EME EMCOR Group, Inc. Insider Trading

Director Reid William P sells 2,000 shares (16.5% of holdings) for $1.85M on May 11, his first open-market sale in 3 years.

Reid William P, a director of EMCOR Group, sold shares worth approximately $1.85 million on May 11, representing a substantial 16.5% reduction of his holdings and marking his first open-market sale in the past three years—a significant shift after a period of stock-compensation activity only. The sale occurred while EME shares trade modestly below their 52-week high and have rallied meaningfully over the past three months, suggesting the director chose to exit into strength rather than weakness. EMCOR remains a profitable company with strong revenue growth, so the sale does not appear driven by fundamental deterioration. Without prior open-market sales in the three-year window, this transaction stands out as a departure from Reid's recent pattern and warrants attention to whether it reflects portfolio rebalancing, liquidity needs, or other factors that may emerge in subsequent filings.

Director John W Altmeyer sells $2.2M in EME shares, trimming roughly 7% of holdings while company shows strong profitability and growth

John W Altmeyer, a director at EMCOR Group, sold a meaningful stake representing roughly seven percent of his total holdings for $2.2 million. The sale itself is not alarming on its own—directors routinely liquidate shares for personal financial needs, tax planning, or portfolio rebalancing, and a single transaction of this size is hardly unusual. However, the context matters: EMCOR is a profitable, growing company with accelerating revenue and solid earnings, so Altmeyer is selling during what appears to be a period of fundamental strength rather than distress. This doesn't signal distress or insider concern about near-term prospects, but rather looks like opportunistic pruning—a director taking chips off the table when the business is performing well. Without additional insider selling or other red flags, this filing is routine portfolio housekeeping and shouldn't be read as a vote of no confidence.

VP and Controller Lind sells 675 EME shares, reducing stake by 14% as stock rallies near 52-week highs.

Robert Peter Lind, the company's VP and Controller, sold 675 shares in a transaction that reduced his stake by approximately one-seventh. This sale comes as EME trades within striking distance of its 52-week highs and after the stock has posted strong gains over recent months. Lind's prior sale of EME shares, evaluated over a longer horizon, was well-timed as the stock subsequently declined—a positive track record on exits. However, the current sale occurs against a backdrop of solid company fundamentals: EME is profitable with strong revenue growth and posted healthy earnings in its latest quarter. The timing of this exit—during a period of stock strength rather than weakness—and Lind's history of repeat selling over the filing window (this is his fourth open-market sale in the past three years) suggest a pattern of rebalancing or reducing exposure rather than a conviction-driven decision based on company outlook.

EME CFO Jason Nalbandian sells 800 shares; third open-market sale in 36 months as stock rallies near 52-week highs.

Jason Nalbandian, the SVP and CFO of EMCOR Group, sold 800 shares on a single date, reducing his holdings by roughly 4%. The stock has climbed sharply over the past quarter and now trades near its 52-week high, suggesting Nalbandian sold into strength rather than weakness. This is his third open-market sale in the past three years—a pattern that contrasts with his complete absence of open-market purchases during that same window. His stock-based compensation activity remains regular, indicating continued equity grants to the CFO role. EMCOR itself remains solidly profitable with strong revenue growth and expanding earnings, meaning the CFO is divesting from a fundamentally healthy company rather than fleeing deteriorating results.

Director Steven Schwarzwaelder sells $5M in EME shares, reducing stake by over one-quarter as stock rallies.

Steven Schwarzwaelder, a director at EMCOR Group, sold a substantial block of shares worth approximately $5 million, trimming his holding by more than one-quarter. The sale occurred while the stock has appreciated meaningfully over recent months—up double-digit percentage points in both the 90-day and 30-day periods—and is trading near its 52-week high. EMCOR itself is a profitable, growing company with solid fundamentals and revenue expanding year-over-year. Notably, this is Schwarzwaelder's first open-market sale in the past three years; his prior Form 4 activity consisted entirely of stock-based compensation transactions, making this a shift in his filing pattern. The timing—selling into strength after an extended rally—is consistent with profit-taking or rebalancing rather than a signal of operational concern.

EME CEO Guzzi sells 36,000 shares for $26.3M; post-sale holdings fall to 170.3K shares, stock down 5.9% in 30 days.

Guzzi Anthony, Chair, President and CEO, sold 36,000 shares of EMCOR Group at $729.48 on 2026-03-05, reducing his holdings by 17.5% to 170.3K shares and raising $26.3M. The stock has declined 5.9% over the 30 days following the sale, and the current price of $719.18 is 11.5% below the 52-week high of $812.79. At the same-ticker level, Guzzi's prior 5 EME sales showed mixed timing, with only 1 of 5 sales proving well-timed at the 90-day mark; most generated positive 30-day and 90-day returns, indicating the stock historically rebounded after his sales. The fundamental backdrop—$4.3B in quarterly revenue, +16.6% annual growth, and a 22.94 P/E ratio—suggests a mature, growing enterprise. This sale represents a material reduction in CEO ownership during a period of modest near-term stock weakness, though the company's growth trajectory and Guzzi's historical poor timing on EME sales suggest limited predictive power for the stock's medium-term direction.

CAO Mauricio Maxine Lum sold 3,357 shares of EME at $735.00 for $2,467,395.00; retains 23,853 shares.

Mauricio Maxine Lum, serving as CAO, EVP & General Counsel, sold 3,357 shares of EMCOR Group (EME) at $735.00 on 2026-03-02, reducing holdings by 12.3% to 23,853 shares. In his prior trade at EME on 2024-05-22, he also sold shares and the stock subsequently declined 5.7% over 90 days, representing a well-timed exit. The current price of $736.30 sits 9.4% below the 52-week high of $812.79, though the stock has gained 20.3% over the past 90 days and 2.2% over the past 30 days. EMCOR's fundamentals remain robust—the company reported annual revenue growth of 16.6% year-over-year, with net income of $295.4M on $4.3B in latest-quarter revenue—suggesting this sale reflects insider portfolio adjustment rather than earnings concerns.

EME Chairman Guzzi sells 7,000 shares at $436.03, retaining 207,289 shares; stock up 23.9% in 30 days.

Anthony Guzzi, Chairman, President and CEO of EMCOR Group, sold 7,000 shares (representing -3.3% of his pre-transaction holding of 214,289 shares) on 2025-05-05 at $436.03 per share for $3,052,210.00. The sale occurred as EME trades at $434.15, down -19.0% from its 52-week high of $535.99 but up +23.9% over the preceding 30 days. Guzzi's prior five sales at EME have produced mixed results: three generated positive 90-day returns (+18.6%, +15.0%, +29.1%), while two showed negative returns (-2.4%, -4.6%), with only 1 of 5 well-timed at the 90-day mark. The company reports strong fundamentals: $3.9B in quarterly revenue, $240.7M net income, and +15.8% annual revenue growth, trading at a P/E of 18.50. This modest position reduction represents routine capital reallocation rather than a concentrated exit.