FAST FASTENAL CO Insider Trading

Director Wisecup sells 36,920 FAST shares (48.0% of holdings) at $47.34; prior 3 FAST sales all negative 90d returns

Wisecup Reyne K, a director, executed a substantial sale of 36,920 shares at $47.34 on 2026-03-05, reducing holdings from 76.9K to 40.0K shares—a 48.0% reduction. This is notably large relative to his remaining position. His prior trading pattern at FAST shows consistent well-timing: all 3 prior sales at this ticker registered negative 90-day returns (-47.9%, -48.7%, -52.2%), meaning the stock declined after each sale. His cross-ticker sell track record reinforces this, with a 100.00% well-timed rate across prior sales. The current price of $46.46 is already -3.8% from the transaction price over 30 days, aligned with his historical pattern of selling before declines. Given the company's strong fundamentals (revenue $2.1B, net income $335.5M, +8.7% annual growth) but elevated P/E of 40.05, this large liquidation by a director merits attention for what it may signal about expected near-term performance.

FAST Senior EVP Miller purchases 40 shares in 2 transactions at $39.15 avg; stock now $43.95, up 5.8% in 30d

Charles S. Miller, Senior EVP-Sales at Fastenal Co., made 2 separate purchases totaling 40 shares for $1,566.00 at a blended average price of $39.15 on 2025-04-07 and 2025-04-14. The shares have appreciated to $43.95 (current price), reflecting gains of 12.2% from the transaction price over the filing period. Miller held zero shares pre-transaction, making this an initiation of a position in the company stock. The stock's 30-day change of +5.8% and 90-day change of +7.0% show positive recent momentum relative to the purchase dates. However, prior trades by Miller at FAST (4 prior sells between January and November 2024) demonstrated consistent downside timing, with 90-day returns of -49.2% to -55.7% on those dispositions—a 100% well-timed rate at this ticker on sales. The modest share count and position value place this purchase in routine executive acquisition territory, warranting standard monitoring rather than elevated concern.

Director Daniel L. Johnson buys 1,000 shares of FAST at $40.44; stock down 20.8% from 52-week high. Cluster buy pattern observed.

Johnson Daniel L. purchased 1,000 shares at $40.44 on 2025-11-17, bringing his total FAST holdings to 22,190 shares. The transaction occurs as the stock trades at $39.91, down 20.8% from its 52-week high of $50.39. Johnson's prior buy at FAST in April 2024 produced a 90-day return of -49.5%, and his broader cross-ticker track record shows zero wins across 1 prior buy (avg 90d return -49.5%, 90d win rate 0.00%). A cluster pattern exists: 3 other insiders also bought FAST within the past 14 days. The company's fundamentals show $2.1B revenue, $335.5M net income, and a P/E of 37.30.

Director Nielsen Sarah N bought 1,000 shares of FAST at $39.60; price now $39.15 (down 22.3% from 52-week high). Cluster of 3 other insider buys in 14 days.

Director Sarah N. Nielsen purchased 1,000 shares at $39.60 on 2025-11-19, expanding her position by 25.0% to 5,000 shares post-transaction. This purchase occurs within a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated or independently-motivated accumulation across the leadership team. The stock is trading at $39.15, down 22.3% from its 52-week high of $50.39 and down 9.6% over 30 days, indicating the purchase was made into a period of recent weakness. With a P/E of 36.59 and market cap of $44.9B, FAST is a large-cap industrial stock; the multiple insider buys at depressed levels merit attention as a potential signal of insider views on valuation or near-term outlook.

Director HSU Hsenghung Sam bought 1,000 FAST shares at $49.58 on 2025-11-13; stock now -19.7% from 52-week high.

HSU purchased 1,000 shares of Fastenal at $49.58, increasing his holdings to 10,000 shares (+11.1% net change). The stock has declined significantly since the transaction: it was trading at $40.45 (current price), representing a -19.7% decline from the 52-week high of $50.39 and a -4.2% drop over the past 30 days. HSU's same-ticker history at FAST shows 2 prior measurable buys (June 2024) that both yielded negative 90-day returns (-45.9% and -47.9%), and his cross-ticker track record reveals 3 prior open-market buys with a 0.00% 90-day win rate and an average 90-day return of -46.9%. This buy follows a recent pattern of purchase activity at this ticker that has not demonstrated favorable timing outcomes.

Director Eastman buys 1,000 shares of FAST at $40.82; stock down 19.1% from 52-week high and 16.6% over 90 days.

