Form 4: CSW CFO Sells Shares Under Pre-Arranged Plan

CSW Industrials' EVP and CFO, James E. Perry, sold 145 shares of common stock for $293.53 per share as part of a pre-established 10b5-1 trading plan.

Summary

• James E. Perry, the Executive Vice President and Chief Financial Officer of CSW Industrials, Inc. (CSW), reported a sale of company common stock.
• On January 2, 2026, Perry disposed of 145 shares of CSW common stock.
• The shares were sold at a price of $293.53 per share.
• Following this transaction, Perry directly owns 25,204 shares and indirectly owns 523 shares through an Employee Stock Ownership Plan (ESOP).
• The transaction was executed pursuant to a Rule 10b5-1 trading plan, which was established by Perry on November 4, 2024.

Sentiment

Score: 5

Explanation: A routine insider sale under a 10b5-1 plan is generally considered neutral. While it's a sale, the pre-planned nature mitigates any negative sentiment typically associated with discretionary insider selling.

Future Outlook

N/A

Industry Context

This filing is a routine insider transaction report and does not provide specific industry context or trends. It reflects an individual executive's pre-planned stock sale rather than a broader industry event.

Related Party Transactions

• James E. Perry, EVP, CFO, sold 145 shares of CSW Industrials common stock for $293.53 per share. This is a direct transaction between a key executive and the market, facilitated by a 10b5-1 plan.

Stakeholder Impact

• Shareholders: The sale of a small number of shares by a key executive under a pre-planned 10b5-1 program is unlikely to have a significant impact on shareholder confidence or the company's operational outlook. It's a routine liquidity event for the executive.

Key Dates

Recommendation

The filing reports a routine, pre-scheduled sale of a relatively small number of shares by a key executive under a 10b5-1 plan. This type of transaction is generally not indicative of a change in the company's fundamental prospects or the executive's long-term view. Therefore, it does not provide a basis for changing an existing investment thesis, warranting a 'hold' recommendation.

Keywords

CSW Industrials, CSW, Form 4, Insider Trading, Stock Sale, James E. Perry, EVP CFO, 10b5-1 Plan, Equity Transaction