CFO Jonathan W Thayer sold 222,222 shares at blended avg $10.98 via scheduled 10b5-1 plan; stock down 30.3% in 90 days, revenue surging 176.9% YoY.
Jonathan W Thayer, Chief Financial Officer of Venture Global, executed two separate sales totaling 222,222 shares for $2,441,042.00 on 2026-06-17 and 2026-06-18 at a blended average price of $10.98, pursuant to a pre-arranged 10b5-1 trading plan. The sale reduces his non-derivative holdings from 222,222 shares to 0, though he retains 37,536,647 shares in derivative form (stock options across two vehicles). The timing coincides with significant stock weakness: the current price of $11.02 is -43.5% from the 52-week high of $19.50, and the stock has declined -30.3% over the past 90 days, well below his transaction price. His prior sales at VG show mixed near-term outcomes (most recent three ranging from -22.2% to -24.5% 30-day returns), while cross-ticker history averages -24.9% 90-day returns post-sale. Notably, Venture Global's fundamentals show strong momentum with annual revenue growth of +176.9% (FY vs prior FY) and a low P/E of 11.85, suggesting the stock weakness may not reflect operational deterioration. Because this is a scheduled 10b5-1 plan transaction, the execution is not discretionary and does not reflect real-time market timing or conviction signals by the CFO.