DHR DANAHER CORP /DE/ Insider Trading

Danaher's Mitchell P. Rales sold 40,625 shares for $9.4M on 2025-11-25 at blended $230.38, reducing holdings to 850.0K shares

Mitchell P. Rales, Chairman of the Executive Committee at Danaher, executed 2 separate sales totaling 40,625 shares for $9,359,066.67 at an average price of $230.38 on 2025-11-25. This represents a -4.6% reduction in his holdings from 890.6K to 850.0K shares. The sale occurred at prices above the current market price of $228.46, and his prior 5 same-ticker transactions at DHR were all sells on 2025-11-12 and 2025-10-31, indicating a pattern of ongoing position reduction over the past month. Despite the sustained selling activity, the stock has posted a +3.4% gain over the past 30 days and +11.3% over 90 days. Investors should note his continued liquidation activity alongside the company's relatively elevated P/E of 46.06 and minimal annual revenue growth of -0.1%.

SVP-GC Ellis sells 21,776 shares ($4.8M) at $219.21–$219.23; held 36,329 pre-sale, down 59.9%

Ellis Brian W, Senior Vice President and General Counsel, executed 2 separate sales totaling 21,776 shares for $4,773,863.14 on 2025-11-12 at prices $219.21–$219.23, reducing his holdings from 36,329 to 14,553 shares (a -59.9% reduction). At DHR's current price of $221.20, the blended sale price of $219.23 was only $1.97 below market. His prior trades at DHR show mixed timing: 2 of 3 prior sells had negative 90-day returns (sales on 2025-01-30 and 2024-07-25 preceded declines), suggesting modest success identifying inflection points at this ticker, though the most recent prior sale on 2024-04-24 had a +5.7% 90-day return. The stock is currently +7.3% over 30 days and +4.9% over 90 days, trading -11.7% from its 52-week high of $250.59; fundamentals show DHR at a P/E of 44.60 with flat annual revenue growth (-0.1%) and modest net income of $908 million on $6.1B quarterly revenue. The material reduction in Holmes' own position warrants observation of whether further insider activity follows in the near term.

DHR: Mitchell P. Rales sells 437,000 shares for $95.6M across 4 transactions at blended $218.69

Mitchell P. Rales, Chairman of the Executive Committee at Danaher, executed 4 separate sales totaling 437,000 shares for $95,566,166.55 on 2025-11-12, reducing his holdings by 44.1% from 990,228 to 553,228 shares. The sales occurred across a narrow price range ($217.64–$220.15), with a blended average of $218.69, while current stock price stands at $221.20. Rales' cross-ticker track record shows 3 prior open-market sells, though same-ticker history at DHR shows 3 prior sells on 2025-10-31 whose 90-day outcomes remain unmeasurable. The scale of this divestiture—nearly half his DHR position in a single day—is material and warrants investor attention to the reasoning or timing context behind such substantial reduction.

CFO McGrew sells 16.2K DHR shares at $214.62 for $3.5M, reducing holdings by -44.6%.

Matthew McGrew, EVP & Chief Financial Officer of Danaher, executed a substantial open-market sale of 16,172 shares at $214.62 on 2025-11-11, valued at $3,470,831.41, which reduced his holdings from 36,234 to 20,062 shares—a -44.6% reduction. His prior four sales at DHR produced mixed timing results, with only 1 of 4 well-timed at the 90-day mark; his most recent DHR sale (2024-08-01) underperformed with a 90-day return of -13.4%, suggesting limited predictive value from his recent DHR transaction history. The current price of $221.20 stands -11.7% from the 52-week high of $250.59, and the stock has gained +7.3% over 30 days and +4.9% over 90 days since the transaction, indicating that this particular sale would not be classified as well-timed by the standard (negative 90d return = well-timed for sells). The company's annual revenue growth remains flat at -0.1% and P/E of 44.60 reflects elevated market expectations despite solid quarterly revenue of $6.1B and net income of $908.0M.

SVP HR Couchara sells 5,174 shares at $210.42 avg, retains 2,625 shares; 66.3% portfolio reduction

Couchara Georgeann, SVP of Human Resources at Danaher, executed two separate sales on 2025-11-10, selling 4,176 shares at $210.44 and 998 shares at $210.31, totaling 5,174 shares for $1,088,703.65. The blended average sale price of $210.42 compares to the current price of $219.40, meaning the insider sold approximately 4.3% below current market levels. The sale reduced her holdings by 66.3%, from 7,799 shares to 2,625 shares post-transaction. Danaher's stock has risen 7.0% over the past 30 days and 4.4% over the past 90 days, trading at a P/E of 44.23 on a market cap of $155.0B. The magnitude of the reduction—nearly two-thirds of prior holdings—on a seasoned HR executive warrants context about her compensation structure and vesting schedules, though no such detail is provided in the transaction filing itself.

