Karen J Holcom

CFO Karen J Holcom sells 2,076 shares (19.4K remaining) via pre-arranged 10b5-1 plan at $303.14

Karen J Holcom, SVP & Chief Financial Officer, executed a scheduled sale of 2,076 shares on 2026-06-01 at $303.14, leaving 19,447 shares post-transaction. The sale was conducted under a 10b5-1 trading plan adopted on 2025-10-29, meaning the transaction was pre-arranged and automatic rather than discretionary. While the stock has risen 9.5% over the preceding 30 days and 11.1% over 90 days, her prior three sales at this ticker showed mixed outcomes: a 2.5% decline and 7.8% decline following separate 2026 and 2024 sales, though a June 2025 sale was followed by a 0.3% 30-day return and 11.0% 90-day return. The scheduled nature of the transaction under the 10b5-1 plan removes any inference about conviction or market timing.

CFO Karen J Holcom sold 4,974 shares of AYI at $309.23 for $1,538,110.02; holds 21,523 shares post-sale.

CFO Karen J Holcom executed a discretionary sale of 4,974 shares (5.0K shares) on 2026-01-28 at $309.23, reducing her holdings by 18.8% to 21,523 shares remaining. The current price of $309.24 is -17.9% from the 52-week high of $376.69 and down 14.1% over the prior 30 days. Examining her same-ticker history at AYI reveals mixed results: her June 2025 sell achieved a 90-day return of +11.0%, while her April 2024 sell saw a 90-day return of -7.2%, indicating 1 of 2 prior sales were well-timed. The company's fundamentals remain solid with revenue of $1,143,700,000.00, net income of $120,500,000.00, 13.1% annual revenue growth, and a P/E of 23.11. The scale and magnitude of this sale—a substantial reduction in her disclosed position—warrants scrutiny of whether this reflects portfolio rebalancing or a broader management perspective on valuation.

CFO Karen Holcom sells 6,000 AYI shares at $301.04; stock up 18.0% in 30 days but down 9.1% from 52-week high.

CFO Karen Holcom reduced her AYI position by 24.3%, selling 6,000 shares for $1,806,240.00 at $301.04 on 2025-06-27. The stock has appreciated significantly in the near term (30-day change: +18.0%) but remains below its 52-week high of $337.07 by 9.1%. Looking at her prior transaction history at AYI, her single previous sale on 2024-04-04 posted a -7.2% return over 90 days, indicating a pattern of well-timed exits at this ticker. Her cross-ticker track record shows a 100.00% 90-day well-timed rate across 1 prior sell, though the sample size is limited. The company's fundamentals show modest headwinds: annual revenue growth of -2.8% year-over-year, though absolute revenue remains substantial at $1.2B with $98.4M in net income, yielding a P/E of 23.40. This sale occurs against a backdrop of strong recent momentum but against the insider's demonstrated pattern of selling ahead of weakness.