Insider Trading March 3, 2026

Waste Management SVP Executes $4.1M Stock Sale, Exercises Options the Same Day

Senior vice president Michael J. Watson sold shares while also exercising stock options; transaction occurs as WM trades near its 52-week high and follows a modest Q4 2025 earnings miss

By Hana Yamamoto WM
Waste Management SVP Executes $4.1M Stock Sale, Exercises Options the Same Day
WM

Michael J. Watson, Senior Vice President and Chief Customer Officer at Waste Management (WM), sold 17,251 shares on March 2, 2026, for roughly $4.1 million in two tranches and on the same day exercised options to acquire 12,642 shares. The company recently reported a slight fourth-quarter 2025 earnings shortfall versus estimates and declared a quarterly dividend to be paid March 27, 2026.

Key Points

  • Michael J. Watson sold 17,251 shares of Waste Management common stock on March 2, 2026, for about $4.1 million in two tranches at prices between $241.8064 and $241.83 per share.
  • On the same day, Watson exercised options for 12,642 shares at $126.005 per share, for a total exercise value of $1592955; post-transactions he directly owns 56,788.2959 shares and indirectly owns 2612.5834 shares via a 401(k).
  • Waste Management recently reported Q4 2025 EPS of $1.93 versus an expected $1.95 (-1.03% surprise) and revenue of $6.31 billion versus $6.39 billion expected; the company declared a $0.945 quarterly cash dividend payable March 27, 2026, to holders of record on March 13, 2026.

Michael J. Watson, who serves as Senior Vice President and Chief Customer Officer at Waste Management (NYSE: WM), executed a sale of company stock and exercised employee options on March 2, 2026.

Watson sold 17,251 shares of Waste Management common stock on that date for an aggregate amount of approximately $4.1 million. The disposition was completed in two tranches, with executed prices ranging from $241.8064 to $241.83 per share.

On March 2, 2026, Watson also exercised options to acquire 12,642 shares of Waste Management common stock at an exercise price of $126.005 per share, representing a combined exercise value of $1592955.

Following the March 2 transactions, Watson's reported holdings comprise 56,788.2959 shares held directly and an additional 2612.5834 shares held indirectly through a 401(k) plan.


Valuation and market context

Waste Management shares were trading close to their 52-week high of $244.61 at the time of these transactions, according to InvestingPro data. InvestingPro's Fair Value analysis indicates the stock currently appears overvalued based on that assessment. For investors seeking additional valuation detail and patterns in executive trading, a comprehensive Pro Research Report covering this and other US equities is available through that service.


Recent financial results

In corporate filings and public disclosures, Waste Management Inc. reported fourth-quarter 2025 results that modestly missed consensus expectations. The company posted earnings per share of $1.93, below the anticipated $1.95, a variance described as a -1.03% surprise. Revenue for the quarter was $6.31 billion, short of the forecasted $6.39 billion.

Waste Management also announced 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.


What this means for market participants

The day's transactions combined an executive sale with an exercise of options, leaving Watson with the ownership levels noted above. The timing coincides with the stock trading near its 52-week peak and follows a quarter with a slight EPS and revenue shortfall. These items together offer shareholders and market observers discrete data points on insider activity, company financial performance, and dividend policy.

Risks

  • The stock is trading near its 52-week high of $244.61 while InvestingPro's Fair Value analysis indicates it appears overvalued - this valuation mismatch could increase price volatility in the waste management and broader environmental services sectors.
  • Recent fourth-quarter 2025 results showed a slight miss on both EPS and revenue forecasts, which may create short-term uncertainty among investors regarding near-term earnings momentum for Waste Management and related industry peers.
  • Insider sales coupled with option exercises can be interpreted in multiple ways by market participants, potentially affecting investor sentiment in the stock and in the industrials or services segments that include waste management companies.

More from Insider Trading

Artivion Accounting Chief Sells Shares to Cover RSU Taxes as Stock Trades at Rich Multiple Mar 3, 2026 Waste Management CFO Executes Small Share Dispositions to Cover Tax and Settle Award Mar 3, 2026 RENN Fund President Murray Stahl Buys 1,134 Shares in RCG at $2.88 Mar 3, 2026 Artivion SVP Disposes $57.5K in Stock to Cover RSU Tax Withholding; Company Posts Strong Q4 2025 Results Mar 3, 2026 Artivion CEO Sells $566,989 of Stock to Cover RSU Taxes as Company Posts Strong Q4 Mar 3, 2026