Valmont Industrs SEC Filings

Valmont Industries (VMI) director Joan Robinson-Berry reported a gift of 241 shares of common stock on 10/30/2025.

The transaction was coded “G” at $0 and left the reporting person with 2,487 shares held directly following the transaction.

Valmont Industries (VMI) filed its quarterly report, highlighting higher Q3 sales and earnings alongside prior-period restructuring and impairment impacts year-to-date. Q3 net sales were $1.046 billion, up slightly from $1.020 billion a year ago, and operating income rose to $141.5 million from $125.7 million. Net earnings were $101.1 million versus $82.6 million, with diluted EPS of $4.98 compared to $4.11. Interest expense declined to $9.7 million from $14.3 million.

For the first nine months, net sales were $3.066 billion versus $3.038 billion, while operating income was $299.0 million versus $404.6 million due to a $91.3 million impairment of long‑lived assets, $64.9 million of goodwill impairments in Infrastructure, and $8.9 million of realignment charges. Net cash from operating activities was strong at $345.2 million; cash ended at $226.1 million. The company repurchased $125.8 million of common stock year‑to‑date, and its total buyback authorization stands at $2.1 billion. The revolving credit facility was renewed to July 2030 with $800 million committed capacity, a higher $400 million accordion, and lower unused fees.

Valmont Industries (VMI) reported an insider transaction. An officer, listed as Pres.-Global TDS, Svc&Coating, sold 375 shares of common stock on 10/23/2025 at a price of $410.68 per share (transaction code S).

Following the sale, the reporting person beneficially owned 7,286 shares directly and 95 shares indirectly through a 401(k). The filing was submitted by one reporting person.

Valmont Industries, Inc. appointed William E. Johnson as Chief Accounting Officer effective October 20, 2025. Johnson brings senior accounting leadership experience from Conagra Brands, where he served as Senior Vice President, Corporate Controller from July 2023 to October 2025 and previously as Assistant Controller. He began his career at KPMG and holds a master’s degree in accounting from the University of Missouri-Columbia. Timothy P. Francis, who has served as CAO since September 2024, will assist the transition and focus on the Infrastructure segment. Compensation details are provided in Exhibit 99.1.

VMI received a Form 144 notice for a proposed sale of up to 375 shares of common stock. The filing lists an aggregate market value of $154,007.36 and identifies Fidelity Brokerage Services LLC as broker. The shares are slated for potential sale on or about 10/23/2025 on the NYSE.

The seller acquired these 375 shares via restricted stock vesting from the issuer on 02/21/2022, recorded as compensation. This is a routine notice that permits the holder to sell the stated amount, subject to Rule 144 conditions.

Valmont Industries (VMI) reported an insider equity award on a Form 4. Chief Accounting Officer William Eric Johnson was granted 513 restricted stock units, reported as an acquisition of common stock at $0 on 10/20/2025.

The award vests in three equal installments beginning October 20, 2026. Following the transaction, 513 shares were beneficially owned directly.

Valmont Industries (VMI) filed a Form 3 initial statement of beneficial ownership. The reporting person is an officer serving as Chief Accounting Officer and indicated no securities are beneficially owned. The event date is 10/20/2025, and the filing was made by one reporting person.

Renee L. Campbell, SVP Investor Relations and Treasurer at Valmont Industries (VMI), reported stock transactions and a forfeiture tied to termination. The filing shows a sale of 670 shares of common stock on 08/25/2025 at $374.90 per share and a sale of 22 shares on 08/22/2025 at $373.75 per share. After these transactions she beneficially owns 4,535 shares directly and 104 shares indirectly through a 401(k); an additional 115 shares are held indirectly by her spouse. The filing discloses forfeiture of 240 restricted stock units that will not vest following termination of employment.