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Patricia R. Weis Marital Trust

10% Owner

10% Owner
1 filing analyzed · 1 company · Latest 2025-06-10

Companies

Company Buys Sells Direction
WEIS MARKETS INC WMK 0 1 Net selling

Activity

June 2025
2025-06-10 WEIS MARKETS INC WMK
high
Sell
1,921,746 shares
$124,913,490
Significance 6/10

Trust tied to 10% owner sold 1,921,746 shares of WMK for $124.9M; post-sale holds 4,051,383 shares (-32.2%)

Patricia R. Weis Marital Trust, holding 10% of WMK, executed a substantial sale of 1,921,746 shares at $65.00 on 2025-06-06, reducing its position from 5,973,129 shares to 4,051,383 shares. The transaction represents a -32.2% reduction in the trust's WMK holdings and generated $124,913,490.00 in proceeds. The sale occurred at a price $11.61 below the current market price of $76.61, and notably below the 52-week high of $88.84, suggesting the shares were not sold at a peak valuation. For context, WMK trades at a P/E of 19.20 with modest fundamentals: $1,200,776,000.00 in quarterly revenue and $20,478,000.00 in net income, alongside 2.0% annual revenue growth. The material reduction of a founder-family trust stake warrants investor attention as a signal of shifting capital allocation or liquidity needs at the controlling shareholder level, though the retained 4,051,383 shares indicate the trust maintains significant ongoing ownership.

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