LAMPERT EDWARD S

Lampert sells 1.30M shares of Lands' End at $45.00 for $58.5M, reducing stake 7.6%; stock down 32.5% in 30 days

Edward S. Lampert, a 10% owner, sold 1,300,505 shares at $45.00 on 2026-04-01, reducing his holdings from 17,114,430 to 15,813,925 shares. The transaction occurred at $45.00 per share while the current price stands at $10.90, indicating the stock has fallen 76% since the sale date. Lands' End is trading at a P/E of 30.28 on minimal profitability: net income of $5,164,000 against revenue of $277,453,000, with annual revenue growth of only +0.7%. Lampert's cross-ticker track record shows 20 prior open-market sells with a 90-day well-timed rate of 60.00%, indicating his sells have historically been positioned ahead of declines roughly six in ten times. The dramatic subsequent price collapse and the magnitude of the stake reduction warrant examination into Lampert's positioning, particularly given Lands' End's weak profitability and stagnant top-line growth.

10% Owner Lampert sells 50,419 shares ($9.2M) at AN across 3 transactions; retains 3.78M shares post-sale

Edward S. Lampert, a 10% owner, executed 3 separate sales totaling 50,419 shares for $9,212,412.16 at a blended average price of $182.72 between August 23–27, 2024. This represents a 1.3% reduction from his pre-transaction holdings of 3,825,838 shares, leaving him with 3,775,419 shares. At the current price of $179.45, the stock has declined 5.9% from its 52-week high of $190.72, placing the transaction prices near the upper end of recent trading. Lampert's cross-ticker track record shows a 31.25% well-timed rate on 20 prior sells (average 90-day return -2.0%), while his same-ticker history at AutoNation shows 5 prior sales, only 1 of which has a measurable 90-day outcome (posting +2.0% return, which would be poorly-timed for a sell). The underlying business shows modest fundamentals: $6.5B in annual revenue with flat growth (-0.1% year-over-year), net income of $130.2M, and a P/E of 9.13.

Lampert sells 53,562 AN shares at $193.45; stock now $170.74. 10% owner remains holding 3.83M shares after -1.4% portfolio reduction.

Edward S. Lampert, a 10% owner of AutoNation, sold 53,562 shares at $193.45 on 2024-07-31, reducing his holdings by 1.4% to 3,825,838 shares. The sale occurred near the 52-week high of $190.72, but the stock has since declined 10.5% to $170.74, putting the sale price above current market levels. At AutoNation specifically, Lampert's two prior measurable sales (March 2024) generated 90-day returns of +2.0% and +4.1%, neither of which constitutes a well-timed sell (a well-timed sell requires negative post-sale returns); across his broader open-market history, his 20 prior sales show an average 90-day return of -1.7% with only a 29.41% well-timed rate. The company trades at a P/E of 8.68 with flat annual revenue growth (-0.1%) and net income of $130.2M on $6.5B in quarterly revenue. The recent sale follows two additional sales on 2024-07-16 and 2024-07-15, part of a concentration of dispositions in mid-to-late July that warrant monitoring given the subsequent price decline.

Edward Lampert sells 124,770 shares (~$21.9M) across 3 transactions; retains 3.88M shares (10% holder)

Edward Lampert, a 10% shareholder of AutoNation, executed 3 separate sales totaling 124,770 shares for $21,898,896.14 between July 12–16, 2024, at prices ranging from $172.29 to $182.34 (blended average $175.51). The current price of $181.50 is at the 52-week high, and the stock has risen 10.7% over 30 days and 19.2% over 90 days—substantially outperforming his prior sales at this ticker, where 0 of 5 prior sells showed positive 90-day returns. The sales represent a 3.1% reduction in his stake, leaving him with 3,879,400 shares and maintaining a dominant 10% position. Against a backdrop of strong recent price momentum, a flat annual revenue growth rate of -0.1%, and a low P/E of 7.92, the timing of these liquidations during a peak-price rally warrants investor attention, particularly given the consistent pattern of his prior AN trades being overtaken by subsequent gains.