Hagedorn Partnership, L.P.

Hagedorn Partnership (Director) sold 50,000 shares of SMG at $66.40 on 2026-02-12; all 5 prior SMG sales showed negative 90d returns.

Hagedorn Partnership sold 50,000 shares (50.0K shares) for $3,319,935.00 ($3.3M) at $66.40 per share, reducing holdings by 0.4% to 13,167,641 shares. This follows a consistent pattern: across the insider's 5 prior trades at SMG, all sales were well-timed at the 90-day mark, with negative 90-day returns ranging from -12.8% to -15.2%. The current stock price of $68.35 stands 2.5% below the 52-week high of $70.08, and SMG's fundamentals show net income of -$125,000,000.00 and annual revenue decline of -3.9%, suggesting operational stress despite recent 30-day and 90-day price strength of +7.5% and +20.5%. The insider's prior SMG activity demonstrates a track record of selling ahead of subsequent weakness, though this particular transaction occurs in a context of recent upward price momentum.

Hagedorn Partnership sold 56,633 shares at avg $63.02; retains 13.22M shares (99.6% of pre-sale position).

Hagedorn Partnership executed three separate sales totaling 56,633 shares for $3,569,019.77 at prices ranging from $62.73 to $64.52 on 2025-09-05. The sale represents a minimal reduction of holdings (-0.4% vs pre-transaction), with the filer retaining 13,217,641 shares post-transaction. This pattern—modest reductions after substantial prior sales activity at the same ticker—is worth monitoring: at SMG specifically, the insider has completed 5 prior trades, with 2 of 3 prior sells showing negative 90-day returns (well-timed outcomes). The current price of $62.32 sits -33.3% from the 52-week high of $93.47, and the company reported full-year net income in the negative despite a quarterly revenue base of $1,188,000,000. Investors should track whether this incremental sale reflects strategic activity by a long-term holder with a partial track record of well-timed exits at this ticker.

Director Hagedorn Partnership sells 70,000 SMG shares for $4.4M at $62.28 avg; stock down 35.3% from 52-week high, company unprofitable last FY.

Hagedorn Partnership executed 2 separate sales totaling 70,000 shares for $4,359,622.66, reducing holdings by 0.5% to 13,274,274 shares. The sales occurred at $62.14 and $62.45 per share on 2025-08-04, with a blended average price of $62.28. This transaction occurs as the stock trades at $60.50, down 35.3% from its 52-week high of $93.47, and the company reported negative full-year net income despite $1,188,000,000 in latest quarterly revenue. Notably, at the same ticker, Hagedorn Partnership's prior 5 sales show 4 of 5 were well-timed at the 90-day mark (selling before subsequent declines), though the most recent prior sale on 2025-05-02 saw the stock rise 18.5% over 90 days. The current sale's timing relative to the stock's sharp year-to-date decline and the company's unprofitable status warrants observation of near-term price action.

Hagedorn Partnership sells 25,000 SMG shares at $52.87; prior 5 SMG trades were all well-timed at 90-day mark, but company unprofitable with -$69.5M net income.

Hagedorn Partnership divested 25,000 shares at $52.87 on 2025-05-02, reducing its stake by -0.2% against holdings of 13.37M shares pre-transaction. The significance of this sale lies in the seller's demonstrated accuracy with prior SMG trades: 5 prior sales at this ticker show a 3-of-3 measurable pattern of well-timed sells at the 90-day outcome, with post-sale declines ranging from -9.7% to -24.1%. The current price of $56.15 is -39.9% from the 52-week high of $93.47, and the company is operating unprofitably with net income of -$69.5M against quarterly revenue of $416.8M. The 30-day post-sale return of +9.2% (through today) contrasts with the prior 90-day pattern at this ticker, but the multi-year unprofitability and distance from peak pricing suggest the underlying fundamentals remain challenged.

Director Hagedorn Partnership sells 62,877 shares ($4.2M) at $66.70; stock down 29.3% from 52-week high, company unprofitable.