Director Stephen L. Eastman purchased 1,000 shares at $40.82 on 2025-11-12, increasing his holdings from 20,000 to 21,000 shares. The transaction occurs with FASTENAL trading at $40.75 (current price), positioned 19.1% below its 52-week high of $50.39 and down 16.6% over the past 90 days. Eastman's cross-ticker track record shows 1 prior open-market sell with an average 90-day return of -37.2% post-transaction and a 90d well-timed rate of 100.00%, though this historical context reflects timing on sales across multiple tickers, not necessarily relevant to this buy signal. The company reports $2.1B in revenue (latest quarter), $335.5M net income, and a P/E of 38.08, with annual revenue growth of 2.7%. This modest buy size relative to his existing 21,000-share position and the stock's recent price weakness are the primary observable facts; investor attention should focus on whether this represents a discretionary purchase decision and the company's near-term earnings trajectory given the elevated valuation.

Director HSU Hsenghung Sam bought 1,000 shares of FAST at $42.45 on 2025-10-16; stock down -11.2% in 30 days.

Director HSU purchased 1,000 shares at $42.45, increasing holdings to 9,000 shares (+12.5% from prior holdings). The transaction occurred as Fastenal stock has declined -11.2% over the prior 30 days and trades -16.7% from its 52-week high of $50.39. Examining HSU's cross-ticker track record reveals concerning timing patterns: his 2 prior buys across all open-market activity returned -49.4% on average at 30 days and -46.9% at 90 days, with a 0.00% win rate. At FAST specifically, his two prior purchases on 2024-06-10 and 2024-06-11 produced similarly negative outcomes: -49.8% and -45.9% at 90 days respectively, with neither well-timed. This consistent pattern of poorly-timed entries—despite incremental accumulation—suggests the director's discretionary purchasing decisions have not aligned with subsequent price recovery.

CEO Daniel Florness sells 84,612 FAST shares at $48.44; track record shows 100% well-timed 90d selling pattern.

Daniel L Florness, CEO of Fastenal, sold 84,612 shares for $4,098,672.97 on 2025-08-12, reducing his holdings from 649,648 to 565,036 shares (a 13.0% reduction). His prior five sales at this ticker were all well-timed, with 90-day returns of -50.5%, -53.1%, -44.9%, -48.1%, and -46.0%, demonstrating consistent pattern recognition around market peaks. His cross-ticker track record across six prior sells shows a 100.00% well-timed rate at the 90-day mark, with an average 90d return of -43.7%. At the time of sale, FAST was trading at -1.1% from its 52-week high of $49.21, situating this sale near a cyclical peak. The stock has since gained +7.9% over 30 days and +17.3% over 90 days, marking the first departure from his historical pattern of selling before subsequent declines.

FAST President/CSO Watts sells 48.7K shares (80.4% reduction) for $2.3M at $48.05; stock near 52-week high

Jeffery Michael Watts, President and Chief Sales Officer, executed two separate sales totaling 48,724 shares for $2,341,201.51 at $48.05 on 2025-08-08, reducing his holdings by 80.4% from 60,604 to 11,880 shares. The sales occurred with Fastenal's stock trading at or very near its 52-week high of $48.45 (+0.0% from peak), following a +12.0% surge over 30 days and +20.4% over 90 days. Across his open-market trading history, Watts' prior 2 sells showed an average 90-day return of -52.6% and achieved 100% well-timed rate, and his same-ticker history at FAST (2 prior sells on 2024-02-20) displayed the same -52.6% 90-day outcome. This substantial liquidation of a major position at elevated price levels, combined with the insider's established pattern of selling ahead of subsequent declines, warrants investor attention to near-term stock momentum and any underlying operational signals.

Senior EVP-IT John Lewis Soderberg sells entire 34.6K FAST position for $1.7M at $48.03; 100% stake exit

John Lewis Soderberg, Senior EVP-IT at Fastenal, executed a complete liquidation of his 34,612-share position on 2025-08-08, reducing holdings from 34.6K to 0 shares. The sale occurred at $48.03 per share—slightly below the current price of $48.45 and at the 52-week high level. Soderberg's cross-ticker track record shows a 100% well-timed rate on 3 prior open-market sells (average 90-day return of -53.5%), and his same-ticker history at FAST mirrors this pattern: 2 of 2 prior FAST sales were well-timed at the 90-day horizon (returns of -55.9% and -51.1%). The complete exit of a longstanding position, combined with a track record of consistently well-timed sales, warrants investor attention to Fastenal's near-term price trajectory.