Franks Joshua Allen

Director sells ~$1.5M of ELF stock near 52-week lows after sharp year-to-date decline.

An ELF insider disposed of approximately 23,500 shares worth roughly $1.5 million on 2026-04-27, representing a meaningful 16.6% of their holdings. The sale occurs at a significant disadvantage: the stock is trading well below its recent highs and has experienced substantial weakness over recent months, suggesting the insider is selling into a depressed price rather than capitalizing on strength. The company itself remains profitable with strong revenue growth and reasonable fundamentals, so the sale likely reflects portfolio diversification or tax planning rather than a loss of confidence in operations. The absence of any major trading activity by this insider recently means this sale stands out as a notable liquidity event, though the depressed price environment complicates the interpretation of intent.

SVP Joshua Allen sells 7,913 shares of ELF at $145.00 on 2025-09-16; holds 99,369 post-sale at stock near 52-week high of $146.67

Joshua Allen, SVP Operations at e.l.f. Beauty, sold 7,913 shares for $1,147,385.00 on 2025-09-16 at $145.00 per share, reducing his holdings by 7.4% to 99,369 shares. The sale occurred when ELF was trading near its 52-week high of $146.67, with the stock up 22.4% over both 30 and 90 days. Across his prior ELF transactions (5 previous sells), 2 of 5 were well-timed at the 90-day mark, showing mixed historical precision at this ticker. The company itself demonstrates strong fundamentals with annual revenue growth of 28.3%, $353.7M in latest-quarter revenue, and $33.3M in net income, though the elevated P/E of 85.27 reflects high valuation expectations. This sale does not represent full exit and maintains a substantial long position, offering limited signal regarding strategic confidence.

SVP Joshua Allen sold 13,189 shares of ELF at $125.00; stock up 64.4% in 30 days, down 41.0% from 52-week high, P/E at 87.44.

Joshua Allen, SVP of Operations, sold 13,189 shares at $125.00 on 2025-06-11, reducing holdings by -10.9% and generating $1,648,625.00. At his prior five ELF transactions, three of three measurable 90-day outcomes showed negative returns (-25.7%, -25.4%, -26.1%), indicating a pattern of well-timed exits ahead of declines. However, current context shows stock strength: +64.4% over 30 days and +88.5% over 90 days, though still -41.0% from the 52-week high of $218.00. The company's revenue growth (+28.3% annually) and improving stock momentum conflict with his historical timing pattern at this ticker, warranting attention to whether this sale signals a shift in conviction or reflects portfolio management within a volatile, high-multiple name (P/E 87.44).

SVP Joshua Allen sold 11,860 ELF shares at $115.56; stock up 71.1% in 30 days but still -46.9% from 52-week high.

Joshua Allen, SVP of Operations at e.l.f. Beauty, sold 11,860 shares for $1,370,597.34 on 2025-06-04, reducing his holdings by 8.9% to 122,000 shares. The sale occurred amid sharp recent momentum—the stock has gained 71.1% over the past 30 days and 63.8% over 90 days—yet remains 46.9% below its 52-week high of $218.00. Allen's prior trades at ELF show a notable pattern: his 4 measurable prior sales at this ticker each declined further 90 days after execution (posting returns of -25.4%, -25.0%, -26.5%, and -26.1%), indicating well-timed selling at local peaks. His most recent ELF sale on 2025-04-21 was up 48.2% at the 30-day mark before the current rally, consistent with a pattern of selling into strength. The current sale at $115.56, following the 71.1% month-to-date surge, aligns with that historical behavior of exiting after significant appreciation.

SVP Operations Allen sells 51,353 ELF shares at $53.36; stock down -74.6% from 52-week high, -52.6% in 90 days.

Franks Joshua Allen (SVP, Operations) sold 51,353 shares at $53.36 on 2025-04-21, reducing his holdings by 30.9% to 114,660 shares post-transaction. The timing is notable: ELF's current price of $55.33 is -74.6% from the 52-week high of $218.00 and has declined -52.6% over the past 90 days. Historically, Allen's prior five sales at ELF (all on 2024-06-06) were uniformly well-timed—all five generated negative 90-day returns ranging from -25.0% to -25.4%—suggesting his sell decisions at this ticker have preceded material declines. His cross-ticker track record shows a 55.00% well-timed rate on sells, indicating his open-market sales have generally preceded downward price movement. This sale occurs as the stock faces significant headwinds, and the pattern of execution aligns with his documented history of selling ahead of deterioration rather than during periods of strength.