PLAY Dave & Buster's Entertainment, Inc. Insider Trading

CEO Tarun buys 3,500 shares at $19.91 avg across 2 transactions; stock now -71.6% from 52-week high at $9.81.

Lal Tarun, CEO of Dave & Buster's Entertainment, filed Form 4 disclosing 2 separate purchases totaling 3,500 shares for $69,690.00 at a blended average price of $19.91. The first purchase of 2,500 shares at $20.52 occurred on 2025-09-18, followed by 1,000 shares at $18.39 on 2025-10-21. Since these trades, the current price is $9.81, representing a -71.6% decline from the 52-week high of $34.55. Fundamentally, the company reported a net loss of $-42,100,000.00 against revenue of $448,200,000.00, with annual revenue declining -3.3% year-over-year; the stock trades at a P/E of 981.00, reflecting severe valuation distress. Tarun's prior trade at this ticker (buy on 2025-07-22) delivered -43.2% returns over 90 days, indicating that his recent accumulation adds to a pattern of purchasing ahead of material declines rather than capturing value.

Chief Legal Officer Rodriguez buys 730 PLAY shares at $20.10 amid -40.2% drawdown from 52-week high; company swinging to $-42.1M net loss

Rodriguez Rodolfo Jr, SVP and Chief Legal Officer, purchased 730 shares at $20.10, increasing his holdings to 14,500 shares (a 5.3% addition). The purchase occurs while PLAY shares trade 40.2% below their 52-week high of $34.55, and after the company reported a $-42.1M net loss in the latest quarter against $448.2M in revenue. The stock has recovered 21.4% over 30 days and 15.8% over 90 days, but the company faces structural headwinds: annual revenue is down 3.3% year-over-year, and the P/E ratio of 2065.00 reflects negative earnings. This is a modest insider purchase in absolute terms ($14.7K) by a top legal officer at a company in financial distress, rather than a signal of turnaround conviction.

CEO Lal Tarun buys 8,060 shares of PLAY at $31.26 in first recorded open-market purchase

Lal Tarun, Chief Executive Officer, purchased 8,060 shares at $31.26 on 2025-07-22 with a total value of $251,916.11, establishing an initial position in the stock with no prior shareholdings. The transaction occurs as PLAY trades at $31.95, roughly -24.0% from its 52-week high of $42.02, following a 90-day rally of +63.8%. Against the broader company backdrop—annual revenue of $567.7M declining -3.3% year-over-year with net income of $21.7M and a P/E of 28.53—this initiation by the CEO warrants tracking as a baseline for assessing future insider positioning patterns and capital allocation conviction at the executive level.

Interim CEO Kevin Sheehan buys 19,025 shares of PLAY for $503.1K; cluster buy signal with 3 other insiders in 14 days.

Kevin Sheehan, Interim CEO, purchased 19,025 shares at $26.44 on 2024-12-19, increasing his holdings by 38.0% to 69,025 shares total. This buy occurs amid a sharp recent selloff: the stock has declined 25.8% over 30 days and 61.6% from its 52-week high of $68.29, though fundamental metrics remain solid with a P/E of 8.91 and annual revenue growth of 12.3%. The transaction is part of a cluster pattern—3 other insiders also bought within the past 14 days—suggesting coordinated confidence at current valuations. Sheehan's own cross-ticker record shows 2 well-timed sells (90-day mark, 100.0% timing rate), but his PLAY-specific record includes only 2 prior sells in April 2024 (both -42.2% at 90 days, perfectly timed before further declines), with a recent buy on 2024-12-12 not yet measurable. The convergence of executive buying, depressed valuation relative to recent highs, and operational momentum warrants monitoring for what prompted this accumulation at current price levels.

Director Griffith bought 18,000 PLAY shares at $27.28 as part of 4-insider cluster buy; stock -59.8% from 52-week high.

Director Michael J Griffith purchased 18,000 shares at $27.28 on 2024-12-13, increasing his holdings by 49.6% from 36,269 to 54,269 shares. This purchase is part of a cluster pattern in which 3 other insiders also bought within the past 14 days, suggesting coordinated confidence in the company at this price level. The stock is currently trading at $27.48 (near the transaction price), but sits -59.8% from its 52-week high of $68.29 and has fallen -32.6% in the last 30 days. Fundamentally, PLAY shows solid metrics: annual revenue growth of +12.3%, a P/E of 9.35, latest quarterly revenue of $453.0M, and net income of $41.4M, providing context for why multiple board members moved to accumulate shares after a steep recent drawdown.

