Insider Trading April 6, 2026

Lands’ End Executive Peter Gray Sells $515,430 in Stock; Exercises Options and Sees RSU Vesting

Transactions on April 1 include a market sale, option exercises and tax-cover dispositions tied to restricted stock vesting; company posted Q4 FY2025 misses and approved a $100M buyback

By Derek Hwang LE
Lands’ End Executive Peter Gray Sells $515,430 in Stock; Exercises Options and Sees RSU Vesting
LE

Peter L. Gray, who serves as PRES LE Licensing, CAO & GC at Lands' End, Inc. (NASDAQ: LE), completed a set of equity transactions on April 1, 2026, including a sale of 11,454 shares for $515,430, option exercises and the receipt of performance-based restricted stock units. The company recently reported fourth-quarter fiscal 2025 results that missed analyst expectations for both EPS and revenue, while authorizing a $100 million share repurchase program through March 31, 2029.

Key Points

  • Peter L. Gray sold 11,454 shares of Lands' End common stock on April 1, 2026 at $45.0 per share, for total proceeds of $515,430.
  • On April 1, Gray exercised options to acquire 6,565 shares at $0 and received 17,400 shares from performance-based restricted stock units at $0.
  • Gray sold 3,233 shares and 8,568 shares at $11.56 per share to cover tax obligations related to RSU vesting, totaling $136,419; following these moves he directly owns 151,443 shares.

On April 1, 2026, Peter L. Gray, listed as PRES LE Licensing, CAO & GC at Lands' End, Inc. (NASDAQ: LE), carried out multiple equity-related transactions involving Lands' End common stock.

Sales and option exercises

Gray sold 11,454 shares of Lands' End common stock at $45.0 per share, yielding a gross transaction amount of $515,430. On the same day he exercised options that resulted in the acquisition of 6,565 shares at an exercise price of $0.

Additionally, Gray acquired 17,400 shares that were issued upon the vesting of performance-based restricted stock units, also at an effective price of $0.

Tax-related dispositions

Related to the vesting of restricted stock units, Gray disposed of two blocks of shares to satisfy tax obligations: 3,233 shares and 8,568 shares were sold at $11.56 per share, producing aggregate proceeds of $136,419 tied specifically to tax-withholding requirements.

Resulting ownership

After these transactions, Gray is recorded as directly owning 151,443 shares of Lands' End, Inc.


Company financial update

In separate corporate disclosures, Lands' End reported fourth-quarter results for fiscal 2025. The company posted earnings per share of $0.76, short of the $0.79 analysts had forecast. Revenue for the period was $462.4 million, below the $472.24 million expected. The company did note a 5% increase in total revenue year-over-year for the quarter.

Lands' End has also authorized a share repurchase program of up to $100 million, which is scheduled to run through March 31, 2029. The buyback authorization allows repurchases via open market transactions, privately negotiated purchases, or other methods consistent with federal securities laws.


Market commentary and data availability

According to InvestingPro analysis, the stock appears undervalued at current levels. The platform advertises additional analytical resources for LE, including 11 supplementary ProTips and a suite of financial metrics available to subscribers.

These disclosed executive transactions, the quarterly results that missed expectations and the newly authorized buyback program reflect recent corporate actions and financial outcomes for Lands' End amid what the company characterized as challenging market conditions.

Risks

  • Lands' End reported Q4 fiscal 2025 earnings per share of $0.76 versus an expected $0.79, and revenue of $462.4 million versus an expected $472.24 million, indicating recent financial performance missed analyst expectations.
  • The company described operating conditions as challenging, introducing uncertainty for near-term revenue and margin trajectories in the retail apparel sector.
  • Motivations for the insider share sale and option exercises are not disclosed in the filings, leaving observers unable to determine intent from the available information.

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