Insider Activity Spotlight: Rollins Inc. and CLO Elizabeth B
Performance‑share purchase amid a declining market On February 10, 2026, CLO Elizabeth B bought 6,319 shares of Rollins’ common stock as part of the vesting of a performance‑share award covering Fiscal 2023‑2025. The shares were acquired at the current market price of $58.70, leaving her post‑transaction holding at 65,151 shares. This move comes as the stock has slid 8.95 % for the week and 4.77 % for the month, yet remains only 0.5 % shy of its 52‑week high of $66.14. The purchase signals confidence that the company’s long‑term growth prospects—rooted in its leading pest‑control franchise—outweigh the short‑term volatility.
A contrasting sale of restricted shares Earlier that same day, Elizabeth sold 2,157 shares at $64.31, a price slightly below the day’s average. This sale occurred after a 13‑day window of restricted‑share ownership, suggesting a compliance‑driven liquidation rather than a strategic divestment. The net effect of the buy and sell is a modest net increase of 4,162 shares, keeping her total position high relative to other insiders.
Investor takeaways: confidence vs. caution The dual transaction pattern—large purchase of performance shares coupled with a timely sale of restricted holdings—underscores a balanced approach. Investors may interpret the performance‑share buy as a bullish stance: Elizabeth is willing to lock in equity at the current price, anticipating that the company’s earnings per share will rise in the near future. The sale of restricted shares, meanwhile, signals prudent cash‑flow management and compliance with lock‑up periods. Together, these actions suggest that insiders remain optimistic about Rollins’ trajectory, especially as the company’s revenue mix continues to tilt toward high‑margin commercial services.
Historical view: a steady, long‑term investor Reviewing Elizabeth’s filing history, she has sold a total of 3,480 shares in January 2026 (1,329 on January 28 and 2,151 on January 26) at prices ranging from $62.83 to $63.26. These sales followed the vesting of prior performance‑share awards and were executed at market levels slightly above the then‑closing price of $60. The pattern indicates that she tends to divest after award vesting, maintaining a stable, long‑term stake in the company. Her cumulative holdings—over 60,000 shares—make her one of the largest individual shareholders, providing a meaningful signal to the market.
Broader insider context The day’s activity also saw the CEO and executive chairman each transact approximately 55,000 shares—both buying and selling large blocks. Their net positions remain substantial, reflecting a broader trend of insiders maintaining significant holdings even amid a declining share price. This alignment of interests can reassure investors that management’s incentives are closely tied to shareholder value, potentially mitigating concerns about short‑term volatility.
Conclusion Elizabeth B’s performance‑share purchase amid a bearish week, combined with her historical tendency to retain sizable positions, sends a cautiously bullish message to Rollins investors. The company’s solid fundamentals—high market cap, strong franchise model, and a solid 52‑week high—support this outlook. While the stock’s weekly decline is notable, the insider activity suggests confidence in the company’s medium‑term growth and a continued alignment of executive and shareholder interests.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-10 | Chandler Elizabeth B (CLO, GC, CORPORATE SECRETARY) | Buy | 6,319.00 | N/A | Common Stock |
| 2026-02-10 | Chandler Elizabeth B (CLO, GC, CORPORATE SECRETARY) | Sell | 2,157.00 | 64.31 | Common Stock |
| 2026-02-10 | Gahlhoff Jerry Jr. (PRESIDENT & CEO) | Buy | 55,060.00 | N/A | Common Stock |
| 2026-02-10 | Gahlhoff Jerry Jr. (PRESIDENT & CEO) | Sell | 24,522.00 | 64.31 | Common Stock |
| N/A | Gahlhoff Jerry Jr. (PRESIDENT & CEO) | Holding | 1,589.00 | N/A | Common Stock |
| 2026-02-10 | Wilson John F (EXECUTIVE CHAIRMAN) | Buy | 6,262.00 | N/A | Common Stock |
| 2026-02-10 | Wilson John F (EXECUTIVE CHAIRMAN) | Sell | 2,786.00 | 64.31 | Common Stock |
| N/A | Wilson John F (EXECUTIVE CHAIRMAN) | Holding | 299.00 | N/A | Common Stock |
| 2026-02-10 | Krause Kenneth D. (EXEC. VP AND CFO) | Buy | 22,090.00 | N/A | Common Stock |
| 2026-02-10 | Krause Kenneth D. (EXEC. VP AND CFO) | Sell | 7,579.00 | 64.31 | Common Stock |
| N/A | Krause Kenneth D. (EXEC. VP AND CFO) | Holding | 832.00 | N/A | Common Stock |




