SecBot SecBot
Insider Cluster (3 insiders) ·Filed Jun 16, 2026

GFF

GRIFFON CORP
BEARISH
Impact 5/10
Horizondays Processed4mo ago
Insider cluster: 3 insiders, $6.1M total
Actionable Insight ▼ Bearish

Watch for additional insider filings in the coming weeks — if the CEO or CFO continues selling, that would amplify the bearish signal. The Ames sale agreement closed on 6/11 and insiders sold immediately after; the market should assess whether the sale price ($100M cash plus equity) adequately compensates for the divested business relative to analyst consensus on GFF's sum-of-parts value.

DirectionBearish
Confidencemedium
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
GFF ▲ +8.09% at T+60d
SHORT call ✗ call lost -8.09% · α vs SPY -4.94% · entry $88.84 → $96.03
Entry = T+0 close
Jun 16, 2026
via day close
T+1d
+2.58%
call -2.58% · α -1.80%
$91.13
settled 4mo ago
T+5d
+6.78%
call -6.78% · α -7.82%
$94.86
settled 4mo ago
T+20d
+5.37%
call -5.37% · α -4.05%
$93.61
settled 3mo ago
T+60d
+8.09%
call -8.09% · α -4.94%
$96.03
settled 7w ago

Price Chart

Loading chart...

Executive Summary

Three top insiders at Griffon (CEO, President/COO, CFO) sold a combined $6.09M in open-market sales over a 3-day window, representing ~0.14% of market cap. The sales cluster comes just 5 days after the company signed a definitive agreement to sell its Ames business for $100M+ in cash and equity, a transaction insiders were likely aware of when executing these trades.

Key Financial Metrics

Direction
selling
Total Value
$6.1M
Insiders
3

Key Facts

  • CEO Ronald Kramer sold 51,029 shares ($4.86M) on 2026-06-12 at $95.21
  • President/COO Robert Mehnel sold 8,773 shares total ($836K) on 2026-06-12 and 2026-06-15
  • CFO Brian Harris sold 7,500 shares ($713K) on 2026-06-11
  • Total insider sales: $6.09M over 3 days, all open-market (code S)
  • Sales occurred ~5 days after 8-K filing (2026-06-11) disclosing Ames business sale agreement
  • Consideration for Ames sale: $100M base cash, 42.8% equity stake in buyer, $161.1M second-lien facilities
  • Sales represent ~0.14% of GFF's $4.3B market cap

Financial Impact

$6.09M in insider sales over 3 days (0.14% of market cap)

insider holdingsmarket sentiment

Risk Factors

  • Insider sales may be routine portfolio rebalancing or 10b5-1 plan sales, not necessarily a bearish signal
  • Ames transaction is subject to antitrust clearance and financing conditions; it may not close on schedule

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-1781643638870
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
22d ago
Press Release
NEUTRAL ★ 2/10
$94.09awaiting T+20—$97.97 (+4.12%)
Aug 14, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$102.18 $92.76▼ −9.22%▼ −7.24%$97.97 (−4.12%)
Aug 13, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$104.16 $93.81▼ −9.94%▼ −7.95%$97.97 (−5.94%)
Aug 11, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$104.88 $95.30▼ −9.13%▼ −7.24%$97.97 (−6.59%)
Aug 11, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$104.88 $95.30▼ −9.13%▼ −7.24%$97.97 (−6.59%)
Aug 10, 2026
11w ago
8-K
NEUTRAL ★ 4/10
$106.75 $97.59▼ −8.58%▼ −7.52%$97.97 (−8.22%)
Aug 7, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$104.80 $97.33▼ −7.13%▼ −6.21%$97.97 (−6.52%)
Aug 5, 2026
11w ago
8-K
BULLISH ★ 6/10
$102.81 $95.83▼ −6.79%▼ −6.19%$97.97 (−4.71%)
Aug 4, 2026
12w ago
8-K
NEUTRAL ★ 5/10
$93.58 $94.44▲ +0.92%▲ +2.16%$97.97 (+4.69%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$92.86 $87.90▼ −5.34%▼ −4.93%$97.97 (+5.50%)
Showing 10 of 14

US Market Status

Market Open — Closes in 5h 21m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Jun 16, 2026