BAY MOGENS C

Director Mogens C. Bay sells 17,500 VMI shares for $8,615,948.25 across 5 transactions on 2026-04-24

Director Mogens C. Bay executed 5 separate sales totaling 17,500 shares (17.5K shares) for $8,615,948.25 ($8.6M) on 2026-04-24, reducing his holdings by 13.4% from 130,150 to 112,650 shares. The blended average sale price of $492.34 occurs near the 52-week high of $498.92 (within 0.3%), and the stock has appreciated 26.9% over the prior 30 days and 11.8% over 90 days. His prior 5 sales at VMI show mixed timing outcomes: 3 sales from December 2024 experienced 90-day declines (well-timed), while 2 sales from October 2024 were followed by 90-day gains (poorly timed), suggesting no consistent pattern of prescience at this ticker. The transaction occurs at elevated valuation (P/E 26.03) against modest annual revenue growth of 0.7%, warranting scrutiny as to whether the scale and timing of this sale reflect director reassessment of near-term risk or are simply determined by portfolio management mechanics.

Director Bay sold 20,000 shares at avg $348.92 on 2024-12-02, reducing VMI stake by 13.2% to 131,730 shares

Director Mogens C. Bay executed 3 separate sales totaling 20,000 shares for $6,978,405.33 on 2024-12-02, with transaction prices ranging from $348.20 to $350.05 and a blended average of $348.92. The current price of $347.08 is 1.4% below the 52-week high of $352.14, and the stock has gained 9.8% over the past 30 days and 27.6% over 90 days, suggesting the sales occurred near elevated valuations. At the same-ticker level, Bay's 4 prior trades at VMI (all sells) show mixed timing: the two most recent sales on 2024-10-25 posted 30-day gains of 8.3% and 8.0%, while the July 2024 sales achieved 30-day losses but eventual 90-day gains of 6.0% and 5.7%, with 0 of the prior 2 measurable 90-day sales outcomes showing well-timed downturns. The company's annual revenue growth is -3.9%, and the P/E of 22.68 reflects a valuation at the higher end of recent trading. This sale reduces Bay's holdings from 151,730 to 131,730 shares, maintaining meaningful retained ownership.

Director Mogens C. Bay sold 17,000 VMI shares ($5.4M) across 2 transactions at $315.77–$316.84 on 2024-10-25.

Mogens C. Bay, a director of Valmont Industries, executed 2 separate sales totaling 17,000 shares for $5,380,118.61 at a blended average price of $316.48. This represents a 10.1% reduction of his pre-transaction holdings from 168,730 to 151,730 shares. The sale occurred while the stock was trading near its 52-week high ($325.60), with the current price at $319.74, only 1.8% below peak. On his prior trades at VMI (2 sales in July 2024), neither transaction was well-timed on the 90-day horizon; the stock rose 6.0% and 5.7% in the 90 days following those sales. The current transaction's timing relative to future price action remains unobservable, but his same-ticker history shows a 0.00% well-timed rate at the 90-day mark.

Director Mogens C. Bay sold 18,000 VMI shares for $5,447,385.64 on 2024-07-26

Mogens C. Bay sold 18,000 shares (9.5% of his pre-transaction holdings) in two separate transactions at blended average price of $302.63, within 0.04% of the current price of $300.48 and just 0.7% below the 52-week high of $302.59. The sale comes at an inflection point in the stock's recent performance: after a 90-day gain of 44.7% and a 30-day gain of 9.5%, the sale takes place near peak valuation levels. VMI's fundamentals show a P/E of 36.96 with negative annual revenue growth of -3.9%, creating a tension between strong recent price appreciation and decelerating operational growth. The director retained 171,730 shares post-transaction, maintaining a substantial position in the company, which indicates continued exposure rather than full exit.