Adcock Mary Ellen

EVP Adcock sells 34.2K KR shares at $71.16; prior 5 KR sales all well-timed with negative 90d returns.

Adcock Mary Ellen, Executive Vice President of Kroger Co (KR), sold 34,250 shares at $71.16 on 2025-06-27, reducing holdings by 15.7% to 184,473 shares and realizing $2,437,230.00 in proceeds. This sale mirrors a consistent pattern: all 5 of her prior same-ticker trades at KR were well-timed sales, with negative 90-day returns of -2.7%, -2.6%, -2.7%, -1.4%, and -1.3%, respectively—every prior sale preceded a decline. The current price of $71.73 sits 3.1% below the 52-week high of $74.00, and over the prior 90 days KR has moved +5.3%, while fundamentals show modest headwinds: annual revenue declined 1.9% and the P/E of 18.35 reflects modest growth expectations at a $47.4B market cap. Her track record across all tickers (5 prior cross-ticker sells with a 100% well-timed rate at 90 days) underscores consistent sell discipline, though the divergence between her cross-ticker average 90-day return of -2.2% and same-ticker specificity warrants attention to whether this sale reflects security-specific conviction or broader portfolio positioning.

SVP Mary Ellen Adcock sold 103,936 shares of Kroger for $6,899,990.48 across 3 transactions at $66.39–$66.43

Mary Ellen Adcock, Senior Vice President of Kroger, executed 3 separate sales totaling 103,936 shares for $6,899,990.48, reducing her holdings from 322,659 shares to 218,723 shares (-32.2% reduction). The sales occurred near the 52-week high of $67.72 (current price $66.39 is -2.0% from that peak), at an average blended price of $66.39. Her prior 2 sales at Kroger (both on 2024-04-23) exhibited a 90-day well-timed rate of 100%, with the stock declining -1.4% and -1.3% respectively in the 90 days following those sells. The current sale occurs in a context of solid recent momentum (30-day: +1.9%, 90-day: +8.5%) and a modest valuation multiple (P/E 22.20, net income $739,000,000.00, annual revenue growth +1.2%), suggesting the transaction reflects price-level positioning rather than fundamental deterioration.