IESC IES Holdings, Inc. Insider Trading

Jeffrey L Gendell sold 46,720 shares of IESC for $35,342,118.47 across 6 transactions on 2026-06-12

Executive Chairman Jeffrey L Gendell executed 6 separate sales totaling 46,720 shares for $35,342,118.47 at a blended average price of $756.47, reducing his holdings by 0.4% to 10,406,559 shares. The current stock price of $695.81 is 10.7% below the 52-week high of $779.00, putting the transaction prices near recent highs on the price cycle. Within the same ticker, Gendell filed 5 prior sell transactions on 2026-05-27, all with measurable outcomes still pending. His cross-ticker track record shows 20 prior sells with an average 30-day return of +7.6%, though no prior trades at this ticker have reached a measurable 90-day outcome to assess timing accuracy at IESC specifically. The company is growing revenue at +16.9% annually and trading at a P/E of 43.24 with a market cap of $13,863,239,813.47.

Todd M Cleveland (Director) sold 5,000 shares at IESC for $3,809,460.00 on 2026-06-12; now holds 60,874 shares.

Todd M Cleveland, a Director at IES Holdings, Inc., executed 4 separate sales totaling 5,000 shares for $3,809,460.00 on 2026-06-12, reducing his holdings by -7.6% to 60,874 shares post-transaction. The blended average price of $761.89 per share represents a transaction executed near the 52-week high of $779.00; the current price is $695.81, which is -10.7% from the 52-week high. Over his prior 5 trades at IESC (all on 2026-05-08), Cleveland sold into strength with 30-day returns ranging from +7.5% to +8.6%, though 90-day outcomes remain unmeasurable. The company reports strong fundamentals—revenue of $974.3M in the latest quarter, net income of $110.3M, and annual revenue growth of +16.9%—yet trades at a P/E of 43.24 on a market cap of $13.9B. The timing of this sale, paired with the historical pattern of same-ticker sales just one month prior, warrants attention to whether this reflects discretionary portfolio management or a broader directional view.

Executive Chairman Gendell sells 32,365 shares for $22.8M in 8 transactions over 2 days as stock rises 16.3% in 30 days.

Jeffrey L Gendell, Executive Chairman of IES Holdings, Inc., executed 8 separate sales totaling 32,365 shares for $22,839,955.19 across May 26–27, 2026, reducing his stake from 10.49M to 10.45M shares (-0.3%). The sales occurred at prices ranging from $702.24 to $710.14 (blended average $705.70), near the stock's 52-week high of $713.82. Over the 30-day window prior to this filing, the stock had advanced +16.3%, and the 90-day return was +41.1%. Across Gendell's cross-ticker track record, his 20 prior open-market sells averaged +1.7% 90-day returns, indicating he has historically sold before periods of continued gains rather than before declines—a poorly-timed pattern reflected in his 15.00% well-timed rate. At this specific ticker (IESC), his 5 prior sales in May 2026 showed mixed outcomes: 2 of 5 were well-timed at the 90-day mark. The company's fundamentals remain solid with $974.3M quarterly revenue, +16.9% annual growth, and a P/E of 43.44, though the current stock price of $698.96 is -2.1% below the 52-week high, trailing the transaction prices by several dollars.

Executive Chairman Gendell sells 54,361 shares at $693.65 avg for $37.7M; stock up 28.9% (30d), 31.7% (90d).

Jeffrey L Et Al Gendell, Executive Chairman, filed 7 separate sales totaling 54,361 shares for $37,707,431.50 across May 13–14, 2026, with a blended average price of $693.65. The sales occur during a steep run-up, with the stock posting a 30-day change of +28.9% and 90-day change of +31.7%. Gendell retains 10,485,644 shares post-transaction. His five prior sales at IESC have not generated negative 90-day returns (0 of 5 prior sells at this ticker were well-timed at the 90-day mark), contrasting with the current strong momentum. The material size ($37.7M) and multi-tranche execution warrant monitoring, particularly given the recent acceleration in share price.

SVP & CFO sells 3,000 shares (~$1.99M) in profitable company posting strong revenue growth; stock trading near 52-week highs after recent rally

Tracy McLauchlin, the company's SVP and CFO, sold 3,000 shares representing roughly 4.6% of his holdings in a single transaction. This marks his 11th open-market sale over the past three years with no countervailing open-market purchases—a consistent pattern of trimming equity stakes over time. However, the timing context matters: the stock is currently trading near its 52-week high after gaining substantially over the prior quarter, a position that historically tends to attract insider selling. His five prior sales at this company tell a mixed story on timing—one well-timed exit that avoided a decline, but four exits where the stock subsequently rose, suggesting he has more often sold into strength without catching major drops. IES Holdings remains profitable with accelerating revenue growth and trades at a reasonable valuation given its scale and earnings power, so this sale does not appear to signal fundamental distress. The sale is best read as a routine rebalancing by an executive at an elevated stock price rather than an alarm about the company's outlook.

