LESL Leslie's, Inc. Insider Trading

Director Iskander Anthony A purchased 63,995 shares of LESL at $0.78 on 2025-05-13; 3 other insiders also bought within 14 days amid -85.2% decline from 52-week high and $-51.3M net income.

Iskander Anthony A acquired 63,995 shares at $0.78, expanding his holdings from 2,000 to 66.0K shares—a 3199.8% increase in position size. This purchase occurs in a cluster pattern with 3 other insiders buying within the past 14 days, suggesting coordinated insider interest despite significant headwinds. Leslie's is unprofitable (net income of $-51.3M over the most recent full fiscal year), with annual revenue declining 8.3% year-over-year, and the stock is currently -85.2% below its 52-week high of $115.20. The cluster buy pattern combined with severe valuation collapse may reflect insiders viewing the depressed price as an entry point, though the company's deteriorating fundamentals—shrinking revenue and ongoing losses—suggest material operational challenges underlying the stock's decline.

Director John Strain buys 150,000 shares at $0.79; pre-2025 transaction history shows 100% 90-day win rate; stock down 84.7% from 52-week high.

Director John Strain purchased 150,000 shares at $0.79, growing his stake to 270,000 shares (+125.0% increase). Notably, this insider's single prior LESL transaction (buy on 2024-08-29) delivered a 90-day return of +1860.5%, exemplifying a well-timed entry pattern. His cross-ticker track record shows 1 prior open-market buy with identical 90-day performance (+1860.5%), yielding a 100% 90-day win rate. However, the company's fundamentals remain stressed: latest-quarter revenue of $177.1M is down 8.3% year-over-year, and the firm posted a $-51.3M net loss over its most recent full fiscal year, while the stock trades -84.7% from its 52-week high of $115.20. A cluster pattern is present—3 other insiders also bought within the past 14 days—though this reflects coordinated positioning rather than contrarian conviction. The discrepancy between the insider's proven timing ability at this ticker and the company's deteriorating financial trajectory warrants investor scrutiny.

Director OFarrell bought 31,500 shares of LESL at $0.80; 3 insiders also bought in past 14 days as stock sits -84.7% from 52-week high.

OFarrell Susan C, a director, purchased 31,500 shares at $0.80 on 2025-05-13, increasing her holdings by 71.2% to 75,763 shares total. This purchase occurs within a cluster pattern, with 3 other insiders also buying within the past 14 days, suggesting coordinated or coincident board-level interest despite company fundamentals showing a full-year net loss of $-51,320,000.00 and annual revenue decline of -8.3%. The stock trades at $17.64, representing -84.7% from its 52-week high of $115.20, though it has risen 61.2% over the past 30 days from much lower levels. The timing and participation of multiple directors at current depressed levels warrant examination of whether this reflects non-public information regarding stabilization or turnaround plans.

Director Naylor Maile bought 12,000 shares of LESL at $0.83; stock -86.2% from 52-week high; 3 other insiders also bought in past 14 days.

Director Naylor Maile purchased 12,000 shares at $0.83 on 2025-05-13, increasing his holdings by 42.3% to 40,357 shares, concurrent with a cluster pattern where 3 other insiders also bought within the past 14 days. The purchase occurred when the stock traded at an 86.2% discount from its 52-week high of $115.20, though the company reported a net loss of $51.3M on revenue of $177.1M in its latest quarter and a negative full-year net income. Maile's cross-ticker track record shows a 100% win rate across 2 prior buys with an average 90-day return of 813.8%, and his single prior purchase of LESL on 2024-08-30 yielded a 1553.3% 90-day return, indicating a pattern of well-timed open-market equity acquisitions. The multi-insider buy activity during a steep price decline in an unprofitable company warrants careful attention to underlying catalysts and the distinction between value positioning and fundamental deterioration.

Director Daniel Yolanda buys 6,000 LESL shares at $3.09 amid cluster activity; stock down 63.6% from 52-week high.

Director Daniel Yolanda purchased 6,000 shares at $3.09 on 2024-09-06, increasing his holdings by 23.1% to 32,015 shares. This purchase occurs within a cluster pattern: 5 other insiders also bought within the past 14 days. The stock has declined 63.6% from its 52-week high of $163.60, trading at $59.60 currently, though it has recovered 8.0% over the past 30 days after a 90-day decline of 41.8%. The company's fundamentals show mixed signals—annual revenue declined 7.1% year-over-year, though the latest quarter generated $569.6M in revenue and $60.6M in net income, yet the P/E ratio of 2980.00 reflects extreme valuation distortion. The coordinated buying activity by multiple insiders at depressed price levels warrants attention as a potential signal of insider perspective, though the transaction's motivations remain unconfirmed by the filing alone.

