VSXY Victoria's Secret & Co. Insider Trading

10% owner Bbrc International sells 289,479 VSXY shares at $88.89; retains 8,609,551 shares after transaction

Bbrc International PTE Ltd, holding a 10% stake in Victoria's Secret & Co., executed a discretionary sale of 289,479 shares at $88.89 on 2026-07-22, reducing holdings by 3.3% from 8,899,030 to 8,609,551 shares. The transaction occurred near the 52-week high ($90.00), with the stock currently at $83.55, reflecting a -7.2% pullback from peak. The insider's cross-ticker track record shows 8 prior open-market buys averaging +18.4% over 90 days with an 87.50% win rate, suggesting a historical bias toward entry opportunities rather than exits. This sale—a partial reduction of a major controlling position—warrants monitoring to discern whether it reflects rebalancing of a concentrated portfolio or signals regarding Victoria's Secret's forward trajectory, though the limited sale volume relative to total holdings suggests the position remains strategically material.

Director Donna buys 2,175 shares of VSCO at $46.23; prior buy at same ticker returned +120.4% over 90 days

James Donna, a director, purchased 2,175 shares of Victoria's Secret & Co. at $46.23 on 2026-04-02, increasing his holdings from 60,922 to 63,097 shares. The transaction occurs at a price -26.8% from the 52-week high, but notably this director has previously bought VSCO shares on 2024-09-12 and achieved a +120.4% 90-day return on that trade. His cross-ticker track record shows 1 prior buy with an average 90d return of +120.4% and a 100% win rate. The company is generating $1.5B in quarterly revenue and shows +5.2% annual revenue growth, though it currently reports net losses of -$37.0M. The director's historical pattern of well-timed purchases at this specific ticker provides a potential signal that warrants tracking against upcoming price developments and quarterly performance trends.

Director Sheehan Anne acquired 4,842 shares of VSCO at $45.86 for $222.1K, raising holdings to 34.3K shares

Sheehan Anne, a director of Victoria's Secret & Co., purchased 4,842 shares at $45.86 on 2026-04-02, increasing her stake by 16.5% from 29.4K to 34.3K shares. The transaction occurred at a price $2.40 below the current market price of $48.26, placing the purchase 26.8% below the 52-week high of $65.90. Against mixed recent momentum (90-day decline of 17.4% offset by 30-day gain of 3.3%), the company posted negative net income of $-37.0M in the latest quarter despite 5.2% annual revenue growth. The director's steady accumulation reflects an open-market acquisition at depressed levels relative to recent peaks, though the company's current profitability challenges and elevated valuation multiple (P/E of 23.43) warrant investor attention to underlying fundamentals.

Major shareholder BBRC INTERNATIONAL PTE LTD bought 212,500 shares of VSCO at $16.15 on 2025-04-03, bringing stake to 10.31M shares amid -65.2% decline from 52-week high.

BBRC INTERNATIONAL PTE LTD, a 10% shareholder, purchased 212,500 shares at $16.15 on 2025-04-03, valued at $3.4M, increasing holdings to 10.31M shares. This represents the fifth open-market purchase by this insider at VSCO within an 8-day window (2025-03-12 through 2025-04-03), suggesting sustained accumulation despite unfavorable market conditions. The timing is notable: the stock trades at $16.95 (current), down 65.2% from its 52-week high of $48.71 and down 59.5% over the past 90 days, yet prior buys at this ticker remain too recent to measure outcome. Fundamentals show net losses of $56.0M against $1.3B in quarterly revenue, with negligible annual growth of 0.8%, alongside a P/E of 8.03—all of which warrant scrutiny of the insider's underlying rationale for continued accumulation in a distressed context.

BBRC INTERNATIONAL PTE LTD (10% owner) bought 584,000 shares of VSCO at $18.48 on 2025-03-28, raising stake to 10.10M shares as stock down -62.3% from 52-week high.

