Morin Francois

CFO Morin Francois sells 8,000 ACGL shares at $94.62; retains 266,681 shares post-sale.

Morin Francois, EVP and CFO of Arch Capital Group, sold 8,000 shares at $94.62 on 2025-11-28, reducing his holdings by 2.9%. The sale occurred near the 52-week high ($100.74), with the stock currently trading at $92.69 and down 8.0% from its peak. His cross-ticker track record shows mixed timing outcomes—4 prior sells with a 90-day well-timed rate of 50.00%—while his ACGL-specific history is similarly split, with 2 of 4 prior sells proving well-timed at the 90-day horizon. The sale is modest in size relative to his 266,681 remaining shares, suggesting a measured adjustment rather than a signal of significant conviction change. Against the company's strong fundamentals (revenue $5.1B with +27.9% annual growth, net income $1.4B, P/E 8.20), the transaction appears routine and warrants standard monitoring rather than immediate concern.

ACGL CFO Morin Francois sells 12,630 shares at $94.58; stock now 18% below 52-week high

Morin Francois, EVP and CFO of Arch Capital Group, executed an open-market sale of 12,630 shares at $94.58 on 2025-05-16, reducing his holdings by 4.4% to 274,681 shares and raising $1,194,575.71. The sale occurs while ACGL trades at $94.19, approximately 18.0% below its 52-week high of $114.86, despite strong recent fundamentals: the company reported $4.7B in quarterly revenue with $574.0M net income and 27.9% annual revenue growth, valuing the company at $35.3B with a P/E of 9.37. Historically, Francois's prior three open-market sales at ACGL show mixed timing—only 1 of 3 were well-timed at the 90-day horizon, with two producing gains (8.5% and 9.3% at 30 days) while one declined. The current sale contrasts with the stock's recent upward trend: up 6.2% over 90 days and 1.8% over 30 days, and occurs well below recent peaks, providing a factual data point about executive disposition at depressed valuations relative to 52-week history.

CFO Morin Francois sold 11,460 shares of ACGL at $102.46 for $1,174,169.83; stock near 52-week high at $103.00

Morin Francois, EVP and CFO of Arch Capital Group, sold 11,460 shares on 2024-08-16 at $102.46, reducing his holdings by 4.9%. The sale occurred with ACGL trading near its 52-week high of $103.36 (currently $103.00, -0.4% from peak). The company shows strong fundamentals with 41.8% annual revenue growth, $1.3B net income, and a low P/E of 7.11 on a $38.7B market cap. His prior two sales at ACGL occurred after subsequent gains (30d +8.5% and 30d -6.4%), meaning neither sale was well-timed as a downside hedge—both times the stock subsequently rose or remained relatively stable. With a 0.00% well-timed rate across his cross-ticker open-market history, no clear pattern of prescient selling emerges.