This cluster is a routine control-group diversification sale, not an informed sell signal. With the stock at $7.81–$8.34 and analyst consensus heavily bearish (0% bullish), the insider sales are more likely liquidity-driven than informational. Monitor the upcoming Q2 earnings for confirmation of the Films segment recovery or further deterioration.
Price Chart
Executive Summary
Tredegar insiders — including the three Gottwald 10% owners and a director — sold $334K in open-market shares over a 5-day window following mixed Q1 earnings. The total represents 0.13% of market cap, well below the materiality threshold, and the selling is concentrated among control-block holders, suggesting tax or diversification motives rather than a negative signal about fundamentals.
Key Financial Metrics
Key Facts
- Four insiders executed 7 open-market sales totaling ~$334K from May 14–18, 2026.
- Gottwald family members (10% owners) sold ~$254K in near-identical lots on May 15 and May 14, suggesting coordinated/scheduled selling.
- Director Carl E. Tack III sold $42K at $7.81 on May 18, well below the May 14–15 average of ~$8.01.
- Total sales represent ~0.13% of Tredegar's $255M market cap — trivial by proportionality standards.
- Q1 2026 earnings (filed May 8) showed a mixed picture: Aluminum Extrusions EBITDA +27% YoY but Films EBITDA -32% and volume declines in both segments.
- No 10b5-1 plans were disclosed in the cluster data, but the pattern of identical share counts across the Gottwalds is consistent with a pre-arranged plan.
Financial Impact
Total insider sales of ~$334K, or 0.13% of market cap.
Risk Factors
- If Q2 volume trends worsen beyond the 7–20% declines reported in Q1, the stock could face further downside regardless of insider activity.
- The Gottwald family's high ownership concentration means any accelerated selling beyond this pattern could signal a change in commitment.
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-1779313658773 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Insider Cluster | $8.03 | awaiting T+20 | — | $7.39 (−7.91%) |
Oct 20, 2026 6d ago | Insider Cluster | $8.04 | awaiting T+20 | — | $7.39 (−8.02%) |
Sep 15, 2026 5w ago | 8-K | $6.87 $7.61 | ▲ +10.77% | ▲ +7.79% | $7.39 (+7.64%) |
Aug 21, 2026 9w ago | Insider Cluster | $7.97 $7.01 | ▲ +12.05% | ▲ +13.06% | $7.39 (+7.21%) |
Aug 21, 2026 9w ago | Insider Cluster | $7.97 $7.01 | ▼ −12.05% | ▼ −13.06% | $7.39 (−7.21%) |
Aug 20, 2026 9w ago | 8-K | $7.97 $7.01 | ▼ −12.05% | ▼ −13.06% | $7.39 (−7.21%) |
Aug 19, 2026 9w ago | Insider Cluster | $7.80 $6.87 | ▲ +11.92% | ▲ +10.41% | $7.39 (+5.19%) |
Aug 19, 2026 9w ago | Insider Cluster | $7.80 $6.87 | ▼ −11.92% | ▼ −10.41% | $7.39 (−5.19%) |
Aug 17, 2026 10w ago | Insider Cluster | $7.98 $6.72 | ▼ −15.79% | ▼ −14.26% | $7.39 (−7.33%) |
Aug 13, 2026 10w ago | Insider Cluster | $7.98 $7.16 | ▼ −10.28% | ▼ −8.53% | $7.39 (−7.33%) |
US Market Status
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