LII LENNOX INTERNATIONAL INC Insider Trading

VP-Corp Controller Kosel sells ~47% of holdings; stock near recent lows as company posts strong profitability

Chris Kosel, VP of Corporate Controller and Chief Accounting Officer at Lennox International, sold roughly half his shareholding in a single transaction. The timing is notable: the stock is trading well below its recent highs after a sharp recent pullback, yet the company remains solidly profitable with strong quarterly earnings. Kosel's prior trading record in this stock shows two sales in mid-2024, though outcomes from those trades are not yet measurable. This sale stands apart from routine insider transactions because Kosel is liquidating a meaningful portion of his stake during a period when the stock appears undervalued on fundamentals—a departure from the typical pattern of insiders buying during weakness or selling into strength. For investors, the question is whether this reflects personal portfolio management needs or a signal about near-term company performance that isn't yet visible in the financial results.

Director Norris sells 22,329 shares for $14.9M across 10 transactions on 2025-07-23 via 10b5-1 plan

NORRIS JOHN W III executed 10 separate sales totaling 22,329 shares for $14,875,593.56 on 2025-07-23 under a pre-arranged 10b5-1 trading plan, reducing his holdings from 200,906 to 178,577 shares (-11.1%). The transactions were executed across a narrow price band ($660.51 to $672.29 blended average $666.20), suggesting algorithmic or systematic execution consistent with a scheduled trading program rather than discretionary market timing. As a Form 4 filing for a director position, this represents a material reduction in LII ownership; however, the pre-arranged nature of the plan means the timing reflects prior planning rather than a current signal of changed views about the company.

LII EVP Daniel Sessa sold 2,782 shares for $1,864,053.82 across 17 transactions on 2025-07-23 at blended average $670.04

Daniel Sessa, EVP and Chief HR Officer, executed 17 separate sales totaling 2,782 shares for $1,864,053.82 on 2025-07-23, reducing his holdings by 8.1% to 31,574 shares. The sales were distributed across a narrow price band ($658.61 to $685.32), with the bulk concentrated in a single transaction of 2,143 shares at $670.00. Against LII's recent momentum—30-day return +16.8% and 90-day return +26.0%—Sessa sold near the 52-week high ($678.43). His same-ticker history at LII shows five prior sells in August 2024 with 0 of 5 well-timed at the 90-day mark (stock rose after each), and the current sale takes place after a strong rally that may indicate a window-of-opportunity liquidation rather than a conviction-driven reposition. The company's fundamentals remain solid (revenue $1,500,900,000.00, net income $277,600,000.00, annual revenue growth +7.2%, P/E 27.97), so the sale does not reflect deteriorating business quality.

Director John W Norris III sold 3,190 shares of LII for $1,957,772.20 across 3 separate sales on 2025-07-10

John W Norris III, a director at Lennox International, executed 3 separate sales totaling 3,190 shares for $1,957,772.20 at prices ranging from $613.13 to $615.01. The blended average price of $613.72 compares to the current price of $616.85, indicating the insider sold slightly below the present market level. Post-transaction, Norris retains 200,906 shares (200.9K shares), representing a modest 1.6% reduction in holdings, which is consistent with routine portfolio activity rather than a signal of material concern. His cross-ticker track record shows only 2 prior open-market sales across all tickers; with no measurable 90-day outcomes yet available from his recent LII transactions (2025-07-01 and 2025-07-03 sells), there is limited evidence of a consistent pattern of sale timing at this company.

Director John W Norris III sold 3,190 shares of LII at $606.00 on 2025-07-03, retaining 204,096 shares; stock down 12.7% from 52-week high.

Director Norris sold 3,190 shares at $606.00, a modest 1.5% reduction from his 207,286 pre-transaction holdings. The sale occurred near the stock's 52-week high of $678.43, though the current price of $592.09 is now 12.7% below that peak. His trading history at LII is minimal (only one prior trade, also a sell on 2025-07-01), and his broader cross-ticker track record shows just 1 prior sell, providing insufficient pattern data to assess timing consistency. The company reports solid fundamentals with $1.1B quarterly revenue, 7.2% annual growth, and a P/E of 26.16, suggesting the sale reflects portfolio mechanics rather than fundamental deterioration.

