Insider Trading March 3, 2026

Waste Management CFO Executes Small Share Dispositions to Cover Tax and Settle Award

David L. Reed sells 21 shares under a 10b5-1 plan and surrenders 31 restricted shares; company reporting recent quarter shortfalls and a declared dividend

By Priya Menon WM
Waste Management CFO Executes Small Share Dispositions to Cover Tax and Settle Award
WM

Waste Management (NYSE:WM) Executive Vice President and Chief Financial Officer David L. Reed reported two recent dispositions of common stock in early March 2026. A March 2 sale of 21 shares under a Rule 10b5-1 trading plan covered a personal federal tax obligation; a March 1 disposition of 31 shares settled a restricted share award. The company also posted fourth-quarter 2025 results that slightly missed analyst expectations and announced a quarterly cash dividend payable March 27, 2026.

Key Points

  • CFO David L. Reed sold 21 shares on March 2, 2026 at $242.65 per share under a Rule 10b5-1 plan to cover a federal tax obligation; proceeds were $5,095.
  • On March 1, 2026 Reed disposed of 31 shares at $238.21 per share to settle a restricted share award under the Waste Management, Inc. 2023 Stock Incentive Plan, totaling $7,384.
  • After these transactions Reed directly owns 8,693.6057 shares; the stock was trading near its 52-week high of $244.61 and was up nearly 11% year-to-date. The company reported Q4 2025 EPS of $1.93 (vs. $1.95 expected) and revenue of $6.31 billion (vs. $6.39 billion expected), and declared a $0.945 quarterly dividend payable on March 27, 2026 to holders of record on March 13, 2026.

Waste Management (NYSE:WM) Executive Vice President and Chief Financial Officer David L. Reed disclosed two small share dispositions in filings with the Securities and Exchange Commission in early March 2026.

According to a Form 4 filing, Reed sold 21 shares of Waste Management common stock on March 2, 2026, at $242.65 per share, producing proceeds of $5,095. The filing states the transaction was executed to satisfy a personal federal income tax obligation and was made pursuant to a Rule 10b5-1 trading plan.

The filing further records a disposition of 31 shares on March 1, 2026, executed to settle a restricted share award that was granted under the Waste Management, Inc. 2023 Stock Incentive Plan. That transfer was recorded at $238.21 per share for an aggregate value of $7,384.

Both transactions were recorded while Waste Management shares were trading near their 52-week high of $244.61, and the stock had gained nearly 11% year-to-date at the time of the filings. Following the March 1 and March 2 transactions, Reed is reported to directly own 8,693.6057 shares of Waste Management.


Valuation note and company results

The filings include an InvestingPro analysis flagging the stock as appearing overvalued at current levels. The same report references additional valuation metrics and research available through the platform.

Separately, Waste Management announced fourth-quarter 2025 financial results that missed consensus estimates. The company reported earnings per share of $1.93, below the forecast of $1.95, representing a -1.03% surprise. Quarterly revenue came in at $6.31 billion versus expected revenue of $6.39 billion, the filing indicated.

Waste Management also declared a quarterly cash dividend of $0.945 per share. The dividend is scheduled to be paid on March 27, 2026, to shareholders of record as of March 13, 2026.


Context and documentation

The transactions reported by Reed were described in SEC Form 4 filings and were characterized as routine actions to satisfy a tax obligation and to settle a restricted award under the company’s 2023 incentive plan. The company’s recent quarterly disclosures provided the earnings, revenue and dividend information noted above.

No additional claims, forecasts or opinions were included in the cited filings beyond the explanations for the dispositions and the financial results reported by Waste Management for the fourth quarter of 2025.

Risks

  • Valuation risk: InvestingPro analysis flagged Waste Management as appearing overvalued at current levels, a factor that could affect investor sentiment in the industrials and waste-management sectors.
  • Operational/financial performance risk: The company’s fourth-quarter 2025 results missed analyst expectations for both EPS and revenue, indicating shortfalls in earnings and top-line performance that may influence market assessments of the stock.
  • Market timing and liquidity risk: The insider transactions occurred with the stock trading near its 52-week high, which may coincide with heightened price sensitivity for investors in Waste Management and related industrial equities.

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