VST Vistra Corp. Insider Trading

Director Scott B Helm sold 25,000 VST shares at $160.00 on 2026-06-16; scheduled 10b5-1 plan transaction

Scott B Helm, a Director, executed a 25,000-share sale ($4.0M) under a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, reducing his stake from 257.2K to 232.2K shares (-9.7%). Since this transaction is scheduled rather than discretionary, timing-based inferences about conviction are not applicable. Helm's cross-ticker open-market history shows three prior sells with average 90-day returns of +4.1%, while his three prior VST-specific sales averaged +8.9% over 90 days, indicating the stock has historically risen after his sales at this ticker. The company reports solid fundamentals with $5.6B in quarterly revenue, $1.0B net income, and a P/E of 24.62; current price of $163.75 is 25.5% below the 52-week high but 21.6% above 30-day levels.

EVP General Counsel Moore Zapata sells 10,000 VST shares at $160.31; stock down 26.8% from 52-week high.

Moore Stephanie Zapata, EVP and General Counsel, sold 10,000 shares at $160.31 on 2026-03-09, reducing her holdings by 8.0% to 114,409 shares. The stock has declined 26.8% from its 52-week high of $217.92 and is currently trading at $159.58, near the sale price. At VST specifically, her prior sales have been poorly timed overall: 4 of her 5 prior VST sales saw the stock rise within 90 days, with only 1 of 5 prior transactions well-timed at the 90-day mark. Her broader cross-ticker track record shows an 11.11% well-timed rate across 9 prior sells, suggesting limited predictive value in her sales timing. The company trades at a P/E of 71.88 on $5.0B quarterly revenue and $652.0M net income, indicating a richly valued position heading into this sale.

Vistra CEO Burke sells 22,251 shares ($3.6M) as VST declines 19.7% in 90 days; 5 consecutive sells in 3 weeks

BURKE JAMES A, President and CEO of Vistra Corp., sold 22,251 shares at $162.05 on 2025-12-11, reducing holdings by 6.9% to 298,002 shares. This sale is the fifth consecutive insider transaction at VST within a 3-week window (October 23 – November 11), with each prior VST sale followed by 30-day declines ranging from -6.4% to -14.2%. The broader stock context shows VST down 19.7% over the past 90 days and -22.8% from its 52-week high of $217.92, despite solid fundamentals (FY revenue growth +16.5%, net income $652,000,000.00, P/E 49.49). The insider's cross-ticker track record shows 20 prior sells with an average 30-day return of -12.3%, consistent with the recent VST declines. The rapid succession and scale of these sales—removing roughly 7% of holdings in a compressed timeframe during a declining market—merit scrutiny into whether these dispositions reflect broader management or board-level capital-allocation decisions or signaling about near-term business conditions.

EVP/General Counsel Stephanie Zapata sold 8,219 shares of VST at $173.35; stock down 18.9% from 52-week high.

Stephanie Zapata, EVP and General Counsel of Vistra Corp., sold 8,219 shares at $173.35 on 2025-11-24, reducing her holdings by 9.3% to 79,854 shares and realizing $1,424,763.65. The stock has declined 18.9% from its 52-week high of $217.92 and is down 11.3% over the past 30 days, placing the transaction price well below recent peaks. However, her prior trades at VST show mixed timing outcomes: across 5 prior sales at this ticker, none achieved negative 90-day returns (the threshold for well-timed sells), with actual 90-day returns ranging from +0.8% to +81.4%, suggesting her sell decisions at VST have not historically preceded declines. The transaction occurs in a company with solid fundamentals—$5.0B revenue, $652.0M net income, and 16.5% annual growth—and a notably elevated P/E of 52.00, though the significance is modest given the routine nature of a single executive sale and the absence of any coordinated activity or material triggering event.

EVP Hudson Scott sells 56,000 VST shares ($9.5M) at $168.86; stock down 13.4% in 30 days, 20% from 52-week high.

Hudson Scott A, EVP & President Vistra Retail, sold 56,000 shares (56.0K shares) at $168.86 on 2025-11-14, reducing holdings by 15.4% to 306,600 shares (306.6K shares). The sale occurred as the stock trades -20.0% from its 52-week high and has declined 13.4% over the preceding 30 days. While his cross-ticker track record shows a 40.00% well-timed rate at the 90-day mark, the timing signal is mixed: his prior trades at VST show only 2 of 5 sells were well-timed at the 90-day mark, with recent VST sales in November 2024 returning -12.7% and -13.2% in the 30-day window. The stock currently trades at $174.42 against a P/E of 51.30 and strong fundamentals (16.5% annual revenue growth, $652.0M net income on $5.0B quarterly revenue), suggesting the sale reflects portfolio positioning rather than fundamental deterioration.

