John M Wall

CDNS CFO John M Wall sells 5,000 shares for $1.74M as stock rallies from recent lows

John M Wall, the company's Senior VP and CFO, executed a substantial five-tranche sale totaling 5,000 shares on a single trading day, disposing of less than 3% of his holdings. The stock had recently surged significantly from its lows and continues trading near its cycle highs, providing favorable pricing for his exit. Wall has a mixed track record with prior sales in this stock: his most recent sale in April saw the stock rise afterward (poorly timed), while his December sales occurred before the stock subsequently declined (well-timed exits). The company itself remains solidly profitable with growing revenue, suggesting the sale is not driven by fundamental deterioration. What stands out is the timing: while the stock has recovered sharply from depressed levels, Wall is selling into strength rather than buying the dip—a pattern consistent with his history of consistent selling in this name over the past six months. The scale and single-day execution suggest deliberate capital allocation rather than a forced transaction, but the sequence of sales without corresponding buys raises questions about whether the CFO retains conviction in Cadence's near-term prospects.

Sr. VP & CFO Wall sells 21,500 CDNS shares for $6.7M at $309.45; 5 of 5 prior CDNS sales well-timed at 90 days (-8.4% avg decline after)

CFO John M. Wall sold 21,500 shares of CDNS at $309.45 on 2026-04-16, reducing holdings by 19.8% to 86,875 shares. This sale occurs in the context of a strong prior track record at this ticker: all five of Wall's previous CDNS sales were well-timed at the 90-day mark, with an average 90-day post-sale decline of -8.4%. His cross-ticker track record shows 75.00% well-timed sells across 20 prior transactions. CDNS is trading at $318.50 (current), within its 52-week range and down -14.7% from the recent high of $373.37. The company reports strong fundamentals with annual revenue growth of +14.1% and a market cap of $86.8B, though the P/E of 77.87 reflects premium valuation. The timing signal—a consistent pattern of sales that preceded subsequent declines—warrants investor attention alongside the company's elevated valuation multiple.

CFO John M Wall sells 27.8K shares at avg $318.57 for $8.9M; stock now $315.10, down -15.6% from 52-week high

John M Wall, Sr. VP & CFO of Cadence Design Systems, executed four separate sales totaling 27,805 shares on 2025-12-16 for an aggregate $8,857,772.38 at prices ranging from $317.34 to $320.10. This represents a -28.4% reduction in his post-transaction holdings to 69,957 shares. The sales occurred at a blended average price of $318.57, approximately 1.1% above the current price of $315.10, though materially below the 52-week high of $373.37. Across his same-ticker history at CDNS, Wall's five prior sells in late September tracked negatively: all five showed 30-day declines ranging from -3.2% to -4.2%, consistent with a pattern of selling into temporary strength. The timing of this December sale, coming as the stock approaches the lower end of its 52-week range after a -15.6% 90-day decline, merits attention from investors tracking insider behavior relative to valuation and market momentum.

Sr. VP & CFO John Wall sells 7,500 shares of CDNS for $2.6M at avg $349.16; retains 70,715 shares post-sale.

Wall sold 7,500 shares across 6 separate transactions on 2025-09-30, reducing his holdings from 78,215 to 70,715 shares (-9.6% of pre-transaction holdings). The sales occurred at prices ranging from $347.08 to $350.81, near the current price of $347.24 and within the 52-week range. At the ticker level, Wall's 5 prior sales at CDNS were poorly timed, with only 1 of 5 showing a negative 90-day return; his most recent CDNS sale on 2024-12-18 experienced a 90-day decline of -17.8%, but his August 2024 cluster of 4 sales saw average 90-day gains of 16.5%, indicating mixed execution on timing. His cross-ticker track record shows 20 prior sells with a 30.00% well-timed rate at the 90-day mark, below his 90-day average return of +6.6% across all tickers, suggesting his sales have not consistently preceded declines. The company carries a high P/E of 93.60 against annual revenue growth of +13.5%, warranting continued monitoring of valuation dynamics.

Sr. VP & CFO Wall sold 4,224 CDNS shares at $309.03 (12-18), reducing position 12.6% to 29,248 shares; stock now $301.24.

John M. Wall, Sr. VP & CFO of Cadence Design Systems, sold 4,224 shares at $309.03 on 2024-12-18, liquidating 12.6% of his holdings and leaving 29,248 shares remaining. The sale occurred near the 52-week high of $326.50, at -7.7% below that peak. His prior five trades at CDNS (all on 2024-08-28) were four months old at the time of this transaction and universally produced positive 90-day returns (ranging 15.8% to 17.5%), indicating he sold ahead of rallies rather than declines at this specific ticker; this transaction falls outside that prior timing pattern. Current context includes strong fundamentals—$1.2B quarterly revenue, +14.8% annual growth, $238.1M net income—but an elevated P/E of 79.48 reflects market premium valuation. The sale represents discrete portfolio action by a senior finance officer at a point of relative strength in both the stock price and company performance.

CFO John M Wall sells 10.0K shares of CDNS for $2.7M at blended average $265.91

John M Wall, Sr. VP & CFO, executed five separate sales totaling 10,000 shares for $2,659,071.76 on 2024-08-28 at prices ranging from $263.90 to $267.90. His post-transaction holdings stand at 38.7K shares, a -20.6% reduction from the 48.7K shares he held before this sale. His prior CDNS sales at this ticker have consistently demonstrated well-timed 90-day outcomes (5 of 5 prior sells yielded negative post-sale returns), though his cross-ticker track record shows mixed timing with an average 90-day return of +5.3% on prior sells. The current stock price of $265.63 is within the trading range of this transaction and reflects a -18.6% decline from the 52-week high of $326.50, while the company maintains strong fundamentals with annual revenue growth of +14.8% and quarterly revenue of $1.1B.