Mohawk Industries Insider Trade: CEO Nets $1.9M, Still Major Holder

Rhea-AI Filing Summary

Form 4 filing – Mohawk Industries (MHK)

CEO, Chairman & 10% owner Jeffrey S. Lorberbaum disclosed two open-market sales executed 07/28/2025 by MCL Family Funds Trust:

• 8,994 shares at a weighted avg. $120.52
• 7,006 shares at a weighted avg. $121.19

The combined 16,000-share disposition raised roughly $1.9 million.

Separately, 49,600 shares were transferred in-kind from Aladdin Partners, L.P. to MCL Family Funds Trust, an intra-family move exempt under Rule 16a-13. Following the sales and transfer, Lorberbaum reports beneficial ownership of:

• 8,132,685 shares via Aladdin Partners, L.P.
• 453,074 via JSL Legacy Fund LP
• 420,668 via Dalton Fund
• 315,002 via PAS Trust
• 40,606 via MCL Family Funds Trust
• 73,321 held directly
• other smaller managed accounts

Total disclosed interests exceed 9.4 million shares, indicating the sale represents <1% of his holdings. Lorberbaum disclaims beneficial ownership where no pecuniary interest exists.

No derivative transactions were reported.

Positive

• Large continuing ownership: Lorberbaum still controls >9.4 million shares, maintaining significant alignment with shareholders.
• Transparent reporting: All transactions, including exempt intra-family transfers, were promptly disclosed, supporting governance best practices.

Negative

• Insider selling: CEO disposed of 16,000 shares (~$1.9 M), which can be interpreted as a modestly bearish signal.

Insights

Equity Analyst

TL;DR: CEO sold 16k shares (~$1.9M) but still owns >9.4M; sentiment modestly negative, impact limited.

The filing shows a minor trim of the CEO’s position—roughly 0.17% of his reported stake—at ~$121. While insider sales often trigger caution, the scale is immaterial relative to his exposure, suggesting no fundamental shift in conviction. The exempt transfer merely reorganises family holdings. Absent complementary information on performance or guidance, the move does not materially alter the investment thesis but may weigh slightly on near-term sentiment.

Corporate Governance Specialist

TL;DR: Routine estate/portfolio rebalancing, no governance red flags detected.

The Rule 16a-13 transfer and modest market sale appear aligned with normal liquidity and estate-planning activities. Lorberbaum remains a >10% owner, preserving strong alignment with minority shareholders. No new derivative positions or complex structures were introduced, and the attorney-in-fact signature maintains Section 16 compliance. Overall governance impact is neutral.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

1. Name and Address of Reporting Person^*

LORBERBAUM JEFFREY S

(Last) (First) (Middle)

160 SOUTH INDUSTRIAL BLVD.

P.O. BOX 12069

(Street)

CALHOUN GA 30703

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
MOHAWK INDUSTRIES INC [ MHK ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	X	10% Owner
X	Officer (give title below)		Other (specify below)
	CHIEF EXECUTIVE OFFICER

3. Date of Earliest Transaction (Month/Day/Year)
07/28/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/28/2025		S		8,994	D	$120.52(2)	40,606(1)	I	MCL Family Funds Tr
Common Stock	07/28/2025		S		7,006	D	$121.19(3)	33,600	I	MCL Family Funds Tr
Common Stock								8,132,685(1)	I	Aladdin Partners, LP
Common Stock								420,668	I	Dalton Fund
Common Stock								19,140	I	Dalton Partners
Common Stock								73,321	D
Common Stock								453,074	I	JSL Legacy Fund LP
Common Stock								315,002	I	PAS Trust
Common Stock								194	I	by Managed Account

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Holdings adjusted to reflect a transfer of 49,600 shares from Aladdin Partners, L.P. to MCL Family Funds Trust on July 28, 2025. The transfer of such shares is exempt from Section 16 pursuant to Rule 16a-13. The reporting person disclaims beneficial ownership of the shares held by each of Aladdin Partners, L.P. and MCL Family Funds Trust to the extent he does not have a pecuniary interest.

2. The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.93 to $120.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

3. The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.93 to $121.57, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

	By: /s/ Melissa Jackmin, Attorney-in-fact For: Jeffrey S Lorberbaum	07/29/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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FAQ

How many Mohawk Industries shares did CEO Jeffrey S. Lorberbaum sell?

He sold a total of 16,000 shares on 07/28/2025 at weighted average prices of $120.52 and $121.19.

What was the approximate value of the shares sold by MHK's CEO?

The two transactions generated roughly $1.9 million in gross proceeds.

Does Jeffrey Lorberbaum still hold a significant stake in Mohawk Industries?

Yes. After the transactions he reports beneficial ownership of over 9.4 million shares across multiple entities.

Were any derivative securities involved in this Form 4 filing?

No derivative acquisitions or dispositions were reported in Table II.

What is the nature of the 49,600-share transfer reported?

It is an exempt Rule 16a-13 transfer from Aladdin Partners, L.P. to MCL Family Funds Trust, reflecting internal family restructuring.