Insider Activity at Owens Corning Signals a Shift in Confidence On February 25, 2026, EVP and CFO Todd Fister executed a buy transaction of 10,309 shares for $0.00—an award linked to the settlement of performance‑share units. This move, occurring just days after a modest 0.04 % drop in the share price, suggests that Fister remains optimistic about the company’s strategic realignment. The transaction also coincides with a significant sell of 4,754 shares at $123.48 to satisfy tax withholding, indicating a balanced approach to liquidity while maintaining a long‑term stake.
What the Pattern Means for Investors Fister’s trading history over the past weeks shows a series of buys and sells at market prices ranging from $122 to $132, reflecting a typical “fair‑value” approach. The recent award‑based purchase, however, is a non‑market‑price transaction that signals confidence in the company’s future cash‑flow generation—particularly after the announced $800 million cap‑ex plan aimed at reviving the roofing and composite segments. For investors, this insider buy can be interpreted as a vote of confidence amid a year‑to‑date 19.7 % decline, suggesting that the company’s management believes the current valuation is undervalued relative to its strategic roadmap.
The Insider Profile: Todd Fister, CFO Historically, Fister has traded in volumes that keep his holdings steady around the 40 k–50 k share range. His transactions have been largely neutral, with a mix of market‑price buys and sells that align with the company’s quarterly reporting cycle. The recent award‑based buy is a departure from his typical pattern, hinting at a belief that the performance‑share settlement reflects a fair valuation of his future equity stake. Coupled with his role in orchestrating the capital‑expenditure plan, Fister’s profile suggests a CFO who balances short‑term cash needs with a long‑term strategic vision.
Broader Insider Activity Context Other top executives—Chambers, Mendez‑Andino, and Baymiller—have also executed paired buys and sells on February 25, underscoring a collective willingness to manage liquidity while signaling confidence. The overall pattern of insider activity points to a leadership team that is actively managing its positions without overtly signaling distress. For market participants, this mixed insider behavior—combined with the company’s recent financial challenges—offers a nuanced view: Owens Corning is under pressure, but its leaders are taking deliberate steps to align capital, divest non‑core assets, and position the company for a turnaround.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-25 | Fister Todd W (EVP & Chief Financial Officer) | Buy | 10,309.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Fister Todd W (EVP & Chief Financial Officer) | Sell | 4,754.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Marcon Rachel Barthelemy (President, Doors) | Buy | 1,322.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Marcon Rachel Barthelemy (President, Doors) | Sell | 393.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Mendez-Andino Jose (EVP, Chief Innovation Officer) | Buy | 9,517.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Mendez-Andino Jose (EVP, Chief Innovation Officer) | Sell | 4,246.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Chambers Brian (Chair, President and CEO) | Buy | 55,512.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Chambers Brian (Chair, President and CEO) | Sell | 24,760.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Beredo Gina A. (EVP, CAO & GC) | Buy | 7,929.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Beredo Gina A. (EVP, CAO & GC) | Sell | 3,538.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Del Monaco Nicolas (President, Roofing) | Buy | 2,643.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Del Monaco Nicolas (President, Roofing) | Sell | 1,118.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Baymiller Ann Lizabeth (Chief Information Officer) | Buy | 1,255.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Baymiller Ann Lizabeth (Chief Information Officer) | Sell | 562.00 | 123.48 | $.01 Par Value Common |
| 2026-02-25 | Canovas De La Nuez Jose Manuel (President, Insulation) | Buy | 1,809.00 | N/A | $.01 Par Value Common |
| 2026-02-25 | Canovas De La Nuez Jose Manuel (President, Insulation) | Sell | 836.00 | 123.48 | $.01 Par Value Common |
