Insider Trading February 23, 2026

Genco CFO Executes Mixed Stock Moves as Board Rebukes Acquisition Bid

Peter George Allen sells shares while exercising options and receiving vested RSUs; Genco rejects Diana Shipping's $20.60 per-share proposal and nomination bid

By Hana Yamamoto GNK
Genco CFO Executes Mixed Stock Moves as Board Rebukes Acquisition Bid
GNK

Genco Shipping & Trading Ltd.'s Chief Financial Officer, Peter George Allen, completed sales of common stock totaling 13,315 shares for $315,005 on February 23, 2026, while also acquiring shares through option exercises and RSU vesting. The same day, Genco's board declined Diana Shipping Inc.'s attempt to nominate six director candidates as part of an unsolicited $20.60 per-share takeover proposal, calling the offer "significantly undervalued" and citing "considerable execution risks." The board will review the proposal with financial and legal advisers.

Key Points

  • CFO Peter George Allen sold 13,315 GNK shares on February 23, 2026, in two transactions for total proceeds of $315,005 while simultaneously acquiring additional shares through option exercises and RSU vesting.
  • Allen acquired 28,017 shares via option exercises (including 2,178 shares at $9.91 each, totaling $21,583) and received 25,915 shares from RSU vesting; he now directly owns 66,702 GNK shares.
  • Genco’s board has declined Diana Shipping Inc.'s attempt to nominate six directors and characterized Diana’s unsolicited $20.60-per-share proposal as "significantly undervalued" with "considerable execution risks"; Diana holds roughly 14.8% of Genco common stock and the board will consult financial and legal advisers.

Genco Shipping & Trading Ltd. (NYSE: GNK) Chief Financial Officer Peter George Allen carried out multiple equity transactions on February 23, 2026, selling common shares while simultaneously increasing his stake through option exercises and restricted stock unit vesting.

Allen disposed of a total of 13,315 shares of common stock in two separate sales on that date, generating aggregate proceeds of $315,005. The initial transaction comprised 913 shares sold at $23.63 each, producing $21,574 in proceeds. The larger transaction involved 12,402 shares sold at a weighted average price of $23.66 per share, with trade prices in that block ranging from $23.19 to $24.07 and total proceeds of $293,431.

Concurrently, Allen increased his holdings through non-sale transactions. He acquired 28,017 shares via the exercise of options; of those, 2,178 shares were acquired at an exercise price of $9.91 per share, representing a cash outlay of $21,583 for that tranche. In addition, 25,915 shares were delivered to him upon the vesting of restricted stock units.

After accounting for the February 23 transactions, Allen directly holds 66,702 shares of GNK common stock.


Separately, the company announced corporate governance developments tied to an unsolicited approach from Diana Shipping Inc. Diana Shipping sought to nominate six director candidates with the aim of replacing Genco’s entire board as part of a non-binding proposal to acquire Genco at $20.60 per share. The proposal included an offer to purchase all outstanding shares not already held by Diana, which currently owns approximately 14.8% of Genco’s common stock.

Genco’s board rejected the nomination attempt and described Diana Shipping’s acquisition proposal as one that "significantly undervalued" the company and that presented "considerable execution risks." The board said it will review the proposal with financial and legal advisers to determine the most appropriate course of action for Genco and its shareholders.

These actions occur during a period of strategic decisions and potential shifts in corporate governance for the company.

Risks

  • Valuation disagreement - Genco’s board has called Diana Shipping’s $20.60-per-share proposal "significantly undervalued," creating uncertainty about shareholder value and transaction terms. Impacted sectors: shipping, equity investors.
  • Execution risk - The board cited "considerable execution risks" associated with the proposal, highlighting potential complications in completing any transaction. Impacted sectors: shipping and corporate transactions.
  • Governance uncertainty - Diana Shipping’s bid and nomination attempt introduce potential changes to Genco’s board composition and strategic direction while the proposal is under review by Genco’s advisers. Impacted sectors: corporate governance and capital markets.

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