Insider Cluster (2 insiders) ·Filed Jul 2, 2026

MGRC

MCGRATH RENTCORP
NEUTRAL
Impact 3/10
Horizondays Processed3mo ago
Insider cluster: 2 insiders, $641K total
Actionable Insight • Neutral

These sales are routine and carry no informational value. Ignore them for directional trading. Key catalyst to watch is MGRC's next quarterly earnings (likely late July/early August) for equipment rental demand trends and fleet utilization.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
MGRC ▼ -2.59% at T+60d
NEUTRAL call ✗ call lost -2.59% · α vs SPY -6.15% · entry $117.91 → $114.86
Entry anchored
Jul 2, 03:59 PM ET
via exchange tick
T+1d
-1.36%
call -1.36% · α -2.23%
$116.31
settled 3mo ago
T+5d
-2.82%
call -2.82% · α -3.75%
$114.58
settled 3mo ago
T+20d
-2.47%
call -2.47% · α -2.05%
$115.00
settled 2mo ago
T+60d
-2.59%
call -2.59% · α -6.15%
$114.86
settled 5d ago

Price Chart

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Executive Summary

Two McGrath RentCorp insiders sold a combined $641K in shares in a 7-day window. Director Joseph Hanna sold $579K in small lots, and VP John Lieffrig sold $63K. At 0.02% of MGRC's $2.9B market cap, these sales are trivial and likely driven by routine portfolio diversification or tax planning. No C-suite selling, no material conviction signal — the cluster is non-informative.

Key Financial Metrics

Direction
selling
Total Value
$641.0K
Insiders
2

Key Facts

  • Two insiders sold a total of $641K in open-market transactions between 2026-06-24 and 2026-07-01
  • Director Joseph H. Hanna sold $579K across three small lots — not block-sized, suggests periodic trimming
  • VP John Lieffrig sold $63K — minimal for a division manager
  • Total sales represent just 0.02% of MGRC's $2.9B market cap, well below the 0.1% materiality threshold
  • No C-suite (CEO/CFO/COO) participated; the selling is confined to a director and a VP
  • Historical calibration shows prior bullish/long calls on MGRC generated negative T+20 alpha (-0.97% avg), supporting a cautious score here

Financial Impact

Insider sales of $641K total, representing 0.02% of market cap — immaterial

dilution

Risk Factors

  • Insider sales are always backward-looking; no forward guidance embedded
  • Company earnings and rental-demand cyclicality are the primary price drivers, not insider trimming

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-1783036862366
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 4m)

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Report published Jul 3, 2026