Mantle Ridge LP sold $20M of APD
director, other at Air Products & Chemicals, Inc.. 70,175 shares at an average of $284.21, traded Feb 12, 2026, filed Feb 13, 2026.
Score components
- +15RoleDirector
- +25Trade size$19.9M at market
- +10Share of holdings soldSold 43% of holdings
- 0ClusterNo other insider selling within 14 days
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +2.9%, 3m +6.3%, 6m +11.8%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001104659-26-014718, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 12, 2026 | JOther Common Stock, par value $1.00 per shareindirect: See footnotes | -3,943,847 | $0.00 | $0 | 163,674 | Feb 13, 2026 |
| Feb 12, 2026 | SOpen-market sale Common Stock, par value $1.00 per shareindirect: See footnotes | -70,175 | $284.21 | $20M | 93,499 | Feb 13, 2026 |
| Feb 12, 2026 | GGift Common Stock, par value $1.00 per shareindirect: See footnotes | -1,759 | $0.00 | $0 | 91,740 | Feb 13, 2026 |
Related signals
Other insiders at Air Products & Chemicals, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 50Moderate | APDsell Air Products & Chemicals, Inc. | Melissa N. Schaeffer Exec Vice President and CFO | $824k 2,714 shares | -16% | |
| 35Weak | APDbuy Air Products & Chemicals, Inc. | Andrew W Evans director | $1,475 5 shares | +100% | |
| 35Weak | APDsell Air Products & Chemicals, Inc. | Andrew W Evans director | $1,416 5 shares | -50% | |
| 36Weak | APDsell Air Products & Chemicals, Inc. | Victoria Brifo Exec VP, Chief HR Officer | $397k 1,359 shares | -14% | |
| 45Moderate | Air Products & Chemicals, Inc. | Walter L. Nelson Sr. VP, Glob Helium & Rare Gas | $182k 589 shares | -45% | |
| 72Notable | Air Products & Chemicals, Inc. | Kurt Lefevere President, Asia | $474k 1,500 shares | -51% | |
| 80Strong | Air Products & Chemicals, Inc. | Ivo Bols President, Europe & Africa | $5.6M 18,000 shares | -64% | |
| 56Moderate | Air Products & Chemicals, Inc. | Victoria Brifo Exec VP, Chief HR Officer | $746k 2,362 shares | -19% | |
| 61Notable | Air Products & Chemicals, Inc. | Wilbur Mok President, Equip. Businesses | $411k 1,300 shares | -29% | |
| 60Notable | Air Products & Chemicals, Inc. | Brian Galovich Exec VP, CIO | $660k 2,089 shares | -28% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.