The CEO and two directors buying after a 158% GAAP miss suggests they view the adjusted EPS beat and guidance as the real story. Watch for additional insider buys or 10b5-1 plan filings; the small dollar amounts limit the signal strength.
Price Chart
Executive Summary
Three MasterCraft insiders, including CEO Bradley Nelson and two directors, made open-market purchases totaling $102K over a four-day window following the company's mixed fiscal Q4 earnings report. The purchases are small relative to the company's market cap but cluster around the CEO and directors, signaling confidence after the stock declined on GAAP earnings noise.
Key Financial Metrics
Key Facts
- CEO Bradley Nelson bought 100 shares at $19.45 for $2K on 2026-09-15
- Director Peter Leemputte bought 1.3K shares at $19.73 for $25K on 2026-09-18
- Director Roch Lambert bought 3.8K shares at $19.51 for $75K on 2026-09-15
- Total open-market purchases: $102K
- Cluster occurred 12 days after fiscal Q4 2026 earnings (GAAP loss of $(0.35)/share, adjusted EPS $0.67)
- Gary W. Rollins Voting Trust transferred 4.86M shares at $0 (non-cash) on 2026-09-17
Financial Impact
$102K in open-market purchases by CEO and two directors; non-cash trust transfers of 4.86M shares have no economic value
Risk Factors
- Total purchases of $102K are modest relative to market cap — may not indicate strong conviction
- CEO's $2K purchase is trivial and could be symbolic
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MCFT-1790082021800 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | EFFECT | $19.70 | awaiting T+60 | — | $19.56 (−0.71%) |
Oct 13, 2026 12d ago | S-3 | $19.11 | awaiting T+60 | — | $19.56 (+2.35%) |
Oct 13, 2026 12d ago | 8-K | $19.11 | awaiting T+60 | — | $19.56 (+2.35%) |
Sep 22, 2026 4w ago | Insider Cluster | $20.47 | awaiting T+60 | — | $19.56 (−4.45%) |
Sep 10, 2026 6w ago | 8-K | $20.57 | awaiting T+60 | — | $19.56 (−4.91%) |
Jun 11, 2026 19w ago | Institutional Cluster | $22.68 $24.15 | ▼ −6.48% | ▼ −2.09% | $19.56 (+13.76%) |
May 26, 2026 21w ago | 3 | $23.94 $25.32 | ▲ +5.76% | ▲ +3.88% | $19.56 (−18.30%) |
May 26, 2026 21w ago | 3 | $23.94 $25.32 | ▲ +5.76% | ▲ +3.88% | $19.56 (−18.30%) |
May 26, 2026 21w ago | 3 | $23.94 $25.32 | ▲ +5.76% | ▲ +3.88% | $19.56 (−18.30%) |
May 22, 2026 22w ago | 8-K | $23.44 $25.14 | ▲ +7.25% | ▲ +4.06% | $19.56 (−16.55%) |
US Market Status
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