An affiliate of BRC filed a Form 144 notice to sell up to 10,894 Class A shares on the NYSE through Fidelity Brokerage Services. The filing states that the shares relate to stock options granted between September 2018 and September 2021, which were acquired and paid for in cash on 11/19/2025. The notice reports that 43,638,096 Class A shares are outstanding, providing context for the planned sale size relative to the total equity base.
Brady Corporation (BRC) reported higher sales and earnings for the quarter ended October 31, 2025. Net sales rose to $405.3 million from $377.1 million, driven by 2.8% organic growth, 3.2% from acquisitions, and a 1.5% benefit from currency. Net income increased to $53.9 million from $46.8 million, with diluted earnings per Class A share at $1.13 versus $0.97 a year earlier.
Gross margin improved to 51.5% of sales from 50.3%, helped by higher-margin product mix and the absence of a prior-year $4.1 million acquisition-related inventory step-up, partly offset by incremental tariffs. The Americas & Asia segment grew net sales 9.6% and segment profit to $59.9 million, while Europe & Australia grew sales 3.6% and segment profit to $18.7 million, reflecting a more efficient cost structure. Brady acquired Mecco for $19.2 million, adding industrial marking capabilities, and ended the quarter with $182.7 million in cash and $115.9 million of long-term debt under its credit agreement.
Brady Corporation reported that it has released its fiscal 2026 first quarter financial results. On November 17, 2025, the company issued a press release detailing these results, which is furnished as Exhibit 99.1. On the same day, Brady hosted a conference call to discuss the fiscal 2026 first quarter performance, and the slide presentation used on the call is furnished as Exhibit 99.2. Both exhibits are incorporated by reference, giving investors access to the full earnings details and management’s commentary.
Brady Corporation (BRC) received an amended Schedule 13G/A showing that FMR LLC reported beneficial ownership of 5,975,708.20 shares of Class A nonvoting common stock, representing 13.7% of the class as of the stated event date.
FMR LLC reports sole voting power over 5,810,830.17 shares and sole dispositive power over 5,975,708.20 shares. Abigail P. Johnson is also a reporting person, with sole dispositive power over 5,975,708.20 shares and no voting power. The filing certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control.
The filing notes that one or more other persons may have the right to receive dividends or sale proceeds related to these securities, and no single such person’s interest exceeds five percent of the class.
Brady Corp (BRC) reported an insider transaction by a director. On 10/14/2025, the director acquired 373 shares of Class A Common Stock at $74.21, recorded as an indirect holding through a deferred compensation plan. Following the transaction, the director beneficially owned 99,894 shares. A footnote explains these shares reflect the reporting owner’s quarterly director fees elected to be deferred into the plan.
Brady Corporation director Elizabeth P. Bruno reported sales of Class A common stock on 10/06/2025. The filing shows 2,692 shares sold directly at a weighted average price of $76.27, and 2,538 shares sold from the Elizabeth Bruno GST Non-Exempt Trust at the same weighted average price. After these transactions, Ms. Bruno directly holds 327,023 shares and is the indirect beneficiary of 597,462 shares. The reported sale prices ranged from $76.00 to $76.69, disclosed as a weighted average. No derivative transactions or additional amendments are shown.
Brady Corporation (BRC) filed a Form 144 reporting a proposed sale of 5,230 shares of common stock through B of A Securities, Inc. at an aggregate market value of $398,894.72. The filing lists 43,555,822 shares outstanding and an approximate sale date of 10/06/2025. The shares were acquired on 11/21/2007 via the Elizabeth B. Lurie Estate Settlement and are described as an inheritance and in-kind transfer. The filer certifies no undisclosed material adverse information and reports no securities sold in the past three months.
Andrew Gorman, serving as General Counsel & Corporate Secretary, reported changes in his beneficial ownership of Brady Corporation (BRC) securities on 10/02/2025. He was granted 2,559 restricted stock units (RSUs) that vest one‑third each year over the following three years and will settle in one share of Class A Common Stock per unit at no cash exercise price ($0). On the same date 1,740 RSUs vested, and 817 shares were withheld to cover taxes at an effective price of $78.16 per share, reducing his post‑transaction direct holdings to 14,153 Class A shares. The Form 4 was signed by an attorney‑in‑fact on 10/06/2025.
Insider transactions by Brady Corporation (BRC): The company's Chief Operating Officer received 3,679 restricted stock units (RSUs) that vest one-third annually over three years and will settle in Class A common shares. On 10/02/2025, 1,730 RSUs vested and 812 shares were withheld to cover taxes at a reported price of $78.16, leaving the reporting person with 15,690 Class A shares directly beneficially owned after the transactions. The filing was signed on 10/06/2025 by an attorney-in-fact.
Brady Corporation (BRC) reporting person Russell Shaller, who is President & CEO and a director, received 33,584 restricted stock units (RSUs) on 10/02/2025. The RSUs vest one-third each year over the next three years and will be settled in shares when they vest. To satisfy tax withholding on the vesting of 21,520 RSUs, 10,114 shares were withheld at an implied price of $78.16. After these transactions, the reporting person beneficially owned 168,664 shares before the withholding and 158,550 shares following the transactions.
The filing shows a standard equity compensation event (time‑based RSUs) with a defined vesting schedule and a tax‑withholding disposition; no derivative transactions or other purchases/sales are reported.