Summary
John D. Gottwald, who holds approximately ten percent of Tredegar Corp common stock, reported the sale of 79,092 shares on January 22 and 23, 2026, in a Form 4 filing with the Securities and Exchange Commission. The total consideration received from those sales was $683,494. The moves occurred as Tredegar, with a market capitalization reported at $292 million, has seen its shares rise 19.2% year-to-date and is trading slightly above InvestingPro's Fair Value estimate.
Insider sale details
The disposition was executed in two tranches. On January 22, 2026, Gottwald sold 54,268 shares at a weighted average price of $8.697, with individual sale prices ranging from $8.50 to $9.00. The following day, January 23, 2026, he sold an additional 24,824 shares at a weighted average price of $8.521, with transactions priced between $8.50 and $8.57.
Post-transaction holdings
After these sales, Gottwald directly holds 1,917,639 shares of Tredegar common stock. He also has indirect holdings that include 12,953 shares owned by his wife, 90,000 shares held in a family trust, and two co-trustee positions accounting for 847,470 and 640,992 shares respectively.
Valuation and financial snapshot
InvestingPro data cited alongside the filing shows Tredegar trading at a price-to-earnings ratio of 130.5. The company retains a "GOOD" financial health score in that data set and offers a free cash flow yield of 7%. According to the same data, Tredegar does not pay a dividend to shareholders.
Leadership transition
Separately, Tredegar has announced management changes scheduled at the turn of the year. John M. Steitz, who has served as President and Chief Executive Officer since 2019 and on the board since 2018, will retire effective December 31, 2025. Arijit "Bapi" DasGupta has been named his successor and will assume the CEO role on January 1, 2026. DasGupta, a Tredegar veteran since 2007 who has led the PE Films business unit since 2015, will also join Tredegar's Board of Directors.
Key points
- Gottwald sold 79,092 shares on January 22-23, 2026, totaling $683,494, in two transactions with weighted average prices of $8.697 and $8.521 respectively.
- Following the sales, Gottwald retains substantial direct and indirect holdings in Tredegar, including 1,917,639 shares held directly and additional shares via family and trust arrangements.
- InvestingPro metrics in the filing show Tredegar trading at a P/E of 130.5, a 7% free cash flow yield, no dividend, and a "GOOD" financial health score while the company prepares for a CEO transition on January 1, 2026.
Risks and uncertainties
- Insider selling can alter market perceptions of company insiders' near-term liquidity decisions and may influence investor sentiment in the equity market - the article reports the sale but does not attribute motive.
- High reported P/E of 130.5 may reflect elevated valuation metrics relative to some peers; the article presents this figure without further context or explanation of drivers.
- The company is undergoing a scheduled leadership change at year-end; while the succession is announced, the article does not provide details on strategic shifts that may accompany the new CEO.
Note: The article presents facts drawn from the SEC Form 4 filing and InvestingPro data as reported; it does not provide explanations beyond the disclosed figures and announcements.