The cluster is dominated by the CFO's $1.31M sale, but the simultaneous tax-withholding and grant transactions across all insiders indicate a routine vesting event rather than a coordinated bearish signal. Monitor next 10-Q for any guidance revision or operational headwinds in Ferguson's core plumbing/HVAC distribution business.
Price Chart
Executive Summary
Seven Ferguson insiders, including the CFO, COO, and Chief Strategy Officer, sold a total of ~$2.36M in open-market shares on October 15-16, 2026. The CFO alone sold $1.31M. These sales coincide with tax-withholding and grant events, suggesting a coordinated vesting-and-sell pattern rather than opportunistic selling, but the dollar amount is notable at ~0.1% of market cap.
Key Financial Metrics
Key Facts
- Seven insiders sold open-market shares totaling ~$2.36M in a 2-day window (Oct 15-16).
- CFO William Brundage sold $1.31M (6,000 shares at $218.74) on Oct 12.
- COO William Thees Jr. sold $79K, Chief Strategy Officer Jake Schlicher sold $70K.
- All open-market sales occurred alongside tax-withholding (F) and grant (A) transactions, consistent with a vesting-driven sell-to-cover pattern.
- Total open-market sales represent ~0.1% of Ferguson's ~$55B market cap.
Financial Impact
~$2.36M in open-market insider sales, ~0.1% of market cap
Risk Factors
- Insider sales may signal management's view that shares are fairly valued or that near-term headwinds exist.
- CFO selling $1.31M is the largest individual trade and warrants attention if it deviates from historical pattern.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FERG-1792528093769 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $231.82 | awaiting T+1 | — | $229.56 (−0.97%) |
Oct 23, 2026 4d ago | Institutional Cluster | $226.86 $229.52 | ▲ +1.17% | ▲ +0.46% | $229.56 (+1.19%) |
Oct 20, 2026 7d ago | Insider Cluster | $227.96 $227.31 | ▲ +0.29% | ▼ −0.90% | $229.56 (−0.70%) |
Oct 16, 2026 11d ago | 144 | $231.61 $226.36 | ▼ −2.27% | ▼ −2.69% | $229.56 (−0.89%) |
Oct 15, 2026 12d ago | 144 | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
Oct 15, 2026 12d ago | 144 | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
Oct 15, 2026 12d ago | 144 | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
Oct 15, 2026 12d ago | 144 | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
Oct 14, 2026 13d ago | Insider Cluster | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
Oct 14, 2026 13d ago | Insider Cluster | $228.76 $231.61 | ▲ +1.25% | ▲ +2.35% | $229.56 (+0.35%) |
US Market Status
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