Director Estep Jonathan S purchases 17,200 shares of LESL at $2.90 on 2024-09-03; 4 other insiders also bought within 14 days amid -46.2% 90-day decline.

Jonathan S. Estep, Director, purchased 17,200 shares at $2.90 on 2024-09-03, increasing his holdings by 229.9% from 7,480 to 24,680 shares. This buy occurs within a cluster: 4 other insiders also purchased within the past 14 days. The transaction is notable in timing context: LESL's price has fallen 46.2% over the past 90 days and is currently 63.7% below its 52-week high of $163.60, suggesting the purchase occurred in a materially depressed period relative to recent history. Estep's cross-ticker track record shows 7 prior sells with a 100% well-timed rate (avg 90d return of -77.9%), indicating a demonstrated ability to exit positions ahead of declines, though this same-ticker buying pattern is new information that merits monitoring given the valuation compression and multi-insider cluster activity.

Director Naylor Maile buys 8,300 LESL shares at $3.00 (Aug 30); stock now $60.40, part of 3-insider buy cluster.

Naylor Maile, a director of Leslie's, Inc., purchased 8,300 shares at $3.00 on August 30, 2024, establishing an initial position. The transaction occurs within a broader buying pattern: 3 other insiders also purchased shares within the past 14 days, indicating coordinated insider accumulation. The stock currently trades at $60.40, representing a significant move from the $3.00 purchase price, though it remains -63.1% below its 52-week high of $163.60 and has declined -47.2% over the past 90 days. Across his cross-ticker track record, this insider's prior open-market transactions show an average 90-day return of +74.4% with a 100.00% win rate, though this metric reflects activity across multiple holdings and does not necessarily predict performance at LESL specifically.

Director Spofford Claire bought 39,600 LESL shares at $2.52; holdings up 244.3% to 55,807 shares. 3-insider cluster buy.

Director Spofford Claire purchased 39,600 shares at $2.52, increasing her holdings from 16,207 to 55,807 shares—a 244.3% increase in position size. The stock is currently trading at $60.40, down -63.1% from its 52-week high of $163.60 and down -47.2% over the past 90 days, though it has recovered +2.4% over the past 30 days. This transaction is part of a cluster pattern: 3 other insiders have also bought Leslie's shares within the past 14 days. The company's net income of $60.6M on revenue of $569.6M produces an elevated P/E of 3020.00, suggesting significant earnings volatility or one-time charges that may be masking operational performance. The combination of multi-director accumulation during a 90-day downtrend at a substantial valuation discount from recent highs warrants examination of the company's recent earnings reports and disclosure of any material events that informed this synchronized insider buying.

Strain John purchases 120,000 LESL shares at $2.53 as stock down 69.4% from $163.60 52-week high; cluster buy pattern with 2 others in 14 days.

Strain John acquired 120,000 shares of Leslie's at $2.53 on 2024-08-29, establishing an initial position in the company. This purchase occurs amid significant price deterioration: the stock is -69.4% from its 52-week high of $163.60 and -56.3% over the past 90 days, suggesting material weakness. Notably, 2 other insiders also bought within the past 14 days, forming a cluster buy pattern that may reflect concurrent assessment of the stock's depressed valuation relative to recent trading history. The company maintains profitability with $60.6M net income on $569.6M quarterly revenue, though annual growth has contracted by 7.1%, indicating operational headwinds worth monitoring.

CFO Bowman Scott Justin bought 100,000 shares of LESL at $2.58 on 2024-08-29; stock down -69.4% from 52-week high, 2 other insiders also bought in past 14 days.

Bowman Scott Justin, Chief Financial Officer, purchased 100,000 shares at $2.58, increasing his holdings from 14,198 to 114,198 shares—a 704.3% increase in his position size. This purchase occurred while LESL trades at $50.00, down -69.4% from its 52-week high of $163.60, and down -56.3% over the past 90 days. The transaction is part of a cluster pattern with 2 other insiders who also bought within the past 14 days, suggesting coordinated interest at depressed valuations. However, the company's fundamentals show concerning signals: annual revenue contracted -7.1% year-over-year, the P/E ratio stands at 2500.00 (reflecting minimal current earnings relative to market cap of $9.2B), and the stock has lost -14.7% in just the past month, indicating continued downward momentum. The combination of significant insider accumulation at deeply discounted levels paired with deteriorating fundamentals and ongoing price weakness warrants close monitoring of the company's turnaround narrative and ability to restore profitability.