Group President Collins sold 8,616 shares for $744,388.48; -40.7% reduction in holdings at $86.40 blended average
Collins Jesse E. Jr., Group President of Arcosa, Inc., executed two separate open-market sales on 2025-06-17, selling 4,466 shares at $86.03 and 4,150 shares at $86.79, reducing his holdings from 21,167 shares to 12,551 shares—a -40.7% reduction in his position. At a blended average price of $86.40, his cross-ticker track record shows 2 prior sells with a 100.00% well-timed rate at the 90-day mark, and his two prior trades at Arcosa (both in May 2024) were also well-timed with 90-day returns of -5.6% and -6.1%, indicating that his prior sales at this ticker preceded stock declines. The stock is currently trading at $86.66 (within 0.3% of his blended execution price), down 22.3% from its 52-week high of $111.57, suggesting he sold into relative strength compared to current levels. With a P/E of 54.16 and recent quarterly revenue of $632,000,000 growing 11.4% year-over-year, the company shows solid fundamentals, but this material reduction in an insider's ownership stake merits attention given his demonstrated timing pattern across both his full trading history and specifically at this ticker.