STRL STERLING INFRASTRUCTURE, INC. Insider Trading

STRL CEO Cutillo sold 50,000 shares at $497.57 (2026-04-23) for $24.9M; stock at 52-week high

CEO Joseph A Cutillo executed a $24,878,635.00 sale of 50,000 shares at $497.57, reducing his holdings by 14.7% to 290,593 shares. The sale occurred at the 52-week high of $497.18 (current price), following a 9.8% 30-day rally and 41.5% 90-day surge. Cutillo's cross-ticker sell track record shows 12 prior dispositions with a 0.00% well-timed rate and +7.0% average 90-day return, indicating previous sales have generally been followed by continued gains. At STRL specifically, three recent sells (March 2026) each saw post-transaction gains (+9.6%, +4.7%, +3.7% at 30 days), and a prior STRL sale in April 2024 returned +8.7% over 90 days. The combination of magnitude, timing at the year high amid strong momentum, and a pattern of poorly-timed prior dispositions warrant attention to whether this signals a material change in CEO conviction or reflects portfolio management at stretched valuation (P/E 43.73).

CEO Joseph Cutillo sells 50,000 STRL shares ($22.7M) at $453.48; retains 340,593 shares. Stock down 8.6% from 52-week high.

CEO Joseph A Cutillo sold 50,000 shares (50.0K shares) of Sterling Infrastructure on 2026-03-25 at $453.48, reducing his holdings by 12.8% to 340,593 shares (340.6K shares) while still maintaining a substantial position. The sale proceeds of $22,674,175.00 ($22.7M) occur as the stock trades at $420.24, down 8.6% from its 52-week high of $459.72 and down 7.7% over the prior 30 days. Notably, this is the second equity sale by Cutillo in a span of two trading days (following a 30,000-share sale on 2026-03-10), suggesting a structured liquidation pattern rather than a single discretionary transaction. His cross-ticker selling track record shows an average 90-day return of +7.0% after sells with a well-timed rate of 0.00% (prior insider sells did not precede declines), though at STRL specifically his timing record is similarly unfavorable, with only 1 of 3 prior measurable trades exhibiting positive alignment with subsequent price direction.

CEO Joseph Cutillo sold 100,000 STRL shares ($41.2M) at $412.13 avg; retains 390.6K shares post-transaction

Joseph Cutillo, Chief Executive Officer of Sterling Infrastructure, sold 100,000 shares across two separate transactions on March 9–10, 2026, totaling $41,212,645.90 at a blended average price of $412.13. The sales reduced his holdings by 20.4% (from 490.6K to 390.6K shares), occurring as the stock is trading at $420.60, slightly below its 52-week high but up 23.5% over 90 days. Examining Cutillo's prior sales at STRL: five prior sales (March–April 2024 and April 2024) were followed by average 90-day returns of +4.4% to +8.7%, meaning the stock rose after he sold; only 1 of 5 prior same-ticker sales were well-timed (negative 90-day return). His cross-ticker sales history shows a 0.00% well-timed rate with an average 90-day return of +7.0%, indicating his past sales at this and other tickers have generally been followed by gains. This sale's timing relative to future price action and its departure from STRL fundamentals (P/E of 36.99, $92.1M net income, 17.7% annual revenue growth) warrants monitoring by investors sensitive to insider transaction patterns.

Director Dill Julie sold 4,500 STRL shares at $384.28 (total $1.7M), reducing stake by 20.1% to 17.9K shares

Director Julie Dill executed a substantial open-market sale of 4,500 shares at $384.28 on 2026-03-09, divesting approximately one-fifth of her pre-transaction holdings from 22.4K to 17.9K shares. The current price of $411.38 is 10.5% below the 52-week high of $459.72, indicating the sale occurred during a period of elevated valuation relative to recent peaks. Her cross-ticker track record shows a 50.00% win rate on prior buys with 8.7% average 90-day returns, suggesting limited predictive strength; this sale provides a discrete data point of a director reducing concentration in a company trading at a P/E of 36.18 against a backdrop of 17.7% annual revenue growth ($689.0M latest quarter).

Director Dana C. O'Brien sold 4,000 shares (4.0K shares) for $1,610,000.00 ($1.6M) across 3 separate transactions on Feb 6–9, 2026.

Director O'Brien executed 3 separate sales totaling 4,000 shares for $1,610,000.00 at prices ranging from $390.00 to $410.00 (blended average $402.50), reducing holdings by 25.8% from 15,498 to 11,498 shares. The stock currently trades at $415.19, near its 52-week high of $418.61 (-0.8%), and has rallied 34.8% over the past 30 days. His prior sell at STRL on 2025-06-16 was followed by positive 90-day returns (+51.8%), indicating his past STRL sales were poorly timed relative to subsequent price appreciation. The multi-tranche structure and timing during a strong price-momentum period warrant attention, though the absence of a 10b5-1 FLAG and favorable 30/90-day price action context make this a material but not critical signal.

