STRA Strategic Education, Inc. Insider Trading

Director Thawley Michael buys 665 STRA shares at $72.71; stock now -20.3% from 52-week high and -11.9% in 30 days

Thawley Michael purchased 665 shares at $72.71, increasing his holdings by 5.8% to 12,154 shares. The purchase occurs in a period of material weakness: the stock is currently trading -20.3% from its 52-week high of $92.26 and has declined -11.9% over the past 30 days and -14.1% over 90 days. Notably, the insider's single prior purchase at STRA on 2025-03-03 demonstrated strong subsequent performance with +12.6% return over 90 days, establishing a pattern of well-timed entry execution at this specific ticker. The company's fundamentals remain sound with a P/E of 12.83, $305.9M quarterly revenue, and $32.8M net income, though annual revenue growth is modest at +4.0%.

General Counsel Herraiz sold 7,598 shares of STRA for $607,586.84 across two transactions on 2026-03-13.

Lizette Benedi Herraiz, General Counsel at Strategic Education, Inc., executed 2 separate sales totaling 7,598 shares for $607,586.84 at an average price of $79.97 on 2026-03-13. The sale reduced her holdings from 66,160 shares to 58,562 shares, representing an 11.5% reduction in her pre-transaction position. The current market price stands at $79.26, only marginally below the execution price, and the stock is trading -14.1% from its 52-week high while showing +5.5% gains over the past 30 days. The company's fundamentals show a 14.08 P/E with modest 4.0% annual revenue growth and $26.6M net income on $319.9M in quarterly revenue.

STRA Chairman Silberman bought 718 shares at $80.82; stock now $79.26, down 14.1% from 52-week high.

Chairman Robert S. Silberman purchased 718 shares at $80.82 on 2026-03-13, adding modestly to his 319.2K-share position. The transaction's modest size (718 shares, +0.2% of holdings) and timing against a down trend (stock -14.1% from 52-week high, though +5.5% in the past 30 days) provide limited signal. His prior buy at this ticker in March 2025 also showed positive 90-day returns of +13.0%, establishing a pattern of historical buy timing, though prior performance does not guarantee future execution. The company trades at a P/E of 14.08 and generated $319.9M in annual revenue with +4.0% growth and $26.6M net income, providing reasonable fundamentals but no obvious catalyst driving this incremental accumulation.

CFO Jackson Daniel Wayne sold 13,000 STRA shares for $1.07M at $82.37 avg; retains 100.1K shares post-sale.

Jackson Daniel Wayne, Chief Financial Officer of Strategic Education, Inc., executed 3 separate sales totaling 13,000 shares for $1,070,747.98 on 2026-03-02, reducing his holdings from 113.1K to 100.1K shares (-11.5%). The sales were priced at $81.73, $82.51, and $83.75, with a blended average of $82.37, versus the current price of $85.92, representing a $3.55 gap per share or approximately 4.3% below current levels. His prior sell activity at STRA (February 2025) generated negative 90-day returns of -10.5% and -11.1%, demonstrating a pattern of well-timed exits ahead of price weakness. His cross-ticker track record across all tickers shows 2 prior sells with a 100.00% well-timed rate at the 90-day mark. The stock trades at a 15.26 P/E and remains 12.3% below its 52-week high of $97.94, providing context for the timing relative to recent price levels.

CEO McDonnell sells 38,840 STRA shares ($2.9M) at $75.12–$75.55 on 2026-02-24; holds 158,978 shares post-sale.

MCDONNELL RAYMOND KARL (CHIEF EXECUTIVE OFFICER) sold 38,840 shares across 2 separate transactions totaling $2,926,599.64 at blended average price $75.35, reducing holdings by 19.6% to 158,978 shares. His prior trades at STRA show mixed timing outcomes: 2 of 3 prior sells were well-timed at the 90-day mark, with 2025 sales declining 10.5–11.0% in the subsequent 90 days, though a 2024 sale gained 19.6%. Current price of $78.41 sits 22.9% below the 52-week high of $101.72 and has fallen 6.6% over the trailing 30 days. The company shows solid fundamentals with $319.9M quarterly revenue, $26.6M net income, and 7.7% annual growth, suggesting the sale reflects portfolio reallocation rather than fundamental deterioration at the company level.

