Director John J Kelley III bought 10,000 BZH shares at $21.50; holdings surge 169.0% to 15,917 shares
Director John J Kelley III purchased 10,000 shares of Beazer Homes at $21.50 on 2025-05-09, increasing his holdings by 169.0% from 5,917 to 15,917 shares and committing $215,000 to the position. The transaction occurred at a price 38.8% below the 52-week high of $35.73, though the stock has gained 19.9% over the prior 30 days and declined 8.3% over 90 days. Beazer Homes trades at a P/E of 6.96 with recent quarterly revenue of $565.3M and net income of $12.8M, suggesting a modestly valued homebuilder. The director's prior open-market trading history across all tickers shows 18 sells with a 90-day well-timed rate of 33.33%, indicating mixed execution discipline, though this particular transaction reflects a material commitment to accumulate equity in this ticker at current levels.
EFX Chief Legal Officer Kelley sold 3,000 shares for $914,977.28 on 2024-08-28; stock at 52-week high
John J Kelley III, EVP and Chief Legal Officer of Equifax, executed 6 separate sales totaling 3,000 shares for $914,977.28 on 2024-08-28, reducing his holdings by 19.7% to 12,259 shares. The sales occurred across a narrow price range ($300.43–$307.08) with a blended average of $304.99, near the current price of $303.83 and at the 52-week high. Equifax stock has rallied 31.3% over the past 90 days and 9.2% over the past 30 days; Kelley's prior EFX sales on 2023-11-20 were all poorly timed (0 of 5 sales preceded a decline), with subsequent 90-day returns ranging +13.6% to +15.8%. The timing pattern at this ticker does not support that Kelley successfully anticipated near-term weakness, though the sale near a 52-week high is observable in absolute terms.
