The insider selling is modest in size and mixed in nature (open-market sales combined with derivative exercises). Per the cluster's historical calibration, this filing type has shown positive T+20 performance for USFD. No immediate bearish read-through is warranted, but monitor for any acceleration in selling volume or C-suite participation.
Price Chart
Executive Summary
US Foods Holding Corp. (USFD) insiders executed a cluster of trades over a 7-day window, with net selling of $2.93M. The selling was dominated by one director (Hancock) and one executive (Taylor), who also exercised options. While the total dollar value is modest relative to USFD's market cap, the cluster includes a mix of open-market sales and derivative exercises, making the signal mixed. The company's strong analyst consensus and positive historical performance for this filing type suggest limited downside from this insider activity.
Key Financial Metrics
Key Facts
- Two USFD insiders executed trades between August 6-13, 2026, with a net sell direction of $2.93M.
- Director Hancock William Spencer sold 21.8K shares at $108.29 for $2.36M in an open-market transaction.
- Executive Taylor Randy J exercised multiple derivative tranches (total 17.8K shares) and sold 11.6K shares at ~$110.34 for $1.28M in open-market sales.
- The total open-market sale value of $2.93M represents approximately 0.09% of USFD's market cap, below the 0.1% materiality threshold.
- Analyst consensus is 83% bullish (19 Buy, 4 Hold), and prior reports on USFD have shown strong positive T+20 performance.
Financial Impact
$2.93M in net insider selling, or ~0.09% of market cap — below the materiality threshold for standalone bearish signal.
Risk Factors
- Insider selling could accelerate if the stock continues to appreciate, potentially signaling a top.
- The derivative exercises add shares to the float, though the volume is negligible.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-USFD-1786775116674 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | Insider Cluster | $108.92 $94.80 | ▼ −12.96% | ▼ −10.97% | $94.85 (−12.92%) |
Aug 14, 2026 7w ago | Insider Cluster | $108.92 $94.80 | ▼ −12.96% | ▼ −10.97% | $94.85 (−12.92%) |
Jul 10, 2026 12w ago | Court Ruling | $100.98 $108.81 | ▲ +7.75% | ▲ +5.32% | $94.85 (−6.07%) |
Jun 2, 2026 17w ago | 8-K | $82.81 $101.90 | ▲ +23.06% | ▲ +24.18% | $94.85 (+14.55%) |
US Market Status
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