MOD MODINE MANUFACTURING CO Insider Trading

VP/CHRO Brian Jon Agen sold 38,282 shares of MOD for $11,299,598.24 on 2026-06-18 via pre-arranged 10b5-1 plan

Brian Jon Agen executed 14 separate sales totaling 38,282 shares for $11,299,598.24, reducing his holdings by 36.6% from 104,625 to 66,343 shares. This transaction was part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-19, meaning it was scheduled rather than discretionary. His prior sales at MOD (five trades across 2024–2025) averaged 30-day returns of +29.1% to +1.2% and 90-day returns of +47.8% to +0.3%, reflecting varied post-sale performance at this ticker. With MOD currently trading at $289.59 against a 52-week high of $323.25, the stock is -10.4% from its peak, though it has risen 11.2% in the last 30 days and 26.7% in the last 90 days, indicating recent upward momentum.

Director Eric D Ashleman sells 15,000 shares (26.2% of holdings) for $4.3M at MOD on 2026-06-16

Eric D Ashleman, a Director, executed 3 separate sales totaling 15,000 shares for $4,328,161.79 on 2026-06-16, reducing his holdings from 57,350 to 42,350 shares. The blended average sale price of $288.54 sits within the 52-week trading range of $86.48–$323.25, and the current price is $292.69. While the stock has posted a 30-day change of +19.7% and a 90-day change of +48.9%, his cross-ticker track record shows only 2 prior sells with an average 30-day return of -0.4%, providing limited historical context for timing patterns. The company is reporting net income of $-47,400,000.00 against revenue of $805,000,000.00 in the latest quarter, reflecting operational challenges that warrant investor attention alongside the substantial reduction in the director's stake.

MOD President sells 38.1K shares for $10.9M across 9 transactions; holdings drop 56.4%

Eric S McGinnis, President of Commercial HVAC at Modine Manufacturing, executed 9 separate sales totaling 38,082 shares for $10,855,989.04 between May 29 and June 1, 2026, reducing his post-transaction holdings to 29,384 shares from 67,466 shares—a 56.4% reduction in stake. The blended average sale price was $285.07 across a range of $280.13–$290.79, compared to a current price of $305.50. This scale of liquidation by a division president during a period of strong recent price momentum (+14.5% over 30 days, +45.5% over 90 days) represents a material reduction in insider equity exposure. His prior 4 trades at MOD were all well-timed at the 90-day mark, and his cross-ticker track record shows a 100% well-timed rate on 4 prior sells, though applied to this current filing the timing cannot yet be assessed. The company's P/E of 455.97 alongside negative net income of $-47,400,000 contrasts with revenue growth of +23.1% annually, reflecting elevated valuation metrics relative to profitability.

Director Marsha Williams sold 12,000 MOD shares at $234.71 for $2.8M on Feb 24; stock now $228.90, down 3.3% from 52-week high despite recent 55.8% monthly surge

Director Marsha Williams executed a discretionary open-market sale of 12,000 shares (9.8% of her pre-transaction holdings) at $234.71 near the 52-week high of $236.70. The stock has subsequently declined to $228.90, representing a -3.3% pullback from that peak. However, this sale occurs in the context of exceptional recent momentum: the stock surged +55.8% over the prior 30 days and +41.2% over 90 days. Notably, none of Williams' four prior sales at MOD were well-timed on a 90-day basis; all four resulted in the stock rising after the sale (30-day through 90-day returns ranged from +0.4% to +12.4%), suggesting a pattern of selling into rallies without successfully timing downturns. The company's fundamentals show net income of -$47.4M on quarterly revenue of $805.0M, with a P/E of 123.73, indicating the stock's recent appreciation has been driven by momentum rather than earnings improvement.

Modine CFO Lucareli sells 19,595 shares for $4.3M (6 transactions); stock near 52-week high, prior MOD trades not well-timed

Michael B. Lucareli, EVP and CFO of Modine Manufacturing, conducted 6 separate sales on 2026-02-17 totaling 19,595 shares for $4,293,671.24, reducing his holdings by 26.1% from 75.2K to 55.6K shares. The blended sale price of $219.12 is only 0.8% below the current price of $217.53 and just 0.6% below the 52-week high of $219.76, placing the sale near peak valuation. His prior open-market timing record at MOD (5 same-ticker sales since July 2025) shows 0 of 5 well-timed at the 90-day mark, with subsequent 90-day returns ranging from +8.0% to +24.2%, indicating consistent upward movement after his prior sales at this ticker. Against a backdrop of elevated recent stock momentum (+58.9% in 30 days, +56.5% in 90 days), the combination of large-scale reduction in his direct stake near peak price and historical underperformance of his timing decisions at MOD warrants investor attention to execution risk and near-term valuation sustainability.