Director John W Norris III sells 3,190 shares of LII at $600.00; retains 207,286 shares post-transaction

Director Norris sold 3,190 shares for $1,914,000.00, reducing his holdings by 1.5% to 207,286 shares. The sale occurred at $600.00, while the current price stands at $602.10—a negligible difference of $2.10. Norris maintains substantial holdings of 207,286 shares in Lennox International, indicating continued significant equity exposure despite the modest reduction. LII trades at a P/E of 26.61 with quarterly revenue of $1,072,600,000.00 and net income of $120,300,000.00; the 7.2% annual revenue growth and robust market cap of $21,365,414,938.80 reflect a mature, profitable business. The sale appears routine in scale relative to his overall position and the company's fundamentals.

Torres sells 1,787 shares at avg $582.55; post-trade holdings 3,269 shares. Prior LII sales had +7–8% 90d returns.

John D Torres, Executive Vice President at Lennox International, executed three separate sales on 2025-02-04 totaling 1,787 shares for $1,041,011.47, reducing his holdings from 5,056 to 3,269 shares. The transactions occurred at prices ranging $581.96–$584.06, near the current market price of $585.03 and well above the 52-week low of $419.98. His prior five sales at LII (all on 2024-08-16) generated 90-day returns of +7.3% to +8.5%, meaning the stock rose after those sales—a pattern of poorly-timed exits that suggests either forced selling or misalignment with subsequent price momentum. This current filing, with stock down 4.1% over 30 days and 6.0% over 90 days, provides limited timing context without additional disclosure around execution circumstances or prior commitments.

LII CTO Bedapudi Prakash sold 965 shares at $618.00 on 2024-11-05; retains 16.2K shares. Stock -3.3% from 52-week high.

Bedapudi Prakash, EVP and Chief Technology Officer of Lennox International, sold 965 shares at $618.00 for $596,370.00, reducing his holdings by 5.6% to 16,162 shares. The transaction occurred near the stock's 52-week high of $625.62, with the current price at $604.78. At the same ticker, Prakash has executed 2 prior sales (on 2024-08-28 and 2024-08-19), both showing positive 30-day returns of 3.6% and 4.2% respectively, suggesting his prior sales at LII have been followed by near-term price appreciation. However, neither prior LII sale has yet reached the 90-day measurement window, so there is no measurable pattern of well-timed exits at this ticker. The company's fundamentals remain solid with FY revenue growth of +5.6%, net income of $239.0M, and a P/E of 28.58, indicating the sale occurs in a context of steady operational performance rather than distress signaling.

Lennox CTO BEDAPUDI PRAKASH sold 5,374 shares at $584.00 on 2024-08-28, reducing holdings by 25.0% to 16,162 shares; sale value $3.1M.

CTO Bedapudi Prakash executed a substantial sale of 5,374 shares at $584.00 on 2024-08-28, reducing his stake by 25.0% to 16,162 shares remaining and yielding $3,138,416.00. This represents his second insider transaction at Lennox within nine days (following an August 19 sale), and comes as the stock trades at $574.88, only -1.7% below its 52-week high of $585.00. The timing is notable: the stock has gained 14.4% over the past 90 days and the CTO's cross-ticker track record shows only 1 prior sell across all holdings, making this a material reduction in his Lennox concentration. The company's fundamentals remain solid with $1.5B quarterly revenue and a 31.76 P/E ratio, but the consecutive sales within a short window warrant monitoring to determine whether they reflect portfolio rebalancing or a shift in conviction regarding the stock's near-term prospects.

Director Quintos sold 1,767 shares at blended avg $574.87 for $1.0M, reducing stake to 8,087 shares.

Director Karen H Quintos executed 16 separate sales totaling 1,767 shares for $1,015,790.52 on 2024-08-20, with a blended average price of $574.87. Her post-transaction holding of 8,087 shares represents a -17.9% reduction from her pre-transaction stake of 9,854 shares. The stock closed that day near the peak of its 52-week range, and the company's current valuation reflects a P/E of 32.10 with recent quarterly net income of $245,900,000. The multi-transaction nature of the sale and its scale relative to her total position merit attention to understand whether any underlying business or strategic considerations drove the divestiture.