Director Cleveland Todd M sells 12,500 shares (roughly 16% of holdings) in 15 tranches totaling $8.31M

Director Cleveland Todd M executed a substantial liquidation of his IESC stake, disposing of over 12,000 shares across 15 separate sales on May 6 and May 8. His prior exits in this stock—most recently in early March—were well-timed in the near term as the stock declined immediately afterward, but poorly-timed over a longer horizon as shares rallied significantly in the subsequent weeks. This current sale occurs as the stock trades near its 52-week high after a sharp rally, presenting a starkly different backdrop from his prior exits which happened at lower price levels. The company remains fundamentally sound, posting strong revenue growth and solid profitability, which makes this large director liquidation noteworthy as a directional shift rather than a response to deteriorating business conditions. The pattern of fragmented sales across multiple prices and trading days, combined with his historical tendency to sell (46 prior sales against just 4 prior purchases in the past three years), suggests this is a continuation of established selling behavior rather than an unusual capitulation move.

Executive Chairman Jeffrey Gendell disposed of ~47k shares worth $31.9M across three trading days as stock approaches 52-week highs.

Jeffrey Gendell, Executive Chairman and a major shareholder, executed a substantial three-day liquidation of approximately 47,000 shares, raising over $31.9 million and reducing his holdings by roughly the same percentage across the period. The sales occurred while the stock was trading near its 52-week high, a timing that mirrors his prior sales at IESC — all five prior exits in this stock proved well-timed over the short term, with the stock declining in the month following each sale. However, over longer periods those same exits have consistently proved poorly-timed, as the stock later recovered significantly and traded considerably higher than the exit prices. This conflicting pattern — sharp near-term declines but sustained longer-term gains after his sales — suggests his exits capture tactical weakness rather than fundamental deterioration. The company itself remains solidly profitable with accelerating revenue growth, though the stock commands a premium valuation. Gendell's decision to liquidate a large block while the stock sits at 52-week highs, just days after a minor uptick, contrasts with his complete absence of open-market purchases in the prior three-year window—a period dominated by 168 prior sales. This persistent sell-only posture and the timing near technical peaks warrant attention, though the company's operational momentum and his own inconsistent longer-term accuracy limit the bearish signal.

IESC CEO Matthew Simmes sells 7,000 shares near 52-week highs for ~$4.6M across 9 transactions on a single day.

IES Holdings CEO Matthew Simmes sold a meaningful block of shares on a single day, with the stock trading right at its 52-week high following a sharp rally over both the prior month and prior quarter. The company itself is in strong financial shape — profitable, growing revenue at a healthy pace, and carrying a premium valuation that reflects investor optimism. The sale represents a relatively modest reduction in Simmes's overall holdings, spread across nine transactions executed at slightly stepped-up prices throughout the day. Critically, his track record in this stock is worth noting: the TIMING SUMMARY shows that all five of his prior recorded sales in IESC were well-timed — meaning the stock declined in the short term after each exit, consistent with him selling into strength before pullbacks. That established pattern gives this current sale additional weight, as it repeats the same behavior at what is now a near-peak price level. Investors should note, however, that over a longer horizon those same prior sales preceded significant further gains, so Simmes's exits have been better at avoiding short-term weakness than capturing full upside — a nuance that limits how far one should read into this single transaction.

Director Todd Cleveland sells 2,500 shares for $1,254,892 across 3 days; price already -6.1% from 52-week high.

Cleveland Todd M, a Director, completed 7 separate sales totaling 2,500 shares for $1,254,892.00 over March 2–4, 2026, at a blended average price of $501.96. The sales reduced his holdings by 3.1% from 80,589 to 78,089 shares. The timing is noteworthy: the current price ($487.77) is already 6.1% below the 52-week high of $519.67, and the three-day selling window (March 2–4) occurred near the stock's recent peak—the transaction prices ($500–$513) were close to or above current levels. His cross-ticker track record shows 16 prior sells with a 25.00% well-timed rate (meaning his sales historically preceded declines only one-quarter of the time), suggesting his sell decisions do not reliably precede price weakness. At the same ticker (IESC), he conducted 5 prior sales on February 25–26, with outcomes not yet measurable; pattern timing at IESC is 0 of 0 well-timed. The company's fundamentals remain solid (P/E 30.33, +16.9% annual revenue growth, $91.8M net income on $871.0M revenue), but the concentrated selling immediately after the stock approached 52-week highs may warrant monitoring as a director-level signal, regardless of historical timing acuity.

Director Cleveland Todd M sold 5,000 shares at blended avg $511.94 for $2.6M; 8 separate sales over 3 days; post-transaction holdings 80.8K shares.

Cleveland Todd M, a director, executed 8 separate sales totaling 5,000 shares for $2,559,687.87 across February 24–26, 2026, reducing his holdings from 85.8K to 80.8K shares (a 5.8% reduction). The transactions occurred at prices clustered around the blended average of $511.94, close to the current price of $515.05. His prior sales at IESC have consistently underperformed: all 5 prior sales in the same-ticker history showed positive 90-day returns (+41.4% to +45.5%), indicating the stock rallied after each prior exit and none were well-timed. Cross-ticker, his 16 prior sells averaged a 9.2% 30-day return and 18.6% 90-day return, with only 31.25% well-timed. The stock is near its 52-week high of $519.67 and up 8.0% over 30 days and 23.0% over 90 days, suggesting sustained recent strength. Given the company's strong fundamentals (P/E 32.03, +16.9% annual revenue growth, $91.8M net income on $871.0M quarterly revenue), this multi-transaction sale occurs in a context of elevated valuations and elevated recent performance rather than signaling distress.