MBC MasterBrand, Inc. Insider Trading

Director Philip D. Fracassa buys 5,000 shares of MBC at $9.11; cluster pattern: 3 other insiders also bought within 14 days

Philip D. Fracassa, a Director, purchased 5,000 shares at $9.11 on 2026-06-11, increasing his holdings to 45,041 shares from 40,041 shares. Notably, this transaction is part of a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated or simultaneous conviction among the company's leadership. The stock is currently trading at $8.88, down -37.6% from its 52-week high of $14.22, and the company reports negative net income of $-15.4M against quarterly revenue of $618.0M, indicating operational challenges. Fracassa's cross-ticker track record shows a 100.00% win rate on his 1 prior buy across all tickers with an average 90-day return of +1.9%, though this single historical data point and multi-ticker scope limit its predictive power for MBC specifically.

Director David Petratis buys 11,587 shares of MBC at $8.82 amid cluster buy; stock down 38.5% from 52-week high on negative net income.

Director David D Petratis purchased 11,587 shares at $8.82, increasing his holdings by 19.9% to 69.9K shares—a substantial accumulation. The transaction occurs as part of a cluster buy pattern, with 2 other insiders also purchasing within the past 14 days, indicating coordinated directional interest at the current price level. MasterBrand is trading at $8.74, down 38.5% from its 52-week high of $14.22, while the company reported a net loss of $-15.4M in the latest quarter despite $618.0M in revenue. The combination of insider accumulation during a significant drawdown from the high, coupled with multiple insiders moving in the same direction, contrasts sharply with the company's recent negative earnings, warranting closer examination of the disconnect between insider actions and recent financial performance.

CFO Andrea Simon buys 5,000 MBC shares at $8.56; stock down 40.5% from 52-week high

CFO Andrea Helen Simon purchased 5,000 shares at $8.56 on 2026-06-04, increasing her holdings from 492,341 to 497,341 shares. The transaction occurs at a price point 40.5% below the 52-week high of $14.22, and the stock has declined 5.5% over the past 90 days despite a 9.9% 30-day rebound. However, Simon's cross-ticker track record reveals a pattern of unfavorable trade timing: her prior open-market purchases averaged a -5.6% return within 30 days and -7.7% within 90 days, with a 0% win rate over the 90-day horizon. Against this backdrop, the company is reporting negative net income of -$15.4M on quarterly revenue of $618.0M, with a P/E ratio of 40.29—metrics that warrant investor attention regardless of insider transaction signals.

CEO R David Banyard bought 60,000 shares of MBC at $8.43; stock down 40.4% from 52-week high, trading -6.6% in 30 days.

R David Banyard, CEO & President, purchased 60,000 shares at $8.43 on 2026-06-01 for $505,800.00, increasing his holdings to 1,831,788 shares (+3.4%). This buy occurs amid material financial pressure: the company reported net income of $-15,400,000.00 (negative) in its latest quarter, and the stock has declined 40.4% from its 52-week high of $14.22 while trading at the current price of $8.48. The acquisition reflects activity by the controlling executive during a period of depressed valuation and operational losses, though the quarterly revenue of $618,000,000.00 shows modest annual growth of 1.3% year-over-year. Investors should monitor whether this executive-level capital commitment represents confidence in recovery prospects or reflects other strategic considerations given the current earnings headwind and stock price trajectory.

Director Crisci Robert purchased 20,000 shares of MBC at $14.08; holdings now 66,435 shares (+43.1%). Stock down 31.7% from 52-week high.

Director Robert Crisci bought 20,000 shares of MasterBrand at $14.08 on 2025-02-28, increasing his holdings by 43.1% to 66,435 shares total. The purchase occurs while MBC trades 31.7% below its 52-week high of $19.20 and down 24.3% in the past 30 days, representing a material accumulation at a depressed price level. Crisci's cross-ticker track record shows mixed timing—2 prior buys averaged +6.4% 30-day and +6.1% 90-day returns, but his prior MBC buy on 2024-08-09 delivered a +12.6% 90-day return, demonstrating successful same-ticker accumulation history. The company's fundamentals remain stable with $718.1M revenue and a 13.24 P/E ratio, though annual revenue growth declined 1.0% year-over-year, warranting observation of whether this purchase signals insider confidence in a recovery or reflects buying into weakness without resolved headwinds.

Director Juliana L Chugg purchased 6,989 shares of MBC at $14.17; holdings now 33,424 shares. Stock down 24.5% from 52-week high.

Director Chugg purchased 6,989 shares at $14.17 on 2025-02-24, increasing her holdings by 26.4% to 33,424 shares. The stock is trading 24.5% below its 52-week high and down 19.2% in the past 30 days, placing the entry near recent lows within the $14.02–$19.20 range. However, Chugg's cross-ticker track record presents a cautionary backdrop: across two prior open-market buys, her average 90-day return was -25.7% with a 0.00% win rate, suggesting a pattern of purchasing into continued weakness rather than recoveries. MasterBrand's fundamentals show modest health (P/E 14.64, $29.1M net income on $718.1M revenue) but negative annual growth at -1.0%, offering no obvious inflection signal. The purchase coincides with broad price weakness and unfavorable recent transaction outcomes for this insider elsewhere.

MBC Director Crisci buys 20,000 shares for $307.7K, raising stake to 46.4K (75.7% increase)

Robert Crisci, a Director of MasterBrand, executed a substantial open-market purchase of 20,000 shares at $15.39, increasing his holdings by 75.7% from 26,435 to 46,435 shares. The transaction occurred when the stock was trading -21.2% from its 52-week high of $18.86, and the company is generating positive net income of $45.3M on $676.5M quarterly revenue despite annual revenue contraction of -16.8%. Crisci's track record shows only 1 prior buy across all tickers, making this a rare accumulation event for an insider with minimal prior open-market activity. The combination of director-level accumulation, depressed price relative to 52-week range, and the insider's historical inactivity in open-market purchases warrants investor attention to the underlying conviction thesis and broader management confidence signals.