Insider Trading February 5, 2026

Graco Director Executes Option Exercise and Share Sale Totalling About $1.6 Million

J. Kevin Gilligan sells 12,870 shares after exercising options the same day; company posts Q4 2025 results in line with expectations

By Priya Menon GGG
Graco Director Executes Option Exercise and Share Sale Totalling About $1.6 Million
GGG

Graco Inc. director J. Kevin Gilligan carried out a same-day option exercise and share sale on February 3, 2026. Gilligan exercised options to acquire 12,870 shares, then sold those 12,870 shares at a weighted average price of $89.0676, generating roughly $1.15 million in proceeds. After the transactions he holds no shares directly but retains an indirect beneficial interest of 44,101 shares as a trustee. Separately, Graco reported fourth-quarter 2025 earnings of $0.77 per share and revenue of $593.2 million, results the company said were supported by acquisitions and operational efficiencies amid a difficult market backdrop.

Key Points

  • Insider activity: Director J. Kevin Gilligan exercised 12,870 options and sold 12,870 shares on February 3, 2026, generating about $1.15 million from the sale.
  • Holdings: After the transactions Gilligan directly holds no Graco shares but retains an indirect interest of 44,101 shares as trustee.
  • Company results: Graco reported Q4 2025 EPS of $0.77 and revenue of $593.2 million, results the company tied to acquisitions and operational efficiencies.

Director transactions

On February 3, 2026, J. Kevin Gilligan, a director of Graco Inc. (NYSE: GGG), completed two linked transactions involving the company's stock. Gilligan exercised options to acquire 12,870 shares at a stated price of $36.0867, representing a total value of $464,435. The disclosure also notes that these options had an exercise price of $0.

That same day Gilligan sold 12,870 shares of Graco stock, producing approximately $1.15 million in gross proceeds. The block was sold at a weighted average price of $89.0676 per share, with individual sale prices reported between $88.88 and $89.24.


Post-transaction holdings

Following the transactions, Gilligan no longer holds Graco shares in his name. He is listed as directly holding zero shares of common stock. Separately, he retains an indirect interest in 44,101 shares in a fiduciary capacity as trustee.


Latest company results

Graco released fourth-quarter 2025 financial results showing an earnings per share (EPS) of $0.77, matching analysts' expectations. Revenue for the quarter came in at $593.2 million, slightly ahead of consensus forecasts.

The company attributed its quarterly performance to recent acquisitions and gains in operational efficiency, noting that those factors supported revenue growth despite a challenging market environment. Graco described these items as contributors to a steady growth trajectory and said the results aligned with market projections.


Context and implications

The disclosed transactions and the quarterly report together provide a snapshot of both insider activity and corporate performance. The filings show that an executive moved to exercise options and monetize a corresponding share position, while the company posted results described as consistent with analyst expectations and modestly above revenue forecasts. Management pointed to acquisitions and efficiency initiatives as drivers behind the reported outcomes.


Note: The available disclosures present the transaction details and the quarter's financial metrics. No additional commentary or forward-looking statements are included in the filings.

Risks

  • Market headwinds: The company noted a challenging market environment, which could affect future revenue and margins - impacting industrial and manufacturing sectors.
  • Insider liquidity: The director's same-day exercise and sale reduced direct insider ownership, which some market participants view as an uncertainty for near-term insider-aligned confidence - relevant to investor sentiment in equities.
  • Dependence on acquisitions and efficiencies: Revenue performance was attributed to recent acquisitions and operational improvements; reliance on these elements introduces execution risk for the machinery and industrial supply chains.

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