Insider Trading February 20, 2026

Tredegar Investor Gottwald Disposes $30,896 in Shares as Leadership Transition Nears

Ten-percent owner William M. Gottwald trimmed a small portion of his stake across two trades while the company prepares for a planned CEO handover

By Caleb Monroe TG
Tredegar Investor Gottwald Disposes $30,896 in Shares as Leadership Transition Nears
TG

Summary: William M. Gottwald, a roughly ten percent stakeholder in Tredegar Corp (NYSE: TG), sold 3,483 shares of the company's stock in two transactions totaling about $30,896. The trades took place on February 17 and 18, 2026, as Tredegar shares traded near their 52-week high. Gottwald retains substantial holdings across several trusts. Separately, Tredegar has announced a scheduled CEO retirement and successor effective January 1, 2026.

Key Points

  • William M. Gottwald sold 3,483 Tredegar shares in two transactions on February 17-18, 2026, for about $30,896 in total.
  • Gottwald still holds large positions in Tredegar through multiple trusts, including 583,967 shares as co-trustee of one trust and 847,470 shares as co-trustee FBO family holdings.
  • Tredegar announced a planned CEO transition: John M. Steitz will retire on December 31, 2025, with Arijit "Bapi" DasGupta assuming the CEO role and joining the board on January 1, 2026.

Insider sales

William M. Gottwald, identified as a ten percent owner of Tredegar Corp (NYSE: TG), executed two sales of company stock that together amounted to 3,483 shares and approximately $30,896 in proceeds, according to a Form 4 filed with the Securities and Exchange Commission.

The first disposal occurred on February 17, 2026, when Gottwald sold 64 shares at $8.80 per share. The second transaction, on February 18, 2026, involved 3,419 shares sold at a weighted average price of $8.872 per share, with individual trade prices ranging from $8.80 to $8.96.


Trading context

Tredegar's shares have been trading near their 52-week high of $9.43 and were up roughly 22% year-to-date at the time of the filing. The company carries a market capitalization of approximately $299 million and is reported to be trading at a price-to-earnings ratio of 133. An InvestingPro analysis cited in the filing suggests the stock is slightly overvalued at current levels.


Post-sale holdings

Despite the recent sales, Gottwald continues to hold a material position in Tredegar through multiple trust arrangements. The Form 4 lists the following holdings:

  • 583,967 shares held as co-trustee of the Residual 10-Year CLAT UA FDGJR Living Trust;
  • 847,470 shares held as co-trustee FBO (among others) reporting person’s family u/w Floyd D. Gottwald;
  • 211,260 shares held as trustee of the William Michael Gottwald Revocable Trust;
  • 6,197 shares owned by his wife.

Leadership transition

Separately disclosed by the company, John M. Steitz, Tredegar's President and Chief Executive Officer, will retire effective December 31, 2025. Effective January 1, 2026, Arijit "Bapi" DasGupta - who joined Tredegar in 2007 and has led the PE Films business unit since 2015 - will become CEO and will also join the company's Board of Directors. Steitz has served as a director since 2018 and as CEO since 2019. The company described these moves as part of its ongoing strategic planning.


What this means

The Form 4 filing and the leadership announcement together provide shareholders with updated information on insider activity and executive succession. The disclosed sale amounts, the remaining concentrated holdings in trusts, the stock's recent trading performance, and the scheduled CEO succession are the primary facts detailed in the filings and company announcements.

Risks

  • Insider sales can be interpreted by some market participants as a reduction in insider exposure, which may influence investor sentiment and trading activity in the company's stock.
  • The stock is trading at a high P/E ratio of 133 and is described by InvestingPro analysis as slightly overvalued at current levels, presenting valuation risk for new buyers.
  • The upcoming executive change represents a transition risk as the company implements its succession plan and the new CEO assumes leadership and board responsibilities.

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