PACS PACS Group, Inc. Insider Trading

PACS President & COO Joshua Jergensen sells 40,000 shares ($1.8M) via 10b5-1 plan; holds 2,576,320 post-transaction

Joshua Jergensen executed three separate sales totaling 40,000 shares for $1,800,717.71 at a blended average price of $45.02 on 2026-07-15. This sale was part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-12, making it scheduled rather than discretionary. The current stock price of $45.63 is -1.6% from the 52-week high of $46.38, and the 30-day and 90-day changes show +27.1% and +29.6% respectively. His prior sell at PACS on 2026-03-13 showed 30-day return of -1.6% and 90-day return of +1.4%, providing limited pattern evidence specific to this ticker.

Director Mark Hancock sold 25,304 shares for $1,140,392.66 at PACS under 10b5-1 plan; retains 53.92M shares

Mark Hancock, a Director, executed 2 separate sales totaling 25,304 shares for $1,140,392.66 on 2026-07-08 and 2026-07-09 at blended average price $45.07. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, meaning it is scheduled rather than discretionary. Post-transaction, Hancock retains 53,920,512 shares, representing a net change of sold 25,304 shares (-0.0% vs pre-transaction holdings). The recent same-ticker history shows 5 prior sells at PACS between 2026-06-17 and 2026-06-26, with outcomes not yet measurable. Stock price is currently $43.22, down 5.8% from the 52-week high of $45.89 and up 25.9% over the last 30 days and 28.1% over 90 days.

PACS Director Mark Hancock sold 161,068 shares for $7.3M under scheduled 10b5-1 plan; retains 53.95M shares post-sale.

Mark Hancock executed three separate sales totaling 161,068 shares for $7,295,866.66 between July 1–6, 2026, at an average of $45.30 per share. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, meaning the sales were scheduled in advance and not discretionary. Hancock's post-transaction holdings remain substantial at 53,945,816 shares, representing a minimal reduction of -0.3% against pre-transaction holdings. The stock is trading at $45.00, off -1.9% from its 52-week high of $45.89, and has appreciated +21.6% over the prior 30 days and +38.7% over the prior 90 days. No signal of loss of conviction is supported by the scheduled nature of the plan; the activity is routine portfolio execution on a predetermined schedule.

Co-founder Mark Hancock sold 200,000 shares (0.4% of holdings) for $8.1M under 10b5-1 plan; retains 54.10M shares

Mark Hancock, Co-Founder and Executive Vice Chair, executed 3 separate sales totaling 200,000 shares for $8,075,786.73 on 2026-06-25 and 2026-06-26 at a blended average price of $40.38. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, meaning the sales were scheduled rather than discretionary. Despite the volume ($8.1M), the reduction represents only -0.4% of his pre-transaction holdings, leaving him with 54.10M shares post-transaction. The stock has appreciated 6.9% over the past 30 days and 36.9% over 90 days, currently trading at $41.89, near its 52-week high of $43.08. His cross-ticker track record shows 8 prior sells with an average 90-day return of -4.8%, though same-ticker outcomes at PACS remain unmeasurable due to recent timing of earlier June trades.

Mark Hancock sells 63,680 shares for $2,248,415.32 under pre-arranged 10b5-1 plan at PACS

Mark Hancock, Co-Founder and Executive Vice Chair, executed 2 separate sales totaling 63,680 shares for $2,248,415.32 on 2026-06-17 under a pre-arranged 10b5-1 trading plan adopted on 2026-03-11. This is a scheduled transaction rather than a discretionary decision. The sale reduced his holdings from 54,366,277 shares to 54,302,597 shares, a net change of -0.1% versus pre-transaction holdings. His prior trades at PACS showed mixed outcomes: a 2024-09-09 sale with 30-day return of +7.6% and 90-day return of -57.2%, and a 2024-04-15 sale with 30-day return of +35.0% and 90-day return of +47.7%, indicating no consistent pattern at this ticker. With current stock price at $37.77 against a 52-week high of $43.08, the stock is -12.3% from its peak and +12.0% over the last 90 days.

