SVV Savers Value Village, Inc. Insider Trading

President & COO Tanious Jubran N. sells 57,706 shares of SVV at $9.21; stock down -32.6% from 52-week high, net income -$14.0M

Tanious Jubran N., President & COO, sold 57,706 shares at $9.21 on 2025-12-18, reducing his holdings by 36.7% to 99,712 shares. The sale occurs within a deteriorating fundamental context: the company reported net income of -$14.0M on revenue of $426.9M (annual growth of +2.5%), and the stock has declined 32.6% from its 52-week high of $13.71, though it has recovered 10.7% over the past 30 days. His prior buy at SVV on 2025-02-21 showed a 90-day return of +4.7%, indicating that purchase was well-timed before the stock advanced. This sale follows a longer-term deterioration in the 90-day performance (-25.8%), though the 10.7% monthly bounce suggests near-term volatility. The combination of substantial profitable holdings reduction, negative earnings, and a stock near its 52-week lows warrants attention to whether this reflects management perspective on near-term value or strategic liquidity needs.

General Counsel Richard A. Medway sells all 45.7K SVV shares at $11.04 via 10b5-1 plan; position liquidated entirely.

Richard A. Medway, General Counsel of Savers Value Village, Inc., sold 45,735 shares at $11.04 on 2025-08-01, reducing his holdings from 45,735 shares to 0 shares—a complete position liquidation. This transaction was part of a pre-arranged 10b5-1 trading plan adopted on 2025-03-10, meaning the sale was scheduled rather than discretionary. A complete exit by a senior executive is a material holding change that may interest investors monitoring insider positioning, particularly given the General Counsel's proximity to material information and corporate governance. Since the transaction is governed by a pre-arranged plan, the timing reflects prior planning rather than current-period judgment about valuation.

Chief People Services Officer Geisser sold 48,000 shares of SVV at $10.80 for $518.2K under pre-arranged 10b5-1 plan; zero post-transaction holdings.

Geisser Melinda L., Chief People Services Officer, completed a 10b5-1 plan-driven sale of 48,000 shares at $10.80 on 2025-07-03, eliminating her entire 48,000 share position. This was a scheduled transaction under a trading plan adopted 2023-09-15, not a discretionary move. The complete liquidation of her holdings represents a material change in her stake, but the plan-based nature removes any signal about her current conviction or market timing views; such trades are predetermined schedules executed regardless of intervening events or price action.

10% owner ARES MANAGEMENT LLC sold 2,250,000 shares of SVV at $8.86 on 2025-06-11, worth $19,928,025.00.

ARES MANAGEMENT LLC, holding 117,449,188 shares post-transaction, executed a sale of 2,250,000 shares at $8.86, reducing holdings by 1.9%. The stock currently trades at $10.29, 21.9% below its 52-week high of $13.17, and has climbed 7.5% over the past 30 days and 55.4% over 90 days since the June 11 transaction. The company faces earnings headwinds, reporting a net loss of $4,723,000 on $370,145,000 in quarterly revenue and a notably elevated P/E of 64.31. Across the insider's broader trading history, prior sells averaged +1.9% returns over 30 days and +4.3% over 90 days with a 0.00% well-timed rate, indicating a pattern of selling into strength rather than before declines. At this specific ticker, three prior trades occurred within a compressed timeframe (two sells on 2025-05-16 and the current sale on 2025-06-11), suggesting sustained portfolio repositioning rather than a singular signal. The outcomes of those prior SVV trades remain unmeasurable, precluding direct assessment of timing quality at this ticker.

Ares Management (10% owner) sold 2,250,000 shares of SVV at $8.86 on 2025-06-11 for $19,928,025.00

Ares Management reduced its SVV stake by 2,250,000 shares (1.9% of pre-transaction holdings) at $8.86, with the stock now trading 21.9% below its 52-week high of $13.17. The company's fundamentals show mixed signals: revenue of $370,145,000.00 with net income of $-4,723,000.00 and an elevated P/E of 64.31, indicating the market is pricing substantial growth expectations despite current losses. Across Ares's broader open-market trading history, the insider's cross-ticker track record shows a 0.00% well-timed 90-day rate on prior sells, suggesting a pattern of selling before subsequent stock appreciation rather than before declines. At SVV specifically, prior measurable outcomes are not yet available for the three recent transactions at this ticker, limiting assessment of timing accuracy.

