Insider Trading April 2, 2026

Grocery Outlet Executive Disposes of $12,957 in Shares; Transaction Executed Under Rule 10b5-1 Plan

Sale by EVP and CHRO Andrea Renee Bortner occurs amid a 55% six-month share decline and prior quarter earnings misses that prompted analyst target cuts

By Avery Klein GO
Grocery Outlet Executive Disposes of $12,957 in Shares; Transaction Executed Under Rule 10b5-1 Plan
GO

Andrea Renee Bortner, Executive Vice President and Chief Human Resources Officer of Grocery Outlet Holding Corp (NASDAQ: GO), sold 1,851 shares on April 1, 2026 under a pre-arranged Rule 10b5-1 trading plan. The transaction, valued at $12,957, follows a six-month 55% drop in the company’s stock and recent fourth-quarter results that missed certain analyst estimates. Bortner retains direct and indirect holdings in the company; Grocery Outlet also announced two new board members.

Key Points

  • Grocery Outlet EVP and CHRO Andrea Renee Bortner sold 1,851 shares on April 1, 2026 at $7.00 per share, totaling $12,957.
  • The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on November 10, 2025; post-sale, Bortner directly owns 77,287 shares and indirectly owns 44,468 shares through the Bortner Family Trust.
  • The company’s stock has fallen 55% over the past six months and was trading at $7.23; the company will report earnings on May 12, 2026, following a quarter with mixed results and analyst price-target reductions.

Andrea Renee Bortner, who serves as Executive Vice President and Chief Human Resources Officer at Grocery Outlet Holding Corp (NASDAQ: GO), reported the sale of 1,851 shares of common stock on April 1, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The shares were disposed of at a price of $7.00 per share, producing a transaction total of $12,957. The filing records that the sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on November 10, 2025.

Following the April 1 sale, Bortner is recorded as directly holding 77,287 shares of Grocery Outlet common stock. The filing further indicates she indirectly owns 44,468 shares through the Bortner Family Trust, of which she is a Trustee.


Market context

Grocery Outlet shares have fallen 55% over the past six months and were trading at $7.23 at the time of the filing. The company is scheduled to report its next earnings on May 12, 2026.

One valuation assessment referenced in market commentary identifies the stock as undervalued relative to its Fair Value, placing Grocery Outlet among potentially undervalued names within the retail sector. The report of the insider sale comes against this backdrop of recent price weakness.


Recent financial performance and analyst response

Grocery Outlet’s fourth-quarter financial results showed adjusted earnings per share of $0.19, which was below the $0.21 analyst estimate but represented an increase from $0.15 a year earlier. Net sales rose 11% year-over-year to $1.22 billion, a figure that aligned with consensus expectations.

The company reported adjusted EBITDA of $68.0 million for the quarter, short of the $72.3 million estimate. In the wake of those results, a number of sell-side analysts trimmed their price targets.

  • BofA Securities reduced its price target to $10.50 from $13.00 while maintaining a Neutral rating, citing sales weakness.
  • DA Davidson lowered its price target to $7.00 from $11.00, noting continued pressure on business trends.
  • TD Cowen cut its target to $8.00 from $11.00, attributing the move to weak results driven by errors in product mix.

Corporate governance update

Separately, Grocery Outlet announced appointments to its Board of Directors, naming Frances Allen and Felicia Thornton to the board. The company described the additions as enhancing leadership with retail experience.


Takeaways

The Form 4 filing documents a modest-dollar sale carried out under a predetermined trading plan. It also records the executive’s continuing substantial direct and indirect holdings in the company. The transaction occurs amid notable share-price weakness and after quarterly results that missed some analyst expectations, which prompted several firms to lower price targets. The company has an upcoming earnings date on May 12, 2026.

Risks

  • Quarterly performance risks: Grocery Outlet reported adjusted EPS of $0.19, missing the $0.21 estimate, and adjusted EBITDA of $68.0 million, below the $72.3 million estimate - potential near-term volatility around earnings and guidance could affect retail sector sentiment.
  • Sales and mix risks: Analysts cited sales weakness and errors in product mix as drivers for price-target reductions, indicating ongoing challenges in core merchandising and revenue composition in the retail sector.
  • Market valuation and price volatility: The stock has declined 55% over six months, reflecting significant market volatility; while one assessment describes the stock as undervalued relative to Fair Value, that valuation view coexists with recent analyst downgrades and target cuts.

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