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Insider Cluster (3 insiders) ·Filed Aug 7, 2026

GFF

GRIFFON CORP
NEUTRAL
Impact 4/10
Horizondays Processed2mo ago
Insider cluster: 3 insiders, $2.6M total
Actionable Insight • Neutral

Three top executives at Griffon Corp — including the Chairman/CEO, President/COO, and CFO — sold a combined ~$12.5M in open-market shares on August 5-6, 2026, immediately after the company reported a strong fiscal Q3 2026 beat and completed the sale of its AMES Australasia business. The CEO alone sold ~100K shares for ~$10.2M, and the COO sold ~34K shares for ~$2.5M. While the sales are large in absolute dollar terms, they represent only ~0.25% of the $4.9B market cap and occur just after a transformational quarter and a major divestiture — likely tax/cash planning rather than a bearish signal, especially given the strong operational results and balance sheet deleveraging.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
GFF ▼ -7.13% at T+20d
NEUTRAL call -7.13% · α vs SPY -6.21% · entry $104.80 → $97.33
Next anchor: T+60d in 7d
Latest observation: T+53 -13.79% FF3 residual α
Entry = T+0 close
Aug 7, 2026
via day close
T+1d
+1.86%
call +1.86% · α +2.18%
$106.75
settled 3mo ago
T+5d
-2.50%
call -2.50% · α -2.45%
$102.18
settled 2mo ago
T+20d
-7.13%
call -7.13% · α -6.21%
$97.33
settled 7w ago
T+60d
Pending
in 7d

Price Chart

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Executive Summary

Three top executives at Griffon Corp — including the Chairman/CEO, President/COO, and CFO — sold a combined ~$12.5M in open-market shares on August 5-6, 2026, immediately after the company reported a strong fiscal Q3 2026 beat and completed the sale of its AMES Australasia business. The CEO alone sold ~100K shares for ~$10.2M, and the COO sold ~34K shares for ~$2.5M. While the sales are large in absolute dollar terms, they represent only ~0.25% of the $4.9B market cap and occur just after a transformational quarter and a major divestiture — likely tax/cash planning rather than a bearish signal, especially given the strong operational results and balance sheet deleveraging.

Key Financial Metrics

Direction
selling
Total Value
$5.7M
Insiders
3

Key Facts

  • CEO Ronald J. Kramer sold ~100K shares for ~$10.2M on Aug 5-6, 2026
  • COO Robert F. Mehmet sold ~34K shares for ~$2.5M on Aug 5-6, 2026
  • CFO Brian G. Harris sold ~11K shares for ~$1.1M on Aug 5, 2026
  • Total insider cluster selling: ~$12.5M (0.25% of $4.9B market cap)
  • Sales occurred 1-2 days after strong fiscal Q3 2026 earnings beat (revenue $481.4M, adj. EPS $1.51) and close of AMES Australasia sale
  • Company used proceeds to repay $285M of Term Loan B, reducing leverage to 2.2x

Financial Impact

Total insider sales of ~$12.5 million, representing 0.25% of market capitalization. Non-material relative to company size.

market capinsider ownership

Risk Factors

  • CEO selling ~$10M could signal personal portfolio rebalancing or tax planning, not necessarily bearish conviction
  • No current insider buying to offset the cluster's negative signal

Market Snapshot

Exchange
NYSE
Sector
Metal Doors, Sash, Frames, Moldings & Trim
Analyst Consensus
91% bullish (11 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GFF-1786136709632
14 reports for GFF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GFF — sortable, filterable
TypeNow
Oct 5, 2026
21d ago
Press Release
NEUTRAL ★ 2/10
$94.09awaiting T+20—$98.10 (+4.26%)
Aug 14, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$102.18 $92.76▼ −9.22%▼ −7.24%$98.10 (−3.99%)
Aug 13, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$104.16 $93.81▼ −9.94%▼ −7.95%$98.10 (−5.82%)
Aug 11, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$104.88 $95.30▼ −9.13%▼ −7.24%$98.10 (−6.46%)
Aug 11, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$104.88 $95.30▼ −9.13%▼ −7.24%$98.10 (−6.46%)
Aug 10, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$106.75 $97.59▼ −8.58%▼ −7.52%$98.10 (−8.10%)
Aug 7, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$104.80 $97.33▼ −7.13%▼ −6.21%$98.10 (−6.39%)
Aug 5, 2026
11w ago
8-K
BULLISH ★ 6/10
$102.81 $95.83▼ −6.79%▼ −6.19%$98.10 (−4.58%)
Aug 4, 2026
11w ago
8-K
NEUTRAL ★ 5/10
$93.58 $94.44▲ +0.92%▲ +2.16%$98.10 (+4.83%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$92.86 $87.90▼ −5.34%▼ −4.93%$98.10 (+5.64%)
Showing 10 of 14

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Report published Aug 7, 2026