VMI VALMONT INDUSTRIES INC Insider Trading

Director Mogens C. Bay sells 17,500 VMI shares for $8,615,948.25 across 5 transactions on 2026-04-24

Director Mogens C. Bay executed 5 separate sales totaling 17,500 shares (17.5K shares) for $8,615,948.25 ($8.6M) on 2026-04-24, reducing his holdings by 13.4% from 130,150 to 112,650 shares. The blended average sale price of $492.34 occurs near the 52-week high of $498.92 (within 0.3%), and the stock has appreciated 26.9% over the prior 30 days and 11.8% over 90 days. His prior 5 sales at VMI show mixed timing outcomes: 3 sales from December 2024 experienced 90-day declines (well-timed), while 2 sales from October 2024 were followed by 90-day gains (poorly timed), suggesting no consistent pattern of prescience at this ticker. The transaction occurs at elevated valuation (P/E 26.03) against modest annual revenue growth of 0.7%, warranting scrutiny as to whether the scale and timing of this sale reflect director reassessment of near-term risk or are simply determined by portfolio management mechanics.

Francis Timothy P (CAO) sold 2,867 shares of VMI at $358.52 on 2025-08-01; stock at $367.37 currently (+7.6% in 30d, +22.1% in 90d).

Francis Timothy P, Chief Accounting Officer, executed an open-market sale of 2,867 shares at $358.52, reducing his holdings by 22.7% to 9,746 shares. The sale occurred when VMI was trading near its 52-week highs (currently -2.6% from the $376.98 peak), and the stock has appreciated 7.6% in the 30 days and 22.1% over 90 days since the transaction. Across his cross-ticker trading history, the insider's prior sales have averaged a positive 90-day return of 9.1%, with a 0% well-timed rate, indicating his past sell decisions were followed by stock appreciation rather than declines. At the same ticker, his sole prior sale in 2024 was similarly followed by gains (+9.1% at 90 days), suggesting a pattern of selling into strength rather than ahead of weakness. Meanwhile, VMI's fundamentals show operating headwinds: annual revenue growth is negative at -2.4%, and the latest quarter posted a $4.0M net loss despite $1.1B in revenue, leaving an elevated P/E of 29.72.

EVP Larkin sells 3,133 shares at $373.36 blended average for $1.2M, reducing stake by 28.6% to 7,804 shares

Larkin Diane M, EVP of Global Operations at Valmont Industries, executed 4 separate sales on 2025-02-19, totaling 3,133 shares for $1,169,749.09 at a blended average price of $373.36. The transaction represents a reduction of 28.6% in her pre-transaction holdings of 10,937 shares, leaving her with 7,804 shares post-transaction. The sale prices ($371.25–$374.38) occurred near the stock's 52-week high of $376.98, with the current price at $349.08 now 7.4% below that peak. For context, Valmont is a $7.0B market-cap industrial company reporting Q1 revenue of $1.0B and net income of $83.1M, though annual revenue declined 3.9% year-over-year and the P/E stands at 22.82. The substantial sale of roughly one-third of holdings warrants attention to whether broader capital deployment or other strategic considerations are influencing executive positioning.

Director Bay sold 20,000 shares at avg $348.92 on 2024-12-02, reducing VMI stake by 13.2% to 131,730 shares

Director Mogens C. Bay executed 3 separate sales totaling 20,000 shares for $6,978,405.33 on 2024-12-02, with transaction prices ranging from $348.20 to $350.05 and a blended average of $348.92. The current price of $347.08 is 1.4% below the 52-week high of $352.14, and the stock has gained 9.8% over the past 30 days and 27.6% over 90 days, suggesting the sales occurred near elevated valuations. At the same-ticker level, Bay's 4 prior trades at VMI (all sells) show mixed timing: the two most recent sales on 2024-10-25 posted 30-day gains of 8.3% and 8.0%, while the July 2024 sales achieved 30-day losses but eventual 90-day gains of 6.0% and 5.7%, with 0 of the prior 2 measurable 90-day sales outcomes showing well-timed downturns. The company's annual revenue growth is -3.9%, and the P/E of 22.68 reflects a valuation at the higher end of recent trading. This sale reduces Bay's holdings from 151,730 to 131,730 shares, maintaining meaningful retained ownership.

