Monitor for further insider selling acceleration or a Form 144 filing. The Gottwald family's coordinated sales without C-suite buying suggest limited conviction in near-term upside. Q3 guidance (if provided) will be critical given the FIFO inventory headwind flagged in Q2.
Price Chart
Executive Summary
Tredegar Corp (TG) insiders are mixed: the Gottwald family (10% owners) sold ~$196K in open-market sales over the past week, while director DasGupta bought ~$24K. The selling cluster is material relative to the $280M market cap (~0.07%), but the buys are trivial. This follows Q2 earnings that showed improved net income but declining volumes and a bearish analyst consensus. The Gottwald sales appear coordinated and may reflect portfolio diversification or tax planning rather than a bearish signal, but the lack of insider buying at the C-suite level is notable.
Key Financial Metrics
Key Facts
- Gottwald family (10% owners) sold ~$196K in open-market sales over 5 days
- Director DasGupta bought ~$24K in two small open-market purchases
- Total insider selling is ~0.07% of $280M market cap — modest but notable given family coordination
- Q2 2026 earnings showed net income up to $6.0M from $1.8M, but Aluminum Extrusions volume declined 5.8% and Films EBITDA fell 13.9%
- Analyst consensus is 0% bullish (6 sells, 3 holds, 3 strong sells)
Financial Impact
Insider selling of ~$196K represents 0.07% of market cap; buying of ~$24K is 0.009%
Risk Factors
- Further insider selling by the Gottwald family could signal deteriorating fundamentals
- Aluminum Extrusions volume decline and Films EBITDA contraction may worsen in H2
- No guidance provided; analyst consensus is heavily bearish
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TG-1787157988547 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | Insider Cluster | $7.31 | awaiting T+20 | — | $7.31 (−0.00%) |
Oct 20, 2026 6d ago | Insider Cluster | $8.04 | awaiting T+20 | — | $7.31 (−9.08%) |
Sep 15, 2026 5w ago | 8-K | $6.87 $7.61 | ▲ +10.77% | ▲ +7.79% | $7.31 (+6.40%) |
Aug 21, 2026 9w ago | Insider Cluster | $7.97 $7.01 | ▲ +12.05% | ▲ +13.06% | $7.31 (+8.28%) |
Aug 21, 2026 9w ago | Insider Cluster | $7.97 $7.01 | ▼ −12.05% | ▼ −13.06% | $7.31 (−8.28%) |
Aug 20, 2026 9w ago | 8-K | $7.97 $7.01 | ▼ −12.05% | ▼ −13.06% | $7.31 (−8.28%) |
Aug 19, 2026 9w ago | Insider Cluster | $7.80 $6.87 | ▲ +11.92% | ▲ +10.41% | $7.31 (+6.28%) |
Aug 19, 2026 9w ago | Insider Cluster | $7.80 $6.87 | ▼ −11.92% | ▼ −10.41% | $7.31 (−6.28%) |
Aug 17, 2026 10w ago | Insider Cluster | $7.98 $6.72 | ▼ −15.79% | ▼ −14.26% | $7.31 (−8.40%) |
Aug 13, 2026 10w ago | Insider Cluster | $7.98 $7.16 | ▼ −10.28% | ▼ −8.53% | $7.31 (−8.40%) |
US Market Status
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