CEO Jay L Geldmacher sells 47,500 REZI shares for $1.5M; stock up 38.3% in 30 days amid -$825.0M net loss.
Jay L Geldmacher, President and CEO of Resideo Technologies, sold 47,500 shares at $31.29 on 2025-08-12, reducing his holdings by 8.4% to 519.7K shares. The transaction occurs after the stock has rallied 38.3% over the past 30 days and 51.0% over 90 days, placing the price 2.8% below its 52-week high of $32.83. At the company level, Resideo posted a net loss of $-825.0M in the latest quarter against $1.9B in revenue, yielding a notably elevated P/E of 51.47. While Geldmacher's cross-ticker track record shows a 100.0% well-timed sell rate at the 90-day mark—including a prior REZI sale on 2024-11-13 that was well-timed—this transaction is not 10b5-1 scheduled and occurs at an elevated entry point following significant recent appreciation. The combination of a compressed valuation multiple, substantial net losses, and a discretionary sell by the CEO at peak price levels warrants attention to the company's near-term cash position and operational trajectory.