Insider Trading March 24, 2026

Red Robin Operations Chief Sells Small Stake as Stock Trades Near 52-Week Low

COO Jesse Griffith disposes of shares tied to RSU vesting while new Phantom RSUs are granted; company recently posted better-than-expected Q4 2025 results

By Maya Rios RRGB
Red Robin Operations Chief Sells Small Stake as Stock Trades Near 52-Week Low
RRGB

Red Robin Gourmet Burgers Inc. (NASDAQ: RRGB) reported insider transactions involving Chief Operations Officer Jesse Griffith in late March 2026. Griffith sold 839 shares on March 23 at $3.12 each for $2,617, and on March 24 surrendered 3,284 shares that were withheld to cover taxes on vesting restricted stock units at $3.08 each for $10,114. He was granted 38,636 Phantom Restricted Stock Units on March 23, and now directly holds 38,826 shares, including 23,348 shares that remain subject to vesting and forfeiture restrictions. The stock is trading near a 52-week low and recent financial results for the fourth quarter of 2025 exceeded analyst forecasts.

Key Points

  • COO Jesse Griffith sold 839 shares on March 23, 2026 at $3.12 per share for $2,617 and had 3,284 shares withheld on March 24, 2026 to cover taxes at $3.08 per share for $10,114.
  • Griffith was granted 38,636 Phantom Restricted Stock Units on March 23, 2026 and now directly owns 38,826 shares, including 23,348 shares that are still subject to vesting and forfeiture restrictions.
  • Red Robin’s Q4 2025 results topped expectations with EPS of -0.41 (versus -0.59 forecast) and revenue of $269 million (versus $264.13 million expected); the stock is trading near a 52-week low of $2.50 and has dropped 56% over six months.

Insider moves and holdings

Red Robin Gourmet Burgers Inc. (NASDAQ: RRGB) disclosed a series of insider transactions involving Chief Operations Officer Jesse Griffith in filings with the Securities and Exchange Commission.

On March 23, 2026, Mr. Griffith sold 839 shares of common stock at a price of $3.12 per share, producing proceeds of $2,617. A related Form 4 filed with the SEC shows that on March 24, 2026, Griffith also disposed of 3,284 shares that the company withheld to satisfy tax obligations tied to the vesting of restricted stock units. Those withheld shares were recorded at a price of $3.08 per share, for an aggregate value of $10,114.

In the same period, Griffith received a grant of 38,636 Phantom Restricted Stock Units on March 23, 2026. Following these transactions, Griffith is listed as directly owning 38,826 shares of Red Robin common stock, of which 23,348 shares remain subject to vesting and potential forfeiture.


Market context

The insider activity comes as Red Robin's shares are trading near a 52-week low of $2.50 and have declined 56% over the past six months. The filings and grant were recorded against this backdrop of depressed share prices.


Recent financial performance

Red Robin reported fourth-quarter 2025 results that outperformed analyst expectations. The company posted earnings per share of -0.41, beating the forecasted -0.59, which represents a 30.51% surprise versus estimates. Quarterly revenue reached $269 million, above the expected $264.13 million. These results reflect a stronger-than-anticipated quarter and were noted to have a positive effect on investor sentiment according to the report.


Valuation commentary

Analysis available through InvestingPro, as reported in the filings, indicates that the stock appears undervalued at current levels based on Fair Value estimates. The platform is described as offering 12 additional ProTips for RRGB and a full Pro Research Report that covers the company’s financials and growth outlook. A Fair Value calculator is referenced as a tool that uses a mix of 17 industry valuation models to assess RRGB’s potential value.


What the filings explicitly show

  • March 23, 2026 - Sale of 839 shares at $3.12 each; total $2,617.
  • March 24, 2026 - 3,284 shares withheld to cover tax obligations on vested restricted stock units at $3.08 each; total $10,114.
  • March 23, 2026 - Grant of 38,636 Phantom Restricted Stock Units.
  • Post-transactions direct ownership: 38,826 shares, including 23,348 shares subject to vesting and forfeiture terms.

The filings provide a clear accounting of the transactions and Mr. Griffith’s updated holdings. Where the record is limited to what was disclosed in the SEC filing and company commentary, no further inference about motivations or future actions is made.

Risks

  • Share-price risk given that RRGB is trading near its 52-week low and has experienced a 56% decline over the prior six months - this impacts equity holders and investors in the restaurant sector.
  • Concentration of unvested shares subject to forfeiture (23,348 shares) creates uncertainty around future insider ownership levels and potential dilution when restrictions lapse - relevant to shareholders and equity markets.
  • Reliance on valuation and research tools cited (InvestingPro Fair Value estimates and Pro Research materials) introduces model and analysis risk; these assessments may differ from other valuation approaches and affect investor perceptions.

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