Schaller John R

EVP John R Schaller sold 9,794 shares of CNM at $55.00 for $538,670; reduces holdings 33.2%, extends pattern of near-term accurate sells.

Schaller sold 9,794 shares (33.2% of his pre-transaction holdings) at $55.00 on 2025-05-28, reducing his stake from 29,483 to 19,689 shares. The sale price sits 6.4% below the 52-week high of $58.57. His same-ticker history at CNM shows 3 measurable prior sales all with negative 90-day returns—meaning the stock fell after each sale—and the 30-day outcomes on his two most recent CNM sales (2025-03-11 and 2025-03-10) show +7.1% and +4.8% stock appreciation within one month. His cross-ticker track record spanning 8 prior open-market sales shows a 66.67% well-timed rate (sells made before declines), with a 30-day average return of +4.0% and 90-day average return of +4.0%. The company posts a P/E of 25.61 on $2.0B in quarterly revenue with 11.0% annual revenue growth and $133.0M net income.

EVP Schaller sells 19,292 CNM shares at $45.00 (-55.5% of holdings); stock down 25.4% from 52-week high.

John R Schaller, Executive Vice President, sold 19,292 shares (55.5% of his pre-transaction holdings of 34,766 shares) at $45.00 on 2025-03-11 for $868,140.00. The current price is $46.27, representing a 30-day decline of -15.6% and a 90-day decline of -11.4% from the transaction date, with the stock now trading 25.4% below its 52-week high of $62.03. At this ticker (CNM), Schaller's prior five trades show mixed outcomes: his most recent measurable sale on 2025-01-10 delivered 30-day gains of +8.0%, and his 2024-01-16 sale achieved a 90-day return of +34.6%, indicating strong prior timing at this ticker. The company reports $2.0B in quarterly revenue, $133.0M in net income, and a P/E of 21.52, with minimal annual growth of +0.8%. The sale represents a substantial reduction in an executive's position amid elevated valuation and flat growth; the timing relative to the subsequent price decline will become clearer once 90-day outcome data is available for the most recent March trades.

EVP John R Schaller sold 21,868 shares (57.1% of holdings) at $46.82; stock down 25.0% from 52-week high and -14.7% in 30 days.

John R Schaller, EVP, divested 57.1% of his CNM position with 21,868 shares sold at $46.82, reducing his post-transaction holdings to 16,452 shares. The sale occurs as Core & Main trades -25.0% from its 52-week high of $62.03 and has declined -14.7% over the prior 30 days, suggesting execution during a period of weakness. However, his prior sales at CNM (on three occasions in January 2025) all showed positive 30-day returns (+8.0%, +6.2%, +8.0%), with the only measurable 90-day outcome (from January 2024) returning +34.6%—a pattern inconsistent with well-timed selling into weakness. At the cross-ticker level, his trade history shows 7 prior sales with 33.33% classed as well-timed (negative 90-day returns), suggesting modest historical accuracy in identifying peaks.

EVP Schaller sold 60,452 shares (77.2% of holdings) at $50.57 blended average, retains 17,898 shares post-transaction

John R Schaller, Executive Vice President at Core & Main, executed 3 separate sales totaling 60,452 shares on 2025-01-10 for $3,057,062.09 at a blended average price of $50.57, representing a -77.2% reduction of his pre-transaction holdings from 78,350 shares to 17,898 shares. The current price of $53.95 sits 6.7% above his blended sale price, placing the transaction in a context where the stock has risen 3.3% over the prior 30 days and 16.4% over 90 days, near its 52-week high of $62.03. Reviewing his historical trade outcomes at CNM: prior sells on 2024-01-16, 2023-08-29, and 2023-07-13 generated 90-day returns of +34.6%, +7.6%, and -2.4% respectively, showing mixed outcomes with limited predictive power for this trade. The substantial reduction in his CNM position—retaining less than 23% of prior holdings—represents a material shift in his equity stake at the company.