WILLIAMS MARSHA C

Director Marsha Williams sold 12,000 MOD shares at $234.71 for $2.8M on Feb 24; stock now $228.90, down 3.3% from 52-week high despite recent 55.8% monthly surge

Director Marsha Williams executed a discretionary open-market sale of 12,000 shares (9.8% of her pre-transaction holdings) at $234.71 near the 52-week high of $236.70. The stock has subsequently declined to $228.90, representing a -3.3% pullback from that peak. However, this sale occurs in the context of exceptional recent momentum: the stock surged +55.8% over the prior 30 days and +41.2% over 90 days. Notably, none of Williams' four prior sales at MOD were well-timed on a 90-day basis; all four resulted in the stock rising after the sale (30-day through 90-day returns ranged from +0.4% to +12.4%), suggesting a pattern of selling into rallies without successfully timing downturns. The company's fundamentals show net income of -$47.4M on quarterly revenue of $805.0M, with a P/E of 123.73, indicating the stock's recent appreciation has been driven by momentum rather than earnings improvement.

Director Marsha C Williams sold 25,761 shares of MOD at $134.77 for $3.5M, reducing holdings by -17.6%.

Director Marsha C Williams sold 25,761 shares at $134.77 on 2025-08-11, representing a -17.6% reduction in her holdings from 146,450 to 120,689 shares. This substantial single sale follows a strong rally period: MOD traded at the current price of $141.72, only -1.0% from its 52-week high of $143.22, having climbed 54.5% over the preceding 30 days and 38.3% over 90 days. Her prior trading record at this ticker shows three consecutive sells in 2024 (all on 2024-08-15), with 90-day performance of +16.5%, +15.7%, and +15.1% — consistently positive returns after her sales, meaning none of those sales proved well-timed (0 of 3 were well-timed at the 90-day mark). The company carries a relatively elevated P/E of 39.59 against a market cap of $7.4B, with recent quarterly revenue of $682.8M and net income of $51.2M. The pattern of selling into strong momentum at historically high valuation multiples, combined with her consistent history of selling before subsequent price appreciation at this ticker, warrants monitoring of how the market interprets this transaction.

Director Marsha C Williams sold 34,400 shares of MOD (34.4K) for $3,775,072.28 in three transactions at $109.26–$110.62 on 2024-08-15.

Director Marsha C Williams executed three separate sales totaling 34,400 shares for $3,775,072.28, reducing her holdings by 19.0% from 180,850 shares to 146,450 shares. The sales occurred at prices ($109.26, $110.01, $110.62) near the current price of $110.22, and within 6.7% of the 52-week high of $118.14. The company's valuation shows a P/E of 35.21 against quarterly net income of $47,300,000.00 and annual revenue growth of +4.8%, suggesting a period of stock strength. The filing itself provides no indication of scheduling under a 10b5-1 plan or other specific motivation, leaving the context of this multi-transaction sale open to investor interpretation.