Insider selling is small relative to market cap and follows a strong earnings report and a credit facility expansion. No material negative signal — monitor next quarter for any acceleration in insider sales or change in pattern.
Price Chart
Executive Summary
Two Oil-Dri insiders sold a combined $649K in open-market sales over a 7-day window, following record annual earnings and a credit facility amendment. The CEO's non-cash derivative conversions and gift are non-informative. The selling is modest relative to the company's market cap and may reflect routine portfolio rebalancing post-earnings.
Key Financial Metrics
Key Facts
- Group VP Christopher Lamson sold 7,000 shares for $562K on 2026-10-15.
- Director Amy Ryan sold 1,100 shares for $87K on 2026-10-16.
- CEO Daniel Jaffee converted 20,000 shares of derivatives (non-cash) and gifted 10,000 shares (non-cash) — no economic signal.
- Total open-market sales of $649K represent approximately 0.2% of Oil-Dri's ~$326M market cap.
- Sales follow record FY2026 net sales of $493.8M (+2% YoY) and record net income of $57.0M (+6% YoY) reported 8 days prior.
Financial Impact
Total insider open-market sales of $649K, approximately 0.2% of market cap — modest and within routine range.
Risk Factors
- Insider sales could accelerate if management sees headwinds not yet disclosed.
- Credit facility amendments relaxed covenants, which may signal management preparing for higher leverage or investment needs.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ODC-1792184205465 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | Insider Cluster | $70.49 $72.36 | ▲ +2.65% | ▲ +2.32% | $76.30 (+8.24%) |
Oct 16, 2026 9d ago | Insider Cluster | $70.49 $72.36 | ▼ −2.65% | ▼ −2.32% | $76.30 (−8.24%) |
Oct 8, 2026 17d ago | 8-K | $85.98 $85.33 | ▼ −0.76% | ▼ −0.70% | $76.30 (−11.26%) |
Oct 7, 2026 18d ago | 8-K | $84.37 $85.98 | ▲ +1.91% | ▲ +1.31% | $76.30 (−9.57%) |
Sep 1, 2026 7w ago | Press Release | $90.65 $89.14 | ▼ −1.67% | ▼ −2.71% | $76.30 (−15.83%) |
Jun 8, 2026 19w ago | 8-K | $98.59 $95.61 | ▼ −3.02% | ▼ −1.45% | $76.30 (−22.61%) |
Apr 3, 2026 29w ago | 8-K | $67.71 $68.42 | ▲ +1.05% | ▲ +0.99% | $76.30 (+12.69%) |
Mar 12, 2026 32w ago | Press Release | $63.39 $62.36 | ▼ −1.62% | ▼ −2.65% | $76.30 (+20.37%) |
Mar 11, 2026 32w ago | 8-K | $65.25 $63.56 | ▼ −2.59% | ▼ −2.00% | $76.30 (+16.93%) |
Mar 11, 2026 32w ago | Press Release | $65.25 $63.56 | ▼ −2.59% | ▼ −2.00% | $76.30 (+16.93%) |
US Market Status
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