HOLM GEORGE L

HOLM GEORGE L has demonstrated a clear selling bias in recent transactions involving Performance Food Group Company (PFGC), with no recorded purchases over the past year. Since mid-2024, Holm has executed 24 trades exclusively in PFGC, with total sales exceeding $25.4 million compared to just $2 million in buys—a nearly 13-to-1 ratio favoring dispositions. The most recent activity includes nine sales between July and September 2025, highlighted by a $3.04 million transaction on September 2 alongside smaller dispositions of $469,691 and $192,762 the same day. Earlier in August 2025, Holm sold $4.06 million worth of shares on the 19th, preceded by two sales totaling $3.54 million on August 1. The pattern shows consistent monthly sales through mid-2024 to mid-2025, often paired with smaller transactions. For example, Holm disposed of $2.33 million and $804,325 in PFGC shares on July 1, 2025, while August 2024 saw two large sales worth $1.8 million and $2.87 million. Notably, several filings with $0 value (coded "A") suggest awards or holdings adjustments without monetary transactions. The absence of buys and the repeated liquidation of positions—particularly the clustering of sales in early August and September—indicate a sustained reduction in Holm’s PFGC stake over time. The transactions span a mix of sale types (codes S, M, F), including market dispositions and planned trades, but uniformly reflect a directional shift away from accumulation.