NWS NEWS CORP Insider Trading

LGC Holdco (10% owner) purchased 24,263,766 shares for $0.00; holdings now 62.58M shares (+63.3%)

LGC Holdco filed two separate purchases totaling 24,263,766 shares at $0.00 on 2025-09-10, increasing its stake from 38,320,811 shares to 62,584,577 shares (a +63.3% increase in holdings). The $0.00 transaction prices indicate a non-cash acquisition—likely a corporate reorganization, dividend reinvestment, or similar capital event rather than an open-market purchase at prevailing prices. Against the current market price of $32.27, this represents a substantial position expansion for an already-significant 10% shareholder. The transaction occurred in a period when News Corp stock was down -5.2% over the prior 30 days and -8.2% from its 52-week high, though the zero-dollar nature of the purchase means price conditions did not drive the economic decision. Investors should clarify the structure and purpose of this non-cash transaction through SEC filings or company disclosure to understand whether this reflects internal restructuring, a related-party transfer, or an economically significant shift in LGC Holdco's News Corp position.

MFT SH Family Trust liquidates entire 38.34M-share News Corp stake ($1.27B) in 3 trades at $33.99–$31.98

MFT SH Family Trust, a 10% owner of News Corp, sold its entire 38.34M-share position ($1.27B) across 3 separate transactions on 2025-09-10, exiting completely from the company at a blended average price of $33.25. The complete liquidation of a major shareholder's stake represents a significant structural change in ownership that historically attracts investor scrutiny. The shares were sold at prices ($33.99 and $31.98) that trade below or near the 52-week high of $35.17, and the current price of $31.56 sits at -10.3% from peak, reflecting recent stock weakness. News Corp's annual revenue growth of -16.2% and the exit timing merit observation, though without additional flags or context, the reasons for this liquidation remain undisclosed.

NEWS CORP General Counsel Pitofsky sold 43,635 shares at $29.73, reducing holdings -34.4%; stock now $34.57, up 6.9% in 90 days

David B Pitofsky, General Counsel, sold 43,635 shares of NEWS CORP on 2025-08-15 at $29.73, reducing his post-transaction holdings to 83,291 shares from 126,926 shares. The sale occurred at a price 14% below the current market price of $34.57, with the stock up 6.9% over the past 90 days. His prior sales of NWS stock on 2024-08-15 and 2023-08-15 (both in August, suggesting a possible pattern) were poorly timed relative to subsequent 90-day price action, with the stock rising 15.4% and 1.5% respectively after those sales. The timing of this August sale and the pattern of consistent August dispositions warrant observation, though the company's fundamentals show contraction: annual revenue declined 16.2% year-over-year, with the current P/E of 14.29 suggesting modest valuation relative to the market cap of $20,016,030,000.00.

CHRO Allen Ruth sold all 19,968 shares of NWS at $29.44 for $587.9K, leaving zero holdings.

Allen Ruth, Chief Human Resources Officer, liquidated his entire 19,968 share position in News Corp at $29.44 per share on 2025-08-15, resulting in zero post-transaction holdings. The sale occurred at a price $3.13 below the current market price of $34.57 and represents a complete exit of his disclosed equity stake. News Corp trades near its 52-week high and has recovered 6.9% over the last 90 days, but the company faces a headwind with annual revenue declining 16.2% year-over-year against a $2.0B quarterly revenue base. The complete divestiture by a senior HR executive warrants monitoring for any signaling about internal confidence or retention strategies, particularly given the revenue contraction backdrop.

CFO Susan Panuccio sold 57.0K NWS shares at $27.33, reducing holdings 27.0% to 154.3K shares.

Susan Panuccio, Chief Financial Officer of News Corp, sold 57,016 shares for $1,558,361.31 on 2024-08-15 at $27.33 per share, reducing her holdings from 211,303 to 154,287 shares. The 27.0% reduction in her equity stake represents a meaningful portfolio adjustment. Across her cross-ticker insider trading history, her 2 prior sells averaged a 90-day return of +1.9%, with a 0.00% well-timed rate—indicating her prior sales were not positioned ahead of declines. At News Corp specifically, her 2 prior sales in August 2023 (both executed near the same date as this transaction) produced positive 90-day returns of +2.3% and +1.6%, neither anticipated a subsequent pullback. The company trades at a P/E of 50.80 with recent annual revenue growth of +2.1%, reflecting a relatively rich valuation despite modest organic growth.

General Counsel David B Pitofsky sold 42,040 shares of NWS at $27.47, reducing holdings by 33.5% to 83,291 shares.

Pitofsky sold 42,040 shares (42.0K shares) on 2024-08-15 at $27.47, representing a substantial reduction in his NWS position from 125,331 shares to 83,291 shares (a -33.5% net change). His prior sell at NWS on 2023-08-15 also occurred in mid-August at similar price levels, suggesting a potential recurring annual pattern rather than a discretionary market-timing decision. Across his cross-ticker track record, his prior sells have returned +1.5% on average over 90 days, and his same-ticker history shows no well-timed sells at the 90-day mark, indicating neither a strong pattern of prescient market exits nor clear evidence of concern. The General Counsel's significant position reduction in a stock trading near its 52-week high ($29.29) and current price of $28.45 merits attention as a substantial insider reduction, though the data does not establish this as a negative signal or convey underlying company concerns.