Kathryn L. Schoenrock, who serves as Executive Vice President and Chief Information Officer at Graco Inc (NYSE: GGG), completed a stock sale on February 2, 2026, disposing of 2,223 shares of common stock, according to a recent SEC filing. The sold shares fetched prices between $88.00 and $88.124 per share, producing gross proceeds of $195,759.
That same day Schoenrock exercised outstanding options to acquire 3,336 shares of Graco common stock at an exercise price of $23.8467 per share. The exercise carried a total notional value of $79,552.
Separately, Graco released its fourth-quarter 2025 financial results, reporting earnings per share of $0.77, a figure that met analysts' consensus. The company reported revenue of $593.2 million, which modestly exceeded revenue forecasts. The earnings release attributed the outperformance to recent acquisitions and improved operational efficiencies, noting these factors helped offset headwinds in a challenging market environment.
Market response to the results was positive for the stock, though commentary around the quarter emphasized continued attention on Graco's longer-term strategic execution. Analysts cited the quarter as evidence that the company is maintaining a steady growth trajectory. The earnings report was described as showing resilience and adaptability in a fluctuating market, and investors remain focused on how Graco will build on these operational and acquisition-related gains in upcoming quarters.
Context and implications
The filing documenting Schoenrock's sale and option exercise provides a contemporaneous view of an insider transaction tied to the same period as the company's quarterly disclosure. The transactions and the earnings announcement appear together in public records, with the financial report offering the backdrop against which investors and analysts are assessing company momentum.
While the insider activity documents specific share counts, exercise prices, and proceeds, the company's quarterly metrics quantify near-term financial performance. Observers tracking insider moves and earnings trends will likely consider both sets of information as they evaluate Graco's outlook.