BBRC INTERNATIONAL PTE LTD, a 10% owner, purchased 584,000 shares at $18.48 on 2025-03-28, accumulating to 10.10M shares post-transaction. This represents a fifth consecutive purchase at VSCO within 17 days (prior buys on 2025-03-27, 2025-03-26, 2025-03-13, and 2025-03-12), suggesting sustained accumulation during a sharp decline. The stock is currently -62.3% from its 52-week high of $48.71, down -31.3% over 30 days and -55.6% over 90 days. Fundamentally, the company reported $1.3B quarterly revenue with a -$56.0M net loss, showing minimal annual growth at +0.8%, though a low P/E of 8.71 may reflect deep valuation compression. The cluster of five buys in rapid succession suggests a deliberate program of position building into weakness, but prior outcomes at this ticker remain unmeasurable given the recent transaction dates.

BBRC International (10% owner) acquired 209,471 shares for $4,077,848.37 in two March purchases at $19.47 avg, bringing holdings to 9,514,131 shares amid -62.4% decline from 52-week high

BBRC International, a 10% owner of Victoria's Secret & Co., executed 2 separate purchases totaling 209,471 shares for $4,077,848.37 on 2025-03-26 and 2025-03-27 at a blended average price of $19.47. The purchases increased the insider's holdings by 209,471 shares (+2.3% vs pre-transaction holdings of 9,304,660 shares). This activity occurs against a backdrop of significant stock price deterioration: the current price of $18.32 is -62.4% from the 52-week high of $48.71 and -35.4% over the past 30 days. BBRC's prior same-ticker trading history shows 5 buys at this ticker between 2025-03-10 and 2025-03-28, all very recent, suggesting a pattern of accumulation during a steep drawdown. The company's latest quarterly revenue stands at $1,347,000,000.00 with a net loss of $56,000,000.00, and the stock trades at a P/E of 8.68.

BBRC INTERNATIONAL PTE LTD buys 129,641 shares in 2 transactions for $2,185,941.68 at blended $16.86, lifting 10% owner stake to 9.30M shares

BBRC INTERNATIONAL PTE LTD, holding 10% of Victoria's Secret & Co., executed two separate open-market purchases on consecutive trading days (March 12–13, 2025), acquiring 129,641 shares for $2,185,941.68 at an average price of $16.86. The stock has since declined sharply: currently trading at $18.57, it is down 43.0% over the past 30 days and 61.9% from its 52-week high of $48.71. The company faces headwinds with negative net income of $-56,000,000 in the latest quarter and annual revenue contraction of -2.6%, though the P/E of 13.17 suggests limited market optimism. This transaction adds 129,641 shares to an already substantial 9.30M-share position; the insider's prior trades at VSCO (March 10–11) outcomes remain unmeasurable at 30/90-day horizons, precluding pattern analysis specific to this ticker.

BBRC INTERNATIONAL (10% owner) bought 1,022,000 shares at blended $16.95 for $17.3M on Mar 10-11, raising stake to 9.18M shares as stock fell 64.7% from 52-week high.

BBRC INTERNATIONAL, a 10% owner, executed two separate purchases totaling 1,022,000 shares for $17,321,337.00 at prices of $17.32 and $16.52 on March 10–11, increasing holdings by 12.5% to 9,175,019 shares. The timing occurs against a backdrop of sharp price deterioration: the stock has declined 64.7% from its 52-week high of $48.71 and fallen 47.6% in the prior 30 days alone. Fundamentally, the company is unprofitable (net income of $-56,000,000.00 in the latest quarter) with declining annual revenue (-2.6% year-over-year) and a market cap of $1,350,718,916.20. The insider's purchase during sustained weakness and negative earnings, combined with a meaningful increase in absolute share count, places material capital behind the stock in a period of deteriorating business trends and valuation compression.

Director James Donna purchased 1,000 shares of VSCO at $21.43, raising holdings to 48,183 shares (+2.1% increase)

James Donna, a director of Victoria's Secret & Co., acquired 1,000 shares at $21.43 on 2024-09-12, with total value of $21,433.40. The transaction increased his shareholdings from 47,183 to 48,183 shares, representing a modest 2.1% increase. The stock has risen 6.0% over the past 30 days and 32.7% over 90 days, trading at $23.52 (currently -22.9% from its 52-week high of $30.50). The company operates with annual revenue of $1,417,000,000.00 ($1.4B) but faces headwinds with -2.6% annual revenue growth and a net income of $32,000,000.00 ($32.0M); the P/E ratio of 16.68 reflects typical valuation pressure on a mid-cap retailer.