Insider Activity Lights Up Tapestry’s Share Price
On February 10, 2026 the Chief People Officer, Denise Kulikowsky, added 20,856 shares of Tapestry’s common stock to her holdings, buying at $155.62 per share after a series of sell‑offs that reduced her stake to 18,733 shares. The purchase coincided with a near‑flat price ($154.67) and a modest 0.01 % decline, yet it arrived amid a 60.85 % surge in social‑media buzz and a strong positive sentiment score (+38). The trade is significant because it follows a pattern of opportunistic buying whenever the stock dips, suggesting a long‑term confidence in the brand’s resilience.
What Investors Should Take From the Pattern
Kulikowsky’s transaction history is marked by frequent, modest purchases and timely divestitures. In December 2025 she sold 1,186 shares at $115.17 while buying 1,186 at $26.59, a classic “sell low, buy high” strategy that keeps her portfolio balanced. In February 2026 her recent buy, following several large sell‑offs, indicates a belief that the current valuation is attractive relative to the 52‑week high of $158.20. The move comes as Tapestry’s share price has surged 13.6 % month‑to‑date and 74.07 % year‑to‑date, buoyed by a renewed analyst focus and strong brand performance. For investors, Kulikowsky’s activity signals that internal executives view the stock as a worthwhile long‑term holding, especially given the company’s robust market cap ($31 billion) and high P/E of 63.61, which reflects expectations of continued premium pricing.
Kulikowsky’s Profile Through the Lens of Insider Trading
Denise Kulikowsky, Tapestry’s Chief People Officer, has been an active insider for at least three years. Her trades reveal a cautious, value‑driven approach: she routinely sells large blocks to cover derivative exercises—evident in multiple “sell” transactions at $155.62 that were tied to option expirations—while buying back shares at lower intraday prices. Her net holdings have hovered between 18,000 and 20,000 shares, a relatively small fraction of her 12‑month total. This disciplined pattern aligns with a broader trend among senior executives who use their access to lock in gains while maintaining a diversified stake. For analysts, Kulikowsky’s behavior underscores a confidence in Tapestry’s brand portfolio and its strategic repositioning within the luxury apparel segment.
Implications for the Company’s Future
The current buy, coupled with the broader insider buying spree—CFO Scott Roe added 87,000 shares while other executives (Gates Anne, Manesh, Kahn Todd) also increased positions—suggests a collective belief in Tapestry’s upside. The stock’s upward trajectory, coupled with strategic launches such as Coach’s Fall 2026 collection, positions the company well to capture affluent consumers amid an expanding income gap. However, the high P/E and recent rally warrant caution; a reversal could trigger a sell‑off as insiders adjust their portfolios. Overall, the insider activity paints a picture of executives who are comfortable with the company’s current valuation and optimistic about its long‑term growth potential, providing a supportive backdrop for investors considering Tapestry’s premium apparel offerings.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Buy | 14,146.00 | 26.59 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Buy | 6,910.00 | 40.58 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 3,229.00 | 155.62 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 3,681.00 | 155.62 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 5,937.00 | 155.62 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 8,209.00 | 155.62 | Common Stock |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 6,910.00 | 0.00 | Stock Option |
| 2026-02-10 | Kulikowsky Denise (Chief People Officer) | Sell | 14,146.00 | 0.00 | Stock Option |
| 2026-02-10 | Gates Anne () | Buy | 8,914.00 | 41.65 | Common Stock |
| 2026-02-10 | Gates Anne () | Sell | 2,416.00 | 153.79 | Common Stock |
| 2026-02-10 | Gates Anne () | Sell | 6,498.00 | 153.79 | Common Stock |
| 2026-02-10 | Gates Anne () | Sell | 8,914.00 | 0.00 | Stock Option |
| 2026-02-11 | Dadlani Manesh (VP, Controller and PAO) | Buy | 402.00 | 42.31 | Common Stock |
| 2026-02-11 | Dadlani Manesh (VP, Controller and PAO) | Sell | 115.00 | 153.75 | Common Stock |
| 2026-02-11 | Dadlani Manesh (VP, Controller and PAO) | Sell | 287.00 | 153.75 | Common Stock |
| 2026-02-11 | Dadlani Manesh (VP, Controller and PAO) | Sell | 2,032.00 | 153.45 | Common Stock |
| 2026-02-11 | Dadlani Manesh (VP, Controller and PAO) | Sell | 402.00 | 0.00 | Stock Option |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Buy | 57,541.00 | 44.97 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Buy | 31,095.00 | 40.58 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 10,198.00 | 152.60 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 15,000.00 | 152.61 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 19,092.00 | 152.64 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 20,897.00 | 152.60 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 38,449.00 | 152.64 | Common Stock |
| 2026-02-11 | Roe Scott A. (CFO and COO) | Sell | 15,000.00 | 0.00 | Common Stock |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 57,541.00 | 0.00 | Stock Option |
| 2026-02-10 | Roe Scott A. (CFO and COO) | Sell | 31,095.00 | 0.00 | Stock Option |




