Frink Lloyd D

Co-Exec Chairman Lloyd D Frink sold 39,663 shares of Z at $45.29 (Feb 2026); stock down 52.6% from 52-week high, his timing historically perfect on cross-ticker sells.

Frink Lloyd D sold 39,663 shares at $45.29 on 2026-02-20, reducing holdings from 2,289,583 to 2,249,920 shares (a 1.7% reduction), generating $1,796,190.52 in proceeds. The sale comes as Z trades at $42.83 current price, down 52.6% from its 52-week high of $90.32 and down 37.0% over the past 30 days. Across his open-market history on all tickers, Frink has executed 20 prior sells with a 100.00% well-timed rate and average 90-day post-sell return of -14.4%, indicating a consistent pattern of selling before subsequent declines. While the company shows solid fundamentals—$676.0M quarterly revenue with 15.5% annual growth and $10.0M net income—the elevated P/E of 475.89 reflects valuation stress, and the insider's historically prescient sell timing warrants attention to whether this represents ahead-of-the-curve capital allocation or a broader signal about near-term headwinds.

Frink Lloyd D sells 27,774 shares at Zillow for $1.4M under pre-arranged 10b5-1 plan

Frink Lloyd D, who was Co-Exec. Chairman & President at the time, executed 11 separate sales totaling 27,774 shares for $1,439,953.61 across three trading days (Feb 9-11, 2026) at blended average price of $51.85. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2024-12-11, indicating the sales were scheduled rather than discretionary. His post-transaction holdings of 2,233,189 shares represent a -1.2% reduction from pre-transaction holdings of 2,260,963 shares. The multi-day execution at varying prices ($44.79–$55.83 across individual transactions) is consistent with programmatic portfolio rebalancing under a Rule 10b5-1 plan, which removes timing discretion from the decision to sell.

Co-Exec. Chairman Frink Lloyd D sold 10,000 shares at avg $87.77 over Sept 10-12, reducing stake to 2.23M shares.

Frink Lloyd D executed 10 separate sales totaling 10,000 shares for $877,709.40 across September 10–12, at prices ranging from $85.64 to $89.39. The blended average price of $87.77 is within 0.01 of the current price of $87.78, placing the transactions at parity with today's valuation. This sale represents a 0.4% reduction in his post-transaction holdings of 2.23M shares. While the timing aligns with Zillow's 90-day appreciation of 24.7% and the stock trading 2.4% from its 52-week high, his cross-ticker track record shows an average 30-day return of 7.0% on prior sales, suggesting no consistent pattern of superior market timing. The company remains unprofitable on a full-year basis despite 15.0% annual revenue growth and $655.0M in latest quarterly revenue, which warrants monitoring as a contextual factor for executive positioning.

Co-Exec. Chairman Frink sells 10,000 shares for $847,504.74 across 7 transactions, retaining 2.23M shares (0.4% reduction).

Frink Lloyd D, Co-Executive Chairman & President, executed 7 separate sales over three consecutive business days (August 27-29, 2025) totaling 10,000 shares for $847,504.74 at prices between $84.31 and $86.38, with a blended average of $84.75. The sale reduces his holdings by 0.4% (from 2.24M to 2.23M shares), representing a modest reduction in an otherwise substantial stake. His cross-ticker track record shows mixed execution: 20 prior sells averaged a 90-day return of +7.7%, indicating the stock typically rose after his prior sells (poorly-timed), though his 66.67% well-timed rate suggests a modest edge on subset timing. Zillow's fundamentals show recent revenue growth of +15.0% to $655.0M, but the company remains unprofitable on a full-year basis, and the stock is currently 4.2% below its 52-week high despite a +6.7% 30-day and +25.6% 90-day rally.

Co-Exec Chairman Frink Lloyd D sold 250,000 shares for $21,250,000.00 at Zillow Group on 2025-08-14.

