LSTR LANDSTAR SYSTEM INC Insider Trading

Director Diana M Murphy sold 11,246 shares of LSTR for $2.5M at $221.28; holds 18,853 shares post-sale.

Diana M Murphy, a director of Landstar System Inc, sold 11,246 shares at $221.28 on 2026-06-05, reducing her holdings by 37.4% from 30,099 to 18,853 shares. The stock has appreciated significantly since the sale date—current price $225.37 is near the 52-week high of $224.85, with a 30-day gain of +22.9% and 90-day gain of +48.4%. However, her historical cross-ticker track record shows poor timing: 1 prior buy with an average 90-day return of -7.0% and a 0.00% win rate, suggesting a pattern of unfavorable execution. Landstar's fundamentals show elevated valuation (P/E of 61.41) against modest fundamentals, with annual revenue declining 1.6% year-over-year despite a large market cap of $7.6B, warranting investor attention to whether her substantial reduction in exposure reflects underlying business concerns.

Director BANNISTER DAVID G/ sold 10,000 shares of LSTR at blended $176.68, reducing holdings 28.9% to 24.6K shares

Director David G. Bannister executed 2 separate sales totaling 10,000 shares for $1,766,836.50, reducing his stake from 34,645 shares to 24,645 shares—a 28.9% reduction in holdings. The sales occurred at $176.37 on 2024-11-01 and $177.00 on 2024-11-04, near the lower end of the 52-week range of $165.77–$198.87 and 9.1% below the 52-week high of $198.87. Landstar's fundamentals show significant headwinds: annual revenue contracted 28.7% year-over-year despite latest-quarter revenue of $1,213,867,000.00, and the stock trades at a P/E of 30.74 while generating net income of $50,033,000.00. The substantial reduction in director holdings warrants attention in the context of operational deterioration, though the sale occurred at prices modestly above the stock's 52-week low.