GFF GRIFFON CORP Insider Trading

GFF COO Mehmel sells 8,773 shares for $835,733.98 under 10b5-1 plan; retains 806,516 shares

Robert F Mehmel, President and COO of Griffon Corp, executed 2 scheduled sales totaling 8,773 shares (8.8K shares) for $835,733.98 under a pre-arranged 10b5-1 trading plan on June 12 and June 15, 2026. At a blended average price of $95.26, these sales reduced his holdings by 1.1% from 815,289 to 806,516 shares (806.5K shares), leaving him with substantial equity in the company. As a scheduled transaction under a 10b5-1 plan, this filing reflects a predetermined execution rather than discretionary trading timing. Stock-specific context: the current price of $94.01 is 3.7% below the 52-week high of $97.58, and the company faces headwinds including a 4.0% annual revenue decline and an elevated P/E of 587.56.

GFF CEO Ronald J Kramer sells 100,000 shares for $9,492,107.11; retains 1,784,297 shares post-transaction.

Ronald J Kramer, Chairman and CEO, executed two separate sales totaling 100,000 shares (100.0K shares) on 2026-06-12 for $9,492,107.11 at a blended average price of $94.92, near the 52-week high of $97.58. His post-transaction holdings of 1,784,297 shares (1.78M shares) represent a 5.3% reduction from pre-transaction holdings of 1,884,297 shares (1.88M shares). The timing coincides with strong recent price momentum: the stock is up +15.7% over the past 30 days and +29.8% over 90 days. However, his prior 5 sales at GFF (all on 2024-11-13) showed a well-timed rate of 0 of 5 at the 90-day mark, indicating those earlier dispositions did not precede stock declines. Current fundamentals show elevated valuation pressures: P/E of 592.06 against revenue of $421,860,000.00 ($421.9M) (latest quarter) and annual revenue decline of -4.0% year-over-year.

GFF CFO Brian G Harris sold 7.5K shares at $95.03 under 10b5-1 plan; holds 151.1K post-sale

Brian G Harris, EVP and CFO of Griffon Corp, sold 7,500 shares at $95.03 on 2026-06-11, reducing holdings from 158.6K to 151.1K shares. This transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. At his same-ticker history at GFF, four of five prior sells resulted in subsequent stock appreciation (30d and 90d returns positive), while two December 2024 sales preceded declines; the pattern is mixed. The company shows challenged fundamentals with annual revenue growth of -4.0% and a notably elevated P/E of 592.06, though the stock has appreciated significantly in the 90-day window (+29.8%), placing the current price $94.73 near the 52-week high of $97.58. The scheduled nature of this sale removes any inference about the CFO's conviction or market timing.

Director ALPERT HENRY A bought 1,000 shares of GRIFFON CORP at $79.99; stock trading -19.4% from 52-week high at $76.47 current price.

Director Henry A Alpert purchased 1,000 shares at $79.99 on 2026-03-05, increasing his holdings by 1.4% to 71,479 shares. The purchase occurs as GFF trades at $76.47, down 19.4% from its 52-week high of $94.84 and down 19.4% over the prior 30 days, though up 4.6% over 90 days. The company's valuation metrics are notably elevated—P/E of 79.66 with annual revenue declining 4.0% year-over-year—raising questions about the underlying health of the business at current multiples. The modest share increment and absence of pattern context limits what this single transaction can reliably signal about directional conviction.

GFF VP Durborow sells 10,000 shares at $91.97; prior same-ticker sales showed -6.1% 90-day returns

Durborow W. Christopher, Vice President & CAO, sold 10,000 shares (29.0K of his 40.0K holding) at $91.97 on 2026-02-17, reducing his position by -25.0% vs pre-transaction holdings. His prior sale at GFF on 2024-06-12 exhibited a -6.1% 90-day return, and his cross-ticker track record shows 1 prior sell with an average 90-day return of -6.1%, a pattern where 100.00% of his prior sales proved well-timed (stock declined after). Current price of $89.52 is -5.6% from the 52-week high of $94.84, where this sale at $91.97 was executed near—though not at—the cycle peak. GFF's P/E of 93.25 against a -4.0% annual revenue decline and quarterly net income of $64.4M on revenue of $649.1M deserves attention alongside the scale of this deliberate reduction in holdings.

