PFGC Performance Food Group Co

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 28, 2026 Processed 17d 13h ago
Insider cluster: 3 insiders, $0.5M total
Latest settled — T+5d
PFGC ▼ -1.09% at T+5d
NEUTRAL call ✗ call lost -1.09% · α vs SPY +1.43% · entry $98.19 → $97.12
Next anchor: T+20d in 11d
Last close $104.07 (close Jun 12) · +5.99% from $98.19 entry
Entry anchored
May 28, 2026
via day open
T+1d
-0.61%
call -0.61% · α -0.87%
$97.59
settled 17d ago
T+5d
-1.09%
call -1.09% · α +1.43%
$97.12
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three PFGC insiders—including two in executive roles (George L. Holm and Erika T. Davis) and director Kimberly Grant—sold a total of ~$505K in open-market shares over a one-week window (May 20–27, 2026). This is well under 0.1% of PFGC's $15.2B market cap and represents less than the trailing 30-day total ($646K) already disclosed. The sales are routine, low-signal insider activity unsupported by any accompanying material adverse filing, and the sum is immaterial relative to company size and executive holdings.

Key Financial Metrics

Direction
selling
Total Value
$505.0K
Insiders
3

Actionable Insight

This is a low-confidence signal event with no bearish read-through. The dollar amount is trivial for a $15B company, the sales pattern is typical of routine portfolio diversification/vesting, and valuation-sensitive investors should ignore this cluster altogether. Watch next quarterly filing for fundamentals, not insider sales.

Key Facts

  • Three insiders sold $505K total in open-market sales over 7 days (May 20–27, 2026)
  • Sales are <0.004% of PFGC's $15.2B market cap — immaterial by all proportionality standards
  • No insider buying whatsoever in the cluster window
  • Trailing 30-day insider activity: $646K in sells (this cluster adds $505K, largely overlapping)
  • No recent 8-K or SEC filing by PFGC suggests material adverse developments
  • Analyst consensus is 90% bullish (19 Buy ratings out of 21 total)

Financial Impact

~$505K in insider sales, negligible relative to $15.2B market cap

dilutioninsider holdings

Risk Factors

  • Insider sales cluster combined with a hidden material development (no cross-filing support for this)
  • Possible future insider acceleration if share price approaches cycle highs

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-1780002040228
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

US Market Status

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