VMI Group President sells 2,252 shares for $782,690.16; holdings reduced to 13.5K shares (-14.3%)

John Timothy Donahue, Group President of Infrastructure at Valmont Industries, executed 2 separate sales totaling 2,252 shares for $782,690.16 on 2024-11-12 at a blended average price of $347.55. This reduces his post-transaction holdings to 13,464 shares from 15,716 shares, a 14.3% reduction in his shareholding. The sales occurred near the stock's 52-week high of $349.20, with the current price at $340.02, and follow a strong 30-day performance of +12.0% and 90-day gain of +20.8%, suggesting the sales occurred after a period of substantial appreciation. As a Group President with meaningful holdings, this level of asset reduction merits investor attention to understand the underlying drivers and whether additional executives are taking similar actions.

VMI VP Legal MASSEY R ANDREW sold 3,977 shares at $315.00 (10/25/24); retains 9,408 shares

MASSEY R ANDREW, Vice President of Legal and Corporate Secretary, sold 3,977 shares of Valmont Industries at $315.00 on 2024-10-25, reducing his holdings by 29.7% from 13,385 to 9,408 shares. The sale occurred when the stock was trading -1.8% from its 52-week high of $325.60, near elevated valuation levels (P/E: 36.96). The company's recent quarterly revenue of $1,039,737,000.00 reflects annual growth of -3.9%, indicating a period of contraction that contrasts with the stock's 10.6% gain over the prior 30 days. The senior legal officer's substantial reduction in ownership stake while the company faces revenue headwinds and the stock trades at elevated multiples presents a notable divergence between executive positioning and near-term price momentum.

Director Mogens C. Bay sold 17,000 VMI shares ($5.4M) across 2 transactions at $315.77–$316.84 on 2024-10-25.

Mogens C. Bay, a director of Valmont Industries, executed 2 separate sales totaling 17,000 shares for $5,380,118.61 at a blended average price of $316.48. This represents a 10.1% reduction of his pre-transaction holdings from 168,730 to 151,730 shares. The sale occurred while the stock was trading near its 52-week high ($325.60), with the current price at $319.74, only 1.8% below peak. On his prior trades at VMI (2 sales in July 2024), neither transaction was well-timed on the 90-day horizon; the stock rose 6.0% and 5.7% in the 90 days following those sales. The current transaction's timing relative to future price action remains unobservable, but his same-ticker history shows a 0.00% well-timed rate at the 90-day mark.

Interim CFO Francis Timothy P sold 2,300 shares (2.3K) of VMI at $298.48 for $686.5K, retaining 9,972 shares (10.0K)

Francis Timothy P, in his role as Interim CFO, sold 2,300 shares at $298.48, reducing his holdings by approximately 18.7% from 12,272 to 9,972 shares. The sale occurred near the 52-week high of $302.59, with the stock up 8.9% over the prior 30 days and 18.7% over 90 days. VMI trades at a P/E of 33.78 against a backdrop of annual revenue decline of -3.9%, though the latest quarter showed $99.7M in net income on $1.0B in revenue. The Interim CFO designation warrants attention, as transitions in the chief financial officer role may signal organizational instability or strategic flux, particularly when paired with a meaningful reduction in executive equity holdings.

Director Mogens C. Bay sold 18,000 VMI shares for $5,447,385.64 on 2024-07-26

Mogens C. Bay sold 18,000 shares (9.5% of his pre-transaction holdings) in two separate transactions at blended average price of $302.63, within 0.04% of the current price of $300.48 and just 0.7% below the 52-week high of $302.59. The sale comes at an inflection point in the stock's recent performance: after a 90-day gain of 44.7% and a 30-day gain of 9.5%, the sale takes place near peak valuation levels. VMI's fundamentals show a P/E of 36.96 with negative annual revenue growth of -3.9%, creating a tension between strong recent price appreciation and decelerating operational growth. The director retained 171,730 shares post-transaction, maintaining a substantial position in the company, which indicates continued exposure rather than full exit.