Insider Activity Highlights PPG’s Strategic Focus
The most recent filing shows Vice President and Controller Brian Richard Williams settling a 2023 restricted‑stock‑unit performance award by buying 756 shares at zero cost, immediately boosting his post‑transaction ownership to 3,434 shares. This transaction, occurring on 18 Feb 2026, coincides with a broader wave of insider buying across the board—Chief Financial Officer Vincent Morales added 10,054 shares, while Chairman Timothy Knavish increased his holdings to 66,791 shares. Such concurrent purchases suggest a confidence in PPG’s near‑term outlook, especially as the company sits near its 52‑week low of $90.24 and has just turned a modest 3.78 % weekly decline.
Implications for Investors
From an equity‑holder perspective, insider buying often signals management’s conviction that the stock is undervalued. Williams’s settlement of a performance award at zero cost reflects an expectation that the shares will appreciate enough to make the award worthwhile. The collective buying spree across top executives, especially in the face of a 12.3 % monthly upside, hints at a bullish stance on PPG’s coatings and specialty‑chemicals businesses. Investors may view this activity as a green light to consider adding or holding shares, particularly given the company’s solid fundamentals: a P/E of 18.59, market cap of $28.8 billion, and a recent 11.32 % year‑to‑date gain.
Strategic Context
PPG’s recent 10‑K underscores a focus on product innovation, sustainability, and supply‑chain resilience—areas that often drive long‑term value. The insider purchases align with this narrative, suggesting that executives are aligning their personal wealth with the company’s growth trajectory. The surge in social‑media buzz (over 1,165 % activity) and a positive sentiment score (+37) reinforce a favorable market perception, even if the current price remains below its 52‑week high.
Looking Ahead
With a clear strategic roadmap and strong insider support, PPG appears poised for incremental upside. For investors, the key will be monitoring how the company capitalizes on its coatings and chemicals moat while maintaining sustainable growth. The recent insider activity offers a timely endorsement—an insider‑backed vote of confidence that could translate into a steady rally as PPG continues to execute its expansion plans.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-18 | Williams Brian Richard (Vice President and Controller) | Buy | 756.00 | N/A | Common Stock |
| 2026-02-18 | Williams Brian Richard (Vice President and Controller) | Sell | 197.00 | 128.25 | Common Stock |
| N/A | Williams Brian Richard (Vice President and Controller) | Holding | 2,291.99 | N/A | Common Stock |
| 2026-02-18 | Morales Vincent J (Senior VP & CFO) | Buy | 10,054.00 | N/A | Common Stock |
| 2026-02-18 | Morales Vincent J (Senior VP & CFO) | Sell | 4,136.00 | 128.25 | Common Stock |
| 2026-02-18 | KNAVISH TIMOTHY M (Chairman and CEO) | Buy | 25,408.00 | N/A | Common Stock |
| 2026-02-18 | KNAVISH TIMOTHY M (Chairman and CEO) | Sell | 9,886.00 | 128.25 | Common Stock |
| N/A | KNAVISH TIMOTHY M (Chairman and CEO) | Holding | 5,388.54 | N/A | Common Stock |
| 2026-02-18 | Hefel Juliane M. (Sr. VP, Ind Coatings & Sp Prod) | Buy | 918.00 | 0.00 | Phantom Stock Units |
| 2026-02-18 | Hagerty Chancey E. (Sr. VP, Auto. Refinish Ctgs.) | Buy | 1,830.00 | N/A | Common Stock |
| 2026-02-18 | Hagerty Chancey E. (Sr. VP, Auto. Refinish Ctgs.) | Sell | 478.00 | 128.25 | Common Stock |
| N/A | Hagerty Chancey E. (Sr. VP, Auto. Refinish Ctgs.) | Holding | 2,502.69 | N/A | Common Stock |
| 2026-02-18 | Gette Joseph R. (Sr. VP, GC and Secretary) | Buy | 1,098.00 | N/A | Common Stock |
| 2026-02-18 | Gette Joseph R. (Sr. VP, GC and Secretary) | Sell | 308.00 | 128.25 | Common Stock |
| N/A | Gette Joseph R. (Sr. VP, GC and Secretary) | Holding | 6.86 | N/A | Common Stock |
| 2026-02-18 | Foulkes Anne M. (Sr. VP, Legal & Spl. Projects) | Buy | 4,865.00 | N/A | Common Stock |
| 2026-02-18 | Foulkes Anne M. (Sr. VP, Legal & Spl. Projects) | Sell | 1,271.00 | 128.25 | Common Stock |
| N/A | Foulkes Anne M. (Sr. VP, Legal & Spl. Projects) | Holding | 6,511.80 | N/A | Common Stock |
| 2026-02-18 | Ericson Amy R. (Sr. VP, P&M Coatings) | Buy | 2,920.00 | N/A | Common Stock |
| 2026-02-18 | Ericson Amy R. (Sr. VP, P&M Coatings) | Sell | 763.00 | 128.25 | Common Stock |
| 2026-02-18 | Braun Kevin D. (Sr VP, Operations) | Buy | 1,830.00 | N/A | Common Stock |
| 2026-02-18 | Braun Kevin D. (Sr VP, Operations) | Sell | 478.00 | 128.25 | Common Stock |
| N/A | Braun Kevin D. (Sr VP, Operations) | Holding | 4,885.83 | N/A | Common Stock |
| 2026-02-18 | Bergstrom Karl Henrik (Sr.VP, Global Arch Coatings) | Buy | 1,986.00 | N/A | Common Stock |




