PKG PACKAGING CORP OF AMERICA Insider Trading

Mark W Kowlzan (CEO) sold 9,266 shares ($2.0M) at $217.08; maintains 473.6K shares. Stock -12.6% from 52-week high.

Mark W Kowlzan, as Chairman & CEO, sold 9,266 shares (9.3K shares) on 2026-05-27 for a total value of $2,011,426.22, reducing his holdings by 1.9% to 473.6K shares. His cross-ticker track record shows 5 prior sells with a 90-day well-timed rate of 100.00%, and at PKG specifically, all 5 prior sells (conducted between March 2024 and September 2025) were well-timed at the 90-day mark, with post-sale declines ranging from 1.7% to 13.3%. The current stock price of $218.14 is 12.6% below the 52-week high of $249.51 and has declined 2.0% over the past 30 days and 6.0% over the past 90 days. While the transaction is modest relative to his total holdings and the company's fundamentals remain solid (annual revenue growth of 7.2%, P/E of 26.22), the consistency of his prior well-timed exits at this ticker and his demonstrated pattern across holdings suggests this sale warrants monitoring for potential weakness ahead.

PKG President Hassfurther sold 12,129 shares at $230.50; holds 197,062 post-sale near 52-week high.

Thomas A Hassfurther, President of Packaging Corp of America, sold 12,129 shares on 2026-02-05 at $230.50, reducing his holdings by 5.8% to 197,062 shares. The sale occurred near the stock's 52-week high of $238.86 (current price $238.71, -0.1% from peak), following an 8.8% gain over the prior 30 days and 17.6% gain over 90 days. Among Hassfurther's prior five sales at PKG, three exhibited negative 90-day returns (well-timed), while the latest transaction's timing cannot yet be assessed. The company's fundamentals remain solid with annual revenue growth of 7.4% and a P/E of 24.04, though the valuation reflects recent momentum gains.

CEO Kowlzan sold 25,000 PKG shares at $215.97 on 9/11/25; stock down 14.9% from 52-week high, 4 of 4 prior PKG sales showed negative 90-day returns.

Mark Kowlzan, Chairman & CEO, sold 25,000 shares (25.0K shares) of Packaging Corp of America at $215.97 on 2025-09-11 for $5,399,250.00, reducing his holdings to 437,378 shares (437.4K shares). The sale occurred when PKG traded at -14.9% from its 52-week high of $248.85, and the stock has gained 9.5% over the 30-day period leading up to the sale. His same-ticker history shows a notable pattern: all 4 prior sales at PKG (2024-11-08, 2024-11-07, 2024-11-06, and 2024-03-04) delivered negative 90-day returns of -11.7%, -12.2%, -13.3%, and -1.7% respectively, indicating a 100% well-timed track record at this ticker. His cross-ticker track record across all open-market activity reports a 90-day well-timed rate of 100.00% on 4 prior sells, with an average 90-day return of -9.7%, further corroborating a pattern of selling before declines. The stock is currently trading at $211.81, already 1.8% below the transaction price, and the company's strong fundamentals (annual revenue growth of +7.4%, P/E of 21.08, $2.2B quarterly revenue) provide no apparent distress signal. The convergence of depressed valuation positioning relative to the 52-week range and the insider's historical pattern of executing sales ahead of subsequent losses warrants monitoring of near-term price action to assess whether this transaction again precedes a decline.

PKG Director Stecko sells 10,500 shares ($2.6M) at $244.91; stock now at $246.39 near 52-week high

Director Paul T. Stecko sold 10,500 shares of Packaging Corp of America at $244.91 on 2024-11-21 for $2,571,555.00, reducing his holdings by 54.2% from 19,381 to 8,881 shares. The sale occurred near the 52-week high of $246.39, with the stock up 7.8% over the past 30 days and 20.9% over 90 days. Stecko's prior sale at this ticker on 2023-10-31 showed a 90d return of 10.2%, indicating his last exit was poorly timed as the stock subsequently rose. Against this backdrop, the current sale at the company's elevated valuation (P/E 28.62) and near the 52-week peak warrants observation, though annual revenue has declined 8.0% year-over-year.

SVP Shirley Donald R. sold 8,000 shares of PKG at $240.20 on 2024-11-12, reducing stake by -33.7% to 15.7K shares.

Shirley Donald R., SVP of Packaging Corp of America, sold 8,000 shares (33.7% of holdings) at $240.20 on 2024-11-12 for $1.9M. The sale occurred near the 52-week high of $241.59, with the stock currently trading at $235.60, down 2.5% from that peak. His prior PKG sale on 2024-07-25 posted a 90-day return of +16.5%, meaning the stock rose after that sale—a poorly-timed outcome from a sell perspective. The cross-ticker track record shows 0 of 1 prior sells were well-timed at 90 days, with an average 90-day return of +16.5%, indicating this insider's sell timing has historically been poor. PKG fundamentals show annual revenue decline of -8.0% and a P/E of 27.36, though the company reported $2.2B in quarterly revenue and $238.1M in net income.

