M Macy's, Inc. Insider Trading

Macy's CEO Spring Antony sold 50,044 shares at $17.92 on 2026-04-06 for $897.0K, reducing holdings by -9.3%.

Spring Antony, Chairman & CEO, sold 50,044 shares (50.0K shares) at $17.92, reducing his position from 535.8K to 485.8K shares. The sale occurred at a price -25.0% below the 52-week high of $24.15, and Macy's fundamentals show modest strain: annual revenue growth of -1.7%, a P/E of 8.87, and latest quarterly net income of $11.0M on $4.9B revenue. This is the second sale at Macy's within 10 days (following a sale on 2026-03-27), indicating sustained portfolio reduction by the CEO during a period of flat near-term price action (-0.9% over 30 days) but notable weakness over 90 days (-19.5%). The timing of consecutive sales and the magnitude of the reduction warrants attention to whether operational or strategic concerns are driving the CEO's liquidation activity.

Macy's CEO Spring Antony sold 41,450 shares ($742.5K) at $17.91 on 2026-03-27; stock down 27.2% from 52-week high.

Spring Antony, as Chairman & CEO, executed a discretionary sale of 41,450 shares representing 9.4% of pre-transaction holdings at $17.91 per share. The sale timing coincides with significant weakness: the stock trades at $17.58, down 27.2% from its 52-week high of $24.15, and has declined 11.1% over the prior 30 days and 20.6% over 90 days. Macy's fundamentals show modest deterioration with annual revenue declining 1.7% year-over-year and net income of only $11.0M on $4.9B quarterly revenue, indicating thin margins and limited profitability. The CEO's reduction of holdings by approximately $742.5K occurs against a backdrop of depressed valuation (P/E of 8.62) and sharp recent price deterioration, a pattern that merits investor scrutiny of management's forward-looking assessment relative to the company's operational trajectory.

Chief HR Officer Kirgan Danielle L. sold 85,000 shares of Macy's (M) at $23.92, reducing holdings by 62.4%, as stock hits 52-week high.

Kirgan Danielle L., EVP and Chief HR Officer, sold 85,000 shares (85.0K shares) at $24.00 current price, on 2025-12-11 for $2,032,996.00 ($2.0M), reducing her holdings from 136,161 shares (136.2K shares) to 51,161 shares (51.2K shares)—a 62.4% reduction. The sale occurred at a price ($23.92) aligned with the 52-week high of $24.00, following sharp near-term momentum: the stock gained 17.4% over 30 days and 41.6% over 90 days. Her prior two sales at Macy's generated positive returns post-sale (0.4% at 30 days after 2025-09-17 sale, and 5.3% at 30 days and 29.0% at 90 days after 2025-09-05 sale), indicating her prior M sales were poorly timed relative to the stock's continued appreciation. Against a backdrop of modest fundamentals—$4.9B revenue, $11.0M net income, -3.6% annual revenue growth, and 13.41 P/E—the scale of this reduction and the timing at a 52-week peak warrant investor attention as to whether the sale reflects portfolio adjustments or shifts in confidence at the HR function level.

Macy's EVP Kirgan Danielle L. sold 100,000 shares at $17.75 on 2025-09-17, reducing holdings by 42.3% to 136.2K shares.

Kirgan Danielle L., serving as EVP and Chief HR Officer, executed a substantial sale of 100,000 shares valued at $1,775,000.00 on 2025-09-17 at $17.75 per share, reducing her post-transaction holdings from 236.2K to 136.2K shares. The transaction occurs near the 52-week high of $18.10 and follows a marked 30-day appreciation of +35.0% and 90-day appreciation of +59.4%, placing the stock within 2.7% of its recent peak. Notably, this represents her second open-market transaction at Macy's within a 12-day window (prior sale on 2025-09-05), though the outcome of that earlier trade remains unmeasurable. The company operates on thin fundamentals—annual revenue declined 3.6% year-over-year to $5.0B in the latest quarter, with a modest P/E of 9.57 and market cap of $4.7B—suggesting the market continues to value the retailer conservatively. The concentrated liquidation of 42.3% of her position does not itself reveal timing acuity, as her cross-ticker track record spans only 1 prior sale with no measurable outcomes; broader inference from these data is limited.

EVP Chief HR Officer Kirgan Danielle L. sold 100,000 shares of Macy's (M) for $1.7M at $17.30 on 2025-09-05, reducing holdings by 25.9%.

Kirgan Danielle L., EVP and Chief HR Officer, executed a substantial sale of 100,000 shares at $17.30, representing 25.9% of pre-transaction holdings and reducing her stake from 386,161 shares to 286,161 shares. The sale occurred at a price $0.09 above the current market price of $17.21, though below the 52-week high of $18.10. Macy's fundamentals show a challenged operating environment: annual revenue declined 3.6% year-over-year to $4.8B in the latest quarter, while net income remains thin at $38.0M on that revenue base (P/E of 8.40). The stock has recovered substantially from its 52-week low of $10.02 (+42.5% over 30 days, +41.5% over 90 days), placing this sale in the context of a recent significant price rebound. This represents a material reduction in the executive's direct ownership during a period of stock strength, against a backdrop of persistent revenue contraction.

CFO Mitchell Adrian V sold 101,633 shares of M at $12.88 on 2025-04-01 for $1.3M, reducing holdings by 30.1%.

Mitchell Adrian V, EVP, COO & CFO, executed a substantial sale of 101,633 shares at $12.88, divesting 30.1% of his prior holdings and realizing $1,309,033.04. The sale occurred when M was trading -35.3% below its 52-week high and has declined -20.4% over the prior 90 days. His one prior sale at M on 2023-11-24 occurred at a less favorable entry point relative to subsequent price action, with a 90-day post-sale return of +30.7%, indicating the stock rose materially after that sale. The current price of $13.19 is only marginally above the $12.88 transaction price, and M trades at a low 6.28 P/E ratio against compressed annual revenue growth of -3.6%. This sale removes a significant insider equity stake during a period of stock underperformance and absent recent operating improvement signals.