Director Hamish Dodds buys 10,000 PLAY shares at $27.31; 3 other insiders bought within 14 days

Dodds purchased 10,000 shares at $27.31 on 2024-12-13, increasing his holdings by 33.9% to 39,456 shares post-transaction. The purchase occurs against a backdrop of significant recent price weakness: the stock is -59.8% from its 52-week high of $68.29 and has declined -32.6% over the prior 30 days. Notably, 3 other insiders also bought within the past 14 days, forming a cluster buy pattern. The company shows healthy fundamentals with $453.0M in latest quarterly revenue, $41.4M net income, +12.3% annual revenue growth, and a modest P/E of 9.35, suggesting material valuation compression rather than fundamental deterioration.

SVP Pineiro buys 1,000 PLAY shares at $27.35; stock down 32.6% in 30 days, part of 3-insider cluster buy

Pineiro Antonio, SVP and Chief International Development Officer, purchased 1,000 shares at $27.35 on 2024-12-13, increasing his holdings from 24,646 to 25,646 shares. The transaction occurs against a backdrop of sharp recent weakness: PLAY is down 32.6% over the past 30 days and 59.8% from its 52-week high of $68.29, though valuation metrics remain modest (P/E of 9.35, market cap $1.1B). Notably, three other insiders also bought within the past 14 days, forming a cluster pattern. Pineiro's cross-ticker track record shows 100.00% win rate on buys at the 90-day mark, and his single prior PLAY purchase in April 2023 was similarly well-timed (90d return +28.8%), suggesting pattern familiarity with this stock's recovery cycles. However, the current price of $27.48 sits only $0.13 above the transaction price, and the stock's recent momentum remains negative despite the insider activity.

Dave & Buster's Interim CEO Kevin Sheehan buys 37,735 shares at $25.48; stock down 62.7% from 52-week high of $68.29

Kevin Sheehan, Interim CEO of Dave & Buster's Entertainment, purchased 37,735 shares at $25.48 on 2024-12-12, increasing his holdings to 139,011 shares and investing $961,397.24 in the transaction. The purchase occurs in a severely depressed pricing environment: the stock trades at $25.49 (current), down 62.7% from its 52-week high of $68.29, down 37.2% over 30 days, and down 21.6% over 90 days. Notably, Sheehan's cross-ticker track record shows 2 prior sells with a 90-day well-timed rate of 100.00%, and his prior sales at PLAY (both on 2024-04-04) each realized -42.2% returns over 90 days—suggesting historical success in avoiding downturns. The company's fundamentals remain stable: $453.0M quarterly revenue, $41.4M net income, 12.3% annual revenue growth, and a low P/E of 8.67. This buy-at-low-absolute-price by a newly elevated interim chief executive during a sharp recent decline, paired with his demonstrated ability to time exits well in prior periods, provides a single data point of insider activity but does not constitute a broader signal of leadership confidence in near-term recovery.

CEO Morris Christopher Daniel buys 14,912 shares at $33.68 on 2024-10-07, increasing stake to 117,917 shares.

CEO Morris Christopher Daniel purchased 14,912 shares at $33.68, expanding his holdings by 14.5% to 117,917 shares. The transaction occurred at a price $1.73 above the current market price of $31.95, and well below the 52-week high of $68.29, representing a point -53.2% from the year's peak. Dave & Buster's carries a P/E of 10.87 with positive fundamentals: latest quarterly revenue of $557,100,000.00 with net income of $41,400,000.00 and annual revenue growth of +12.3%. The open-market purchase by the company's top executive provides a direct signal of capital allocation at the board level during a period when the stock trades substantially below its 52-week range.

PLAY: SVP/CIO Klohn sells 17,512 shares ($545.2K) in 2 transactions on 2024-09-12 at $31.13 avg

Steve Klohn, SVP and Chief Information Officer at Dave & Buster's Entertainment, executed 2 separate sales totaling 17,512 shares for $545,207.38 on 2024-09-12, reducing his holdings by 54.4% from 32,169 to 14,657 shares. The sales occurred at an average price of $31.13, slightly below the current price of $32.52, and notably the stock trades -52.4% from its 52-week high of $68.29 despite posting strong fundamentals (12.3% annual revenue growth, net income of $41.4M on $557.1M revenue, and a low P/E of 11.06). The substantial reduction in his stake represents one of the larger proportional exits by this insider, warranting attention to any material developments at the company.