Battaglia Silvana

EVP Battaglia sells 1,677 COR shares at $345.00; holds 18,796 shares post-transaction as stock down 7.0% in 30 days.

Silvana Battaglia, Executive Vice President, sold 1,677 shares of Cencora for $578,565.00 at $345.00, reducing her holding by 8.2% to 18,796 shares. The transaction occurs as the stock has declined 7.0% over the prior 30 days and trades 9.3% below its 52-week high of $374.75. At the same ticker, her 4 prior sells have shown a mixed pattern: one sale was well-timed (90d return -2.5% in June 2025), while three others saw the stock rise after the sale, indicating poor timing on those occasions. Her cross-ticker track record shows a 25.00% well-timed rate on sells overall, suggesting limited predictive timing ability. The company trades at a P/E of 33.97 with recent quarterly revenue of $80.7B and annual growth of 9.3%, providing some fundamental context but not explaining the near-term price weakness.

EVP Battaglia sells 4,077 COR shares at $297.40 for $1.2M; reduces holdings 26.5%.

Silvana Battaglia, Executive Vice President at Cencora, sold 4,077 shares at $297.40, reducing her holdings from 15,373 to 11,296 shares (a 26.5% reduction). The transaction occurred at $297.40, close to the stock's 52-week high of $304.58, with the stock currently trading at $293.66. Battaglia's cross-ticker track record shows 3 prior open-market sells with 0.00% well-timed outcomes at the 90-day horizon—all three prior sales were followed by positive returns, indicating poor timing historically. At the same ticker (COR), her three prior sales between 2023 and 2025 were similarly poorly timed, with 0 of 3 well-timed at the 90-day mark. The company's fundamentals remain strong: $75.5B in latest-quarter revenue, 12.1% annual revenue growth, and a market cap of $56.9B. The sale represents a routine, discretionary reduction in a key executive's stake.

EVP Battaglia sells 5,000 COR shares at $242.24, reducing stake by 24.5% to 15,373 shares

Battaglia Silvana, Executive Vice President of Cencora, sold 5,000 shares for $1,211,200.00 on 2025-02-21, reducing her holdings by 24.5% from 20,373 to 15,373 shares. The sale occurred at $242.24, within the 52-week range of $216.21–$258.46 and 5.5% below the 52-week high. Looking at her prior transaction history at Cencora, both prior sells on 2023-11-16 showed positive 90-day returns (+18.2% each), indicating those sales preceded stock appreciation rather than declines—a timing pattern of 0 of 2 well-timed at the 90-day mark. This substantial reduction in her holdings, while executed at a mid-range price, does not align with the pattern of her prior sales at this ticker having captured downside protection; however, without flags indicating a 10b5-1 plan, the discretionary nature of this sale and its magnitude warrant monitoring as a potential shift in her portfolio positioning.

Director Battaglia Silvana bought 25.1K shares of AGL at $2.01 on 2024-12-11; stock now $56.00 (52-week high $339.25). Cluster buy with 3 other insiders in 14 days.

Battaglia Silvana (Director) purchased 25,062 shares at $2.01, increasing her holdings by 61.0% to 66,144 shares, coinciding with a cluster buy pattern involving 3 other insiders in the past 14 days. The transaction occurred when the stock was trading at a significant discount (-83.5%) to its 52-week high of $339.25, though up 19.2% over the prior 30 days. Agilon Health is currently unprofitable with net income of -$117,615,000 but shows strong revenue growth of 59.4% year-over-year, suggesting confidence in operational trajectory despite near-term earnings pressure. The coordinated buying activity across multiple insiders during a period of depressed valuation relative to historical highs warrants investor attention to the investment thesis underlying the transactions.