Modine CEO Neil David Brinker sells 31,871 shares for $5.1M; stock trades 1.9% below 52-week high after 18.3% 90-day rally

Neil David Brinker, Modine's President and CEO, executed 2 separate sales totaling 31,871 shares for $5,117,337.26 at an average blended price of $160.56 on 2025-12-02, reducing his holdings by 11.8%. The sales occur with MOD trading near its 52-week high of $163.02 and having appreciated 18.3% over the prior 90 days, notably reaching a price point only 1.9% below the year's peak. With a P/E of 45.17 and the company having delivered net income of $44.4M on revenue of $738.9M in the latest quarter against 7.3% annual growth, the timing and magnitude of the CEO's disposition merit observation given the stock's significant recent appreciation and the elevated valuation multiple. The absence of any disclosed FLAGS (10b5-1 plan, Rule 10b5-1, or comparable) suggests these are discretionary open-market sales rather than pre-scheduled transactions.

President of Climate Solutions at MOD sold 25,173 shares for $3,545,920.65, reducing stake by 56.7%; stock at 52-week highs.

Eric S McGinnis, President of Climate Solutions at Modine Manufacturing, executed two separate sales totaling 25,173 shares on 2025-08-22 at prices of $140.65 and $141.89, reducing his holdings by 56.7% from 44,380 to 19,207 shares. The sales occurred at $140.86 blended average, within 1.2% of the 52-week high of $143.22, following a 36.4% 30-day rally and 55.8% 90-day surge. His cross-ticker track record shows a 100.00% well-timed rate on prior sales (negative average 90d returns), and at MOD specifically, his two prior November 2024 sales both posted negative 90-day returns. However, neither FLAG notation nor scheduling data is present in this filing, so timing characterizations reflect historical pattern only. The stock's elevated valuation (P/E 39.53) combined with substantial position reduction during a peak-price window warrants attention to underlying fundamentals and forward guidance.

Modine Director Suresh V Garimella sells 14,204 shares across 6 transactions for $1,992,641.90

Director Garimella executed 6 separate sales totaling 14,204 shares for $1,992,641.90 on 2025-08-22, reducing his holdings by 14.8% from 96,260 shares to 82,056 shares. The blended average price of $140.29 sits near MOD's 52-week high of $143.22, occurring during a period of strong near-term momentum (30-day change: +33.2%, 90-day change: +49.4%). The stock currently trades at $138.12, -3.6% from its 52-week high. At a P/E of 38.58 against 7.3% annual revenue growth, the valuation metrics warrant investor attention alongside this substantial discretionary liquidation by a director.

Director Marsha C Williams sold 25,761 shares of MOD at $134.77 for $3.5M, reducing holdings by -17.6%.

Director Marsha C Williams sold 25,761 shares at $134.77 on 2025-08-11, representing a -17.6% reduction in her holdings from 146,450 to 120,689 shares. This substantial single sale follows a strong rally period: MOD traded at the current price of $141.72, only -1.0% from its 52-week high of $143.22, having climbed 54.5% over the preceding 30 days and 38.3% over 90 days. Her prior trading record at this ticker shows three consecutive sells in 2024 (all on 2024-08-15), with 90-day performance of +16.5%, +15.7%, and +15.1% — consistently positive returns after her sales, meaning none of those sales proved well-timed (0 of 3 were well-timed at the 90-day mark). The company carries a relatively elevated P/E of 39.59 against a market cap of $7.4B, with recent quarterly revenue of $682.8M and net income of $51.2M. The pattern of selling into strong momentum at historically high valuation multiples, combined with her consistent history of selling before subsequent price appreciation at this ticker, warrants monitoring of how the market interprets this transaction.

MOD CFO Lucareli sells 40,422 shares for $5,678,165.90 via scheduled 10b5-1 plan

Michael B. Lucareli, EVP and CFO of Modine Manufacturing, executed three separate sales totaling 40,422 shares for $5,678,165.90 on August 5, 2025, at blended average price of $140.47. This sale reduced his holdings by 49.1%, cutting his post-transaction position to 41,920 shares from 82,342 shares prior. The transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled in advance rather than a discretionary trade decision. As a scheduled disposition, this transaction reflects a predetermined arrangement rather than a time-sensitive directional signal about the stock or company fundamentals.