Insider Cluster (2 insiders) ·Filed Aug 20, 2026

PFGC

Performance Food Group Co
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 2 insiders, $248K total
Actionable Insight • Neutral

Insider sales are routine and immaterial — no bearish signal. The cluster is overwhelmingly driven by annual equity grants and associated tax withholding, not informed selling. Monitor next quarterly filing for any change in operating trends, but this filing has no actionable trading implication.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
PFGC ▼ -12.43% at T+20d
NEUTRAL call ✗ call lost -12.43% · α vs SPY -12.15% · entry $104.98 → $91.93
Next anchor: T+60d in 6w
Latest observation: T+28 -15.73% FF3 residual α
Entry anchored
Aug 20, 2026
via day open
T+1d
+0.76%
call +0.76% · α +1.06%
$105.78
settled 6w ago
T+5d
-3.93%
call -3.93% · α -4.41%
$100.85
settled 5w ago
T+20d
-12.43%
call -12.43% · α -12.15%
$91.93
settled 14d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Two PFGC insiders (Erika T. Davis and Chasity D. Grosh) made small open-market sales totaling ~$248K on August 18, 2026, representing ~0.0015% of the company's $16.3B market cap. These sales are trivial in size and occurred alongside a large cluster of non-cash equity grants and tax-withholding share surrenders tied to a standard compensation event. The sales are routine and carry no informational signal, especially given the company's strong Q4 FY2026 earnings reported 8 days prior with 6.4% revenue growth and in-line EPS.

Key Financial Metrics

Direction
selling
Total Value
$247.7K
Insiders
2

Key Facts

  • Two insiders sold a combined ~$248K in open-market sales on August 18, 2026
  • Sales represent ~0.0015% of PFGC's $16.3B market cap — immaterial
  • Cluster dominated by non-cash equity grants (19 transactions) and tax-withholding share surrenders (10 transactions)
  • Q4 FY2026 earnings filed 8 days prior showed net sales of $18.0B (+6.4% YoY) and Adjusted Diluted EPS of $1.59 (in line with $1.60 consensus)
  • Full-year FY2027 guidance implies ~10% EBITDA growth at midpoint

Financial Impact

Open-market sales of ~$248K total, negligible relative to $16.3B market cap

dilution

Risk Factors

  • Insider sales could be misinterpreted as bearish by retail traders
  • No open-market buying to offset the sales, but the dollar amounts are trivial

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Groceries, General Line
Analyst Consensus
90% bullish (21 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PFGC-1787259688805
17 reports for PFGC
Performance horizon
Filters
Rows
Reports for PFGC — sortable, filterable
TypeNow
Sep 2, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$99.15 $93.94▼ −5.25%▼ −4.11%$93.85 (−5.35%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$102.47 $99.32▼ −3.07%▼ −2.95%$93.85 (−8.41%)
Aug 20, 2026
6w ago
CLUSTER / 8-K
NEUTRAL ★ 2/10
$104.98 $100.85▼ −3.93%▼ −4.41%$93.85 (−10.60%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$104.98 $100.85▼ −3.93%▼ −4.41%$93.85 (−10.60%)
Aug 20, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$103.98 $102.12▼ −1.79%▼ −2.90%$93.85 (−9.74%)
Aug 12, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$107.41 $103.34▼ −3.79%▼ −3.35%$93.85 (−12.62%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$113.09 $112.04▼ −0.93%▼ −1.86%$93.85 (−17.01%)
Jun 26, 2026
13w ago
144
NEUTRAL ★ 2/10
$112.65 $113.74▲ +0.97%▼ −0.42%$93.85 (−16.69%)
Jun 15, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$104.51 $104.39▼ −0.11%▲ +2.12%$93.85 (−10.20%)
Jun 12, 2026
15w ago
144
NEUTRAL ★ 3/10
$104.10 $102.61▼ −1.43%▼ −0.05%$93.85 (−9.85%)
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (65h 7m)

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Report published Aug 20, 2026