CASELLA JOHN W

CEO John W Casella sold 6,726 shares of CWST at $93.10 on 2026-02-27; stock now at $91.92, down 8.9% in 30 days.

John W Casella, CEO of Casella Waste Systems, sold 6,726 shares at $93.10 on 2026-02-27, reducing his holdings by 19.4% to 28.0K shares. The stock has declined 8.9% over the past 30 days and is trading 23.6% below its 52-week high of $120.37, suggesting the sale occurred as the stock was beginning a broader pullback. Across his same-ticker history at CWST, Casella's prior 5 sells show a 60% well-timed rate at the 90-day mark, with his most recent prior sale on 2025-05-08 followed by a 90-day decline of 16.9%. The company's fundamentals present a mixed picture: annual revenue growth of 18.0% and $485.4M quarterly revenue are strong, but the P/E ratio of 766.00 reflects minimal current earnings relative to valuation, with net income of only $10.0M. This combination of a declining stock price post-transaction, a track record of well-timed sales at this ticker, and an unusually high P/E warrants investor attention to whether the sale reflects concern about the gap between growth multiples and underlying profitability.

CEO John Casella sells 18,093 shares (61.3% of holdings) at $119.87; stock near 52-week high; P/E 515.22 despite -$4.8M net loss

CEO John W. Casella sold 18,093 shares at $119.87 on 2025-05-08, reducing his stake by 61.3% to 11,416 shares remaining. The sale occurred near the 52-week high ($120.37, just 1.6% below peak), following strong recent momentum (+6.6% in 30 days, +9.7% in 90 days). At same-ticker CWST history, his prior four measurable 90-day outcomes showed mixed results: two well-timed and two poorly timed, without a clear directional pattern. The company's fundamentals present a tension: annualized revenue growth of 23.2% and $417.1M quarterly revenue, yet the most recent quarter recorded a $4.8M net loss, and the P/E ratio of 515.22 reflects heavy valuation relative to current earnings. This large open-market sale by the chief executive during a peak-valuation period, while the company operates unprofitably, merits investor scrutiny of both the company's near-term profitability trajectory and the significance of this material reduction in insider ownership.

CEO John W Casella sold 13,577 shares of CWST at $113.88 for $1,546,148.76 on 2025-03-03, reducing holdings by 34.1%

John W Casella, CEO of Casella Waste Systems, executed a substantial open-market sale reducing his position from 39,835 shares to 26,258 shares—a 34.1% reduction. The sale at $113.88 occurred near the 52-week high of $115.86, with the stock currently at $113.76. His cross-ticker track record shows 8 prior sells with a 50.00% well-timed rate and average 90-day return of +1.3%, indicating mixed historical timing discipline. At the same ticker (CWST), his 5 prior sells saw 2 of 5 register as well-timed at the 90-day mark, suggesting inconsistent predictive value for this stock specifically. Fundamentals remain solid—latest quarterly revenue of $411,627,000.00 with +23.2% annual growth—but the P/E of 494.61 reflects a richly valued position, making this the primary context for evaluating the sale's signal.

CEO John Casella sold 27,940 shares for $2,973,534.83 across three transactions Nov 14-15, reducing holdings by 72.3% to 10.7K shares.

John W. Casella, Chief Executive Officer of Casella Waste Systems Inc, executed three separate sales totaling 27,940 shares for $2,973,534.83, reducing his holdings from 38,669 shares to 10,729 shares—a 72.3% reduction in his position. The sales occurred at prices ranging from $106.32 to $108.84, with a blended average of $106.43, near the current price of $108.01 and within 1.7% of the 52-week high of $109.88. Examining his prior trading history at CWST, 2 of 3 prior measurable sales were well-timed at the 90-day mark (with negative post-sale returns), though his cross-ticker track record shows a 66.67% well-timed sell rate with an average 90-day return of -1.6%. The company's valuation context shows a P/E of 234.80 paired with modest net income of $5,771,000 against quarterly revenue of $411,627,000, suggesting stretched profitability metrics relative to scale. This large discretionary reduction in the CEO's direct ownership merits investor attention to understand strategic positioning and forward guidance."

CEO Casella sells 23,509 shares at blended $100.79 for $2.4M, reducing stake by 68.7%

John W. Casella, Chief Executive Officer of CASELLA WASTE SYSTEMS INC, executed 2 separate sales totaling 23,509 shares for $2,369,563.67 on 2024-11-05, at a blended average price of $100.79. This represents a 68.7% reduction in his post-transaction holdings to 10,729 shares. At the current price of $106.91, the shares he sold are now worth approximately $251,000 more, but evaluating timing against his prior transaction history at CWST shows mixed results: his 2024-02-28 sale gained 9.5% over 30 days and 10.2% over 90 days (poorly timed), while his August 2023 sales declined 1.3%–2.2% over 30 days and 7.3%–7.6% over 90 days (well-timed). The company's valuation metrics remain elevated, with a P/E of 232.41 despite solid revenue growth of 16.5% annually, warranting monitoring of whether the substantial reduction in insider holdings reflects changed conviction or routine liquidity management.