USFD US Foods Holding Corp. Insider Trading

CFO Locascio sells 20,000 USFD shares at $91.19; holds 122,017 shares post-sale

Locascio, EVP and CFO of US Foods, sold 20,000 shares (122.0K shares remaining), representing a 14.1% reduction in his holdings. The sale occurred at $91.19 on 2026-03-30, when the stock was trading 9.6% below its 52-week high of $101.98 and has declined 4.6% over the prior 30 days. His same-ticker history at USFD shows mixed outcomes: 4 prior sales with measurable 90-day results yielded only 1 well-timed exit (the 2024-09-12 sale), while 2 recent sales in February and July 2025 posted negative 30-day returns of -5.9% and +0.1% respectively. The current sale at a mid-range valuation (P/E 27.44, annual revenue growth +4.1%) against a backdrop of recent near-term price weakness and a modest same-ticker success rate (25% well-timed on 90-day basis) offers no clear signal of distinctive conviction or foresight.

CFO Dirk J. Locascio sold 25.1K shares of USFD at $96.59; post-transaction holdings 105.1K shares (-19.3%)

Locascio, USFD's Chief Financial Officer, sold 25,101 shares at $96.59 on 2026-02-25, reducing his holdings by 19.3% from 130,178 to 105,077 shares. The sale occurs with USFD trading near its 52-week high ($101.98), up 15.3% over 30 days and 22.8% over 90 days, suggesting the insider executed this reduction amid recent strength in the stock. Across Locascio's same-ticker history at USFD (4 prior sells), his timing has been inconsistent: only 1 of 4 prior sales was well-timed at the 90-day mark, with returns ranging from -5.0% to +21.0%, indicating a mixed record of execution at this specific holding. The sale represents a material reduction in a core executive position but does not conclusively signal directional concern given the conflicting historical evidence and the current elevated price environment.

Works James David Jr sells 65,737 shares of USFD for $6,345,128.15 in two transactions, reducing holdings by 42.7%

Works James David Jr executed two separate sales on 2026-02-18, offloading 65,737 shares at a blended average price of $96.52 for a total of $6,345,128.15, which reduced his post-transaction holdings to 88,176 shares from 153,913 shares. The magnitude of this reduction—42.7% of his prior position—represents a substantial liquidation at price levels near the 52-week high of $101.98, with the stock currently trading at $96.71. The broader context shows USFD has appreciated significantly over recent periods (30-day change: +15.4%, 90-day change: +36.0%), and the company maintains solid operational fundamentals with $10.2B in quarterly revenue and a P/E of 28.78. The timing and scale of this divestiture merit investor attention, though the absence of FLAGS information prevents characterization of whether this followed a pre-arranged trading plan.

CFO Guberman sells 58,632 USFD shares at $72.00 for $4.2M; retains 110,628 shares post-sale

Steven Guberman sold 58,632 shares of US Foods Holding Corp. at $72.00, representing a -34.6% reduction of his pre-transaction holdings of 169,260 shares. The sale occurred when USFD stock is -14.8% from its 52-week high of $84.68 and down 6.4% over the prior 30 days. Guberman retained 110,628 shares after the transaction, indicating continued material personal exposure to the company at a significant level. With US Foods trading at a P/E of 28.85 and reporting recent quarterly revenue of $10.2B and net income of $153.0M, the timing and scale of this divestiture—reducing his stake by approximately one-third—occur against mixed recent price action and a valuation multiple above historical norms for the food distribution sector.

CFO Locascio sells 7,500 USFD shares at $80.00; stock now at $81.97, near 52-week high

Locascio, EVP and Chief Financial Officer of US Foods Holding Corp., sold 7,500 shares (approximately 6.1% of his pre-transaction holdings) at $80.00 on 2025-07-10, reducing his position from 122,577 to 115,077 shares. The stock has since appreciated to $81.97, at the top of its 52-week range ($50.06–$81.97), and has gained 29.8% over the prior 90 days. His prior three sales at this ticker show a pattern where only one of one measurable outcomes resulted in a post-sale 90-day decline; most recently, his 2024-09-12 sale was followed by a +20.6% 90-day return, indicating poor timing on that occasion. The CFO retains substantial holdings (115,077 shares), and the company maintains solid fundamentals with $9.4B in annual revenue and 6.4% revenue growth. This sale occurs as the stock reaches its highest level in the measurement period, which aligns with the observed timing pattern in his prior sales at this ticker.

