Insider Trading March 4, 2026

Turning Point Brands CFO Sells $195K in Stock After Recent Purchases; Company Posts Strong Q4 2025 Results

Andrew Flynn recorded multiple purchases and dispositions in early March as the company reported quarterly revenue and EPS above expectations

By Ajmal Hussain TPB
Turning Point Brands CFO Sells $195K in Stock After Recent Purchases; Company Posts Strong Q4 2025 Results
TPB

Turning Point Brands CFO Andrew Flynn completed a series of insider transactions in early March 2026 that included both purchases and sales of company shares. Flynn sold 2,000 shares on March 4 for $195,140, after acquiring larger tranches on March 2 and 3. The filings coincide with the company’s strong fourth-quarter 2025 results and a recent sharp drop in the stock price; InvestingPro analysis cited in the filing suggests the shares remain undervalued on a PEG basis.

Key Points

  • CFO Andrew Flynn sold 2,000 Turning Point Brands shares on March 4, 2026, for $195,140 at a weighted average price of $97.57 (range $97.37 to $97.85). - Impact: Equity markets and investor monitoring of insider transactions.
  • Flynn purchased 2,330 shares on March 2 ($252,838) and 2,721 shares on March 3 ($292,688) at prices between $107.57 and $108.51, while 2,086 shares were withheld on March 2 for taxes related to performance restricted stock units. - Impact: Corporate governance and compensation-related activity within the company.
  • Turning Point Brands reported Q4 2025 EPS of $0.95 versus a $0.88 forecast (7.95% surprise) and revenue of $121 million versus an expected $110.63 million (9.37% surprise); InvestingPro analysis cited in the filing indicates the stock trades at a PEG of 0.71 and may be undervalued. - Impact: Company valuation assessments and investor analytics services.

Turning Point Brands, Inc. (NYSE: TPB) recorded a set of insider transactions by Chief Financial Officer Andrew Flynn in the first days of March 2026, according to a Form 4 filed with the Securities and Exchange Commission.

On March 4, 2026, Flynn sold 2,000 shares of Turning Point Brands common stock for a combined total of $195,140. The sale registered a weighted average price of $97.57 per share, with transaction prices reported in a band from $97.37 to $97.85.

Those dispositions followed purchases Flynn made earlier in the week. The Form 4 shows that Flynn acquired 2,330 shares on March 2, valued at $252,838, and an additional 2,721 shares on March 3, valued at $292,688. The filing lists the pricing for these "A" transactions as ranging between $107.57 and $108.51 per share.

The disclosure also records a separate disposal of 2,086 shares at $100.99 per share on March 2, for a total of $210,665. The filing indicates those shares were withheld to cover tax obligations tied to performance restricted stock units.

These moves come as Turning Point Brands posted fourth-quarter 2025 financial results that exceeded expectations. The company reported earnings per share of $0.95, versus a consensus forecast of $0.88, representing a 7.95% positive surprise. Revenue for the quarter totaled $121 million, ahead of the forecasted $110.63 million by 9.37%.

The insider activity and earnings release occur against the backdrop of recent volatility in the company’s share price. The filing notes a sharp 31% decline in the stock over the prior week, and cites InvestingPro analysis that suggests the stock is trading below its Fair Value, with a reported PEG ratio of 0.71.

Between the mix of acquisitions, a taxable withholding sale and an outright sale on March 4, Flynn’s transactions present a sequence of portfolio adjustments disclosed in the company’s SEC filing. The filing provides clear dollar amounts, share counts and price ranges for each movement but does not offer commentary explaining the rationale behind the trades.

Turning Point Brands’ quarterly performance—higher-than-expected EPS and revenue—was highlighted in the filing as part of the company’s most recent financial updates. The filings and reported figures establish the factual record of insider trades and the company’s reported quarter; the filings do not link the trades to the quarterly results.


Key contexts: the Form 4 documents precise trade dates, share counts and prices; company results for Q4 2025 show an earnings and revenue beat; InvestingPro’s analysis is cited regarding the stock’s relative valuation on a PEG basis.

Risks

  • Market volatility: the stock experienced a sharp 31% decline over the week before the March filings, reflecting short-term price risk for shareholders. - Affected sectors: equity markets and investor sentiment.
  • Valuation uncertainty: while InvestingPro analysis suggests the stock is undervalued on a PEG basis, that assessment represents one valuation perspective and may differ from other analysts’ views. - Affected sectors: investor analytics and equity valuation.
  • Compensation-related dilution and tax withholding: 2,086 shares were disposed at $100.99 per share to cover taxes on performance restricted stock units, highlighting ongoing effects of equity-based compensation on share counts. - Affected sectors: corporate governance and shareholder dilution considerations.

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