Insider Buying Signals: CEO Geldmacher Purchases 82,530 Shares
On February 18 2026, President and CEO Jay L. Geldmacher executed a purchase of 82,530 shares of Resideo Technologies at a price of $0.00 per share—recorded at the close price of $36.73. The transaction increases his holdings to 849,645 shares, representing roughly 0.15 % of the outstanding shares. While the nominal price is listed as zero, the filing indicates a market purchase at the prevailing close. The buy coincides with a modest 2.51 % weekly gain in the stock and a 0.63 % month‑to‑date rise, suggesting a period of bullish momentum for Resideo.
What This Means for Investors
Insider buying is often interpreted as a confidence signal, particularly when executed by the CEO. In this case, Geldmacher’s purchase comes after a significant sell of 47,500 shares in August 2025, when the share price was $31.29. The shift from a sell to a buy at a higher valuation could signal a belief that the stock is undervalued or that upcoming catalysts—such as product launches or supply‑chain optimizations—are expected to drive the share price higher. Given Resideo’s negative earnings multiple and modest price‑to‑book ratio, a CEO’s purchase may help quell concerns over valuation and highlight management’s conviction in the company’s long‑term prospects.
Historical Insider Activity Context
The recent month saw a flurry of insider trades across the board, with several executives buying and selling large blocks of common stock. Chief Accounting Officer Jeffrey Kutz and Chief HR Officer Stephen Montgomery were among the most active, each completing multiple transactions totaling more than 100,000 shares in February. This activity suggests a broader rebalancing effort within the executive team, potentially driven by vesting schedules or liquidity needs. The pattern of alternating buys and sells is typical for executives who have multiple equity‑based compensation streams, but the overall net buying position among senior leaders remains positive, underscoring a collective belief in Resideo’s trajectory.
Profiling CEO Jay L. Geldmacher
Geldmacher’s insider history is characterized by a conservative approach: a substantial sell in August 2025 followed by a sizeable buy in February 2026. His total holdings, now approaching 850,000 shares, represent a sizable stake in a company with a market cap of $5.51 billion. The CEO’s transactions are typically executed at or near the market close, indicating a preference for price‑neutral trades that avoid market impact. His pattern of buying after a period of selling may reflect a strategic decision to realign his personal portfolio in response to company developments or to signal confidence after a period of volatility.
Looking Ahead
With Resideo’s stock having climbed from a low of $14.18 last spring to a high of $45.29 this fall, the CEO’s recent purchase adds a layer of insider confidence that could attract passive investors seeking a leadership‑backed entry point. However, the company’s negative earnings multiple and ongoing profitability challenges warrant cautious scrutiny. Investors should monitor upcoming earnings reports, product launches, and any management guidance that could substantiate the CEO’s bullish stance. If Resideo can translate its building‑product expertise into sustainable revenue growth, the insider buying trend may reinforce a positive valuation narrative and support further upside potential.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-18 | Geldmacher Jay L (President and CEO) | Buy | 82,530.00 | N/A | Common Stock |
