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EdgarHawk

Katz Aimee

10% Owner

10% Owner
6 filings analyzed · 1 company · Latest 2025-02-18

Companies

Company Buys Sells Direction
Zurn Elkay Water Solutions Corp ZWS 0 7 Net selling

Activity

February 2025
medium
Sell
8,912,500 shares
$299,460,000
Significance 6/10

Aimee Katz sold 8,912,500 shares of ZWS at $33.60 for $299,460,000.00, reducing holdings by 37.3% on 2025-02-13.

Aimee Katz executed a material reduction of her ZWS position, divesting 8,912,500 shares at $33.60, bringing post-transaction holdings to 15,002,819 shares. The stock currently trades at $35.79, above the sale price, and ZWS fundamentals show reasonable health with Revenue $410,000,000.00 (latest quarter), Net income $43,500,000.00, and P/E of 32.83. Notably, across Katz's 5 prior open-market sales at ZWS (June–July 2024), none achieved well-timed outcomes at the 90-day mark—the stock rose after each prior sale—indicating an established pattern where subsequent price action has moved against her exit decisions at this specific ticker. Her cross-ticker track record shows a 68.75% well-timed rate on 16 prior sells, but that superior cross-ticker performance has not transferred to ZWS specifically, where her timing record is 0 of 5 well-timed at the 90-day level. The current transaction, priced $2.19 below today's market, does not yet demonstrate whether this sale will follow the same pattern of subsequent appreciation.

July 2024
medium
Sell
111,760 shares
$3,248,863
Significance 6/10

10% owner Katz Aimee sold 111,760 shares of ZWS at $29.07 for $3.2M on 2024-07-02; stock has fallen 5.8% in 30 days.

Katz Aimee, a 10% owner holding 23.45M shares post-transaction, sold 111,760 shares at $29.07 on 2024-07-02, reducing her stake by 0.5%. This is her fifth consecutive sale at ZWS within a 19-day span (2024-06-10 through 2024-07-02), indicating systematic liquidation rather than an isolated transaction. The stock has declined 5.8% over 30 days and 9.6% over 90 days from her transaction price, and is currently 13.1% below its 52-week high of $33.47. Across her cross-ticker track record, her 15 prior sells achieved a 100.00% well-timed rate at the 90-day mark, though same-ticker outcomes at ZWS are not yet measurable given the recent timing of these five consecutive June-July sales.

medium
Sell
100,000 shares
$2,904,000
Significance 5/10

10% owner Katz Aimee sold 100,000 shares of ZWS at $29.04 on 2024-06-28, reducing stake to 23.57M shares.

Katz Aimee, a 10% owner, executed a discretionary open-market sale of 100,000 shares (0.4% of her pre-transaction holdings) valued at $2,904,000.00. The stock has declined 6.8% over the 30 days following the transaction and 9.9% over 90 days, trading at $29.18 versus the $29.04 sale price. Across her cross-ticker trading history, her 15 prior sells averaged a -0.7% 30-day return, though this provides limited predictive power for same-ticker performance. At ZWS specifically, Katz has executed 5 prior separate transactions in June-early July 2024 (all sales), though outcomes on these are not yet measurable. The company's fundamentals remain solid with revenue growth of +19.4%, quarterly revenue of $373.8M, and net income of $34.3M, though the P/E of 40.53 reflects elevated valuation expectations.

June 2024
medium
Sell
36,938 shares
$1,124,393
Significance 4/10

10% owner Aimee Katz sold 36,938 shares of ZWS at $30.44; maintains 23.68M shares (99.8% of prior holdings).

Katz Aimee, a 10% owner, sold 36,938 shares for $1,124,392.72 on 2024-06-20 at $30.44 per share, a transaction representing -0.2% of her pre-transaction holdings. The sale occurred as ZWS stock has declined 5.8% over the past 30 days and 6.8% over 90 days, trading at $30.10 currently and -10.1% from its 52-week high of $33.47. This sale is part of a recent pattern at ZWS: Katz executed three sales within the same 10-day window (June 10, 12, and 18) just before this transaction, with her prior sales at this ticker showing measured 30-day returns of -4.7% and -7.5% but no completed 90-day measurement windows yet. Despite this concentrated selling activity, Katz retains a dominant 23.68M share position, indicating continued substantial exposure to the company's performance.

medium
Sell
154,433 shares
$4,714,839
Significance 5/10

10% owner Katz Aimee sold 154.4K shares of ZWS at $30.53 on 2024-06-18 for $4.7M; stock now -9.5% from 52-week high

Katz Aimee, a 10% owner, executed a sale of 154,433 shares at $30.53, reducing holdings from 23.87M to 23.72M shares. This represents a material open-market transaction by a significant shareholder in a mid-cap company trading at a P/E of 42.08 with recent annual revenue growth of +19.4%. The stock has declined -9.5% from its 52-week high of $33.47 and is down -7.2% over the past 30 days, placing the transaction price near the upper end of recent weakness. His prior open-market history across all tickers shows 13 sells with an average 30-day return of +0.6%, but no measurable outcomes yet exist for his five most recent ZWS trades in May–June 2024, preventing direct comparison of timing skill on this specific ticker.

Sell
194,081 shares
$6,123,256
Significance 6/10

10% owner Katz Aimee sold 194,081 shares of ZWS at $31.55 on 2024-06-12 for $6.1M; stock down 8.5% from 52-week high.

Katz Aimee, a 10% owner, sold 194,081 shares at $31.55 on 2024-06-12, reducing her stake from 24.07M to 23.87M shares (net -0.8%). This sale occurred when ZWS was trading 8.5% below its 52-week high of $33.47, and the stock has declined 6.6% over the prior 30 days. Notably, Katz executed three prior sales at ZWS within a 21-day window (April 22–23 and May 22–24), with the most recent sale just two days before this transaction on June 10, suggesting a pattern of sequential liquidation rather than isolated activity. While her cross-ticker track record shows an average 30-day return of +0.6% after prior sales, her same-ticker sales at ZWS have had mixed outcomes, and no measurable 90-day results are available yet for the recent cluster of June and May trades. The fundamental backdrop shows strong earnings momentum (revenue growth +19.4%, net income $34.3M, market cap $5.3B), but the P/E of 42.53 remains elevated, warranting investigation into whether these repeated sales signal a fundamental reassessment or reflect other capital management considerations.

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