Vistra EVP Kirby Carrie Lee sells 58.3K shares ($10.2M) at $174.75; stock now $174.42, down -20.0% from 52-week high.

Kirby Carrie Lee sold 58,275 shares of Vistra at $174.75, reducing her stake by 21.1% from 276,514 to 218,239 shares, while the stock has declined -13.4% over the past 30 days and sits -20.0% below its 52-week high of $217.92. Her prior five trades at VST show no pattern of well-timed selling: four of her five earlier sales occurred before the stock subsequently rose, with 90-day returns ranging from +0.5% to +44.6% after she exited. Cross-ticker, her 7 prior open-market sells posted an average 90d return of +22.2%, but her timing record at this ticker specifically is 0 of 5 well-timed at the 90-day mark. Despite Vistra's strong fundamentals—$5.0B quarterly revenue, +16.5% annual growth, and $652.0M net income—the $59.1B market cap is valued at a P/E of 51.30, and this sale occurs as the stock has retreated from recent highs.

CEO James A Burke sells 21,935 shares of VST at $186.53; stock down -21.3% from 52-week high, 5 prior VST sales in Oct 2025

James A Burke, President and CEO, sold 21,935 shares at $186.53 on 2025-11-11, reducing holdings from 321,074 shares to 299,139 shares. This sale occurred as VST has declined -16.5% over the past 30 days and -21.3% from its 52-week high of $217.92, while the current price sits at $171.56. The timing is noteworthy because Burke executed five separate sales at VST in late October (2025-10-23 through 2025-10-29), establishing a pattern of recent consecutive dispositions that continues into November. His cross-ticker track record shows 20 prior sells with an average 30-day return of -11.0%, though outcome data for the recent VST sales is not yet measurable. The company's fundamentals remain solid with $5.0B in quarterly revenue and 16.5% annual revenue growth, but the stock trades at a P/E of 50.46, and the CEO's sustained selling activity during a pronounced price decline warrants investor attention.

CEO James Burke sold 9,641 VST shares at $192.30; stock down 13.6% from 52-week high, 5 prior VST sales in recent days

James Burke, President and CEO, sold 9,641 shares at $192.30 on 2025-10-29, reducing holdings from 308,608 to 298,967 shares. The sale occurred as the stock trades at $188.30, down 13.6% from its 52-week high of $217.92 and down 6.6% over the prior 30 days. Burke has executed five separate sales at VST in rapid succession over the past week (2025-10-22 through 2025-10-29), though outcomes of these recent trades remain unmeasurable at this time. The company maintains solid fundamentals with annual revenue growth of 16.5% and net income of $327.0M on $4.2B quarterly revenue, though the P/E ratio of 26.71 reflects elevated valuation. The pattern of consecutive sales during a period of price weakness warrants observation of disclosure filings and earnings guidance to assess any connection to company-specific developments.

VST President/CEO Burke sold 20,473 shares at $203.64; now holds 298,967 shares post-sale

On 2025-10-27, James A. Burke (President and CEO of Vistra Corp.) sold 20,473 shares at $203.64, reducing his holdings from 319,440 to 298,967 shares. This sale occurs within a cluster of five sales in the same ticker between 2025-10-22 and 2025-10-29, suggesting accelerated portfolio activity. Burke retains nearly 299,000 shares post-transaction, representing substantial continued exposure to the company. The company's fundamentals remain solid—revenue of $4.2B with 16.5% annual growth and net income of $327.0M—though the stock is currently trading at $199.37, -8.5% from its 52-week high of $217.92. Because outcomes for all five recent same-ticker sales are not yet measurable at the 30- or 90-day horizon, patterns of timing cannot yet be assessed for this cluster.

CEO Burke sells 39,213 shares (11.6% of holdings) for $7.5M across three days at $186–$196.46

James A. Burke, President and CEO of Vistra Corp., filed three separate sales totaling 39,213 shares for $7,520,634.00 between October 23–24, 2025, at prices ranging from $186.00 to $196.46. This reduction represents an 11.6% decrease in his holdings, leaving him with 297,429 shares post-transaction. The current stock price of $199.30 sits 8.5% below the 52-week high of $217.92, while the company reports strong Q3 fundamentals: $4.2B in revenue and $327.0M net income, with annual revenue growth of 16.5% and a P/E of 28.27. Burke's cross-ticker track record shows 20 prior open-market sales, but his same-ticker history at VST consists of five recent sells (October 17, 20, 21, 22, and 27) with outcomes not yet measurable at the 30- and 90-day horizons. The concentration of sales activity over a narrow timeframe and the lack of measurable track-record outcomes specific to this ticker warrant investor monitoring of subsequent disclosures to clarify whether these represent discretionary portfolio adjustments or part of a broader strategic positioning.