An ELF insider sold approximately 24,000 shares worth $1.5 million on April 27, 2026, representing roughly 13.5% of their holdings, which follows a prior acquisition of a larger block just days earlier. The stock is trading well below its recent highs, having declined substantially over the past three months, suggesting the insider is liquidating near a depressed price level. The company itself remains profitable with strong fundamentals and impressive recent revenue growth, indicating the weakness is likely market-driven rather than fundamental deterioration. The sale pattern—acquiring shares immediately before selling them—warrants scrutiny, as it could signal either portfolio rebalancing or concern about near-term catalysts. This combination of insider selling at a depressed valuation, despite solid earnings, merits closer examination of motivations and any upcoming company announcements.
Insider KORY MARCHISOTTO sold 10,812 shares of ELF at $150.00 for $1,621,800.00
MARCHISOTTO sold 10,812 shares at $150.00 on 2025-09-17, reducing his stake by 10,812 shares to 133,976 shares post-transaction. The sale price of $150.00 is above the current price of $139.96 and represents the stock near its 52-week range (current price is -4.6% from the $146.67 52-week high), with the stock up 16.2% over 30 days and 16.8% over 90 days. In his prior trades at ELF specifically (SAME-TICKER HISTORY), MARCHISOTTO's timing has been mixed: his 2025-04-21 sale returned +48.2% at 30 days and +120.4% at 90 days (well-timed), while his two 2024-06-06 sales returned +7.8% and +8.3% at 30 days but declined -26.1% and -25.7% at 90 days (poorly timed on the 90-day horizon). His cross-ticker track record shows 20 prior sells with an average 90-day return of +2.5% and a 90-day well-timed rate of 31.58%, indicating his sells have historically been poorly timed across all holdings. The current sale occurred just five days after another ELF sale on 2025-09-12, suggesting continued liquidation activity at elevated valuations (P/E: 81.37).
CFO Kory Marchisotto sells 13,515 ELF shares at $140.10; stock now at $135.22, near 52-week high of $140.63
Marchisotto sold 13,515 shares (13.5K shares) at $140.10 on 2025-09-12, reducing holdings by 8.5% to 144,788 shares (144.8K shares). The sale occurred near the 52-week high of $140.63, with the current price at $135.22 still elevated compared to the 52-week range of $49.95–$140.63. His track record across all tickers shows 20 prior sells with a 90-day well-timed rate of 35.00%, while his five prior ELF-specific sales exhibited mixed timing: three of five had negative 90-day returns, indicating well-timed exits on those occasions. The company shows strong fundamentals with $353.7M in latest quarterly revenue, net income of $33.3M, and annual revenue growth of 28.3%, though the P/E of 78.62 reflects a premium valuation. The sale's proximity to the 52-week high and the stock's subsequent 3.8% decline from that peak merit observation in the context of his modest historical success at timing exits (35% well-timed rate across holdings).
ELF insider Marchisotto sells 11,860 shares at $115.56; stock surged 71.1% in 30 days, prior 4 same-ticker sells all showed 90d declines
Marchisotto sold 11,860 shares of e.l.f. Beauty at $115.56 on 2025-06-04, reducing holdings by 6.9% to 159,799 shares for proceeds of $1,370,597.34. The sale follows a 71.1% 30-day rally and occurs at a price 46.9% below the 52-week high of $218.00. Notably, his prior 4 measurable same-ticker sales (all on 2024-06-06) each registered negative 90-day returns of -25.0% to -26.1%, indicating a consistent pattern of selling ahead of subsequent declines at this specific ticker. His cross-ticker track record shows a 90-day well-timed rate of 42.11% with an average 90-day return of -5.1%, but the same-ticker history is materially stronger, with 4 of 4 prior sales proving well-timed at the 90-day horizon. This sale warrants monitoring for its alignment with that established pattern.
Insider Marchisotto sold 51,350 ELF shares at $53.36; stock -74.6% from 52-week high; prior ELF sales all well-timed at 90 days.
Marchisotto sold 51,350 shares (25.2% of pre-transaction holdings) at $53.36, reducing his stake from 203,842 to 152,492 shares. This represents a sizable reduction executed as the stock trades at -74.6% from its 52-week high of $218.00 and has declined -12.0% over 30 days and -52.6% over 90 days. Notably, across his 5 prior trades at ELF (all sales on 2024-06-05 and 2024-06-06), every transaction proved well-timed at the 90-day mark, with subsequent 90-day returns ranging from -24.2% to -26.1% — all negative, meaning each sale preceded further stock declines. This consistent pattern at this specific ticker suggests the insider has demonstrated selectivity in timing exit points at ELF, though the stock's current positioning near cycle lows and recent steep declines provide context for where this latest sale occurred within the broader price trajectory.
