The Haas family's coordinated stock sales are an incremental bearish signal for LEVI, especially given the company's apparel sector exposure and 86% Street-bullish consensus. Monitor for additional Haas-family selling in August (post-Q3 earnings blackout), or any 13D amendment that signals reduced long-term commitment from the founding family. The cluster alone does not justify shorting against bullish consensus, but it warrants trimming long positions.
Price Chart
Executive Summary
Three Haas-family 10% owners sold a combined $16.4M of LEVI stock on June 10-11, 2026, with matching derivative conversions at $0 cost basis. The $16.4M represents ~0.18% of LEVI's $9.3B market cap — modest by proportionality, but the cluster is entirely insiders who control the founding family's stake and were not covered by 10b5-1 plans, giving it above-average weight.
Key Financial Metrics
Key Facts
- Three Haas-family 10% owners sold $16.43M total on June 10-11, 2026
- Robert D. Haas sold 492K shares ($11.86M); Peter E. Haas Jr. Family Fund sold 145.7K ($3.50M); Margaret E. Haas sold 47.7K ($1.15M)
- Each sale was preceded by a same-day conversion of derivatives at zero cost — these were not routine 10b5-1 or tax-motivated sales
- Total sales equal ~0.18% of LEVI's $9.3B market cap, just under the 0.5%-of-market-cap threshold for 'significant'
Financial Impact
Insider sales of $16.43M — modest relative to $9.3B market cap (0.18%) but entirely from founding-family 10% owners
Risk Factors
- Haas family owns a large portion of supervoting shares; these sales trim economic exposure without diluting control, but sustained selling could signal strategic pivot
- Retail and institutional investors may interpret founding-family selling as a lack of confidence ahead of back-to-school / holiday retail season
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LEVI-1781298314190 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Court Ruling | $21.05 $19.75 | ▼ −6.18% | ▼ −6.07% | $19.87 (−5.61%) |
Aug 7, 2026 8w ago | 8-K | $24.41 $21.06 | ▼ −13.72% | ▼ −13.33% | $19.87 (−18.60%) |
Aug 3, 2026 8w ago | Court Ruling | $24.62 $20.76 | ▲ +15.68% | ▲ +16.92% | $19.87 (+19.29%) |
Jun 15, 2026 15w ago | 8-K | $23.81 $23.79 | ▼ −0.08% | ▼ −0.28% | $19.87 (−16.55%) |
Jun 15, 2026 15w ago | Insider Cluster | $24.05 $24.19 | ▲ +0.58% | ▲ +1.33% | $19.87 (−17.38%) |
Jun 12, 2026 16w ago | Insider Cluster | $24.05 $24.19 | ▼ −0.58% | ▼ −1.33% | $19.87 (+17.38%) |
Jun 11, 2026 16w ago | Insider Cluster | $24.01 $24.31 | ▲ +1.25% | ▼ −0.53% | $19.87 (−17.24%) |
Jun 3, 2026 17w ago | Insider Cluster | $22.53 $24.41 | ▲ +8.34% | ▲ +9.72% | $19.87 (−11.81%) |
May 28, 2026 18w ago | Insider Cluster | $23.20 $24.48 | ▲ +5.52% | ▲ +7.31% | $19.87 (−14.35%) |
May 6, 2026 21w ago | Insider Cluster | $23.03 $22.62 | ▼ −1.78% | ▼ −4.56% | $19.87 (−13.72%) |
US Market Status
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