Insider Selling in a Bullish Market
On February 10 2026, Giesselman Janet Plaut sold 10,876 shares of Twin Disc Inc. at $18.09 per share, leaving her with 51,734.50 shares. The sale came a day after the stock closed at $18.02, a 15.86 % weekly gain and a 91 % year‑to‑date climb. The trade’s price was only $0.04 above the closing price, indicating a “market‑price” sale rather than a strategic divestiture. With a neutral social‑media sentiment score (–0) and no notable buzz, the transaction appears routine and unlikely to alter investor perception of the company’s trajectory.
What Investors Should Take Away
Twin Disc’s fundamentals are solid. The firm posted a record backlog, a 10.78 P/E ratio, and a market cap of $271 million, all of which suggest the company is well‑positioned for continued growth in the heavy‑duty transmission market. The insider sale by Plaut is modest compared to the large blocks being accumulated by other executives—Michael Doar bought 935 shares at $17.38 and David Johnson purchased 234 shares on the same day. These purchases, along with a series of buy‑side transactions by the CEO and CFO in the past months, hint that key insiders remain confident in Twin Disc’s prospects.
Plaut’s Transaction Profile
Plaut’s only other disclosed trade was a purchase of 5,378 shares on October 30 2025 at $14.88, boosting her stake to 62,610.50 shares. The February sale reduced her holding to roughly 51,700 shares, a 17 % decline in ownership. Given the small size of the sale relative to her total holdings and the lack of a significant price drop, Plaut’s activity aligns with a routine rebalancing rather than a signal of declining confidence. Historically, she has not engaged in large sell‑side blocks; her trades are limited to modest purchases and this single sale.
Strategic Implications for the Company
The insider activity suggests that while some executives are tightening their positions, others are actively buying. This mix can be reassuring for shareholders: the executives who are buying signal belief in future upside, whereas the sellers are simply normal portfolio management. With Twin Disc’s quarterly earnings call reporting a record backlog, the company’s operational momentum appears strong. Investors should monitor subsequent filings—especially any large‑block sales or new acquisitions—to gauge whether the current buying trend continues or whether insiders are beginning to divest ahead of potential strategic shifts.
Bottom Line
Plaut’s sale is a small, price‑aligned transaction that does not materially alter the balance of insider ownership. Combined with the recent buying by other executives, the overall insider picture remains bullish. For investors, the key takeaway is that Twin Disc’s management continues to see value in the business, and the current share price still reflects a modest valuation relative to earnings and book value.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-10 | Giesselman Janet Plaut () | Sell | 10,876.00 | 18.09 | COMMON STOCK |
