O'Shea Peter J

Graco President O'Shea sells 15,000 shares (50.8% of holdings) at $91.06; stock up 10.3% in 30 days, 11.6% in 90 days.

O'Shea Peter J, President of WW LED and SCA at Graco, sold 15,000 shares for $1,365,954.00, reducing his holdings by 50.8% from 29,516 to 14,516 shares. This is a material reduction of his personal stake in the company. The stock has rallied +10.3% over the prior 30 days and +11.6% over 90 days, currently trading 3.8% below its 52-week high of $94.64. Notably, his cross-ticker track record shows a 100.00% well-timed rate on prior sells, but at Graco specifically, prior same-ticker sales have delivered mixed timing: the 2024-02-05 sale posted +7.1% 30-day return (poorly timed; stock rose) and -4.6% 90-day return (well-timed), while the 2023-06-14 sale showed +2.2% 30-day and -10.7% 90-day (well-timed). The current sale follows another Graco sale just 19 days prior (2024-11-14), reflecting consecutive exit activity at a point when the stock has recovered to near 52-week highs. Investors should track whether this succession of sales precedes a decline or whether the stock continues its recent upward momentum.

GGG President Peter J O'Shea sells 18,075 shares (55.5% of position) at $88.76; prior 2 GGG sales both well-timed at 90d mark.

Peter J O'Shea's sale of 18,075 shares for $1,604,290.01 represents a substantial reduction in his holdings, cutting his position from 32,591 shares to 14,516 shares. His prior two open-market sales at Graco both posted negative 90-day returns (-4.6% on 2024-02-05 and -10.7% on 2023-06-14), meaning the stock fell after both prior divestitures, establishing a consistent pattern at this ticker of selling before declines. This transaction occurs against a backdrop of moderate momentum (the stock is up 12.3% over 90 days and up 5.0% over 30 days, though currently 4.7% below its 52-week high of $94.64), with fundamentals showing growth constraints: annual revenue grew only 2.4% year-over-year despite a solid net margin of 23.5% ($122.2M net income on $519.2M revenue), and the P/E valuation sits elevated at 31.20. The confluence of his historical pattern of well-timed exits at Graco and the company's modest revenue growth trajectory warrants observation of whether this transaction signals underlying operational concerns.