SDHC Smith Douglas Homes Corp. Insider Trading

Russell Devendorf bought 2,000 SDHC shares at $10.88; stock down -49.6% from 52-week high, prior 2 buys at this ticker both gained 90d.

Russell Devendorf purchased 2,000 shares at $10.88 on 2026-05-20, increasing his holdings to 315.5K shares. This is his third open-market purchase of SDHC; his prior two buys at this ticker on 2026-03-13 and 2025-05-21 both delivered positive 90-day returns of +29.1% and +22.2% respectively, establishing a 100% 90-day win rate at the ticker. The current price of $11.85 stands -49.6% from the 52-week high of $23.50, and the stock has declined -18.5% over the past 30 days and -30.0% over 90 days. Fundamentals show revenue of $206.4M with modest annual growth of -0.4%, a P/E of 9.96, and recent quarterly net income of $565.0K. The timing pattern of his prior purchases—both executed at points that preceded material 90-day gains—combined with his fresh accumulation during a sharp recent drawdown, indicates selective deployment into depressed valuations at this ticker rather than routine activity.

Director Perdue bought 20.3K SDHC shares at $12.27; +50.3% of prior holdings amid cluster of 3 other insider buys in 14 days

Perdue George Ervin III purchased 20,300 shares at $12.27 on 2026-03-13, increasing his position by 50.3% to 60.7K shares total. The stock is currently $13.09 per share and has declined -42.0% from its 52-week high of $22.59, trading near the lower end of its 12-month range. Three other insiders at Smith Douglas Homes also purchased shares within the past 14 days, forming a cluster buying pattern. His prior trades at SDHC show mixed timing: 2 of 5 prior buys resulted in positive 90-day returns, while the other 3 did not; across all his cross-ticker buys, his average 90-day return is +2.0% with a 57.14% win rate. The company's fundamentals show net income of $2.1M on $262.0M in latest quarterly revenue, with annual revenue growth of -0.4% and a P/E of 11.00.

Director Wedewer Neil B buys 700 shares at $11.38; stock down 42% from 52-week high; cluster pattern detected (3 other insiders also buying)

Director Wedewer Neil B purchased 700 shares at $11.38 on 2026-03-13, increasing his holdings from 14,048 to 14,748 shares (+5.0%). This buy coincides with a cluster pattern: 3 other insiders also bought within the past 14 days. The timing is notable given current market conditions—the stock trades at $13.09, down 42.0% from its 52-week high of $22.59 and down 29.2% over the past 30 days. The company's fundamentals show modest strength with a P/E of 11.00, though recent revenue growth was essentially flat (-0.4% annual change), and the latest quarter generated $2.1M in net income on $262.0M in revenue. The convergence of multiple insider purchases at depressed price levels, absent any disclosed strategic catalyst, warrants tracking.

Devendorf Russell buys 1,000 shares of SDHC at $11.56; stock down -29.2% in 30 days amid cluster buying by 3 other insiders

Devendorf Russell purchased 1,000 shares of Smith Douglas Homes at $11.56 on 2026-03-13, adding to a 316.6K share post-transaction position. The buy occurred as the stock trades at $13.09, down -42.0% from its 52-week high and -29.2% over the past 30 days, reflecting significant recent weakness. His prior buy at SDHC on 2025-05-21 yielded +8.7% over 30 days and +22.2% over 90 days, and across his full track record, he has a 100.00% 90-day win rate with average 90-day returns of +22.2%. Notably, three other insiders also bought within the past 14 days, creating a cluster buy pattern that suggests coordinated confidence amid the recent decline. The company's financials show near-flat revenue growth (-0.4% year-over-year) and a modest P/E of 11.00, providing a valuation context for the accumulation activity.

Director Bradbury Thomas L buys 22,618 shares of SDHC at $11.36; holdings rise 62.3% to 58,918; stock down 42.0% from 52-week high amid cluster buy.

Bradbury Thomas L, a Director, purchased 22,618 shares at $11.36 on 2026-03-13, increasing his shareholding by 62.3% to 58,918 shares total. The stock has declined 42.0% from its 52-week high of $22.59 and is down 29.2% over the past 30 days, pricing near the lower bound of its 52-week range. His prior two purchases at SDHC both showed positive 90-day returns (+7.5% and +3.7%), establishing a pattern of well-timed buying at this ticker. This buy occurs within a 14-day cluster that includes 3 other insider purchases, a coordinated accumulation signal during pronounced price weakness. The company shows modest fundamentals—annual revenue growth of -0.4% and a P/E of 11.00—and insiders are accumulating as valuations approach cyclical lows.

