Schleimer Andrew M

TKO CFO Schleimer's first open-market purchases in 36 months reverse his prior-sell pattern as stock trades below 52-week highs.

Schleimer, TKO's CFO, made his first open-market share purchases in three years, acquiring roughly 2,700 shares as the stock trades noticeably below its 52-week high. This represents a significant regime shift: his prior Form 4 activity in TKO consisted entirely of three open-market sales, all of which saw the stock rise afterward over a 30-day horizon—poorly timed exits by that measure. At the 90-day mark, however, his sales show mixed results: one was followed by a modest stock decline (well-timed), while the other two saw gains (poorly-timed), suggesting conflicting signals about his historical timing at this company. The current purchases come into a company with growing revenue and positive profitability, though the stock has declined over recent weeks and quarters from its 52-week peak. This shift from seller to buyer, after a track record of sales that were mostly poorly-timed, introduces a behavioral pattern change worth monitoring as context for this acquisition.

CFO Andrew M Schleimer sells 11,978 TKO shares at $201.98 for $2.4M, reducing holdings 30.3%

Andrew M Schleimer, CFO of TKO Group Holdings, sold 11,978 shares at $201.98 on 2026-01-22, reducing his post-transaction holdings to 27,544 shares from 39,522 shares—a 30.3% reduction in his stake. The sale occurred near the 52-week high (within 8.2%), and the stock is down 7.2% over the prior 30 days. At the same ticker, Schleimer has executed two prior sales: one on 2026-01-05 (outcome not yet measurable) and one on 2025-01-03 (which saw the stock rise 6.0% in the following 90 days). His cross-ticker track record of two prior sells shows average 90-day returns of +6.0%, indicating his prior sales were not well-timed (stocks rose after he sold). The magnitude of this sale—reducing holdings by nearly one-third—combined with the recent prior sale on 2026-01-05 and the stock's proximity to recent highs, warrants attention to whether this reflects a broader pattern of liquidation activity.

CFO Schleimer sold 5,739 TKO shares at $204.08 (Jan 5); holds 16,239 post-sale. Stock up 2.9% in 90 days but down 6.6% from peak.

CFO Andrew M. Schleimer sold 5,739 shares at $204.08, reducing his stake by 26.1% from 21,978 to 16,239 shares and raising $1,171,215.12. His prior TKO sale (Jan 2025) saw the stock gain 6.0% over 90 days, indicating the prior exit was poorly timed as the stock subsequently rose. In the current transaction, the stock is presently trading at $203.65, down 6.6% from its 52-week high of $217.98, though up 2.9% over the 90-day period. The company reports strong fundamentals with 67.4% annual revenue growth and $1.1B quarterly revenue, though the P/E of 1697.08 reflects near-zero net income relative to market cap, warranting scrutiny of earnings quality. The timing pattern of Schleimer's insider sales—both prior and current—alongside depressed valuation metrics relative to the stock's peak offer observable context for investor monitoring.

CFO Schleimer sold 5,419 shares of TKO at $141.94 on 2025-01-03, reducing holdings by 43.7%.

Andrew M Schleimer, Chief Financial Officer, sold 5,419 shares at $141.94, reducing his post-transaction holdings to 6,995 shares from 12,414 shares—a 43.7% reduction in position size worth $769,172.86. The sale occurred at $141.94, near the stock's 52-week high of $147.25, though the stock has since declined 3.8% to $141.63. TKO reported strong revenue growth of +46.9% year-over-year to $681.3M in the latest quarter, but the company remains unprofitable on a full-year basis despite recent quarterly profitability of $23.1M. The material reduction in holdings by a senior finance executive warrants investor attention, particularly given the company's transition from net losses on an annual basis.