GPK GRAPHIC PACKAGING HOLDING CO Insider Trading

Board director Jeffrey Stafeil buys nearly 18K shares in first open-market purchase; stock trades well below 52-week highs after recent decline.

Director Jeffrey Stafeil deployed personal capital to purchase shares for the first time in the available record, moving beyond prior transactions that were strictly stock-based compensation. The purchase occurs while the stock is trading significantly below its 52-week high and remains down over the prior quarter, yet the company maintains profitability with a modest valuation multiple. This timing—buying into a multi-quarter decline rather than during strength—mirrors the classic insider buying playbook of accumulating when prices are depressed. The absence of any open-market sales in Stafeil's history combined with this first voluntary purchase shows a commitment to ownership, though the recent quarterly loss suggests near-term headwinds even as the annual picture remains profitable.

Director Robert Hagemann purchases 14,000 shares of GPK at market prices, second open-market buy in 36 months while stock is sharply below 52-week highs.

Director Robert Hagemann purchased a material stake in Graphic Packaging while the stock trades well below its 52-week high, suggesting he is willing to buy into weakness. This is his second open-market purchase within the 36-month window, indicating a pattern of conviction rather than a one-time event. The company remains profitable with solid fundamentals, though recent quarterly results turned negative, and the stock has declined over the past three months despite a strong 30-day rebound. As a board member with direct insight into company strategy and performance, Hagemann's repeat buying at lower valuations is noteworthy—he is deploying capital when others may be cautious. However, the company is not firing on all cylinders operationally, so this trade reflects buying a fundamentally sound business during a rough patch, not a bet on explosive growth.

Director Venturelli buys 17,531 shares at $11.36 across 4 transactions; stock down 59.9% from 52-week high.

Venturelli Larry M, a Director at Graphic Packaging Holding Co, executed four separate purchases totaling 17,531 shares for $199,194.42 on 2026-03-04, at a blended average price of $11.36. His post-transaction holdings increased to 120,842 shares, representing a 17.0% increase from his prior 103,311 shares. The purchase occurs in a sharply challenged environment: the current stock price of $11.12 is 59.9% below the 52-week high of $27.73, and the stock has declined 30.5% over the 90-day period preceding the filing. Revenue contracted 2.2% year-over-year, though the company maintains a modest P/E of 11.12. The multi-tranche structure of the purchases and the magnitude relative to his existing position warrant attention to whether this reflects a material commitment during a period of significant valuation compression.

CEO Rietbroek acquires 44.3K GPK shares at $11.32; stock down 59.6% from 52-week high of $27.73.

President and CEO Robbert Rietbroek purchased 44,278 shares for $501,098.55 on 2026-03-04, establishing an initial position in the stock. The transaction occurs as GPK trades at $11.19, down 59.6% from its 52-week high of $27.73 and down 24.3% over the past 30 days. Rietbroek's cross-ticker open-market history shows 1 prior buy with an average 90-day return of -35.9% and 0% win rate, suggesting his prior purchases have not demonstrated strong timing. The company's fundamentals show modest stress: annual revenue growth is negative at -2.2%, though the business maintains profitability with $142.0M net income on $2.2B revenue and a reasonable P/E of 11.19. The timing of a new insider position during a sharp drawdown warrants observation, particularly given the modest track record of success in his prior discretionary trades.

EVP Yost sold 30,000 GPK shares at $22.72; holding 255,203 shares post-sale amid -26.5% decline from 52-week high.

Yost Joseph P, EVP & President of Americas, sold 30,000 shares (10.5% of pre-transaction holdings) at $22.72 on 2025-08-25 for $681,600.00. The stock is currently trading at $22.43, down 26.5% from its 52-week high of $30.50, and his cross-ticker track record shows a well-timed rate of 0.00% across all prior sells (which averaged a positive 90-day return of +6.8%), indicating past sales have not preceded declines. At the same ticker (GPK), his one prior sell on 2024-02-27 yielded a positive 90-day return of +6.8%, suggesting that sale was not well-timed either. The company faces headwinds with annual revenue declining 6.6% year-over-year, though fundamentals remain modest with a P/E of 12.46 and a market cap of $6.6B on quarterly revenue of $2.2B.

Director Martens sells 63,752 GPK shares in 2 transactions for $1,392,063.08, reducing stake by 70.4% to 26.8K shares held.

Director Philip R. Martens executed 2 separate sales totaling 63,752 shares for $1,392,063.08 on 2025-08-01 and 2025-08-04, bringing his holdings from 90,563 shares to 26,811 shares—a 70.4% reduction of his prior stake. The blended average sale price of $21.84 compares to a current price of $22.24, positioning these trades just below recent market levels. Against broader context, Graphic Packaging's revenue declined 6.6% year-over-year, the stock trades -27.1% from its 52-week high of $30.50, and the P/E of 12.36 reflects modest valuation. The substantial reduction in a director's ownership stake warrants examination of the business backdrop and whether additional context from the 8-K or management commentary clarifies the timing and nature of the disposition.

GPK CEO Michael Doss sold 300,000 shares across 3 trades for $8,434,425.26; post-transaction holdings: 1,909,576 shares

Michael Doss, President and CEO of Graphic Packaging Holding Co, executed 3 separate sales totaling 300,000 shares for $8,434,425.26 at an average price of $28.11 between August 7–9, 2024. This represents a 13.6% reduction in his post-transaction holdings to 1,909,576 shares. The stock currently trades at $28.18, near the transaction price range and -6.4% from its 52-week high of $30.10. The company's fundamentals show annual revenue growth of -0.1% and a P/E of 11.74, with net income at $190,000,000 on quarterly revenue of $2,237,000,000. The scale and timing of this concentrated sale warrant scrutiny regarding the CEO's current capital allocation priorities and confidence level in the company's near-term prospects.