Insider Cluster (2 insiders) ·Filed Aug 13, 2026

MGRC

MCGRATH RENTCORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 2 insiders, $776K total
Actionable Insight • Neutral

Insider selling is minimal relative to market cap and does not signal material deterioration. The CEO's sale is small and likely part of routine portfolio diversification. No actionable trading signal here — monitor next quarterly filing for any fundamental changes.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
MGRC ▼ -9.53% at T+20d
NEUTRAL call ✗ call lost -9.53% · α vs SPY -7.54% · entry $122.28 → $110.63
Next anchor: T+60d in 5w
Latest observation: T+33 +1.67% FF3 residual α
Entry anchored
Aug 13, 04:00 PM ET
via 1-min bar
T+1d
-1.01%
call -1.01% · α -0.54%
$121.04
settled 7w ago
T+5d
-4.60%
call -4.60% · α -3.24%
$116.65
settled 6w ago
T+20d
-9.53%
call -9.53% · α -7.54%
$110.63
settled 22d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

CEO Philip Hawkins and VP John Skenesky sold a combined $776K in MGRC stock on August 11-12, 2026. The CEO's $536K sale is notable given his position, but the total represents only ~0.027% of MGRC's $2.9B market cap — well below the 0.1% threshold for materiality. This is a routine, low-signal cluster.

Key Financial Metrics

Direction
selling
Total Value
$776.0K
Insiders
2

Key Facts

  • CEO Philip Hawkins sold 4,430 shares at ~$120.91 for $536K on 2026-08-11
  • VP John Skenesky sold 2,000 shares at ~$120.41 for $241K on 2026-08-11
  • Skenesky also had a non-cash OTHER transaction of 6,077 shares on 2026-08-12 (likely option exercise/vesting)
  • Total cluster value of $776K is only ~0.027% of MGRC's $2.9B market cap
  • No insider buying in this cluster — all activity is selling

Financial Impact

$776K in total insider sales, representing ~0.027% of market cap — trivial

Risk Factors

  • Insider selling could accelerate if management sees headwinds in equipment rental demand
  • No insider buying to offset the selling — lack of conviction from management

Market Snapshot

Exchange
Nasdaq
Sector
Services-Equipment Rental & Leasing, NEC
Analyst Consensus
89% bullish (9 analysts)

Investment Themes

Services

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MGRC-1786741562895
10 reports for MGRC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MGRC — sortable, filterable
TypeNow
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$116.65 $111.76▼ −4.19%▼ −3.67%$114.99 (−1.42%)
Aug 13, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$122.28 $110.63▼ −9.53%▼ −7.54%$114.99 (−5.96%)
Aug 13, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$122.28 $110.63▼ −9.53%▼ −7.54%$114.99 (−5.96%)
Jul 29, 2026
9w ago
8-K
BEARISH ★ 6/10
$115.00 $113.75▲ +1.09%▲ +5.05%$114.99 (+0.01%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$117.91 $115.00▼ −2.47%▼ −2.05%$114.99 (−2.48%)
Jun 16, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$113.76 $121.02▲ +6.38%▲ +5.06%$114.99 (+1.08%)
May 19, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$109.83 $118.19▲ +7.61%▲ +6.87%$114.99 (+4.70%)
May 11, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$113.71 $112.96▼ −0.66%▲ +1.07%$114.99 (+1.13%)
Apr 24, 2026
23w ago
DEFA14A
NEUTRAL ★ 3/10
$118.11 $111.71▼ −5.42%▼ −10.37%$114.99 (−2.64%)
Feb 25, 2026
31w ago
8-K
BULLISH ★ 7/10
$115.19 $108.97▼ −5.40%▼ −0.17%$114.99 (−0.18%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (37h 5m)

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Report published Aug 14, 2026