Argos Holdings GP LLC

Argos Holdings GP LLC sold 13,280,212 CHWY shares for $499,999,981.80 on 2025-10-09; post-transaction holding is 0 common shares but derivative position status unknown.

A substantial open-market sale of 13,280,212 shares (13.28M shares) at $37.65 per share occurred on 2025-10-09, representing a disposition from the filer's Table I holdings. The filer's cross-ticker track record shows 19 prior sells with a 90-day well-timed rate of 63.16%, but at CHWY specifically, timing has been mixed: 3 of 5 prior sells were well-timed at the 90-day mark. Since the transaction date (2025-10-09), the stock has risen 10.5% over 30 days and currently trades at $38.31, down 20.5% from the 52-week high of $48.21. The Form 4 derivative-conversion flag indicates that the filer's complete economic position is not captured in Table I alone; Table II (derivative securities) is required to assess the full post-transaction holding. Without access to derivative holdings data, the reported zero common-share balance may not represent a true position exit but rather a reclassification or conversion event. This distinction is material for understanding whether the filer has truly eliminated exposure or retained economic interest through derivative instruments.

Argos Holdings GP LLC sells 29,940,120 shares at $41.75 for $1,250,000,010.00; post-transaction holdings zero.

Argos Holdings GP LLC (10% Owner at Chewy) executed two separate sales totaling 29,940,120 shares for $1,250,000,010.00 at $41.75 per share on 2025-06-25, leaving zero shares post-transaction. The blended transaction price of $41.75 sits 3.8% below the current market price of $43.43 and 13.4% below the 52-week high of $48.21. Across the insider's cross-ticker track record, prior sells have averaged -10.5% returns over 30 days and -0.5% over 90 days, with a 58.82% well-timed rate; at CHWY specifically, prior sales show mixed timing outcomes (4 of 5 sales were followed by positive 90-day returns, indicating 1 of 5 were well-timed at the 90-day horizon). Given the FLAG notation regarding derivative-conversion activity, this Form 4 Table I transaction reflects a conversion of derivative securities rather than a pure discretionary exit, and the insider's actual economic position may include holdings recorded in Table II (not yet populated in this database).

Argos Holdings GP LLC sold 7,000,000 shares of CHWY at $35.77 (250.4M) on 2025-01-06; holder retains derivative position.

Argos Holdings GP LLC, a 10% owner, sold 7,000,000 shares for $250,390,000 at $35.77 per share on 2025-01-06, reducing its common equity stake to zero. The sale occurs within 2.3% of the 52-week high ($37.07) and follows a strong 30-day rally (+17.2%) and 90-day advance (+22.7%), suggesting the insider exercised discretion during an elevated price window. Critically, a derivative-conversion FLAG indicates this filer maintains derivative securities holdings reported in Table II of the Form 4 (not yet populated in the database); this is a sale of a specific common share batch, not a complete position exit. The insider's cross-ticker sell track record shows a 69.23% well-timed rate (higher is better for sells), but same-ticker history at CHWY is weaker: 0 of 2 prior measurable 90-day outcomes were well-timed, and the most recent prior sales in December and October occurred during a sharply rising period, raising questions about timing consistency at this specific holding.

Argos Holdings GP LLC sells 19.83M CHWY shares (19,827,242 shares) for $620,989,219.44 in 2 transactions at $31.32

Argos Holdings GP LLC, a 10% owner, executed two separate sales totaling 19,827,242 shares for $620,989,219.44 at a blended average price of $31.32 on 2024-12-13, reducing its holdings to zero shares. The FLAG indicates this is a derivative-conversion transaction (Table II conversion), not a full position exit, so the insider's true position may extend beyond the shares shown in Table I. At $32.26 current price, the shares were sold near recent trading levels, approximately 10.1% below the 52-week high. Argos's cross-ticker track record shows an 81.82% well-timed rate on prior sells (indicating strong timing historically), though same-ticker results at CHWY are mixed: 1 of 2 prior 90-day sells were well-timed, with recent CHWY sales showing divergent outcomes (July trades -17.9% and -20.1% at 30 days; October trade +10.2% at 30 days).

Argos Holdings GP LLC sold 1,250,000 shares of CHWY at $29.40 on 2024-10-15 for $36,750,000.00

Argos Holdings, a 10% owner, sold its entire position of 1,250,000 shares at $29.40, raising $36,750,000.00. The timing appears favorable relative to stock momentum: the sale occurred when CHWY was within 11.7% of its 52-week high ($32.67), and subsequent to the transaction, the stock has declined 9.8% over 30 days to a current price of $28.86. Across the insider's same-ticker history at CHWY (3 measurable prior sells), 2 of 3 achieved negative 90-day returns, indicating a pattern of well-timed exits. The insider's broader cross-ticker track record shows an 81.82% well-timed rate on sells with an average 90-day return of -5.0%, suggesting consistent ability to exit before downturns. However, the DERIVATIVE FLAG indicates this is a conversion transaction and the insider likely retains additional derivative holdings not reflected in the Table I equity count of zero shares post-transaction.

Argos Holdings GP LLC sold 26,870,748 shares (26.87M) for $789,999,991.20 ($790.0M) at $29.40 on 2024-09-23.

Argos Holdings GP LLC, a 10% owner of Chewy, executed 2 separate sales totaling 26,870,748 shares for $789,999,991.20 at a blended average price of $29.40 on 2024-09-23. The transaction fully liquidated the filer's Table I shares. A FLAG indicates derivative conversion (Form 4 Table II data is not yet populated), so this does not necessarily represent a complete position exit—the insider's real stake position resides in derivative securities holdings. Prior sales by this filer at Chewy on 2024-07-01 and 2024-06-27 have shown consistent 30-day declines ranging from -17.9% to -25.5%, suggesting a pattern of selling ahead of near-term weakness. Current price of $29.87 is -8.6% from the 52-week high, and the stock posted +11.9% over 30 days, which may indicate some recovery post-transaction or external momentum unrelated to the sale timing.

10% owner Argos Holdings GP LLC sells 1,338,262 shares for $40,572,911.05 across 4 transactions on 2024-07-01

Argos Holdings GP LLC executed 4 separate sales totaling 1,338,262 shares for $40,572,911.05 on July 1, 2024, with prices ranging from $29.44 to $32.47 and a blended average of $30.32. The shares sold represented the insider's entire open-market position pre-transaction. The current price of $24.87 is down 37.0% from the 52-week high of $39.47, suggesting the trades occurred near the top of CHWY's recent range. Notably, this filing involves a derivative-conversion transaction, meaning the insider's actual equity position extends beyond Table I and cannot be fully assessed from open-market holdings alone; the shares sold represent a partial disposition of derivative securities rather than a full position exit.

Argos Holdings GP LLC sold 22.88M CHWY shares for $660.4M (avg $28.87) over 2024-06-26/27

Argos Holdings GP LLC, a 10% owner of Chewy, conducted 6 separate sales totaling 22,878,543 shares for $660,397,561.94 across two trading days (June 26-27, 2024), reducing holdings to zero shares post-transaction. The blended average sale price of $28.87 falls between the current price of $27.24 and the 52-week high of $39.47 (the stock is down 31.0% from its 52-week peak). This represents a substantial portfolio move by a significant shareholder. Notably, this filing is flagged as a derivative-conversion transaction; the insider's true position may include derivative securities tracked in Form 4 Table II, so the zero shares-after figure does not necessarily indicate a complete liquidation of economic interest. The 90-day price action following the sale window (+71.2% from the June 2024 baseline) contrasts with the insider's prior sell at this ticker on 2024-01-09, which saw a 90-day decline of -17.1%.