Frink Lloyd D executed two separate sales totaling 250,000 shares for $21,250,000.00 at $85.00 per share on 2025-08-14, reducing his stake by 26.4% to 697.8K shares. The sale occurred as Zillow trades near its 52-week high ($87.97), with the company reporting revenue growth of 15.0% year-over-year but remaining unprofitable on a full-year basis ($2.0M net income in the latest quarter against $655.0M revenue). Across his cross-ticker track record, Frink's prior 19 open-market sells averaged a 90-day return of +13.1% with a well-timed rate of 57.14%, suggesting his historical sells have been roughly split between scenarios where the stock subsequently rose and fell. The stock has appreciated 9.1% over the past 30 days and 25.8% over 90 days, placing this sale near elevated valuation levels relative to recent performance.

Co-Exec. Chairman Lloyd D Frink sold 10,000 shares (0.4% of post-transaction holdings) at blended $81.12 across 9 transactions Aug 11–13.

Frink Lloyd D executed 9 separate sales totaling 10,000 shares for $811,237.42 over a 3-day window (Aug 11–13, 2025) at prices ranging from $80.30 to $84.86, with a blended average of $81.12. The current stock price is $84.84, modestly above the blended transaction price. His post-transaction holdings of 2,383,189 shares represent a -0.4% reduction from pre-transaction levels, indicating a modest position adjustment rather than a substantial reduction. In context of his cross-ticker track record—10 prior sells with a 90-day average return of +13.1% and a 57.14% well-timed rate—this sale follows a pattern where prior sells have typically preceded stock appreciation. The company showed strong near-term momentum (+7.6% over 30 days, +24.3% over 90 days) but operates with full-year losses, generating $655.0M in revenue with net income of $2.0M in the latest quarter despite +15.0% annual revenue growth.

Co-Exec. Chairman Frink Lloyd D sold 80,000 shares at avg $80.46 for $6.4M

Frink Lloyd D executed 3 separate sales totaling 80,000 shares (80.0K shares) for $6,436,844.54 ($6.4M) across July 22–23, 2025, reducing his position by 3.2% to 2,383,189 shares (2.38M shares). The blended average price of $80.46 aligns closely with the current price of $80.40, indicating the sales occurred near recent market levels; the stock is +14.5% over 30 days and +21.3% over 90 days, reflecting recent strength. While Frink's cross-ticker track record shows a 57.14% well-timed rate across 7 prior sells, the company's own fundamentals merit scrutiny: despite +15.0% annual revenue growth ($598.0M in the latest quarter), the company was unprofitable over its most recent full fiscal year. The timing of this sale during a positive price momentum window, combined with reported full-year losses, creates a notable signal that warrants investor attention to operational profitability trends.

Co-Exec. Chairman Frink Lloyd D sold 100,000 shares for $8,355,191.10 across 4 transactions (Dec 2-4); holds 2,383,189 shares post-sale.

Frink Lloyd D executed 4 separate sales totaling 100,000 shares for $8,355,191.10 at a blended average price of $83.55, reducing his post-transaction holdings to 2.38M shares (a -4.0% reduction). The sales occurred during a period of significant price momentum: the stock has risen 36.1% over the prior 30 days and 53.9% over 90 days, approaching its 52-week high of $85.45. Zillow remains unprofitable (net income of $-20.0M in the most recent fiscal year) with stagnant revenue growth (-0.7% year-over-year), creating a disconnect between valuation momentum and operational fundamentals. His historical cross-ticker track record shows poor timing on prior sales (0.00% well-timed rate, with +44.6% average 90-day returns after selling), indicating sales that preceded further gains rather than declines.

Zillow Co-Exec Chairman Frink Lloyd D sells 150,000 shares at blended average $50.83 for $7.6M

Frink Lloyd D executed 3 separate sales totaling 150,000 shares for $7,624,772.60 on 2024-08-09, reducing his holding from 2.53M to 2.38M shares (-5.9%). The sales occurred at prices ranging from $49.54 to $51.48, near the current price of $51.92, and during a period of significant upward momentum (stock +22.6% over 90 days). Despite the positive recent price movement, Zillow remains unprofitable on a full-year basis with net income of -$17,000,000.00 in the latest quarter and annual revenue growth of -0.7%, indicating an operating environment that does not appear to justify bullish conviction. The co-executive's decision to divest a meaningful portion of holdings at these price levels warrants investor attention against the backdrop of negative earnings and declining revenue growth.