Insider Trading March 25, 2026

22NW Fund, LP Disposes of 106,919 L.B. Foster Shares in Three-Day Selling Run

Transactions from March 23-25, 2026 net approximately $3.04 million; L.B. Foster posts mixed Q4 2025 results with EPS below expectations and revenue modestly ahead

By Sofia Navarro FSTR
22NW Fund, LP Disposes of 106,919 L.B. Foster Shares in Three-Day Selling Run
FSTR

22NW Fund, LP, a reported ten-percent holder of L.B. Foster Company (NASDAQ: FSTR), sold 106,919 shares of common stock over three trading days in late March 2026, generating about $3.04 million. The Form 4 filing shows the sales occurred March 23-25 and that the related filing was submitted jointly by a group of affiliated entities. The company’s recent fourth-quarter results showed an EPS shortfall against forecasts even as revenue exceeded estimates.

Key Points

  • 22NW Fund, LP sold a total of 106,919 L.B. Foster (FSTR) shares between March 23 and March 25, 2026, generating approximately $3.04 million.
  • Post-transaction ownership for 22NW Fund, LP stands at 1,078,903 shares; the Form 4 was filed jointly by multiple related entities and signed by Aron English, with the group potentially falling under Section 13(d).
  • L.B. Foster reported mixed fourth-quarter 2025 results - EPS of $0.22 missed the $0.66 consensus, while revenue of $160.4 million modestly exceeded the $157.89 million estimate - and the stock trades near $28.04 with a market cap of about $286 million.

22NW Fund, LP, identified in regulatory filings as a ten-percent owner of L.B. Foster Company (NASDAQ: FSTR), completed a sequence of stock sales totaling 106,919 common shares between March 23 and March 25, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The transactions collectively produced roughly $3.04 million in proceeds.

The filing details the daily breakdown of the disposals. On March 23, 2026, 78,414 shares were sold at a weighted average price of $28.5103, with execution prices in the range of $28.00 to $29.00. The following day, March 24, 25,889 shares changed hands at a weighted average of $28.1864, with prices between $28.00 and $28.735. The sequence concluded on March 25 with the sale of 2,716 shares at a weighted average price of $28.086, and trade prices reported from $28.00 to $28.50.

Following these sales, the filing shows that 22NW Fund, LP directly holds 1,078,903 shares of L.B. Foster common stock, a reduced but still material position in the company.

The Form 4 was filed jointly by 22NW Fund, LP; 22NW, LP; 22NW Fund GP, LLC; 22NW GP, Inc.; and Aron English. The disclosure notes that these entities may be considered part of a Section 13(d) group, and the filing was signed on behalf of the group by Aron English.

Market context provided within the filing and supplementary market information indicates that L.B. Foster's shares trade at $28.04 and the company carries an approximate market capitalization of $286 million. The stock has returned about 35% over the past year.

Separately, L.B. Foster reported fourth-quarter 2025 results that presented a mixed picture for investors. The company posted earnings per share of $0.22, below the consensus expectation of $0.66, a miss of 66.67%. Revenue for the quarter was $160.4 million, topping the forecast of $157.89 million by 1.57%.

Additional valuation and financial health context included with the market summary indicates that, on the basis of a Fair Value estimate, L.B. Foster appears fairly valued. The company is described as having a "GOOD" financial health score, while trading at a relatively high price-to-earnings ratio of 40. The market note also references availability of a comprehensive Pro Research Report covering FSTR as part of a broader equity coverage universe.


Readers examining these developments will find both the insider selling and the quarter's mixed financial metrics relevant when assessing current ownership dynamics and short-term performance signals. The filings and reported results provide concrete, disclosed points for investors and analysts reviewing L.B. Foster's recent activity and financial position.

Risks

  • Earnings-per-share shortfall in Q4 2025 introduces uncertainty about near-term profitability and could affect investor sentiment - this impacts equity markets and stakeholders evaluating corporate earnings.
  • Insider selling by a significant holder reduces that investor’s stake and may prompt questions among other shareholders, introducing potential volatility in the stock - this affects market liquidity and ownership dynamics.
  • The Form 4 filing identifies a group of affiliated entities that may be treated as a Section 13(d) group, which carries regulatory and disclosure implications that market participants may need to monitor - this is relevant to compliance and investor relations.

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