Davis Cindy L

Davis Cindy L has engaged in a mix of buying and selling activity across three companies—Deckers Outdoor Corp (DECK), Brinker International Inc (EAT), and Kennametal Inc (KMT)—with a clear net selling bias. According to SEC Form 4 filings, Davis executed 26 transactions totaling $317,316 in buys and $2.41 million in sales, reflecting a nearly eightfold difference in favor of disposals. The most notable sale occurred on February 3, 2025, when Davis divested $1.09 million worth of EAT shares. In contrast, the largest purchase was a $200,319 acquisition of DECK stock on June 6, 2025, alongside a smaller $116,997 transaction involving KMT shares on August 15, 2025. Recent activity shows a continuation of this trend, with Davis filing two transactions in early 2026—both coded as derivative awards (Code A) for DECK and EAT, though with no reported dollar values. The filings suggest a recurring pattern of equity compensation-related adjustments rather than open-market trades. While Davis has maintained positions across all three companies, the overall disposition leans heavily toward reducing exposure, particularly in EAT, where the single large sale in early 2025 stands out. The absence of recent high-value transactions indicates a possible shift toward administrative adjustments rather than active portfolio rebalancing.