Insider Trading February 13, 2026

Carlisle Vice Chair Sells $2.5M in Stock; Q4 EPS Beats While Revenue Slightly Misses

Stephen Schwar completed option exercise and sale on Feb. 12, 2026, amid a quarter that topped EPS estimates but narrowly missed revenue expectations

By Hana Yamamoto CSL
Carlisle Vice Chair Sells $2.5M in Stock; Q4 EPS Beats While Revenue Slightly Misses
CSL

Stephen Schwar, vice chair of Carlisle Companies INC (NASDAQ: CSL), sold 6,049 shares on February 12, 2026, for $2,524,583 in two transactions and exercised options to acquire 1,500 shares at $108.72. After these moves he directly holds 8,540 shares. Separately, Carlisle reported fourth-quarter 2025 results with EPS of $3.90 versus an expected $3.59 and revenue of $1.1 billion versus a $1.11 billion estimate.

Key Points

  • Insider transaction: Stephen Schwar sold 6,049 Carlisle shares for $2,524,583 on February 12, 2026, in two transactions at prices between $417.16 and $417.42.
  • Option exercise and holdings: On the same day, Schwar exercised options to buy 1,500 shares at $108.72 ($163,080 total); after these moves he directly owns 8,540 shares.
  • Quarterly results: Carlisle reported Q4 2025 EPS of $3.90 (vs. $3.59 expected, an 8.64% surprise) while revenue came in at $1.1 billion (versus $1.11 billion expected) - items drawing investor and analyst attention. Sectors impacted include capital markets and public equity investors tracking corporate earnings.

Stephen Schwar, who serves as Vice Chair of CCM at Carlisle Companies INC (NASDAQ: CSL), executed two related equity moves on February 12, 2026. In two separate trades he sold a total of 6,049 shares of Carlisle common stock for aggregate proceeds of $2,524,583. The sale prices reported for those transactions ranged from $417.16 to $417.42 per share.

On the same date, Schwar also exercised stock options to acquire 1,500 shares of Carlisle common stock at an exercise price of $108.72 per share, for a total exercise cost of $163,080. Following the option exercise and the sale, Schwar's direct ownership in Carlisle stands at 8,540 shares.


Separately, Carlisle Companies Incorporated released its fourth-quarter results for fiscal 2025. The company posted earnings per share of $3.90, exceeding the consensus expectation of $3.59, a difference the company and market observers characterize as an 8.64% surprise. Revenue for the quarter was reported at $1.1 billion, which was marginally below the consensus figure of $1.11 billion.

These financial results and the insider transactions are being viewed within a context of investor interest and market analysis. The quarter's EPS outperformance is a notable datapoint, while the slight revenue shortfall is being highlighted by analysts and investors as a detail of interest when assessing the company's near-term operating performance.

The reported transactions and earnings release are presented here as factual developments. The sale and option exercise are recorded transactions with concrete dollar amounts and share counts, and the quarterly results include the exact EPS and revenue figures provided above. Stakeholders, including investment firms and market analysts, are noted as following Carlisle's results and ownership moves closely.

No additional causes, motivations, or future outcomes are assigned to the transactions or the quarterly results beyond what has been reported. The information here is intended to document the recorded insider activity and the company-reported fourth-quarter financials for readers evaluating Carlisle's reported performance.

Risks

  • Revenue miss: Carlisle's reported Q4 revenue of $1.1 billion was slightly below the $1.11 billion consensus, a shortfall explicitly noted as a point of interest for analysts and investors - this could complicate near-term top-line assessments.
  • Limited context for insider activity: The report documents a significant insider sale and an option exercise but does not provide further detail on motives or timing, leaving uncertainty about the implications for management's shareholding intentions.
  • Stakeholder uncertainty: While EPS exceeded expectations, the combination of a revenue shortfall and the documented ownership changes creates areas of uncertainty that stakeholders must evaluate when assessing Carlisle's financial health and future performance.

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