TKO TKO Group Holdings, Inc. Insider Trading

TKO Director Jonathan Kraft makes 2 open-market purchases totaling 5,200 shares for $987,797.00, lifting holdings to 28,700 shares (+22.1%).

Jonathan Kraft (Director) filed 2 separate purchases totaling 5,200 shares for $987,797.00 at a blended average price of $189.96, executed while TKO trades -14.5% below its 52-week high and has risen +4.2% over the past 30 days. His post-transaction holdings stand at 28,700 shares, up from 23,500 shares pre-transaction. His cross-ticker track record across 5 prior buys shows a 90d win rate of 100.00%, with an average 90d return of +9.2%; his 3 measurable prior buys at TKO specifically showed 90-day returns of +20.1%, +4.0%, and +3.7%. Additionally, 3 other insiders also bought TKO within the past 14 days, forming a cluster buy pattern that adds breadth to this filing.

TKO CEO Emanuel Ariel makes two open-market purchases totaling ~$2M, adding 10,805 shares as stock trades well below its 52-week high.

TKO Group Holdings CEO Emanuel Ariel made two open-market purchases on the same day, collectively representing a meaningful addition to his existing stake, while the stock sits notably below its 52-week high after declining over both the past month and the past quarter. This filing represents his sixth and seventh open-market purchases at TKO in the past three years — a consistent pattern of buying on the open market — and it coincides with a cluster window in which two additional insiders also made purchases within the same two-week period. TKO is a profitable company with strongly growing revenue and a premium valuation, which means the market is pricing in continued expansion, but the stock's recent weakness has created a lower entry point relative to its 52-week peak. However, investors should note that Ariel's five prior open-market purchases at TKO with measurable outcomes were all poorly timed at both the 30-day and 90-day horizons — in each case, the stock declined after he bought, both in the near term and over a longer stretch. That uniform track record of poor timing at this specific ticker is a meaningful counterweight to the positive optics of a CEO committing roughly $2 million of his own capital to shares in his own company.

Officer Mark Shapiro purchases ~10.8k TKO shares on open market; second buy after 12 prior sales.

Mark Shapiro, an officer and director of TKO, purchased approximately 10,800 shares across two open-market transactions, marking his second purchase in the three-year filing window after a long selling sequence. The purchase occurs with the stock trading notably below its 52-week high and down over recent months, suggesting Shapiro is buying into a pullback. However, his track record at TKO presents a cautionary note: all four of his prior sells at this company have been poorly timed at the 30-day mark—the stock rose after each exit—though at the 90-day horizon one of those sales proved well-timed as the stock subsequently declined. His single prior open-market purchase at TKO (made in November 2023) remains too recent to evaluate, so the outcome of that repeat buying pattern is still unknown. The company itself remains profitable with strong revenue growth, though the valuation appears stretched relative to current earnings, creating tension between the fundamental health and the entry price.

TKO CFO Schleimer's first open-market purchases in 36 months reverse his prior-sell pattern as stock trades below 52-week highs.

Schleimer, TKO's CFO, made his first open-market share purchases in three years, acquiring roughly 2,700 shares as the stock trades noticeably below its 52-week high. This represents a significant regime shift: his prior Form 4 activity in TKO consisted entirely of three open-market sales, all of which saw the stock rise afterward over a 30-day horizon—poorly timed exits by that measure. At the 90-day mark, however, his sales show mixed results: one was followed by a modest stock decline (well-timed), while the other two saw gains (poorly-timed), suggesting conflicting signals about his historical timing at this company. The current purchases come into a company with growing revenue and positive profitability, though the stock has declined over recent weeks and quarters from its 52-week peak. This shift from seller to buyer, after a track record of sales that were mostly poorly-timed, introduces a behavioral pattern change worth monitoring as context for this acquisition.

Director Khan Nick sold ~9,500 shares of TKO worth $1.77M, continuing a pattern of consistent selling.

Khan Nick, a TKO director, sold approximately 9,500 shares across three transactions on the same day for a combined value of $1.77 million, reducing his holdings by roughly 10 percent. This marks his 21st recorded transaction in the company, and notably, all 20 prior trades have been sales—a pattern of consistent, systematic selling rather than buying or holding conviction. His previous sales-timed well historically, with the stock typically declining after his prior exits, suggesting he has demonstrated ability to identify downturns. However, the current context complicates the signal: the stock is trading well below its year's high, has declined over the past month and quarter, and yet the company remains solidly profitable with strong recent revenue growth. Khan Nick is selling into weakness rather than strength, which could reflect either prudent risk management or a lack of confidence that the stock will recover from its recent pullback despite the company's solid fundamentals.