Director Andree sold 2,860 shares (16.2% of holdings) at $350.00; stock near 52-week high

Wilson Dwayne Andree, a director of Sterling Infrastructure, sold 2,860 shares for $1,001,000.00 on 2026-01-16 at $350.00 per share, reducing his holdings from 17,609 shares to 14,749 shares. The sale occurred at a price -15.0% from the 52-week high of $411.07 and represents a material 16.2% reduction of his pre-transaction position. The stock has appreciated 13.3% over the past 30 days and 5.1% over 90 days, indicating recent momentum, while the company trades at a P/E of 34.01 on strong fundamentals (latest quarter revenue of $689.0M and net income of $92.1M). Without scheduling information or prior transaction context available, the pattern of a director reducing a significant percentage stake merits monitoring by investors evaluating insider conviction levels relative to the stock's current valuation and recent rally.

STRL General Counsel Mark Wolf sold 3,500 shares at $225.87; holds 29,315 shares post-sale

Wolf Mark D., serving as General Counsel and Corporate Secretary, executed a sale of 3,500 shares at $225.87 on 2025-06-24, reducing his stake to 29,315 shares and representing a 10.7% reduction from his pre-transaction holdings of 32,815 shares. The transaction occurred when STRL was near its 52-week high of $229.38 (current price $224.64 is -2.1% from that peak) and after a sharp 90-day gain of +92.0%, providing context for the timing within recent upward momentum. No prior track record, FLAGS, or cluster activity is present in the filing, so this represents a discrete transaction by a single officer with no basis for characterizing broader insider sentiment. The absolute shares retained (29,315) remain substantial within the executive's portfolio.

Director O'Brien Dana C. sold 10,154 shares of STRL at $206.58 for $2,097,613.32, reducing holdings by 38.1%.

Director O'Brien Dana C. sold 10,154 shares at $206.58 on 2025-06-16, reducing her position from 26,652 shares to 16,498 shares—a 38.1% reduction in holdings. The stock is trading at $223.97, representing 20.4% appreciation over the past 30 days and 77.8% over 90 days, suggesting the sale occurred ahead of significant recent momentum. With Sterling Infrastructure trading at a P/E of 25.63, elevated relative to its 52-week trading range of $102.56–$223.97, the sale at $206.58 represents execution near year-to-date lows, prior to the sharp recent rally. The materiality of this transaction—both in dollar value ($2.1M) and proportional reduction of the director's stake—warrants investor attention, particularly given the timing relative to recent price acceleration and the company's elevated valuation multiples.

CEO Joseph A Cutillo buys 8,120 shares of STRL at $124.32; stock down 39.0% from 52-week high and -38.5% in 90 days.

CUTILLO JOSEPH A purchased 8,120 shares at $124.32 on 2025-02-28, increasing his holdings from 465,027 to 473,147 shares. The purchase occurs as the stock trades near 52-week lows, down 39.0% from its high and -38.5% over 90 days, while the broader P/E of 12.34 and $61.3M net income on $593.7M revenue suggest the company remains fundamentally solvent. However, this single buy does not clearly signal conviction: his prior STRL trades show a pattern of five sells in March–April 2024 (none of which were well-timed—all five were followed by positive 90-day returns ranging from 2.8% to 8.7%), suggesting the insider has not demonstrated reliable timing at this ticker. Cross-ticker timing is also weak, with a 0.00% well-timed rate on 9 prior sells across all holdings. The modest size (1.7% increase in holdings) and the depressed price environment complicate interpretation of motive.

EVP BALLSCHMIEDE sold 18,700 STRL shares at $143.59 on 2024-09-19 ($2.7M); stock now at $148.90.

EVP Ronald A. Ballschmiede sold 18,700 shares (representing 7.0% reduction in holdings) at $143.59 on September 19, 2024, when the stock was trading $5.31 below its current price of $148.90—a gap indicating the sale occurred near recent lows before a subsequent rally. His prior three open-market sales at Sterling Infrastructure produced mixed post-sale returns: two sales saw the stock rise 90 days later (2024-03-20: +11.9%; 2024-03-15: +8.2%), while one sale in June 2023 occurred before a pronounced 90-day gain of +42.7%, meaning none of his prior sells at this ticker were well-timed (0 of 3 timed the decline). Cross-ticker, his three prior open-market sales averaged negative 30-day returns but positive 90-day returns (+20.9%), with a 0.00% well-timed rate. The current stock price is at its 52-week high of $148.90, representing a 26.1% 30-day gain; the sell occurred before this recent momentum. Sterling Infrastructure's fundamentals show net income of $51.9M on revenue of $582.8M with 11.5% annual revenue growth, though the P/E of 28.15 reflects premium valuation. The pattern suggests this insider disposed of a material stake into recent strength without evidence of predictive timing ability at this ticker.