HRI HERC HOLDINGS INC Insider Trading

Director Olin buys 3,000 HRI shares at $142.47, raising stake 937.5% to 3,320 shares

Olin John A, a director, purchased 3,000 shares of HERC HOLDINGS INC at $142.47 on 2026-02-27, increasing his holdings from 320 shares to 3,320 shares—a 937.5% expansion of his pre-transaction position. The purchase occurred when the stock trades at $140.91, only 1.7% above the transaction price, suggesting recent acquisition. The company reported strong fundamentals with revenue of $1,304,000,000.00 and annual revenue growth of +22.6%, though valuation metrics appear stretched at a P/E of 4697.00. The director's cross-ticker track record shows only 1 prior sell, providing limited visibility into his typical trading pattern. The significant absolute increase in stake size warrants attention to the director's conviction level given the magnitude of capital deployed and the substantial multiple expansion of his ownership position.

SVP & Chief HR Officer Christian J Cunningham purchased 1 share of HRI, increasing holdings from 50,400 to 50,401 shares.

Cunningham's purchase of a single share represents a trivial addition to his 50.4K share position (net change of +0.0%). At the current price of $119.04, this transaction carries minimal economic significance and appears procedural rather than discretionary. The stock is trading 50.2% below its 52-week high of $239.28, but a one-share transaction provides no meaningful signal about confidence levels. For context, Cunningham's cross-ticker track record shows he sold 4 times previously with a 90-day well-timed rate of 100.00%, and at HRI specifically, all 4 of his prior trades (all sells) were well-timed at the 90-day mark; however, the single-share purchase volume here is too small to constitute a material positioning change.

HRI CEO Silber Harris sells 45,816 shares for $10.9M on 2024-11-06 near 52-week high; 5 of 5 prior HRI sales were well-timed

Silber Harris (President & CEO of HERC HOLDINGS INC) executed 11 separate sales totaling 45,816 shares for $10,877,198.89 on 2024-11-06, reducing his holdings by 21.5% from 213.4K shares to 167.6K shares. The blended average sale price of $237.41 was only 2.4% below the 52-week high of $239.28, at a point when the stock had appreciated 42.6% over 30 days and 79.1% over 90 days. Notably, his prior five sales at HRI exhibited perfect timing at the 90-day mark: all five prior sells were followed by negative 90-day returns (-17.0%, -16.1%, -16.7%, -1.1%, -1.5%), establishing a consistent pattern of sales preceding stock declines at this specific ticker. This filing warrants attention as the timing and magnitude suggest a significant portfolio reduction by the CEO during a period of sharp near-term appreciation.

SVP Christian J. Cunningham sold 4,350 HRI shares at $242.28 (Nov 2024); holdings drop to 48.1K (-8.3%)

Christian J. Cunningham, SVP & Chief HR Officer, sold 4,350 shares at $242.28 on 2024-11-06, reducing his holdings by 8.3% to 48.1K shares. His cross-ticker track record shows 3 prior sales with an average 90-day return of -14.9% and a 90% well-timed rate, though at HRI specifically, his 2 prior measurable sales in May 2024 both resulted in 90-day declines of approximately -14.6% to -15.2%, supporting a pattern of well-timed exits at this ticker. The stock is currently trading near its 52-week high of $239.28 and has appreciated 48.5% over the prior 30 days and 80.4% over 90 days, suggesting this sale occurred during a significant rally. HRI's fundamentals remain solid with $965.0M in quarterly revenue, $122.0M net income, and 19.8% annual revenue growth, alongside a P/E of 19.53. The sale represents a discretionary reduction during strong near-term price appreciation, consistent with this insider's historical pattern of exits ahead of near-term declines.

CFO Humphrey Mark sold 2,625 shares of HRI for $551,488.49 on Nov 1, retaining 24,160 shares post-sale

CFO Humphrey Mark executed 2 separate sales totaling 2,625 shares for $551,488.49 at blended average price of $210.09 on 2024-11-01. His post-transaction holdings of 24,160 shares represent a -9.8% reduction from his prior stake of 26,785 shares. The sale occurred as HRI trades near its 52-week high of $215.05, with the stock up 34.4% over the prior 30 days and 66.7% over the prior 90 days. While the fundamental profile remains solid—$965.0M quarterly revenue, $122.0M net income, 19.8% annual revenue growth, and P/E of 17.56—the timing of this equity disposition against strong recent price momentum and proximity to the 52-week high merits monitoring for what it signals about near-term executive confidence.

