Eschenbach Carl M.

CEO Carl M. Eschenbach sold 3,125 shares of WDAY at $210.00 (Jan 5, 2026); stock now -24.0% from 52-week high.

Carl M. Eschenbach, CEO of Workday, sold 3,125 shares on 2026-01-05 at $210.00, reducing his holdings by 15.5% from 20,222 to 17,097 shares. This sale occurs against a backdrop of sharp near-term stock weakness: WDAY is down 4.5% in the past 30 days and down 11.4% over 90 days, now trading 24.0% below its 52-week high of $277.82. Notably, Eschenbach's prior five trades at WDAY (all sells in October 2025) demonstrated consistent post-sale declines at the 90-day mark (-6.7% to -10.2%), indicating a pattern of selling ahead of weakness. However, the timing context differs: the current sale follows an already-established downtrend, rather than preceding it. Given the stock's elevated P/E of 72.31 despite strong fundamentals (16.4% revenue growth, $2.4B quarterly revenue), the sale warrants observation for whether it signals conviction about near-term valuation or reflects broader post-announcement rebalancing.

CEO Eschenbach sells 6,250 shares ($1.5M) at Workday in 6 transactions; post-trade holds 20,222 shares (-23.6%)

Carl M. Eschenbach, CEO of Workday, executed 6 separate sales totaling 6,250 shares for $1,484,504.15 at blended average price $237.52 on 2025-10-01, reducing his holdings by 23.6%. His prior 5 trades at Workday (all in July and May 2025) were exclusively sells, with mixed timing outcomes: four July sales showed negative 30-day returns (-3.2% to -4.4%) but positive 90-day returns (+3.2% to +4.5%), while the May sale posted -1.7% at 30 days and -7.4% at 90 days—only 1 of 5 prior same-ticker sales were well-timed at the 90-day mark. His cross-ticker track record over 15 prior open-market sells shows a 46.67% well-timed rate (90-day negative returns), suggesting roughly even success at predicting downturns. The current stock price of $236.48 sits -15.5% below the 52-week high of $279.91, though only -1.3% below the transaction prices (which ranged $232.51–$241.51). Given WDAY's elevated P/E of 89.24 and strong fundamentals (16.4% annual revenue growth, $2.3B quarterly revenue), the sale pattern warrants close observation to assess whether this reflects liquidity needs, portfolio adjustment, or forward-looking conviction about near-term valuation.

Workday CEO Eschenbach sells 6,250 shares across 4 transactions for $1,496,435.46 on 2025-07-01

Carl M. Eschenbach, CEO of Workday, executed 4 separate sales totaling 6,250 shares for $1,496,435.46 on 2025-07-01 at a blended average price of $239.43, reducing his holdings by 80.9% from 7,722 to 1,472 shares. His prior sales at WDAY show poor timing outcomes: 0 of 4 prior sells were well-timed at the 90-day mark, with average 90-day returns of +1.5% to +6.6%—meaning the stock rose after his exits. At the cross-ticker level, his sales history shows a 63.64% well-timed rate over 90 days, but the same-ticker pattern at WDAY suggests sell timing is not a strength for this CEO at this particular company. With a P/E of 109.39, elevated recent volatility (-13.6% from 52-week high), and a material reduction in his ownership stake, this filing warrants attention to distinguish whether the sale reflects scheduled rebalancing, restricted stock vesting, or other programmatic activity versus discretionary conviction shifts.

CEO Carl M. Eschenbach sold 3,125 shares of WDAY at $241.23 on 2025-05-27 for $753,843.75, reducing holdings by 28.8%

Eschenbach sold 3,125 shares (28.8% of pre-transaction holdings), a substantial reduction from 10,847 to 7,722 shares. His cross-ticker sell track record shows a 100.00% well-timed rate across 11 prior sales with an average 90-day return of -24.8%, indicating a consistent pattern of exiting positions before declines. However, at WDAY specifically, his 5 prior trades show mixed outcomes: four sales on 2025-04-02 posted 30-day gains of 5.5% to 7.1%, while his January 2025 sale declined -14.5% over 90 days (well-timed). The current WDAY stock is down 13.6% from its 52-week high and down 8.2% over 90 days, suggesting the sale occurred in a context of recent weakness. His demonstrated sell-timing skill across other positions contrasts with WDAY-specific outcomes that have been largely positive after his sales, indicating this ticker may be an exception to his broader pattern.

CEO Eschenbach sells 3,125 shares at blended avg $234.61; stock now at $217.14 (-22.4% from 52-week high)

Carl M. Eschenbach, Workday's CEO, executed 4 separate sales totaling 3,125 shares for $733,161.20 on 2025-04-02 at prices ranging from $232.22 to $235.80, reducing his holdings by 22.4% from 13,972 shares to 10,847 shares. His cross-ticker track record shows 7 prior sells with a 100.00% well-timed rate at the 90-day horizon, indicating a historical pattern of selling before declines; however, his prior 5 sales at WDAY on 2025-01-06 all showed positive 30-day returns (ranging +7.2% to +9.2%), suggesting those earlier trades were not followed by sustained weakness. The current price of $217.14 is now 22.4% below the 52-week high and 7.5% below his blended sale price of $234.61, though this comparison reflects post-filing price action rather than prescience at the time of sale. The sale occurs in a stock trading at a 62.40 P/E multiple and growing revenue at 16.4% annually, warranting attention to whether this represents a rotation of holdings or a signal about near-term execution outlook.

Workday CEO Eschenbach sells 6.2K shares for $1.6M across 5 transactions, reducing holdings 30.9%

On 2025-01-06, Carl M. Eschenbach, CEO of Workday, Inc., executed 5 separate sales totaling 6,250 shares for $1,586,653.86 at a blended average price of $253.86, reducing his holdings from 20,222 shares to 13,972 shares (a reduction of 30.9% of pre-transaction holdings). The current stock price of $249.68 is -18.7% from the 52-week high of $307.21 and down 6.3% over the past 30 days, placing the sale at a premium to recent market levels. Examining Eschenbach's cross-ticker track record, his 2 prior open-market sells achieved a 100.00% well-timed rate with an average 90-day return of -45.0%, suggesting a pattern of selling before declines; however, at Workday specifically, all 5 of his prior buys (from 2023-08-29) were poorly timed, each showing negative 90-day returns ranging from -0.2% to -2.2%, and his historical accuracy at this ticker has been limited. The magnitude of this reduction—over 30% of his position in a single trading day—merits attention alongside the stock's recent momentum headwinds and the company's healthy fundamentals (net income $193.0M, annual revenue growth +16.8%, P/E 33.88).

Director Eschenbach sold 9,000 PANW shares ($3.6M) at $405.38; holding reduced 49.4% to 9.2K shares. Prior PANW sale showed strong timing.

Director Carl M. Eschenbach sold 9,000 shares (49.4% of his pre-transaction holdings) on 2024-12-04 at $405.38, leaving him with 9,232 shares. This represents a substantial reduction in his PANW position. At the time of his prior PANW sale on 2023-08-22, the 90-day return was -45.0%, indicating his previous sale was well-timed—he sold before a subsequent decline. His cross-ticker track record shows 1 prior open-market sell with a 90d well-timed rate of 100.00%, suggesting a pattern of disciplined exit timing. The current stock price of $201.52 is -0.4% from the 52-week high of $202.29, and the stock has appreciated +10.0% over the past 30 days and +20.0% over 90 days, indicating strong recent momentum. With the company posting $2.1B in quarterly revenue, +16.5% annual growth, and a P/E of 24.19, fundamentals remain solid, but the director's meaningful reduction in personal holdings merits attention.