This cluster does not warrant any trading action — the dollar amounts are too small relative to market cap to carry informational content. Monitor the next quarterly filing for any shift in the business outlook, but these insider sales appear to be standard diversification and tax events.
Price Chart
Executive Summary
Two insiders at US Foods executed a net selling cluster of ~$2.93M over a one-week window. Director Hancock sold $2.36M in one block, and executive Taylor sold $1.28M after exercising derivatives. The total is ~0.012% of the $23.6B market cap, which is well below the 0.1% materiality threshold and consistent with routine portfolio diversification or tax planning — not a bearish signal. The cluster's economic impact is trivial.
Key Financial Metrics
Key Facts
- Total insider selling cluster of ~$2.93M across 2 individuals over 7 days
- Largest seller: William Spencer Hancock sold 21,800 shares at $108.29 for $2.36M on 2026-08-07
- Randy J. Taylor sold 11,630 shares total (two open-market sales at ~$110.34-$110.40) for $1.28M on 2026-08-13
- Taylor's sales followed derivative exercises at $34.56 and $33.56, representing cashless net-share settlements typical of option exercise programs
- David E. Flitman made non-cash gifts of 159,000 shares on 2026-08-14 — zero economic impact
- Total cluster value equals ~0.012% of $23.6B market cap — far below 0.1% materiality threshold
- Company has 83% analyst bullish consensus; prior 2 reports on USFD showed +10.32% avg T+20 return and 100% win rate
Financial Impact
Insider selling of ~$2.93M against a $23.6B market cap — ~0.012% of equity value, economically trivial. No material signal from these transactions.
Risk Factors
- Insider sales could accelerate if management perceives headwinds, but current cluster is too small to be informative
- Prior calibration data shows historical net alpha for this filing type at score 3 is approximately zero — no edge from this signal alone
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-1786996868073 |
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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