ARES MANAGEMENT sold 14,960,000 shares (14.96M) of SVV at $8.86 on 2025-05-16 for $132,499,224.00; now holds 119,699,188 shares post-sale.

ARES MANAGEMENT LLC, a 10% shareholder, divested 14,960,000 shares at $8.86, reducing its stake by 11.1% to 119,699,188 shares and generating $132,499,224.00 in proceeds. The sale occurred when SVV stock trades at $9.88 (current), 30.1% below its 52-week high of $14.13 and 8.8% higher than 30 days prior, but 11.8% lower than 90 days ago. Savers Value Village carries a high P/E of 61.75 on trailing net income of $-4,723,000.00 (net loss) and recent revenue of $370,145,000.00 with modest 2.5% year-over-year growth. The scale of this 14.96M-share reduction from a 10% owner is material and merits investor attention to the motivations driving a substantial partial exit.

Ares Management LLC (10% owner) sold 14,960,000 shares of SVV at $8.86 on 2025-05-16 for $132.5M, reducing stake by -11.1% to 119.70M shares.

ARES MANAGEMENT LLC executed a material sale of 14,960,000 shares at $8.86, representing an -11.1% reduction in its ownership position at SVV. The transaction occurred at a price roughly 10% below the current market price of $9.88 and 37% below the 52-week high of $14.13, indicating the sale was conducted during a period of relative weakness. The company's fundamentals show modest revenue growth of +2.5% annually but current unprofitability with a net loss of $-4.7M in the latest quarter, alongside a 61.75 P/E ratio that reflects market expectations despite negative earnings. The 14.96M share reduction is significant given it represents over 10% of the insider's prior stake; subsequent price movement and the insider's future activity at this ticker will be material signals worth monitoring.

SVV CIO buys 6,000 shares for $43.5K at $7.25, +74.1% increase in holdings, as stock has fallen -67.4% from 52-week high of $21.00

Hunsinger T. Charles, Chief Information Officer of Savers Value Village, purchased 6,000 shares at $7.25 on 2025-03-07, increasing his holdings by 74.1% from 8,100 to 14,100 shares. The timing of this acquisition is notable given the stock's recent price trajectory: the current price of $6.84 is down 67.4% from the 52-week high of $21.00, and down 37.6% over the past 30 days. Historically, his single prior buy at SVV (2023-11-16) delivered positive 90-day returns of 59.3%, indicating a pattern of well-timed purchases at this ticker. The purchase occurs while the company maintains a $1.1B market cap, $394.8M in quarterly revenue, and a P/E of 21.38, providing context for the insider's decision-making amid significant recent share price decline.

SVV President & COO Jubran purchased 42 shares at $9.45; stock now trading at $7.90, down 62.4% from 52-week high of $21.00

Tanious Jubran N., President & COO of Savers Value Village, Inc., purchased 42 shares at $9.45 on 2025-02-21, establishing an initial position. The transaction occurs amid significant headwinds: the stock is trading at $7.90, representing a 62.4% decline from its 52-week high of $21.00 and a 29.2% drop over the prior 30 days. While the company maintains solid fundamentals with Revenue of $394,797,000.00 and Net income of $21,681,000.00 in the latest quarter, the steep price erosion and recent momentum warrant attention. The modest share count (42 shares) and transaction value ($400.00) limit the signal strength of this filing, though insider purchases during pronounced downtrends are typically more noteworthy than routine rebalancing.

SVV CEO Walsh divests entire 60,000-share stake for $592,014 at $9.87; stock down -54.3% from 52-week high.

Mark T. Walsh, CEO of Savers Value Village (SVV), completely exited his position by selling 60,000 shares for $592,014.00 at $9.87 per share on 2024-12-10, reducing holdings to 0 shares. This represents a 100% liquidation of his equity stake in the company. The stock is currently trading at $9.59, -54.3% below its 52-week high of $21.00, a significant deterioration from peak valuations despite the company posting positive fundamentals: $394.8M in latest-quarter revenue, $21.7M net income, and 4.4% annual revenue growth at a P/E of 20.40. A complete insider divestiture at a depressed price level warrants careful examination of management's conviction in near-term prospects.