Insider Trading July 14, 2026 07:52 PM

Zeff Capital Disposes of $238K in Butler National Shares Amid Record Fiscal Performance

The 10% stakeholder liquidated a significant portion of its position in the aerospace supplier during a period of strong financial results and stock appreciation.

By Jordan Park
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BUKS

Zeff Capital, LP, a major shareholder in Butler National Corp. (NASDAQ: BUKS), has executed a series of sales totaling $238,624 worth of the company's common stock. The divestment occurred over a three-day window in mid-July 2026, coinciding with a period where the stock traded near its 52-week highs. This transaction reduces the firm's direct holding in the aerospace and defense supplier, which recently reported record fiscal year revenues and net income.

Zeff Capital Disposes of $238K in Butler National Shares Amid Record Fiscal Performance
BUKS
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Key Points

  • Zeff Capital reduced its position by selling 51,975 shares between July 10 and July 14, 2026, at prices ranging from $4.41 to $4.65.
  • Butler National reported record fiscal 2026 results, including a 17% revenue increase to $98.0 million and a 75% jump in net income to $21.9 million.
  • The aerospace and defense sector benefits from a record backlog of $47.1 million, driven by demand for aircraft modifications and special mission electronics.

Zeff Capital, LP, an entity holding a 10% stake in Butler National Corp. (NASDAQ: BUKS), has reported the liquidation of 51,975 shares of the company's common stock. The aggregate value of these transactions is approximately $238,624. The sales were executed across three consecutive trading days, spanning from July 10 to July 14, 2026. The weighted average prices for these dispositions fell within a range of $4.41 to $4.65 per share.


This insider selling activity occurs as BUKS shares trade at $4.55, a level close to its 52-week high of $4.75. The stock has experienced a substantial 181% gain over the past year. According to InvestingPro analysis, the equity currently appears slightly overvalued relative to its calculated Fair Value. However, an InvestingPro Tip highlights that BUKS trades at a low Price-to-Earnings ratio relative to near-term earnings growth, boasting a PEG ratio of just 0.16. This specific metric is one of 12 ProTips available to subscribers.


The sequence of transactions began on July 10, when Zeff Capital disposed of 4,000 shares for $17,640 at a price of $4.41 per share. Two days later, on July 13, the firm sold an additional 11,050 shares for $49,303, at a weighted average price of $4.46 per share. Individual trades on this date ranged from $4.45 to $4.47 per share. The largest single transaction took place on July 14, involving the sale of 36,925 shares for $171,696. This block was sold at a weighted average price of $4.65 per share, with prices for these specific trades ranging from $4.55 to $4.75.


Following these dispositions, Zeff Capital directly holds 7,341,337 shares of Butler National Corp. common stock. The Form 4 filing also indicated that Zeff Holding Company, LLC, acting as the general partner of Zeff Capital, and Daniel Zeff, as the manager of Zeff Holding, may be deemed indirect beneficial owners of these shares. Both Zeff Holding and Mr. Zeff disclaim beneficial ownership of such shares except to the extent of their pecuniary interest.


Butler National Corporation recently reported its strongest fiscal year on record for 2026. The company achieved a 17% increase in revenue, reaching $98.0 million. Net income saw a significant rise of 75%, climbing to $21.9 million, while earnings per share increased from $0.19 to $0.34 compared to the previous year. Butler National also highlighted a record backlog of $47.1 million, driven by strong demand in aerospace products, particularly in aircraft modifications and special mission electronics. These results underscore the company's robust performance in the aerospace sector.


There were no updates on mergers or acquisitions in the recent developments. Analyst upgrades or downgrades were not mentioned in the latest reports.

Risks

  • The stock trades at a level slightly overvalued relative to its Fair Value, despite a low PEG ratio, suggesting potential valuation sensitivity.
  • The significant insider selling by a 10% stakeholder may signal internal profit-taking or a strategic rebalancing of the portfolio, which could impact market perception.
  • The article does not provide information on future merger or acquisition activity, leaving the growth trajectory dependent on current backlog execution.

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