Director Louis J. Grabowsky sold 11,000 GFF shares at $93.06 on 2026-02-13 for $1,023,660.00

Director Grabowsky sold 11,000 shares (11.0K shares) representing -20.9% of his pre-transaction holdings, reducing his position from 52,670 shares to 41,670 shares. The sale occurred at $93.06 per share, near the 52-week high of $94.84, reflecting favorable market conditions at the time of execution. The stock has since declined to $92.07 current price, with mixed performance over recent periods (30-day change: +8.6%, 90-day change: +33.0%). The company's elevated P/E of 95.91 and recent annual revenue decline of -4.0% suggest a premium valuation backdrop, though the director retained substantial holdings of 41.7K shares, maintaining material exposure to the business.

GFF: Kaplan (Sr VP, Gen. Counsel) sells 15,000 shares in 4 transactions for $1,431,663.56; holds 119,747 shares post-transaction

Kaplan executed four separate sales totaling 15,000 shares (11.1% of pre-transaction holdings) on 2026-02-09 across a narrow price range (blended average $95.44), reducing his stake to 119,747 shares. The timing is notable: the insider sold at prices near the 52-week high of $94.84, with the current price at $93.94, suggesting he captured elevated valuation levels; however, his prior GFF trades show mixed results—three of five recent same-ticker sales preceded 90-day declines, but two preceded gains. His cross-ticker track record shows a 60% well-timed rate on sells with average 90-day returns of -5.6%, indicating modest predictive edge historically. The company's P/E of 97.85 is elevated relative to peers, and annual revenue is contracting at -4.0%, which may be relevant context for evaluating the sale's signal.

Griffon's Chief Legal Officer sold 12,666 shares ($1.0M) across 3 transactions at $82.40–$83.97 on 2024-12-02.

Seth L. Kaplan, Sr VP, General Counsel and Secretary of Griffon Corp, executed 3 separate sales totaling 12,666 shares for $1,047,862.45 at prices ranging from $82.40 to $83.97, reducing his holdings from 156.9K to 144.3K shares (-8.1%). The sale occurred in a company trading near its 52-week high of $85.16 (only -2.8% below) and follows a strong 30-day rally of +30.8%. Kaplan's prior open-market sales across all tickers show an average 30-day return of -3.3%, and his 2 prior sales at Griffon specifically (September 2024) also yielded -3.3% 30-day returns, though 90-day outcomes remain unmeasured. The fundamentals show Griffon at a modest P/E of 12.31 with recent quarterly net income of $41.1M, though annual revenue declined -2.3% year-over-year.

CFO Harris sells 18,540 shares ($1.5M) at $82.60 avg; holds 166.3K remaining. Stock +30.8% in 30 days.

Harris Brian G, EVP and Chief Financial Officer of Griffon Corp, executed 2 separate sales on 2024-12-02, totaling 18,540 shares for $1,531,350.96 at a blended average price of $82.60. The sale reduces his holdings to 166,259 shares from 184,799 shares, representing a 10.0% reduction. This activity occurs in the context of significant recent momentum: Griffon's stock has gained 30.8% over the past 30 days and 30.2% over the past 90 days, rising from the $46.05–$85.16 52-week range to $82.82 currently. Harris's prior 3 sales at Griffon (September 2024) showed mixed short-term outcomes (0.9%, 3.7%, 2.1% over 30 days), with no measurable 90-day returns yet available to assess longer-term timing accuracy. The company's fundamentals show modest health—P/E of 12.31, net income of $41,086,000, and a market cap of $3,960,606,528—but underlying annual revenue is contracting by 2.3%. The sale, executed near the stock's 52-week high, provides a data point on insider sentiment during a period of strong equity appreciation.

GFF President/COO Robert Mehmel sold 25,000 shares (25.0K shares) for $1.9M across 5 separate sales on 2024-11-13.

Robert Mehmel, President and COO of Griffon, executed 5 separate sales totaling 25,000 shares (25.0K shares) for $1,874,199.07 ($1.9M) on 2024-11-13, reducing his holdings by 3.4% to 712,914 shares (712.9K shares). The blended average price of $74.97 sits near the current price of $73.81 and well above his recent sales; notably, he had also sold on 2024-11-11, two trading days prior. His cross-ticker track record of 13 prior sells shows a modest +0.2% average 30-day return, while his same-ticker history at GFF reveals mixed results: four prior September sales ranged from -0.1% to -3.4% in 30-day outcomes, and 0 of his prior sales at GFF were well-timed at the 90-day mark—a signal that his selling pattern has not historically captured downturns at this stock. The execution of 5 separate sales within a single day, combined with the second sale in as many days, warrants attention to whether these are open-market discretionary decisions or scheduled under a trading plan.