PFGC Performance Food Group Co

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 10, 2026 Processed 4d 13h ago
Insider cluster: 2 insiders, $2.1M total

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Executive Summary

Two PFGC insiders (C-suite) sold a combined $2.15M in open-market transactions over a 7-day window. George Holm exercised and immediately sold ~19K shares at ~$94, while Brent King sold ~6.8K shares at $100. The $2.15M represents 0.014% of PFGC's $15.7B market cap — well below the 0.1% threshold for materiality, making this a routine cluster driven by option vesting and liquidity, not a bearish signal. The multiple buy-side analyst ratings (90% bullish) and strong prior cluster reads (avg +3.94% at T+20) provide no cross-current; this is noise.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
2

Actionable Insight

These sales are routine and liquidity-driven — Holm's exercise-and-sell pattern is consistent with standard option monetization. No actionable bearish signal. Monitor next quarterly earnings (expected late July) for any guidance changes, but this cluster alone does not warrant a trade.

Key Facts

  • Two PFGC insiders sold $2.15M total in open-market trades over 7 days
  • Holm exercised 33K shares at $0 (option exercise), then sold 19.3K shares at $94.10 for $1.82M
  • King sold 6.8K shares at $100 for $684K
  • Total value is 0.014% of $15.7B market cap — negligible
  • Prior PFGC insider cluster reports show strong positive T+20 alpha (+3.94%), but this cluster lacks material dollar weight
  • 90% of analysts rate PFGC Buy or Strong Buy

Financial Impact

$2.15M insider sales total, 0.014% of market cap — immaterial

dilutioninsider_sales

Risk Factors

  • Wholesale grocery margins are thin; earnings miss could pressure stock despite analyst optimism
  • Further insider sales above 0.5% of market cap would be more meaningful

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Groceries, General Line
Analyst Consensus
90% bullish (21 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PFGC-1781125264247
8 reports for PFGC
Performance horizon
Filters
Rows
Reports for PFGC — sortable, filterable
Type Now
Jun 12, 2026
2d ago
144
NEUTRAL ★ 3/10
$104.12 awaiting T+1awaiting T+1$104.07 (−0.05%)
Jun 10, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$100.81 awaiting T+1awaiting T+1$104.07 (+3.23%)
Jun 2, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$96.54 $93.93▼ −2.70%▼ −3.10%$104.07 (+7.80%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$98.19 $97.59▼ −0.61%▼ −0.87%$104.07 (+5.99%)
May 27, 2026
18d ago
144
NEUTRAL ★ 2/10
$97.21 $98.19▲ +1.01%▲ +0.77%$104.07 (+7.06%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$93.91 $96.60▲ +2.86%▲ +2.85%$104.07 (+10.82%)
May 21, 2026
24d ago
144
NEUTRAL ★ 4/10
$93.63 $93.91▲ +0.30%▼ −0.29%$104.07 (+11.15%)
May 6, 2026
5w ago
8-K
MIXED ★ 5/10
$92.88 $92.71▼ −0.18%▲ +0.15%$104.07 (+12.05%)
Showing 8 of 8

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