CEO Fey Lawrence Buys More Shares, Signals Confidence in Vivid Seats Amid 92% Drop in Stock Price

Insider Buying Signals a Vote of Confidence

On February 12, 2026, CEO Fey Lawrence added 1,854 shares of Vivid Seats’ Class A common stock to her holdings, bringing her post‑transaction ownership to 74,091 shares. The purchase came at a price of $6.74—just above the day’s closing price of $6.94—and represents a modest 0.03 % uptick in the share price. While the trade itself is small relative to the company’s $96.8 million market cap, the timing is noteworthy: the stock has been in a deep downtrend, down 92 % from its 2025 peak and trading near its 52‑week low. Lawrence’s buy signals that she believes the market has undervalued the platform’s long‑term ticket‑sales model, and her confidence may provide a psychological boost to investors watching a volatile sector.

Historic Activity Suggests a “Buy‑and‑Hold” Style

Lawrence’s transaction history paints a picture of a CEO who prefers to accumulate equity over time. In December 2025, she bought a staggering 611,620 restricted stock units (RSUs) and an additional 5,229 shares of common stock, while also selling a smaller block of RSUs in the same period. Her recent sale of 1,854 RSUs (at no cash consideration) on the same day as her purchase of common shares indicates a strategic shift: she is converting the contingent RSU holdings into liquid equity, perhaps to support a planned capital allocation or to signal confidence in the company’s cash flow generation. The pattern of buying large blocks of RSUs and occasionally selling a fraction of them is typical for executives who are long‑term investors, suggesting that Lawrence is more concerned with the company’s future trajectory than short‑term price swings.

Implications for Investors and Strategic Outlook

For investors, Lawrence’s buy can be interpreted as a green light for a fundamentally sound business model that may eventually recover from its current valuation drag. Her conversion of RSUs to common stock also hints at an intention to maintain a sizeable voting stake, which could influence corporate governance decisions in upcoming board meetings. However, the company’s negative price‑to‑earnings ratio and steep share decline signal that market sentiment remains cautious. The lack of recent headlines and the company’s low 52‑week floor underscore the need for a clear growth strategy—perhaps through new partnership deals or technology upgrades—to unlock shareholder value.

Who Is Fey Lawrence? A Profile of Leadership

Fey Lawrence, the Chief Executive Officer of Vivid Seats, has demonstrated a consistent pattern of equity accumulation and disciplined share management. Her history of RSU purchases and periodic sales indicates a long‑term view and a willingness to align her interests with shareholders. Lawrence’s leadership has steered the company through a period of intense competition in the ticket‑resale market, maintaining operations while navigating declining stock prices. Her recent decision to sell RSUs and buy common shares suggests a strategic realignment aimed at maximizing liquidity and reinforcing her voting power. Investors can view her insider activity as an endorsement of the company’s core business, despite the current market volatility and negative valuation multiples.