These sales are economically trivial at 0.05% of market cap, likely tied to personal diversification or tax planning after the stock's recent run. The CFO's sale at $49.50 was at a higher price than the COB's later sale at $45.23 — no clear pattern of panic. Monitor for any additional insider sales above 0.5% of market cap in the next 30 days for a material signal. The One Earth ethanol expansion completion in FY2026 is a more relevant catalyst for the stock than these routine insider sales.
Price Chart
Executive Summary
Two REX insiders sold a total of ~$718K in stock within a 7-day window. The $614K sale by Executive COB Stuart Rose at $45.23 came 13 days after mixed Q1 earnings showed revenue declining slightly while EPS more than doubled — a combination that may have triggered portfolio rebalancing rather than a bearish signal given the strong balance sheet and near-complete One Earth ethanol expansion.
Key Financial Metrics
Key Facts
- Executive COB Stuart Rose sold 13,584 shares ($614K) on 2026-06-08 at $45.23
- CFO Douglas Bruggeman sold ~2.1K shares ($103K) on 2026-06-02 at $49.50
- Total cluster value of ~$718K represents ~0.05% of REX's $1.5B market cap (well below 0.1% threshold)
- Q1 2026 net sales declined 1.1% YoY to $156.5M but net income doubled to $18.5M on lower corn costs and tax credits
- Company has zero bank debt and is completing One Earth ethanol expansion
- No 10b5-1 plan designation present for either sale
Financial Impact
~$718K total insider sales (~0.05% of market cap), well below the 0.1% materiality threshold
Risk Factors
- Revenue decline Q1 YoY (-1.1%) could persist if ethanol margin environment softens
- No official guidance provided; uncertainty around One Earth ramp timeline
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-REX-1781102855174 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | 8-K | $42.80 $41.62 | ▼ −2.76% | ▼ −3.80% | $43.37 (+1.33%) |
Jul 1, 2026 13w ago | 8-K | $45.50 $44.98 | ▼ −1.14% | ▼ −1.01% | $43.37 (−4.68%) |
Jun 12, 2026 16w ago | 8-K | $43.94 $42.97 | ▼ −2.21% | ▼ −3.97% | $43.37 (−1.30%) |
Jun 11, 2026 16w ago | Institutional Cluster | $43.00 $43.94 | ▲ +2.19% | ▲ +1.65% | $43.37 (+0.86%) |
Jun 10, 2026 16w ago | Insider Cluster | $43.83 $43.00 | ▼ −1.89% | ▼ −3.59% | $43.37 (−1.05%) |
Jun 3, 2026 17w ago | 8-K | $46.28 $46.00 | ▼ −0.60% | ▼ −1.00% | $43.37 (−6.29%) |
May 28, 2026 18w ago | 8-K | $48.26 $46.76 | ▼ −3.11% | ▼ −3.35% | $43.37 (−10.13%) |
Apr 15, 2026 24w ago | DEFA14A | $43.11 $43.57 | ▲ +1.07% | ▲ +0.81% | $43.37 (+0.60%) |
US Market Status
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