DRI DARDEN RESTAURANTS INC Insider Trading

DRI Group President sells 5,091 shares at $196.04; stock down 15.6% from 52-week high, insider's timing pattern mixed.

Martin Melvin John sold 5,091 shares of Darden Restaurants at $196.04 on 2026-04-06, reducing his holdings by 22.8% to 17.3K shares. The transaction occurred when DRI was trading 15.6% below its 52-week high and has fallen 6.2% in the 30 days since. Across his prior trades at DRI specifically, John achieved well-timed outcomes at the 90-day mark on 3 of 5 prior sales; however, his most recent two DRI sales (both on 2025-06-25) showed negative 90-day returns of -14.4% and -14.7%, while an earlier March 2025 sale showed a positive 90-day return of +6.1%. The company maintains solid fundamentals with $3.3B quarterly revenue, $306.8M net income, and 6.0% annual revenue growth, trading at a P/E of 19.75. The current 30-day stock decline of 6.2% partially reflects post-transaction price action, though the underlying pattern of execution suggests no decisive signal of insider confidence or concern.

SVP Chief People Officer Sarah King sold 4,605 shares at blended avg $206.65, reducing stake by 87.3% to 670 shares held

Sarah King executed 2 separate sales totaling 4,605 shares for $951,636.16 on 2026-01-22, liquidating 87.3% of her pre-transaction holdings at prices ($207.28 and $206.62) above the current market price of $196.43. At DRI, her 5 prior sells produced a 90-day well-timed rate of 0%, with an average 90-day return of +8.4% following her sales—indicating her prior trades at this ticker have consistently been followed by stock gains, meaning she has historically exited ahead of advances rather than declines. The substantial reduction in her equity stake, combined with a pattern of prior sales at this company that were not well-timed (stock rose afterward), provides limited conviction signal about near-term company prospects; the sale volumes and timing merit disclosure review but do not constitute a strong bearish indicator given her cross-ticker and same-ticker history.

CFO Vennam Rajesh sold 6,774 DRI shares for $1,450,418.83 at $214.12 on 2026-01-15, reducing holdings 42.8%.

Vennam Rajesh, SVP and CFO of Darden Restaurants, executed two separate sales totaling 6,774 shares for $1,450,418.83 at $214.12 on 2026-01-15, reducing his holdings from 15,814 to 9,040 shares—a 42.8% reduction. The sale occurred near the company's 52-week high ($225.78), though current price at $208.88 sits 7.5% below that peak. Rajesh's prior sell history at DRI shows mixed timing: 2 of 3 prior sales were well-timed at the 90-day mark, with outcomes of -8.7%, -16.6%, and -15.7% at 90 days on the earlier two trades, suggesting a pattern of selling before subsequent declines. His cross-ticker track record shows a 66.67% well-timed rate across 3 prior sells with an average 90-day return of -7.4%, though this latest transaction occurred when the stock was near resistance levels after a +10.0% 30-day rally.

DRI Group President Todd Burrowes sells 7,103 shares at $207.12; holdings down 13.8% to 44.3K shares

Todd Burrowes sold 7,103 shares of Darden Restaurants (DRI) at $207.12 on 2026-01-13, reducing his post-transaction holdings to 44,252 shares. His same-ticker history shows a mixed pattern: 2 of 4 prior sells were well-timed (generating negative 90-day returns as the stock declined afterward), while 2 were poorly timed. The current stock price of $207.87 is 11.5% above its 30-day average and 10.9% above its 90-day average, positioning this sale near recent highs within the 52-week range of $169.21–$225.78. Against his cross-ticker track record of a 50.00% well-timed sell rate and an average 90-day return of -3.4% after sales, this transaction represents a discretionary reduction in equity stake from a company with solid fundamentals (revenue $3.1B, net income $237.2M, 6.0% annual growth, P/E 21.32).

Matthew R Broad (SVP General Counsel) sold 5,661 shares of DRI at $193.40; stock down -16.8% from 52-week high

Matthew R Broad, SVP General Counsel, sold 5,661 shares at $193.40 on 2025-10-06, reducing his holding by 28.9% to 13,915 shares. The sale occurred near a relative peak—DRI has since declined -10.8% over 30 days and -11.7% over 90 days, now trading at $187.92 or -16.8% from the 52-week high of $225.78. His same-ticker history at DRI shows mixed timing: his most recent sells on 2025-07-01 and 2025-06-30 were both well-timed (both posted negative 90-day returns), but overall 2 of 5 prior DRI sells produced positive 90-day returns, indicating no consistent edge at this ticker. His cross-ticker track record shows a 72.73% well-timed rate on 11 prior sells, suggesting some pattern-recognition ability, though this transaction's outcome remains incomplete. Fundamentally, DRI trades at a P/E of 19.86 with recent quarterly net income of $257.8M on $3.0B revenue, so the company itself is not distressed; the recent decline appears market-driven rather than company-specific.

