

Reed Cory J sold 13,370 shares of DE at $377.63 (5/24/24) for $5.0M; cross-ticker track record shows 100% well-timed selling pattern.

Reed Cory J, President of Agriculture & Turf and Precision Agriculture divisions, sold 13,370 shares for $5,048,913.10 on 2024-06-24, reducing holdings by 24.3% to 41,642 shares. The sale occurred at $377.63, notably 17.2% above the current price of $369.47, suggesting the insider executed at a significantly higher valuation. Across all prior open-market transactions, this insider has demonstrated a 100.00% well-timed rate on sells, with a cross-ticker average 90-day return of -17.0%, indicating a consistent pattern of selling before subsequent stock declines. At DE specifically, the prior 2023 sale exhibited the same negative 90-day return (-17.0%), reinforcing tick-specific predictive value of this insider's sell timing. Deere's current valuation remains attractive (P/E 10.75, +16.5% annual revenue growth, $2.4B net income on $15.2B quarterly revenue), but the convergence of a large position reduction by an experienced executive with strong historical sell-timing accuracy merits investor attention.