Csw Industrials Inc SEC Filings

Don Sullivan, EVP and Chief Strategy Officer of CSW Industrials, Inc. (CSWI), reported an insider sale. The Form 4 shows a sale of 1,067 shares of CSWI common stock on 08/14/2025 at $283.14 per share executed under a 10b5-1 trading plan established on 09/13/2024. After the reported sale, Mr. Sullivan directly beneficially owns 22,641 shares and indirectly owns 1,875 shares through an ESOP. The form was signed by an attorney-in-fact on 08/18/2025.

Insider sale notice: This Form 144 shows proposed and recent sales of CSW Industrials, Inc. (CSWI) common stock by an individual identified as Joseph B Armes. The filing lists a planned sale of 1,000 shares through Northern Trust Securities on 08/15/2025 with an aggregate market value of $259,308.30 based on the filing. It also discloses three prior sales during the past three months: 1,000 shares on 05/27/2025 for $310,129.80, 1,000 shares on 06/16/2025 for $290,263.80, and 1,000 shares on 07/15/2025 for $294,816.10. The shares offered on 10/01/2024 were acquired via vesting under a long-term compensation incentive plan. The filer represents compliance with Rule 144 disclosure requirements.

Perry James E, EVP and CFO of CSW Industrials, sold 145 shares of CSW common stock on 08/12/2025 pursuant to a 10b5-1 trading plan established on November 4, 2024. The shares were executed at a weighted average price of $275.05, with execution prices ranging from $275.01 to $275.07.

Following the reported sale the reporting person beneficially owns 25,178 shares directly and 523 shares indirectly through an ESOP. The filing discloses the plan basis for the sale and offers to provide detailed per-price execution information on request.

Form 4 — CSW Industrials, Inc. (CSW)

Reporting person Swartz, Robert M. (Director) reported two sales of common stock on 08/01/2025 effected pursuant to a 10b5-1 trading plan established on 09/10/2024. Transactions: 100 shares sold at $250.46 and 100 shares sold at $250.28. Reported direct beneficial ownership following the transactions was 12,419 and 12,319 shares respectively. No derivative transactions were reported. Form signed by attorney-in-fact Luke E. Alverson on 08/04/2025.

CSW Industrials, Inc. (CSWI) filed a Form 144 disclosing a proposed sale of 200 "long" common shares through broker Merrill Lynch, 2100 Ross Ave., Dallas, TX. The shares carry an aggregate market value of US$50,024 and are slated for sale on or about 01 Aug 2025 on the NYSE. According to the filing, CSWI has 16.8 million shares outstanding; the notice therefore covers approximately 0.0012 % of the float—an amount that is statistically immaterial to market supply.

The same account sold 600 shares in the prior three months (May–July 2025) for total gross proceeds of US$179,534. Acquisition details show the shares were obtained on 01 Aug 2025 via a standard cash transaction. The signatory attests that no undisclosed material adverse information is known, in line with Rule 144 requirements.

CSWI’s Q1-FY26 (quarter ended 6/30/25) showed top-line acceleration but mixed profitability. Net revenue rose 16.6% YoY to $263.6 million, propelled by the May 1 acquisition of Aspen Manufacturing, which lifted Contractor Solutions sales 23% to $195.0 million. Gross profit grew 7.5% to $115.4 million, yet gross margin contracted 370 bps to 43.8% on mix and acquisition-related step-ups. Operating income was essentially flat at $54.9 million, while net income attributable to CSWI increased 6.0% to $40.9 million.

Dilution weighed on EPS. Diluted EPS slipped 1.6% to $2.43 as the share count expanded 8% following the September 2024 equity offering. Cash from operations remained solid at $60.6 million, but $323.8 million for Aspen drove a $187.9 million drop in cash to $38.0 million and pushed net debt to $57.0 million. The company replaced its prior revolver with a $700 million facility (matures 2030) and had $95 million outstanding at quarter-end.

Balance-sheet expansion and shareholder returns. Goodwill/intangibles climbed $279 million; equity rose to $1.11 billion. CSWI repurchased $4.7 million in shares under its $200 million program and paid a higher quarterly dividend of $0.27/share (total $4.5 million). Management highlights tariff uncertainty on Vietnam/China sourcing as a potential cost headwind.

CSW Industrials, Inc. (CSWI) – Form 4 insider transaction dated 15 July 2025

Chairman, President & CEO Joseph B. Armes reported the sale of 1,000 shares of CSWI common stock pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on 12 Sept 2024. The shares were sold in 12 small blocks at weighted-average prices ranging from $291.77 – $305.35, generating an estimated $0.3 million in gross proceeds.

Following the transactions, Armes’ direct ownership declined from 64,572 to 63,572 shares, a reduction of roughly 1.5 %. He also continues to hold 3,219 shares indirectly through the company ESOP, plus sizable equity incentives:

• Performance Rights: 8,004; 8,236; 12,422; and 18,372 units across four three-year TSR cycles.
• Restricted Stock Units: 19,685 units, vesting contingent on CEO succession milestones (40 % upon recruitment of a successor, 60 % after the successor’s first employment anniversary).

No derivative transactions occurred; the filing merely restates outstanding awards.

The modest sale size, pre-planned nature, and continued significant equity stake suggest limited signalling value, but investors often monitor any CEO disposition. The new RSU structure ties a large portion of future vesting to a smooth leadership transition, aligning management incentives with succession execution and long-term TSR.