Lucareli Michael B

Modine CFO Lucareli sells 19,595 shares for $4.3M (6 transactions); stock near 52-week high, prior MOD trades not well-timed

Michael B. Lucareli, EVP and CFO of Modine Manufacturing, conducted 6 separate sales on 2026-02-17 totaling 19,595 shares for $4,293,671.24, reducing his holdings by 26.1% from 75.2K to 55.6K shares. The blended sale price of $219.12 is only 0.8% below the current price of $217.53 and just 0.6% below the 52-week high of $219.76, placing the sale near peak valuation. His prior open-market timing record at MOD (5 same-ticker sales since July 2025) shows 0 of 5 well-timed at the 90-day mark, with subsequent 90-day returns ranging from +8.0% to +24.2%, indicating consistent upward movement after his prior sales at this ticker. Against a backdrop of elevated recent stock momentum (+58.9% in 30 days, +56.5% in 90 days), the combination of large-scale reduction in his direct stake near peak price and historical underperformance of his timing decisions at MOD warrants investor attention to execution risk and near-term valuation sustainability.

CFO Michael B Lucareli sells 40,422 shares in 3 transactions for $5,678,165.90, cutting holdings by 49.1%

Michael B Lucareli, EVP and CFO of Modine Manufacturing, executed 3 separate sales on 2025-08-05 totaling 40,422 shares for $5,678,165.90, reducing his holdings from 82,342 to 41,920 shares (-49.1%). The blended average sale price of $140.47 sits near the 52-week high of $143.22, and the stock has rallied 36.7% over 30 days and 46.6% over 90 days—a period of pronounced strength. Lucareli's cross-ticker track record shows 87.50% well-timed sells (20 prior sells with an average 90-day return of -7.4%), suggesting his exits have historically preceded declines. However, his 5 prior same-ticker sales at MOD on 2025-07-31 all lack measurable outcomes yet, providing no local timing reference. This sale represents a substantial divestiture by a senior executive during a period of significant stock appreciation and elevated valuation multiples (P/E 38.15), warranting investor scrutiny of management's forward outlook.

CFO Michael B Lucareli sells 80,661 shares of MOD for $10,351,485.28 across 11 transactions on 2025-07-31; 54.7% reduction in holdings.

Michael B Lucareli, EVP and CFO of Modine Manufacturing, executed 11 separate sales totaling 80,661 shares for $10,351,485.28 on 2025-07-31, reducing his holdings by 54.7% from 147,581 shares to 66,920 shares. The blended average sale price was $128.33, executed at a point when the stock was trading within its 52-week range and has since appreciated to $138.54 (currently -3.3% from the 52-week high of $143.22). His prior trades at this ticker show a 4 of 4 well-timed pattern at the 90-day mark, with his February 2025 sales preceding subsequent declines; however, this most recent transaction occurred at a relatively elevated price point against recent momentum (30-day +32.5%, 90-day +53.5%). The material magnitude of this transaction—a substantial portion of his equity position—merits close attention to whether it signals a shift in confidence or reflects routine portfolio management alongside the company's current financial position (P/E 38.70, revenue growth +7.3%, net income $51.2M on $682.8M quarterly revenue).

CFO Michael B Lucareli sold 5,778 shares of MOD at $115.00 for $664,470; stock now at $134.56.

Michael B Lucareli, EVP and CFO of Modine Manufacturing, sold 5,778 shares at $115.00 on 2025-07-29 for $664,470.00, reducing his holdings by 4.6% to 121,142 shares. The sale occurred at a significant discount to the current price of $134.56, with the stock up 37.3% over the prior 30 days and 49.2% over 90 days. Notably, Lucareli's cross-ticker track record shows a 77.78% well-timed rate on his 20 prior sales (average 90-day return of -6.0%), suggesting his sell decisions have historically preceded declines elsewhere. However, this must be contextualized against the company's fundamental strength: Modine reported $682,800,000 in quarterly revenue with $51,200,000 net income and 7.3% annual revenue growth, and the stock trades at a P/E of 37.59. The timing of this transaction relative to recent momentum and the CFO's established pattern of well-timed exits deserves monitoring for any signals about forward-looking fundamentals.

CFO Michael B Lucareli sells 17,541 MOD shares at $100.00 (Feb 10); stock now -32.0% from 52-week high

CFO Michael B Lucareli sold 17,541 shares at $100.00 on 2025-02-10, reducing his stake from 150,072 to 132,531 shares. The sale occurred while MOD trades at $97.45, down 32.0% from its 52-week high of $143.22 and down 17.9% over the prior 30 days. Lucareli's cross-ticker track record shows 15 prior open-market sales with a 90-day well-timed rate of 33.33%, but his same-ticker history at MOD consists entirely of recent sales (Feb 6–10) with no measurable outcomes yet, offering no predictive baseline. At a P/E of 31.95, MOD's valuation remains elevated despite the recent drawdown, warranting attention to whether this sale reflects opportunistic liquidity needs or broader conviction signals.

Modine CFO Lucareli sold 30,000 shares across 6 transactions (Feb 6–10) for $3.1M at blended avg $102.31; stock now down 31.0% from 52-week high.

Lucareli, as EVP and CFO, executed 6 separate sales totaling 30,000 shares for $3,069,379.61 at prices ranging from $100.00 to $104.44, near the company's 52-week high of $143.22. This represents an 18.5% reduction in his holdings (from 162,531 to 132,531 shares). MOD stock has since declined 31.0% from its 52-week high and is down 16.9% over the last 30 days, trading now at $98.77—below the blended sale price of $102.31. His prior 4 measurable sales at MOD (dating back to November 2023) each preceded gains: all four showed positive 90-day returns ranging from +5.7% to +59.4%, indicating his historical sales at this ticker have not preceded downturns. The current sustained decline following these February sales marks a departure from that pattern and may reflect changed near-term outlook for the company fundamentals.