Yael Cosset, Senior Vice President and CIO, has demonstrated a clear selling bias in recent insider transactions, primarily involving Kroger (KR) and Kohl’s (KSS). Over 39 reported trades, Cosset has sold $14.49 million worth of shares while purchasing $2.97 million, with all five of the most recent transactions being sales. The activity in Kroger shares has been particularly notable, including a $1.17 million sale on March 17, 2025, followed by a $691,190 disposal three days earlier. In March 2026, Cosset executed multiple sales of KR stock, including a $506,066 transaction on March 13 and a $478,844 trade the day prior. While some acquisitions were recorded—such as a $681,359 purchase in March 2025—the overall trend leans heavily toward divestment.
Cosset’s transactions in Kohl’s (KSS) have been less frequent and smaller in scale, with no reported monetary value in recent filings, suggesting they may involve grants or awards rather than open-market trades. The bulk of the activity remains concentrated in Kroger, where the executive has alternated between sales and smaller buys, though the net outflow is significant. The absence of recent purchases, combined with consistent disposals in early 2026, indicates a sustained reduction in exposure to KR stock. The pattern aligns with a broader disposition strategy rather than isolated adjustments, given the recurring sales across multiple years.
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