Insider Trading February 10, 2026

Zurn Elkay VP Disposes $315,824 in Stock After Recent Grants; Company Posts Strong Quarter

General counsel sells portion of newly vested shares as Zurn Elkay reports revenue and EBITDA ahead of estimates and announces dividend

By Caleb Monroe ZWS
Zurn Elkay VP Disposes $315,824 in Stock After Recent Grants; Company Posts Strong Quarter
ZWS

Summary: Jeffrey J. LaValle, Vice President, General Counsel, and Secretary of Zurn Elkay Water Solutions Corp (NYSE: ZWS), sold 6,097 shares on February 10, 2026, realizing $315,824 at a weighted average price of $51.80. The sale followed recent equity awards - 18,407 shares vested as performance stock units on February 6 and 2,334 restricted stock units granted on February 10. After the transactions, LaValle holds 52,814 shares directly, 1,813 indirectly through a 401(k), and options on 5,578 shares at a $33.05 exercise price. Separately, the company reported quarterly revenue of $407.2 million and adjusted EBITDA of $104.1 million, both above analyst projections, and announced a $0.11 quarterly cash dividend. Stifel and Jefferies issued Buy ratings with respective price targets of $54.00 and $58.00.

Key Points

  • LaValle sold 6,097 shares on February 10, 2026 for $315,824 at a weighted average price of $51.80; trade prices ranged from $51.48 to $52.16.
  • He received 18,407 shares on February 6, 2026 upon vesting of performance stock units tied to the January 1, 2023 - December 31, 2025 performance period, and acquired 2,334 restricted stock unit shares on February 10, 2026 that vest over three years.
  • Zurn Elkay reported revenue of $407.2 million and adjusted EBITDA of $104.1 million, both above estimates; the company declared a $0.11 quarterly dividend and received Buy ratings from Stifel and Jefferies with price targets of $54.00 and $58.00 respectively.

Jeffrey J. LaValle, who serves as Vice President, General Counsel, and Secretary at Zurn Elkay Water Solutions Corp (NYSE: ZWS), completed a sale of 6,097 shares of the company's common stock on February 10, 2026. The disposition generated a total of $315,824 based on a weighted average sale price of $51.80 per share. Trades were executed across multiple transactions at prices that ranged from $51.48 to $52.16.

This sale came on the heels of two recent equity events for LaValle. On February 6, 2026, he received 18,407 shares at no cost when performance stock units vested. Those PSUs vested as a result of the company meeting performance criteria over a three-year performance period running from January 1, 2023 through December 31, 2025. On the same day as the sale, February 10, 2026, LaValle also took delivery of 2,334 shares tied to a restricted stock unit grant. The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, contingent on continued employment.

After accounting for the sale and the award receipts, LaValle directly holds 52,814 shares of Zurn Elkay common stock. He indirectly holds an additional 1,813 shares through participation in a 401(k) plan. In addition to his stock holdings, LaValle has outstanding options to purchase 5,578 shares at an exercise price of $33.05.

These insider transactions occur amid a period of positive financial disclosures from Zurn Elkay. The company reported quarterly revenue of $407.2 million, outpacing Stifels estimate of $401.6 million and the broader Street consensus of $400.8 million. Adjusted EBITDA for the quarter was $104.1 million, ahead of the $101.0 million projection.

Following the results, Stifel reiterated a Buy rating on Zurn Elkay with a price target of $54.00. Jefferies also initiated coverage on the company with a Buy rating and set a $58.00 price target. In its initiation, Jefferies underscored Zurn Elkay's positioning to benefit from increased adoption of filtered drinking water products and noted the company's robust free cash flow as a supportive factor.

In addition to earnings and analyst coverage, Zurn Elkay declared a quarterly cash dividend of $0.11 per share. The dividend is payable on March 6, 2026 to shareholders of record as of February 20, 2026.


Implications

The stock sale by a senior legal officer, coupled with sizable equity vesting and additional restricted stock awards, reflects routine insider activity tied to compensation realizations. The company's financial beat on both revenue and adjusted EBITDA, alongside dividend distribution and favorable analyst actions, provide context for the timing and scale of the transactions. No inference about causation or motive beyond the documented transactions and disclosures is made.

Risks

  • Insider sales and equity awards are reported events but do not, by themselves, indicate future share performance - investors should consider company results and analyst guidance when assessing the stock; this primarily affects shareholders and investors in the water solutions sector.
  • Planned vesting schedules for restricted stock units depend on continued employment, introducing execution and retention risk for executive compensation outcomes; this has implications for corporate governance and compensation expense.
  • Analyst ratings and price targets are opinions and may change; market reactions to earnings, free cash flow realization, and adoption trends for filtered drinking water could introduce volatility in Zurn Elkay's stock, affecting equity investors and sector-focused funds.

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