Insider Trading February 2, 2026

Waste Management HR Chief Disposes of Shares After Performance Award Settlement

Kimberly G. Stith recorded both a sale and the receipt of performance shares in late January 2026, leaving her with 4,775.7154 shares

By Ajmal Hussain WM
Waste Management HR Chief Disposes of Shares After Performance Award Settlement
WM

Kimberly G. Stith, Waste Management Inc.'s senior vice president and chief human resources officer, reported a sequence of stock transactions at the end of January 2026. The filings show a sale, the settlement of a performance share award, and an additional disposition, resulting in a direct ownership of 4,775.7154 shares. These filings coincided with the company’s fourth-quarter 2025 earnings that fell short of analyst expectations.

Key Points

  • Kimberly G. Stith completed multiple stock transactions in late January 2026, including the receipt of 1,006 shares as a settled performance award and two separate dispositions totaling 429 shares sold.
  • The performance award settlement on January 29, 2026, was recorded at $226.41 per share with a stated value of $227,768; separate disposals include 272 shares at $226.41 ($61,583) and 157 shares at $219.652 ($34,485).
  • Following these transactions, Stith directly holds 4,775.7154 shares; the filings coincided with Waste Management reporting fourth-quarter 2025 results that slightly missed analyst estimates for both EPS and revenue.

Kimberly G. Stith, who serves as senior vice president and chief human resources officer at Waste Management Inc (NYSE: WM), reported multiple equity transactions in late January 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The filings show that on January 30, 2026, Stith sold 157 shares of Waste Management common stock at a price of $219.652 per share, producing proceeds of $34,485.

The record also notes activity on January 29, 2026, when Stith acquired 1,006 shares of common stock as the settlement of a performance share award granted under the Waste Management, Inc. 2014 Stock Incentive Plan. That award settled at $226.41 per share, giving the received shares a stated value of $227,768.

On the same January 29 date, Stith disposed of an additional 272 shares of common stock at $226.41 per share, for total proceeds of $61,583. Taken together, these entries in the Form 4 outline a package of award settlement and subsequent sales over consecutive days.

After accounting for the January transactions, Stith is listed as directly owning 4,775.7154 shares of Waste Management common stock.


These insider transactions were filed at a time when Waste Management disclosed its fourth-quarter 2025 financial results. The company reported earnings per share of $1.93 for the quarter, slightly below the $1.95 analysts had expected. Revenue for the period came in at $6.31 billion versus the anticipated $6.39 billion.

The company’s quarter-end figures and the insider filings were both noted in recent reporting. The earnings miss has been highlighted by analysts as a notable development. The Form 4 filing and the reported quarterly results provide contemporaneous data points for investors and market participants assessing Waste Management’s near-term financial performance.

The filings do not provide further commentary on the motivations behind the trades, and analyst firms have not publicly announced changes to their ratings in response to the reported quarterly results, according to the available information.

Risks

  • Earnings shortfall - Waste Management reported fourth-quarter 2025 EPS of $1.93 versus the $1.95 forecast and revenue of $6.31 billion versus an expected $6.39 billion, which could influence investor assessment of the company - impacts the industrials and waste management sectors.
  • Unchanged analyst stances - The available information indicates analysts have not publicly adjusted their ratings following the earnings release, leaving near-term market reaction and formal analyst reassessments uncertain - impacts equity investors and market analysts.
  • Limited disclosure on trade motivations - The Form 4 filings record the transactions but do not explain the reasons for the sales or timing, creating uncertainty for stakeholders interpreting insider activity - impacts corporate governance and investor relations considerations.

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