Neal John Scott

CMO Neal Scott sold 17,471 shares at blended $85.20 for $1.5M; 55.2% position reduction at stock near 52-week lows

Neal John Scott, Chief Merchandising Officer, executed 2 separate sales totaling 17,471 shares for $1,488,497.72 on 2025-12-03 at an average price of $85.20, reducing his holdings from 31,649 to 14,178 shares. The transaction occurred when SFM traded at -52.4% from its 52-week high of $179.53, with the stock down 38.4% over the prior 90 days despite a +12.9% annual revenue growth rate and solid fundamentals (P/E 16.23, $8.3B market cap). Across his full track record, Scott's prior sells have demonstrated a 66.67% well-timed rate at the 90-day mark, and at this specific ticker his prior 2 sales in May 2025 were both well-timed with negative 90-day returns. The 55.2% reduction in share count is material, though the timing against a depressed valuation backdrop and prior trade pattern presents a mixed signal—the sale occurs at depressed prices yet aligns with his demonstrated ability to exit before further declines.

CMO Neal Scott sells 17,721 shares at $160.89 avg for $2.9M, reducing holdings 55.6% to 14,178 shares at SFM

Neal John Scott, Chief Merchandising Officer, executed 2 separate sales on 2025-05-15 totaling 17,721 shares for $2,851,127.94 at a blended average price of $160.89, reducing his holdings from 31,899 shares to 14,178 shares—a 55.6% reduction. The sales occurred near recent highs (current price $168.68 is only -4.8% from the 52-week high of $177.12), suggesting favorable execution timing. Scott's prior open-market sell at SFM in August 2023 followed with a positive 90-day return of 9.9%, indicating his previous exit was poorly timed relative to subsequent stock performance. Against a backdrop of strong fundamentals (annual revenue growth of +12.9%, net income of $180,026,000.00, P/E of 36.99), this substantial reduction in holdings merits monitoring to understand the CMO's current conviction level relative to valuation.