The CEO-led buying cluster after record earnings and a completed spin-off is a rare alignment of insider conviction with positive fundamentals. Monitor for any insider sales in the next 30 days that would break the pattern; if none occur, the buy signal strengthens.
Price Chart
Executive Summary
Three senior insiders at Resideo, including the CEO, made open-market purchases totaling $848K over four days following the company's record Q2 earnings and the completion of the ADI spin-off. The cluster is a strong bullish signal, as C-suite buying after a positive catalyst (record revenue and EBITDA) suggests confidence in the standalone outlook, though the stock's historical negative drift warrants caution on timing.
Key Financial Metrics
Key Facts
- CEO Thomas Surran purchased 15,000 shares at $20.46 for $307K on 2026-08-14
- SVP & GC Joshua Foster purchased 15,317 shares at $20.58 for $315K on 2026-08-14
- SVP Amit Mehta purchased 10,928 shares at $20.68 for $226K on 2026-08-17
- Total insider open-market purchases: $848K, representing ~0.027% of $3.1B market cap
- Purchases occurred 6 days after record Q2 2026 earnings (revenue $1.981B, Adj. EBITDA $249M) and 11 days after ADI spin-off completion
- Director Andrew Campelli received a non-cash grant of 6,407 shares on 2026-08-13
Financial Impact
Insider purchases of $848K represent ~0.027% of market cap, a modest but notable signal given C-suite participation
Risk Factors
- Historical negative drift on REZI reports suggests market may not immediately reward the insider signal
- The $848K total is only 0.027% of market cap, limiting the signal's magnitude
- Post-spin-off volatility and the recent S-3ASR shelf filing could create near-term selling pressure
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-REZI-1787052882431 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Press Release | $17.48 | awaiting T+1 | — | $18.29 (+4.63%) |
Oct 8, 2026 19d ago | SC 13G/A | $17.20 $17.07 | ▲ +0.76% | ▲ +1.36% | $18.29 (−6.34%) |
Sep 3, 2026 7w ago | 3 | $19.53 $19.88 | ▲ +1.79% | ▲ +2.18% | $18.29 (−6.35%) |
Aug 18, 2026 10w ago | Insider Cluster | $21.02 $21.54 | ▲ +2.47% | ▲ +2.26% | $18.29 (−12.99%) |
Aug 17, 2026 10w ago | Insider Cluster | $20.64 $21.02 | ▲ +1.84% | ▲ +2.52% | $18.29 (−11.39%) |
Aug 12, 2026 10w ago | 8-K | $20.46 $20.50 | ▲ +0.20% | ▲ +0.39% | $18.29 (−10.61%) |
Aug 7, 2026 11w ago | S-3ASR | $24.21 $24.24 | ▲ +0.12% | ▲ +0.44% | $18.29 (−24.45%) |
Aug 4, 2026 12w ago | 8-K | $26.17 $26.24 | ▲ +0.27% | ▲ +0.47% | $18.29 (−30.11%) |
Jul 13, 2026 15w ago | 8-K | $35.40 $36.86 | ▲ +4.12% | ▲ +3.77% | $18.29 (−48.33%) |
Jun 24, 2026 17w ago | 8-K | $32.34 $30.96 | ▼ −4.27% | ▼ −3.54% | $18.29 (−43.44%) |
US Market Status
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