Chairman & CEO May John C II sold 41,472 shares at avg $501.49 for $20.8M on Jan 8, 2026
May John C II executed 4 separate sales totaling 41,472 shares (41.5K shares) for $20,797,648.64 ($20.8M) at prices ranging from $500.46 to $503.35, reducing his holdings by 26.0% from 159,442 to 117,970 shares. The sales occurred at prices notably above the current price of $488.08, representing a 2.7% premium to current levels. His prior trades at Deere show a 100% well-timed pattern at the 90-day mark across 4 measurable outcomes, though recent momentum is mixed: the stock is +4.1% over 30 days but his most recent Deere sale on 2025-11-25 was down -6.5% within 30 days. The company faces material headwinds with -11.7% annual revenue decline and a P/E of 42.11, suggesting elevated valuation concerns even as the stock trades 8.2% below its 52-week high. This substantial liquidation by the CEO warrants attention given the company's deteriorating fundamentals and the scale of capital being withdrawn from inside holdings.
CEO John C II sold 11,106 shares of DE at $500.08 (May 2025) for $5,553,888.48; stock now at $469.87, down 11.6% from 52-week high.
Chairman & CEO John C II sold 11.1K shares at $500.08, reducing holdings by 9.0% to 112.5K shares. The sale occurred near the stock's 52-week high and the stock has since declined to $469.87 (-11.6% from high, -1.7% in 30 days, -4.9% in 90 days post-transaction). His prior trades at DE show a consistent pattern: all 5 previous sells on 2023-06-22 delivered negative 90-day returns (ranging -3.0% to -3.8%), indicating well-timed exits before subsequent declines—and his cross-ticker track record shows 100.00% well-timed sells. This transaction aligns with that historical pattern of selling into strength ahead of downturns. Contexting the fundamentals: DE's annual revenue contracted 15.6% year-over-year, and the company trades at 24.40 P/E on $1.3B quarterly net income against a $127.0B market cap—a potentially elevated valuation in a contracting revenue environment.
