BAKER THOMPSON S II

President Baker Thompson S II fully exits 7,135 shares of VMC at $300.81, clearing all holdings in $2.1M transaction

Baker Thompson S II sold 7,135 shares representing 100% of his position at $300.81 on 2025-12-11, generating $2,146,279.35 in proceeds. The sale occurs near the stock's 52-week range of $220.90–$309.07, with VMC trading 4.0% from the 52-week high and up 5.7% over 30 days. Across his open-market history (12 prior sells on all tickers), Thompson achieved a 90-day well-timed rate of 100.00% with an average 90-day return of -10.0% post-sale, indicating a strong track record of selling before declines. At VMC specifically, his 5 prior trades show mixed outcomes, with the most measurable outcome (2024-05-13) returning -10.4% over 90 days. The complete liquidation of a president's holdings in a company with $2.3B quarterly revenue and positive net income of $374.9M warrants attention to whether this reflects a planned diversification event or signals changing conviction about the company's trajectory.

VMC President Baker Thompson sells 4,853 shares ($1.4M) at $295.63 avg; stock down 8.1% in 30 days post-trade

Baker Thompson S II executed two separate sales on 2025-11-12, totaling 4,853 shares for $1,434,714.50 at a blended average price of $295.63, reducing his holdings by 10.5% from 46,338 to 41,485 shares. The timing is noteworthy: Thompson's prior three measurable sales at VMC all resulted in negative 90-day returns (ranging from -8.6% to -10.4%), reflecting a 100% well-timed rate at this ticker specifically. Since the sale on 2025-11-12, VMC has declined 8.1% over 30 days and 2.6% over 90 days, continuing a pattern where his exits have preceded weakness. Across his cross-ticker track record, Thompson's 10 prior open-market sells averaged -10.0% 90-day returns with a 100.00% well-timed rate, suggesting consistent execution discipline in recognizing inflection points ahead of broader declines.

President Baker Thompson S II sold 4,243 shares of VMC at $289.76 on 2025-11-10; retains 41,485 shares post-sale.

President Baker Thompson S II sold 4,243 shares at $289.76, reducing his holdings by 9.3% to 41,485 shares. His cross-ticker track record shows 11 prior sells with a 90-day well-timed rate of 100.00%, suggesting consistent historical accuracy in sale timing; however, his prior trades specifically at VMC showed 2 of 2 prior measurable sales (on 2024-05-13) with negative 90-day returns of -10.4%, aligning with favorable timing. The current stock price of $295.09 is -4.5% from the 52-week high of $309.07, positioning this sale near recent highs. VMC's valuation remains elevated at a P/E of 34.88 with annual revenue contraction of -4.7%, creating a backdrop where insider dispositions warrant monitoring against near-term price momentum.

Baker Thompson S II (President) sold 5,818 shares of VMC at $292.26, liquidating entire position for $1.7M

President Baker Thompson S II executed a complete liquidation of his 5,818-share VMC position at $292.26 on 2025-11-04, eliminating all holdings post-transaction. His cross-ticker track record shows 8 prior sells with an average 90-day return of -10.0% and a 100.00% well-timed rate, indicating his historical sells have consistently preceded stock declines. At VMC specifically, all 5 of his prior trades were well-timed at the 90-day mark, with 90-day returns ranging from -10.4% to -9.7%, establishing a strong pattern of timing acuity at this ticker. The current stock price of $286.30 is -7.4% from the 52-week high and has declined -4.8% over 30 days, positioning this sale within an active downtrend. The company's annual revenue growth stands at -4.7%, suggesting operational headwinds that align with his decision to fully exit.