CFO Locascio sells 15,000 USFD shares at $75.00 (May 15); stock now $77.23; 11.5% position reduction.

Locascio, EVP and Chief Financial Officer, sold 15,000 shares on 2025-05-15 at $75.00, reducing his holding by 11.5% to 115,077 shares post-transaction. The sale occurred near the bottom of the 52-week range ($50.06–$77.23), with the stock now trading at $77.23 (+0.0% from the 52-week high) and up 24.2% over the preceding 30 days. Within the same ticker's history, Locascio made a prior sell on 2025-05-08 (outcome not yet measurable) and a sell on 2024-09-12 (which delivered +20.6% 90-day return after the sale, indicating the stock rose following that transaction). His cross-ticker track record shows 0 of 2 prior sells were well-timed at the 90-day mark, with average 90-day returns of +20.6% on sales—suggesting his past sales preceded gains rather than declines. The magnitude of this transaction and the timing relative to sharp recent price appreciation warrant investor scrutiny of the CFO's conviction in near-term prospects.

CFO Locascio sells 10,000 USFD shares at $70.00 for $700,000; stock near 52-week high at $73.54.

Locascio, CFO of US Foods, sold 10,000 shares (10.0K shares) at $70.00 on 2025-05-08 for a total of $700,000.00, reducing his post-transaction holdings to 115,077 shares from 125,077 shares. The sale occurred at a price $3.54 below the current market price of $73.54, and the stock is currently at its 52-week high, having risen +17.3% over the past 30 days. His prior sale at USFD on 2024-09-12 generated a +20.6% return over the 90-day period—indicating the stock rose substantially after that earlier sale, a pattern that was not well-timed from an insider's perspective. The company maintains solid fundamentals with annual revenue growth of +6.4%, though the elevated P/E of 32.25 suggests the market is pricing in robust future performance. This sale occurs in a strong momentum environment, with limited prior selling history at this ticker to establish a clear behavioral pattern.

Director Bullock bought 4,000 shares at $71.06; holdings rise 800% from 500 to 4,500 shares

David W. Bullock, a Director, purchased 4,000 shares of USFD at $71.06 on 2025-02-18, increasing his holdings from 500 to 4,500 shares—an 800.0% increase in position size. The purchase occurred at a price within the 52-week range, approximately 1.0% below the 52-week high of $72.33, with the stock having appreciated 4.8% over the prior 30 days and 5.4% over 90 days. The company trades at a P/E of 29.35 and generated $9.7B in annual revenue with $148.0M net income, showing 6.4% annual revenue growth. A Director's substantial increase in personal shareholding typically reflects alignment with long-term company prospects, though the significance is tempered by the absence of any track record context showing prior transaction patterns at this ticker.

CFO Dirk J. Locascio sells 10,000 USFD shares at $57.95; holds 88,563 post-sale amid +5.7% 30-day gain.

Locascio, the Chief Financial Officer, sold 10,000 shares (10.0K shares) for $579,500.00, reducing his holdings by approximately 10% from 98,563 to 88,563 shares. The sale occurred at $57.95, below the current price of $61.01 and near the 52-week low range of $35.92–$61.01. The stock has appreciated 5.7% over the preceding 30 days and 14.8% over 90 days, suggesting recent upward momentum. With USFD trading at a P/E of 28.64 and generating $9.7B in annual revenue with $198.0M net income, the CFO's partial liquidation warrants attention to see whether it reflects operational confidence or portfolio adjustment unrelated to company outlook.