SVP & Chief HR Officer sells 7,568 shares of HRI at $213.85; stock now -2.0% from 52-week high after +31.9% in 30 days.

Cunningham sold 7,568 shares for $1,618,416.80 at $213.85 on 2024-10-29, reducing holdings by 12.6% to 52,461 shares post-transaction. The timing of this sale is noteworthy: it occurs within 1.8 points of the 52-week high of $214.60, following a sharp 31.9% rally over the prior 30 days and a 46.0% gain over 90 days. His prior two HRI sales (both on 2024-05-10) each posted negative 90-day returns of approximately -14.6% and -15.2%, establishing a pattern of well-timed exits at this ticker. His cross-ticker track record shows a 100% well-timed rate on 2 prior sells, though with negative average returns of -14.9% at the 30- and 90-day horizons, confirming a consistent pattern of selling into strength. Fundamentals appear solid—annual revenue growth of +19.8%, P/E of 17.17, and net income of $122.0M on revenue of $965.0M—yet the combination of near-peak exit timing, substantial holding reduction, and consistent prior sell-timing success warrants investor attention.

SVP & Chief Legal Officer Sheek Samuel Wade sold 5,000 shares (21.6K remaining) at $213.12 on 2024-10-29.

Sheek Samuel Wade, SVP & Chief Legal Officer, sold 5,000 shares at $213.12 for total proceeds of $1,065,600.00, reducing his holdings from 26,586 to 21,586 shares. The sale occurred near the 52-week high of $214.60, with the stock currently trading at $210.86. HRI has demonstrated strong recent momentum (32.2% over 30 days, 35.3% over 90 days) and solid fundamentals (19.8% annual revenue growth, P/E of 17.21, $122.0M net income on $965.0M quarterly revenue). This represents a discretionary reduction in a senior legal officer's position during a period of strong stock performance, though the magnitude (18.8% reduction in holdings) is moderate and the executive retains meaningful exposure with 21.6K shares remaining.

COO Birnbaum sells 10,000 shares at $146.65–$147.29; all 4 prior HRI sales were well-timed 90-day performers.

Birnbaum (SVP & Chief Operating Officer) executed two separate sales totaling 10,000 shares for $1,467,056.80 at prices of $146.65 and $147.29 on 2024-08-26, reducing his holdings by 20.7%. His prior trade history at HRI shows a perfect pattern: all 4 previous sales were well-timed at the 90-day mark, with 90-day returns ranging from -2.6% to -4.1%, indicating the stock declined after each sale. Current price of $143.88 is already 2.0% below the sale prices and -15.4% from the 52-week high, consistent with his historical selling pattern. While the company shows solid fundamentals (P/E of 12.05, FY revenue growth of +19.8%), the insider's consistent timing of sales ahead of declines warrants observation as to whether current valuations or forward guidance have shifted materially.

HRI CIO Peres Tamir sold 5,821 shares at $159.03 on 2024-07-31; prior HRI sale on 2024-03-15 delivered -16.7% 90d return.

Peres Tamir, SVP & Chief Information Officer, sold 5,821 shares at $159.03 for $925,713.63, reducing his HRI holdings by 14.1% to 35,415 shares. This is his second open-market sale of HRI stock in five months; his prior sale on 2024-03-15 proved well-timed, with the stock declining 16.7% over the following 90 days. The current price of $144.10 is 15.2% below the 52-week high of $170.00, suggesting recent downward pressure. HRI fundamentals remain solid—annual revenue growth of 19.8%, a P/E of 12.07, and recent quarterly revenue of $848.0M with net income of $70.0M—but the timing of consecutive insider sales, paired with the prior transaction's strongly negative 90-day outcome, warrants monitoring of HRI's near-term trajectory and any developments affecting the CIO's assessment of value.