Danaher Chairman RALES sells 600,000 shares (37.7% reduction) for $129.6M at $216.06 avg; retains 990.2K shares

Mitchell P. Rales, Chairman of the Executive Committee at Danaher, executed 3 separate sales on 2025-10-31 totaling 600,000 shares (600.0K shares) for $129,636,026.91 ($129.6M), reducing his holdings by 37.7% from 1,590,228 shares to 990,228 shares (990.2K shares). The transactions were priced between $215.67 and $217.17, with a blended average of $216.06—trading just 1.1% above the current price of $213.83. Rales maintains substantial post-transaction holdings (990.2K shares), indicating continued material stake in the company despite the large reduction. The timing occurs when DHR trades 14.7% below its 52-week high of $250.59, after a near-flat 30-day performance (-0.5%), though the stock is up 9.6% over 90 days.

Danaher Chairman Steven M Rales sold 1,250,000 shares for $245.9M across 8 transactions on 2025-05-12 at blended average $196.74

Steven M Rales, Danaher's Chairman, executed 8 separate sales totaling 1,250,000 shares for $245,919,390.92 on a single date, reducing his holdings by 28.7% from 4.36M to 3.11M shares. The sales occurred at prices ranging from $194.08 to $200.83, with a blended average of $196.74, notably above the current price of $187.82. The magnitude of the transaction—a quarter-billion-dollar divestiture—and the reduction in stake size represent material changes to his position in a $134.4B market-cap company. Investors should note that DHR's stock has declined 33.1% from its 52-week high of $280.76 and 2.7% over the past 30 days, providing context for evaluating the transaction's significance relative to recent price action.

EVP Riley Christopher Paul sold 15,805 shares at avg $198.00 on 2025-04-30, reducing stake 51.0% to 15,179 shares.

Riley Christopher Paul, Executive Vice President at Danaher, executed 2 separate sales on 2025-04-30 totaling 15,805 shares for $3,129,424.16 at prices near $198.00, reducing his holdings from 30,984 shares to 15,179 shares—a reduction of 51.0% of his pre-transaction stake. The transaction occurred at prices modestly above the current market price of $196.71, though the stock is currently trading 29.9% below its 52-week high of $280.76 and down 11.7% over 90 days. The company shows modest fundamentals with $5.7B in quarterly revenue, $954.0M in net income, and a P/E of 37.40, with annual revenue growth flat at -0.1%. The substantial liquidation of holdings warrants observation of whether this represents a discrete capital management decision or part of a broader portfolio shift.

GC Ellis Brian W sold 5,700 DHR shares at $224.13 (Jan 30); stock now $222.74, down 20.7% from 52-week high.

Ellis sold 5,700 shares for $1,277,541.00 on 2025-01-30, reducing holdings by 22.0% to 20,230 shares. The stock has declined 20.7% from its 52-week high and fallen 3.0% in the 30 days and 10.1% in the 90 days since the transaction. His prior trades at DHR showed mixed timing: a July 2024 sell preceded a 90-day decline of 7.0% (well-timed), while an April 2024 sell preceded gains of 5.7% (poorly timed). At the cross-ticker level, his track record spans only 2 prior sells with a 50.0% well-timed rate at 90 days. The company's fundamentals show annual revenue growth of -24.1%, a P/E of 41.32, and most recent quarterly revenue of $5,798,000,000.00 with net income of $818,000,000.00. The sale occurred in a context of elevated valuation and declining growth, though the relatively modest share reduction (22% of prior holdings) and retention of 20,230 shares suggest continued material exposure to the firm.

SVP Raskas Daniel sold 34.7K DHR shares in 2 transactions for $8.2M, reducing holdings by 69.5%

Raskas Daniel, SVP of Corporate Development, executed two separate sales totaling 34,688 shares for $8,218,556.67 on November 25–26, 2024, at a blended average price of $236.93. This represents a substantial reduction in his DHR position, decreasing from 49,913 shares to 15,225 shares (a -69.5% decline). His prior four sales at DHR show a mixed timing pattern—two of four prior trades were well-timed at the 90-day mark, though the most recent sale on 2024-07-25 underperformed 30-day and declined 5.4% over 90 days. The stock currently trades at $238.83, only 0.8% above the blended sale price, placing it 14.9% below its 52-week high and down 10.6% over the past 90 days. Against DHR's elevated P/E of 44.31 and a full-year revenue contraction of -24.1%, this large stake reduction warrants close attention to the director's forward-looking perspective on the business.