Co-Founder Hancock sells 236,320 shares for $8,551,140.55 via scheduled 10b5-1 plan

Mark Hancock, Co-Founder and Executive Vice Chair of PACS Group, executed 4 separate sales totaling 236,320 shares for $8,551,140.55 at a blended average price of $36.18 per share on June 15–16, 2026. This sale represents a -0.4% reduction of his 54.60M share pre-transaction holdings, leaving him with 54,366,277 shares post-transaction. Critically, the FLAG notation confirms this transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, meaning the sales were scheduled, not discretionary. At his current holdings of 54.37M shares, Hancock retains substantial economic exposure to PACS; the modest scale of this divestiture (0.4% of position) and its scheduled nature limit the signal content for investor inference about conviction or outlook.

CLO John Todd Mitchell sells 80,152 shares for $3,023,706.29 via scheduled 10b5-1 plan (adopted 2025-12-08); retains 803,566 shares post-sale

John Todd Mitchell, Chief Legal Officer & Secretary, executed 4 separate sales totaling 80,152 shares for $3,023,706.29 on 2026-05-15 and 2026-05-18, reducing his holdings from 883,718 shares to 803,566 shares (-9.1%). This transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-12-08, meaning the sales were scheduled in advance rather than discretionary. The blended average sale price of $37.72 compares favorably to the current stock price of $36.72 (-14.8% from the 52-week high of $43.08); Mitchell's prior open-market sell activity showed average 90-day returns of +29.4%, though that cross-ticker result does not directly predict outcomes at PACS. The company itself shows strong fundamentals with quarterly revenue of $1,420,494,000.00, net income of $80,695,000.00, and annual revenue growth of +29.3%, with a P/E of 23.84 and market cap of $5,811,761,646.72.

PACS President & COO Jergensen sells 36,335 shares at $34.28; retains 2,667,347 shares post-transaction

Jergensen, in his role as President & COO, executed a discretionary sale of 36,335 shares at $34.28 on 2026-03-13, representing a -1.3% reduction in his pre-transaction holdings of 2,703,682 shares. The sale occurred at a price -15.3% below the 52-week high of $42.13, during a 30-day period of -5.6% price weakness. Post-transaction, he retains 2,667,347 shares (2.67M shares), maintaining substantial common ownership. The company's fundamentals remain robust: $1.3B quarterly revenue with +29.3% annual growth, $52.4M net income, and an 18.40 P/E ratio at a $5.6B market cap. The modest sale size and retention of substantial holdings do not indicate a material shift in insider positioning, though the timing relative to recent price weakness warrants noting as part of the transaction record.

Director Dilsaver buys 16,724 shares at $29.90; holdings jump 278.0% to 22,739 shares as PACS stock hits 52-week high $32.16.

Director Evelyn S Dilsaver purchased 16,724 shares for $499,997.43, tripling her stake to 22,739 shares (22.7K shares), an increase of 278.0% from her prior holding of 6,015 shares. The purchase at $29.90 occurred very close to the current price of $32.16, which represents the 52-week high, with the stock having gained 155.2% over the prior 30 days and 177.0% over 90 days. The company's fundamentals show revenue of $1,344,567,000.00 ($1.3B) in the latest quarter, annual revenue growth of 31.4%, and a current P/E of 29.78 with market cap of $5,036,743,031.04. Dilsaver's cross-ticker track record shows limited historical buy signal strength (1 prior sell with 0.00% 90-day well-timed rate), though this transaction's timing relative to recent sharp momentum gains warrants investor attention given the substantial capital commitment and elevated valuation context.

Chief Legal Officer sold 159,556 shares (17.4% reduction) at $29.89, reducing holdings from 915,392 to 755,836 shares in fast-growing $5.0B healthcare company.

Mitchell John Todd sold 159,556 shares valued at $4,768,378.93 on 2025-11-24 at $29.89, reducing his stake by 17.4% to 755,836 shares remaining. The transaction occurred while PACS stock trades near its 52-week high of $32.16 and the company demonstrates strong fundamentals: 31.4% annual revenue growth, $1.3B quarterly revenue, $52.4M net income, and a market cap of $5.0B. The 30-day price appreciation of 155.2% and 90-day appreciation of 177.0% preceded the sale, and the transaction price of $29.89 sits 7.1% below the current $32.16 price. A C-suite officer's $4.8M equity reduction warrants monitoring given the company's strong recent operational momentum and valuation multiples (P/E 29.78), though the size of remaining holdings (755,836 shares) indicates continued substantial stakes in the company.