SVP General Counsel Broad sells 7,682 shares of DRI for $1.7M at $218.05 avg; reduces stake 34.8%

Broad Matthew R, SVP General Counsel at Darden Restaurants, executed 2 separate sales totaling 7,682 shares for $1,675,075.30 at a blended average price of $218.05, reducing his holdings from 22,049 shares to 14,367 shares—a 34.8% reduction in stake. The stock currently trades at $219.33, near its 52-week high of $225.78, having appreciated 1.1% over 30 days and 9.3% over 90 days. His prior DRI sales show mixed timing: 2 of 5 prior trades were well-timed (negative 90-day returns), while 3 resulted in subsequent gains, suggesting no consistent directional pattern. The company is trading at a P/E of 24.34 with solid fundamentals (8.6% annual revenue growth, $3.2B quarterly revenue, $323.4M net income), leaving no earnings distress signal. The significant reduction in personal stake warrants attention, though the absence of a 10b5-1 plan disclosure and the executive's specific role in legal affairs do not, based on available facts, point to a particular strategic signal.

Darden Restaurants President Todd Burrowes sold 13,569 shares at $216.45 for $2,937,000.55, reducing holdings 22.7%

Todd Burrowes, Group President, sold 13,569 shares of DRI at $216.45 on 2025-06-30, reducing his holdings from 59,895 to 46,326 shares (a -22.7% reduction). The sale occurred when stock was trading -2.9% from its 52-week high of $225.78, suggesting the trade happened near recent peak valuations. His prior trades at DRI have shown mixed timing: two January 2025 sells achieved positive 90-day returns (+8.4% and +8.9%), while a July 2023 sell resulted in a -17.8% 90-day decline, yielding a 33% well-timed rate on same-ticker history. With DRI trading at a P/E of 24.34 and recent 9.3% 90-day appreciation, this substantial reduction in an executive's stake deserves scrutiny regarding his conviction in near-term prospects, though the transaction alone does not definitively signal concern.

Group President Martin Melvin John sells 12,212 shares of DRI for $2,670,938.91 across 3 transactions on 2025-06-25, reducing holdings 49.0%.

Martin Melvin John, Group President of Darden Restaurants, executed 3 separate sales totaling 12,212 shares for $2,670,938.91 at a blended average price of $218.71, reducing his holdings from 24,907 shares to 12,695 shares—a 49.0% reduction in his position. The transaction occurred near the 52-week high of $225.78 (current price $216.13 is -4.3% from that high), and the sales at $218.71 were executed 2 percentage points above the current quote. His prior trades at DRI show a mixed timing pattern: 5 prior sells with a 2-of-5 well-timed rate at the 90-day mark, while his cross-ticker track record across 7 open-market sells shows a 57.14% well-timed rate at 90 days. The material reduction in equity stake during elevated valuation (P/E 23.99) merits monitoring for directional signals, though the magnitude of this particular reduction is substantial relative to his remaining holdings.

Darden SVP Milanes sells 11,948 shares for $2,653,355.68, reducing holdings by 98.8%

Milanes Douglas J., SVP and Chief Supply Chain Officer at Darden Restaurants, executed 2 separate sales totaling 11,948 shares for $2,653,355.68 at a blended average price of $222.08 on 2025-06-24, reducing his post-transaction holdings to 146 shares from 12,094 shares. The near-complete exit (98.8% reduction) occurs as DRI trades at $215.97, down 4.3% from its 52-week high of $225.78 and near the top of its $138.06–$225.78 range, suggesting the executive moved shares when valuation was elevated. His prior DRI sales (2025-01-30 and 2023-06-26) produced mixed 90-day returns (+2.4% and -10.5% respectively), with a 50% well-timed rate across his cross-ticker track record. The company's fundamentals remain solid with FY revenue growth of +8.6%, a P/E of 23.97, and Q3 revenue of $3.2B, though the magnitude of this position reduction warrants monitoring for any underlying strategic or operational signals.

SVP Connelly Susan M. sold 4,735 DRI shares at $223.78 for $1,059,585.52; post-sale holdings 4,601 shares.

Connelly Susan M., SVP, Chief Communications & Public Affairs Officer at Darden Restaurants, sold 4,735 shares at $223.78 on 2025-06-24, reducing her holdings by 50.7% (from 9,336 to 4,601 shares) and realizing $1,059,585.52. The sale occurred near the 52-week high of $225.78, with the stock currently trading at $215.97 after the transaction. Her prior sale at DRI on 2025-01-06 posted a 90-day return of +4.2%, indicating the stock appreciated following that earlier sale. No red flags in the company fundamentals: DRI reported $3.2B in quarterly revenue, $323.4M net income, and annual growth of 8.6% with a reasonable P/E of 23.97 and market cap of $25.3B. The magnitude of the position reduction is notable, though the timing near 52-week highs and the company's solid operational metrics provide context for the transaction.