CFO Jackson Daniel Wayne bought 1,900 STRA shares at $81.50; holdings now 104,136 shares (+1.9K net)

Daniel Wayne, STRA's CFO, purchased 1,900 shares at $81.50 on 2025-08-29, bringing his total holdings to 104,136 shares. The transaction occurs with STRA trading at $82.65 (current), down 20.1% from its 52-week high of $103.46, though up 10.4% over the past 30 days. While the CFO's prior two sales at STRA on 2025-02-25 were well-timed (both showed negative 90-day returns of -11.8% and -12.4%, respectively), an open-market buy by a CFO warrants attention to his reasoning: the company shows solid fundamentals with $321.5M in quarterly revenue, $32.3M net income, 7.7% annual revenue growth, and a reasonable 17.15 P/E ratio. The modest size of this purchase relative to his existing 104.1K-share stake and its proximity in price to recent highs suggest this is worth monitoring for any broader signaling about management confidence or planned corporate actions.

Director McRobbie buys 600 STRA shares at $81.80; 3 other insiders also bought within 14 days amid -35.0% YTD decline

Michael A. McRobbie (Director) purchased 600 shares of Strategic Education at $81.80 on March 10, 2025, raising his holdings to 6,135 shares (+10.8% increase). This transaction is part of a cluster pattern—3 other insiders also bought within the past 14 days. The buy occurs as the stock has declined 35.0% from its 52-week high and dropped 19.7% over the past 30 days, trading at $79.99 (below the transaction price). Strategic Education remains fundamentally sound with $306.0M in quarterly revenue, $27.7M net income, 7.7% annual revenue growth, and a P/E of 11.58, suggesting the price weakness may have opened a buying window for multiple insiders simultaneously.

Director Slocum buys 2,250 shares for $183,482.50 in 2 transactions; holdings rise 85.5% to 4,881 shares amid cluster buy pattern

William J Slocum, a Director at Strategic Education, Inc., executed 2 separate purchases totaling 2,250 shares for $183,482.50 (blended average $81.55) on March 4–5, 2025, increasing his holdings from 2,631 shares to 4,881 shares—an 85.5% increase in position size. The transaction occurred as the stock trades at $83.30, approximately 32.3% below its 52-week high and down 17.1% over the past 30 days, while the company reports a 12.05 P/E and 7.7% year-over-year revenue growth. This filing coincides with a cluster buy pattern, with 2 other insiders purchasing shares within the same 14-day window, suggesting broader insider participation in the market at these price levels. The combination of a substantial percentage increase in Slocum's personal holdings and the presence of multiple insider buyers within the same period warrants investor attention.

Director Thawley Michael buys 1,200 shares of STRA at $81.02; cluster activity with 2 other insiders in 14 days

Director Thawley Michael purchased 1,200 shares at $81.02 on 2025-03-03, increasing holdings from 7,355 to 8,555 shares and boosting his stake by 16.3%. The transaction occurs amid a cluster buy pattern, with 2 other insiders also acquiring shares within the past 14 days. Against current-market backdrop, the stock has declined 16.1% over the past 30 days and 16.7% over 90 days from a 52-week high of $123.00, creating a backdrop of recent weakness. The company trades at a P/E of 11.91 with solid fundamentals: $306.0M in latest-quarter revenue, 7.7% annual revenue growth, and $27.7M net income. The coordinated buying pattern across multiple insiders warrants monitoring to determine whether it reflects a coordinated reassessment of valuation or independent portfolio decisions.

Chairman Robert Silberman buys 10,528 STRA shares at $80.70; concurrent cluster buy by 2 other insiders within 14 days

Robert Silberman, Chairman of Strategic Education Inc., purchased 10,528 shares at $80.70 on 2025-03-03, increasing his holdings by 3.7% to 294,766 shares total. This transaction occurs within a cluster pattern: 2 other insiders also bought within the past 14 days. The stock currently trades at $82.29, down 33.1% from its 52-week high of $123.00 and down 16.1% over the past 30 days, suggesting the purchase occurred during a period of material price pressure. The company shows modest fundamentals with 7.7% annual revenue growth, a P/E of 11.91, and $27.7M in latest quarterly net income on $306.0M revenue—a stable but not rapidly expanding business. The convergence of three insider purchases during a sustained price decline merits examination of whether executives view the current valuation as an opportunity relative to their assessment of underlying business fundamentals.