MDLN Medline Inc. Insider Trading

10% owner Hellman & Friedman sold 31,868,237 shares ($1.2B) on 2026-05-28; retains 6,377,698 shares post-transaction.

Hellman & Friedman Capital Partners X (Parallel), LP executed 4 separate sales totaling 31,868,237 shares for $1,164,385,709.40 at $36.54 on 2026-05-28, reducing its stake from 38,245,935 shares to 6,377,698 shares (an -83.3% reduction in holdings). The timing occurs with the stock currently at $35.75, down -29.7% from its 52-week high of $50.88 and down -20.1% over the past 30 days. Reviewing the insider's same-ticker history at MDLN, 4 of 5 prior sells were well-timed at the 90-day mark, suggesting a pattern of selling before price declines; however, the cross-ticker track record shows an average 90-day return of +15.4% following sells, indicating mixed timing accuracy across holdings. The sale's magnitude and the substantial post-transaction retention of 6.38M shares signal a significant portfolio exit rather than full liquidation, occurring as the company reports $7.4B in latest-quarter revenue and $239.0M net income with +11.5% annual growth.

BCP 8 Holdings Mozart Manager LLC sold 33,317,824 shares ($1.2B) in 4 separate transactions at $36.54, reducing stake by -94.4%

BCP 8 Holdings Mozart Manager LLC executed 4 separate sales totaling 33,317,824 shares for $1,217,349,994.41, reducing its stake from 35,308,291 shares to 1,990,467 shares. The sales occurred at $36.54 per share, while the current price stands at $35.75, placing the stock -29.7% from its 52-week high of $50.88. Notably, the insider's prior 4 sales at MDLN were each well-timed at the 90-day mark (100.00% timing success rate at this ticker), with the pattern established by 4 identical transactions on 2026-03-10 each showing 90d returns of -9.8%, demonstrating the insider sold ahead of subsequent declines. The company's fundamentals show revenue of $7,352,000,000.00 with net income of $239,000,000.00 and annual revenue growth of +11.5%, yet the stock has declined -20.1% over 30 days and -19.5% over 90 days from this transaction date, establishing context for a near-complete exit position.

10% owner BX Mozart ML-2 Holdco LP sold 33,317,824 shares for $1,217,349,994.41 on 2026-05-28, reducing stake by 94.4%

BX Mozart ML-2 Holdco LP, a 10% owner of Medline, executed 4 separate sales on 2026-05-28 totaling 33,317,824 shares (33.32M shares) for $1,217,349,994.41 ($1.2B) at $36.54 per share, slashing its position from 35,308,291 shares to 1,990,467 shares post-transaction (a 94.4% reduction). This near-complete exit occurs as the stock trades 29.7% below its 52-week high of $50.88 and has declined 20.1% over 30 days and 19.5% over 90 days. The insider's cross-ticker track record shows 100.00% well-timed selling (4 prior sells with negative average 90-day returns), and at this ticker specifically, all 4 prior sells on 2026-03-10 were well-timed with -9.8% 90-day returns. The magnitude and near-complete nature of this liquidation, combined with consistent prior timing success and current downward momentum, suggests the insider is exiting a major position amid price deterioration.