EVP Brummer sells 7,338 RSG shares at $233.94; reduces stake 62.7% to 4,367 shares post-transaction
Gregg Brummer, EVP and COO, executed a substantial open-market sale of 7,338 shares on 2025-08-22 at $233.94, totaling $1,716,651.72, reducing his post-transaction holdings to 4,367 shares. His prior two sales at RSG (both on 2025-02-19) saw the stock post positive 90-day returns of 10.5% and 10.4% respectively, indicating those sales were poorly timed; his cross-ticker sell track record also shows an average 90-day return of +10.5%, a pattern of selling into strength. The current price of $234.33 is only 9 basis points above the transaction price but sits -9.2% from the 52-week high and down 4.4% over 30 days, placing the stock in a period of relative weakness since the sale. The company's P/E of 34.46 against $4.9B quarterly revenue and $549.9M net income reflects a mature, established waste-services business; the 62.7% reduction in personal holdings is the material signal warranting observation, though the insider's historical timing accuracy (0 of 2 well-timed sells at RSG; 0.00% well-timed rate across all tickers) provides limited conviction regarding directional intent.