Insider Activity Highlights Allison’s Strategic Focus
On February 11, 2026, Chief Legal Officer and Assistant Secretary Eric C. Scroggins executed a performance‑stock‑unit (PSU) purchase, adding 5,448 shares to his holdings at a zero‑price transaction that will vest on February 28, 2026. The PSUs were earned in the 2023‑2025 performance period, reflecting the company’s confidence in meeting its targets. Although the transaction itself does not move cash, it signals that the legal arm of the firm is aligned with management’s long‑term incentives and believes the company will hit its milestones.
Implications for Investors
The timing of Scroggins’ PSU acquisition is notable for several reasons. First, it arrives amid a flurry of insider purchases: the CEO, David Graziosi, and COO, Frederick Bohley, each bought tens of thousands of PSUs the same day, indicating a broader confidence in the company’s trajectory. Second, the market is currently trading near a 52‑week low, yet the recent 9 % monthly rise suggests a rebound that insiders are eager to capitalize on. Finally, the 14.29 price‑earnings ratio and robust defense‑sector exposure position Allison as a resilient play in a volatile industrial landscape.
Scroggins’ Transaction Pattern
Scroggins’ past filings show a consistent pattern of acquiring dividend‑equivalent rights rather than common shares, with the most recent purchase on December 5, 2025 adding nine rights to his holdings. Over the past year, he has steadily increased his exposure to the company’s equity‑linked instruments, a strategy that limits dilution risk while preserving upside. His latest PSU buy aligns with this trend, reinforcing a belief that the company’s performance‑based rewards will translate into tangible value for shareholders.
What This Means for Allison’s Future
The collective insider buying spree suggests confidence in Allison’s strategic initiatives—particularly its emphasis on hybrid‑propulsion for transit buses and defense‑grade transmissions. With the company’s market cap approaching $10 billion and a strong earnings track record, the alignment of legal, executive, and operational leaders with equity incentives indicates a shared commitment to long‑term shareholder value. For investors, the insider activity provides a bullish signal that the company is poised to sustain its growth trajectory, especially as demand for medium‑ and heavy‑duty vehicles—and their associated transmission technology—continues to rise.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-11 | Scroggins Eric C. (CLO & Asst. Secretary) | Buy | 5,448.00 | N/A | Performance Stock Units |
| 2026-02-11 | Bohley G Frederick (Allison COO,Pres.&BU Leader AT) | Buy | 17,101.00 | N/A | Performance Stock Units |
| 2026-02-11 | Graziosi David S. (Chair, President and CEO) | Buy | 78,893.00 | N/A | Performance Stock Units |
