MOH MOLINA HEALTHCARE, INC. Insider Trading

Chief Legal Officer Barlow sells ~18k MOH shares, fourth open-market sale in 36 months; stock down sharply from highs.

Jeff Barlow, Molina Healthcare's Chief Legal Officer, sold a substantial stake of approximately 18,000 shares in his fourth open-market sale over the past three years, representing a meaningful reduction in his holdings. The timing is notable: the stock has declined significantly from its 52-week high, though it recovered sharply over the prior quarter, yet Barlow chose to sell into that strength rather than hold. His track record as a seller at this company is mixed — his most recent prior sale was poorly timed on a 30-day horizon as the stock rose, but it proved well-timed over a longer period as shares subsequently fell; two earlier sales are too recent to evaluate. Molina itself remains a profitable, growing company with solid fundamentals, making this a C-suite exit of shares in an operationally sound business rather than a panic exit. The consistent pattern of Barlow reducing his stake over time, without any offsetting open-market purchases, suggests ongoing portfolio management rather than conviction-driven selling, though the scale of his fourth sale warrants attention to whether other insiders are following a similar path.

Director Zoretic buys 800 MOH shares at $125.16; holding now 8,747 shares (-64.1% from 52-week high)

Richard C. Zoretic, a director of Molina Healthcare, purchased 800 shares at $125.16 on February 11, 2026, increasing his holdings to 8,747 shares (a 10.1% increase). The purchase occurred when MOH trades at -64.1% from its 52-week high and has declined 30.0% over the past 30 days, suggesting the transaction took place during a period of significant price weakness. Zoretic's cross-ticker track record shows 8 prior open-market buys with a 42.86% 90-day win rate and average 90-day return of -0.3%, indicating his buy timing has not historically outperformed the market on this metric. The company's fundamentals show $11.5B quarterly revenue with +11.8% annual revenue growth and a 37.05 P/E ratio, though recent net income is modestly at $79.0M. This transaction is a modest-sized director purchase during material price weakness, but track record context suggests caution regarding the predictive power of the signal.

COO James Woys buys 10,000 MOH shares for $1,559,365.00 as stock down 57.8% from 52-week high.

James Woys, Chief Operating Officer at Molina Healthcare, executed two separate purchases totaling 10,000 shares for $1,559,365.00 at a blended average price of $155.94 on 2025-08-04, increasing his holdings by 15.5% to 74,331 shares. The purchase follows a steep recent decline: MOH has fallen 34.5% over 30 days and 53.3% over 90 days, trading at $152.31 against a 52-week high of $360.77. Across his prior five trades at MOH—all concentrated sales on 2024-05-22—none were well-timed at the 90-day mark (all showed positive 90-day returns, meaning he sold before the stock continued higher). The company's fundamentals remain solid with $11.4B in annual revenue, 19.3% YoY growth, and a P/E of 7.31, providing context for an insider accumulation during a sharp valuation drawdown.

CEO Zubretsky sells 87,500 MOH shares for $28.0M at $320.06 avg, reducing stake 25.3% to 257.7K shares

Joseph M Zubretsky, President & CEO of Molina Healthcare, executed 2 separate sales totaling 87,500 shares for $28,005,170.00 at a blended average price of $320.06 on 2025-04-30, reducing his post-transaction holdings to 257,715 shares. This represents a -25.3% reduction in his pre-transaction stake, a significant portfolio action from the company's top executive. The transactions occurred at prices ($320.00 and $324.70 per share) that are modestly above the current market price of $318.04, placing them near the upper end of the 52-week range but below the $360.77 52-week high. Given MOH's strong fundamentals—$11.1B quarterly revenue, +19.3% annual growth, $298.0M net income, and a reasonable P/E of 14.66—the sale's scale and the CEO's post-transaction retention of 257.7K shares warrant scrutiny regarding the timing and motivation behind this significant liquidation.

CLO Barlow sells 5,340 shares of MOH at $335.00 ($1.8M); retains 66,148 shares post-transaction.

Barlow Jeff D., Chief Legal Officer of Molina Healthcare, sold 5,340 shares at $335.00 on 2024-07-29, reducing his holdings by 7.5%. The transaction occurred near the midpoint of the stock's 52-week range ($283.98–$419.53), with the stock having declined 16.4% from its 52-week high and risen 18.0% over the 30 days prior to the sale. Across his full open-market history, Barlow's prior sells exhibited poorly-timed exits, with an average 90-day return of +8.3% after the sales—meaning the stock generally rose after he sold. His two prior trades at Molina Healthcare specifically (both on 2023-08-01) similarly showed positive 90-day returns of +8.4% and +8.2%, with a 0% well-timed rate at the 90-day mark. The company's fundamentals remain solid with revenue of $9,880,000,000.00, net income of $301,000,000.00, annual revenue growth of 6.6%, and a P/E of 19.33, providing no clear signal of operational distress prompting an insider exit.