Hagedorn Partnership, L.P., a director of Scotts Miracle-Gro, executed 2 separate sales totaling 62,877 shares for $4,194,191.64 at blended average price $66.70 on 2025-02-13. The sales reduced holdings by only 0.5% (from 13.43M to 13.37M shares), suggesting a modest reduction rather than a major exit. The context is notably negative: the stock is currently 29.3% below its 52-week high of $93.47, down 11.2% over 90 days, and the company reported net income of -$69,500,000 with flat annual revenue growth (0.0%), indicating operational struggles. The insider's prior SMG trades show a pattern of sales followed by declines (most recent sells on 2024-12-09 and 2024-12-02 were followed by 30-day returns of -9.7%, -10.5%, and -14.0%), though 90-day outcomes for those recent sells are not yet measurable. This sale occurs within a period of significant stock weakness and declining company profitability, but the modest share reduction relative to the 13.37M-share position suggests incremental disposition rather than loss of conviction in the position.

10% owner Hagedorn Partnership sells 108,550 SMG shares for $8.1M at $74.62 avg; still holds 13.44M shares

Hagedorn Partnership, a significant 10% shareholder, executed two separate sales totaling 108,550 shares (108.6K shares) for $8,100,353.86 ($8.1M) on 2024-12-09 at a blended average price of $74.62. The sale reduced holdings by only 0.8%, leaving the insider with 13,444,724 shares (13.44M shares) post-transaction, indicating this is a modest disposition from a dominant stake rather than a major exit. The timing is notable: the sales occurred at prices ($74.50 and $75.16) above the current price of $73.55, but the insider's cross-ticker track record shows a 0.00% well-timed rate on prior sells (average 90-day return after sells was +6.9%, meaning the stock typically rose after the insider sold), and same-ticker history shows 0 of 2 measurable prior sells were well-timed at the 90-day mark. Fundamentally, Scotts Miracle-Gro reported flat annual revenue growth (+0.0%) and was unprofitable over its most recent full fiscal year, creating a backdrop where a large, long-term insider's modest sale warrants monitoring for emerging operational concerns.

Hagedorn Partnership sells 28,500 SMG shares for $2.2M; retains 13.55M shares after modest 0.2% reduction

Hagedorn Partnership, a 10% owner, executed 3 separate sales totaling 28,500 shares for $2,163,952.90 at a blended average price of $75.93 between 2024-11-27 and 2024-12-02, reducing holdings by only 0.2%. The stock has fallen 14.2% over the past 30 days and 17.6% from its 52-week high of $93.47. Across prior trades at SMG specifically, none of the insider's 5 prior sales resulted in negative 90-day returns, indicating a pattern of consistently selling before subsequent stock appreciation. The company's fundamentals show flat annual revenue growth at $1,202,200,000.00 and unprofitability on a full-year basis, despite the latest quarter posting $132,100,000 in net income. This modest portfolio reduction during a period of significant stock weakness, combined with the historically poor timing of this insider's SMG sales, provides limited directional signal for investors.

Hagedorn Partnership sells 111,594 shares for $7.9M; retains 13.58M shares post-transaction, -0.8% of holdings.

Hagedorn Partnership, L.P., a 10% owner of Scotts Miracle-Gro, executed 4 separate sales totaling 111,594 shares for $7,905,625.22 at a blended average price of $70.84 on August 21–22, 2024. The sale represents a minor reduction (−0.8%) in the partnership's holdings, which remain substantial at 13,581,774 shares post-transaction. SMG has experienced revenue decline (−9.5% annual growth) and was unprofitable over its most recent full fiscal year, creating a context of operational headwinds. At the same-ticker level, the partnership's prior 5 sales at SMG showed a 0% well-timed rate at the 90-day mark, indicating no consistent pattern of selling ahead of stock declines; notably, all 5 prior sales were followed by positive 90-day returns (ranging from +0.3% to +5.3%), suggesting the partnership has historically sold before rallies rather than downturns at this ticker.