SMITH E FOLLIN

Director SMITH E FOLLIN sells 32,230 shares for $6,691,230.76 at Ryder System, reducing stake by 95.4% to 1,549 shares

Director SMITH E FOLLIN executed 6 separate sales on 2026-02-13 totaling 32,230 shares for $6,691,230.76 at prices ranging from $205.84 to $209.91 (blended average $207.61), nearly eliminating a 33.8K share position. The timing of this near-complete exit is notable: the stock now trades at $223.04 (current price), suggesting the insider sold ahead of a 16.9% 30-day rally and a 37.3% 90-day advance from the 52-week low of $130.14. His prior two sales at this ticker (2025-07-31 and 2025-07-30) exhibited a 100% well-timed pattern at the 90-day mark, and his cross-ticker track record shows a 100.00% well-timed rate across 2 prior sells, indicating consistent forward-looking precision. The magnitude of this liquidation—reducing exposure to just 1,549 shares—signals material confidence in near-term price appreciation, given that the stock is now at its 52-week high and investors should assess whether this exit reflects full-position redeployment or other strategic considerations.

Director Smith E Follin sells 6,023 shares at blended $177.85, reducing stake by 15.1% to 33,779 shares post-transaction.

Smith E Follin executed 2 separate sales totaling 6,023 shares for $1,071,216.18 on consecutive days (July 30–31, 2025), at prices of $180.00 and $177.66 respectively, resulting in a blended average price of $177.85. This represents a 15.1% reduction in his post-transaction holdings to 33,779 shares. The transaction occurred near the 52-week high of $182.70, with the current price at $173.77 now 4.9% below that peak. Ryder System's fundamentals remain stable with revenue of $3,189,000,000.00 in the latest quarter, annual revenue growth of 7.2%, and a P/E of 14.04, providing context that this sale does not occur amid operational distress. The magnitude and rate of share reduction (15.1% of prior holdings) merit routine monitoring but reflect a single discretionary transaction rather than a pattern of urgent or large-scale divestiture.