Insider Trading March 10, 2026

Waste Management SVP Disposes $14,975 in Shares to Settle Tax Obligation; Earlier Sale Covered Restricted Award

Christopher P. DeSantis executed planned sales in early March as company reports slight Q4 2025 EPS and revenue misses and maintains dividend increase streak

By Derek Hwang WM
Waste Management SVP Disposes $14,975 in Shares to Settle Tax Obligation; Earlier Sale Covered Restricted Award
WM

Waste Management senior vice president Christopher P. DeSantis sold 61 shares on March 9, 2026, for $14,975 to satisfy a federal tax obligation under a Rule 10b5-1 plan, and had previously sold 107 shares on March 7, 2026, to settle a restricted share award. The transactions occurred near recent highs while the stock trades below those levels and the company posted a modest miss on fourth-quarter 2025 EPS and revenue.

Key Points

  • Christopher P. DeSantis sold 61 shares on March 9, 2026, for $14,975 under a Rule 10b5-1 Trading Plan to cover a federal tax obligation and sold 107 shares on March 7, 2026, for $26,355 to settle a restricted share award.
  • Waste Management shares were trading at $236.87 with the company valued at $95.5 billion; external analysis cited a P/E of 35.41 and a dividend yield of 1.53%, with 22 consecutive years of dividend increases.
  • Q4 2025 results showed an EPS of $1.93 versus $1.95 expected and revenue of $6.31 billion versus $6.39 billion expected; the company declared a $0.945 quarterly dividend payable March 27, 2026, to holders of record on March 13, 2026.

Christopher P. DeSantis, Waste Management's SVP of Operations - East, completed two stock dispositions in early March 2026, according to a Form 4 filing with the Securities and Exchange Commission.

On March 9, 2026, DeSantis sold 61 shares of Waste Management common stock at $245.50 per share, generating proceeds of $14,975. The filing indicates the sale was executed to cover a personal federal income tax obligation and was carried out pursuant to a Rule 10b5-1 Trading Plan.

Two days earlier, on March 7, 2026, DeSantis had disposed of 107 shares at $246.31 per share, for total proceeds of $26,355. That transaction was completed to settle a restricted share award that had been granted under the Waste Management, Inc. 2014 Stock Incentive Plan.

Both sales were recorded near the stock's recent highs. At the time of reporting, Waste Management shares were trading at $236.87 in a company market-capitalized at $95.5 billion.


Valuation and shareholder returns

External analysis cited in the filing context indicates the shares appear overvalued on current metrics, trading at a price-to-earnings ratio of 35.41. The company has increased its dividend for 22 consecutive years and carries a current yield of 1.53%.

Following the two sales in March, DeSantis directly holds 9392.87 shares of Waste Management stock.


Earnings and capital allocation activity

Waste Management reported fourth-quarter 2025 results that slightly missed expectations. The company posted earnings per share of $1.93, compared with an expected $1.95, and reported revenue of $6.31 billion versus anticipated revenue of $6.39 billion.

Alongside its earnings release, Waste Management declared a quarterly cash dividend of $0.945 per share, payable on March 27, 2026, to shareholders of record as of March 13, 2026. The company’s Management Development and Compensation Committee also awarded annual incentive payments to senior executives, including CEO James C. Fish, Jr. and CFO David L. Reed.


Analyst commentary and sector context

Barclays analysts noted that firms in the waste management sector, including Waste Management, are positioned to absorb elevated fuel costs arising from the ongoing Iran war due to established surcharge programs. The analysts highlighted the sector's defensive characteristics and their appeal amid higher global energy prices.


What the filings show

The Form 4 disclosure provides a succinct record of the two transactions: the March 7 sale to settle a restricted award and the March 9 sale under a Rule 10b5-1 plan to satisfy a tax obligation. The filing also confirms the post-transaction direct share ownership total for DeSantis.

No additional transactions or changes to executive ownership were reported in the filing beyond the items described above.

Risks

  • The company reported a slight miss on Q4 2025 EPS and revenue expectations, indicating potential near-term earnings pressure for the waste management sector.
  • Elevated fuel costs tied to the ongoing Iran war could impact operational expenses, though companies in the sector rely on surcharge programs to mitigate those impacts.
  • High valuation metrics, illustrated by a P/E ratio of 35.41, point to valuation risk if earnings do not improve or growth expectations are not met.

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