PKG CFO Mundy sells 12,500 shares ($3.0M) at $240.62; holds 44.0K post-sale as stock trades near 52-week high

Robert P. Mundy, EVP & CFO of Packaging Corp of America, sold 12,500 shares on 2024-11-08 at $240.62, representing a -22.1% reduction in his holdings to 44.0K shares. The sale occurred near the company's 52-week high of $241.59, with the stock up 10.0% over the prior 30 days and 23.4% over 90 days. Mundy's cross-ticker insider track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, and his prior PKG sale on 2024-03-06 produced a 90d return of -0.3%—indicating that sale preceded a near-term decline. The company's fundamentals show revenue of $2.2B (latest quarter) with -8.0% annual revenue growth, and a P/E of 27.85. This sale follows a substantial appreciation phase and reduces executive holdings by a material percentage, though the CFO retains significant equity stake.

PKG CEO Kowlzan sells 66,640 shares for $15,995,682.51 across 3 days; near 52-week high of $241.59

CEO Mark W Kowlzan executed 3 separate sales totaling 66,640 shares for $15,995,682.51 at a blended average price of $240.03 during November 6–8, 2024, reducing his holdings by 13.6% from 490,115 to 423,475 shares. The transactions occurred near the 52-week high of $241.59 (current price $240.59 is -0.4% from that peak), following a 30-day rally of +11.2% and a 90-day gain of +24.0%. His cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, and his only prior PKG sale on 2024-03-04 was also well-timed (90d return -1.7%), establishing a pattern of selling at strategically positioned moments. The company's fundamentals show revenue of $2,182,400,000.00 with net income of $238,100,000.00 but annual revenue growth contracted -8.0% year-over-year, and the P/E of 27.94 sits elevated relative to historical norms. The sale's magnitude, timing near recent highs following sustained gains, and the insider's consistent execution history merit investor attention.

PKG Exec. VP Hassfurther sells 19,738 shares for $4.8M amid strong 30-day run (+11.2%); stock at -0.4% from 52-week high.

Thomas A Hassfurther, Executive Vice President, executed 2 separate sales totaling 19,738 shares for $4,777,427.22 on 2024-11-06 and 2024-11-07, reducing his holdings by 9.9%. The sales occurred near the 52-week high ($241.59), with the stock currently at $240.59, and follow a sharp 30-day run of +11.2% and a 90-day appreciation of +24.0%. Across Hassfurther's prior transaction history at PKG, his 3 same-ticker sells have been mixed: 1 of 3 generated negative 90-day returns (well-timed), while 2 generated positive returns (poorly timed). His cross-ticker track record shows an average 90-day return of +1.1% after sells with a 33.33% well-timed rate, suggesting limited predictive accuracy. The timing pattern here—sales near the 52-week high after a prolonged rally—is factually notable but his historical performance at this ticker does not establish a reliable pattern of anticipating subsequent declines.

SVP Shirley Donald R. sold 6,000 shares of PKG at $196.28 for $1.2M on July 25, 2024

Shirley Donald R., SVP at Packaging Corp of America, sold 6,000 shares at $196.28 on 2024-07-25, representing a -22.4% reduction in her holdings from 26,772 to 20,772 shares. The sale occurred at a price -0.3% from the 52-week high of $199.00, and the stock has since appreciated 8.7% over the 30-day period and 14.7% over 90 days. The company faces a concerning -8.0% annual revenue decline despite the stock's recent strength, though the reported P/E of 19840.00 appears anomalous. The discrete, material reduction in SVP holdings warrants monitoring as context for assessing executive confidence in the forward outlook.

EVP Carter reduces PKG stake by 5,389 shares ($1.1M) at $196.28; post-trade holdings 25.5K shares; stock now -0.3% from 52-week high.

Carter Charles J., an Executive Vice President overseeing Mill Operations, sold 5,389 shares of Packaging Corp of America at $196.28, reducing his holdings from 30.9K to 25.5K shares (a 17.4% reduction in stake). The transaction occurred near the 52-week high of $199.00, with the stock trading at $198.40 currently, placing this sale at the upper end of recent price action. His cross-ticker track record shows a 90-day well-timed rate of 100% across 1 prior sell, though his same-ticker history at PKG—a single prior sale from July 2023—posted a 90-day return of -0.5%, indicating the stock declined modestly post-sale. The company faces headwinds: annual revenue contracted 8.0% year-over-year despite the recent 14.7% gain over 90 days in the stock price, suggesting the equity has recovered recently while underlying demand remains under pressure.