Director Perdue George Ervin III bought 5,400 shares over 3 days (Jun 11–13) for $104,324.95 at $19.32 avg; stock now $18.53, down -52.1% from 52-week high.

Director Perdue George Ervin III executed 3 separate purchases totaling 5,400 shares for $104,324.95 between June 11–13, 2025, at prices ranging from $18.25 to $19.74, raising his holdings from 35.0K to 40.4K shares (+15.4%). The blended average purchase price of $19.32 is only 4.3% above the current price of $18.53, and the stock trades at -52.1% from its 52-week high of $38.69—a significant decline from recent peaks. His same-ticker trading history shows four recent purchases (June 2–10), indicating sustained accumulation at depressed levels within a narrow timeframe. The company's fundamentals show revenue growth of +27.6% year-over-year and a low P/E of 10.18, though recent net income of $2.7M on $224.7M quarterly revenue reflects tight margins. The repeated buying over consecutive days at sub-$20 levels during a period when the stock is substantially below its 52-week high warrants investor attention to whether these purchases reflect conviction ahead of operational improvement or simply tactical accumulation at low prices.

Director Perdue George Ervin III bought 1,684 shares of SDHC at $20.17 on 2025-06-10; stock now at $19.25, down 50.2% from 52-week high.

Director Perdue George Ervin III purchased 1,684 shares at $20.17 on 2025-06-10, increasing his holdings to 34,984 shares, representing a 5.1% increase from his prior position of 33,300 shares. The transaction carries minimal clarity on insider confidence: while the company shows strong fundamentals—annual revenue growth of +27.6%, a P/E of 10.58, and recent quarterly revenue of $224,722,000.00—the current stock price of $19.25 is down 50.2% from the 52-week high of $38.69, suggesting either a disciplined entry point or accumulated losses on holdings. The director's prior trades at SDHC (four purchases within a 9-day window from 2025-06-02 to 2025-06-11) cannot yet be evaluated for outcome, as none have reached the 90-day threshold. Without measurable timing data or disclosed planned purchases, the transaction reflects a discrete acquisition at a depressed price relative to recent range, but stops short of signaling strategic conviction or concerns.

Director Perdue George Ervin III purchases 19,252 shares at blended avg $18.79; cluster pattern with 2 other insiders buying within 14 days.

Director Perdue George Ervin III executed 3 separate purchases totaling 19,252 shares for $361,796.40 between June 2–4, 2025, expanding his post-transaction holdings to 26,757 shares (+256.5% vs pre-transaction 7,505 shares). The blended average transaction price of $18.79 sits marginally below the current price of $18.99, with the stock down 50.9% from its 52-week high of $38.69. A cluster pattern is present: 2 other insiders also bought within the past 14 days. Against the backdrop of strong annual revenue growth of +27.6%, a reasonable P/E of 10.43, and the most recent quarter showing net income of $2.7M on revenue of $224.7M, the coordinated buying activity across three insiders warrants observation as a potential gauge of management's assessment of current valuation relative to fundamentals.

Director Faucett Neill B bought 7,000 shares of SDHC at $17.36; 3 other insiders bought within 14 days in coordinated cluster pattern

Director Faucett Neill B purchased 7,000 shares at $17.36, doubling his holdings from 7,505 to 14,505 shares (+93.3% net change). This transaction is part of a multi-insider cluster pattern with 3 other insiders also purchasing within the past 14 days, indicating coordinated accumulation by the leadership group. The purchase occurred at a price 2.7% below the current market price of $17.85 and represents execution at a level 53.9% below the 52-week high, suggesting accumulation during a period of significant price weakness. Against this backdrop, SDHC demonstrates solid fundamentals with annual revenue growth of +27.6%, a low P/E of 9.81, and recent quarterly revenues of $224.7M, though net income remained modest at $2.7M in the latest quarter.

Devendorf Russell bought 3,000 shares of SDHC at $16.80 on 2025-05-21; part of cluster buy pattern with 2 other insiders in 14 days.

Devendorf Russell purchased 3,000 shares at $16.80, increasing his holdings to 300.0K shares and representing a +1.0% net addition. This purchase occurs within a cluster pattern: 2 other insiders also bought within the past 14 days. The stock is trading 56.5% below its 52-week high of $38.69 and down 28.8% over the past 90 days, establishing a depressed price context relative to recent performance. The company's fundamentals remain stable with annual revenue growth of +27.6%, a P/E of 9.25, and net income of $2.7M on $224.7M in latest quarterly revenue, suggesting the stock may not reflect underlying business performance. The convergence of multiple insider purchases during a sharp drawdown warrants investor attention as a coordinated buying signal in depressed conditions.