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Best Buy Stock Surged to a Record. Insiders Sold a Deluge of Shares - Barron's

Best Buy stock recently rose to a record high, and shortly afterward five company insiders sold more than $200 million of the consumer-electronics retailer’s shares.

Best Buy stock (ticker: BBY) has surged this year in response to strong earnings and sales of high-tech fitness devices. In July, Barron’s noted that at least one analyst saw the shares as “one of the most undervalued stories in large-cap retail.”

Shares may be undervalued, but they aren’t unappreciated by investors. Best Buy stock sports a year-to-date gain of 54.9% through Friday’s close at $82.05, more than double the 25.5% rise in the S&P 500.

Best Buy stock is actually slightly down from an intraday record of $83.63 set on Nov. 26. The day after the stock reached that high, company insiders began selling.

Richard Shulze, Best Buy’s founder, accounts for the vast majority of the latest transactions–$197 million of stock sales, all made through automated transactions under a trading plan he established on Oct. 25. So-called Rule 10b5-1 trading plans are meant to remove any chance that an insider could benefit from potential knowledge of material nonpublic information. Insiders specify parameters such as price and volume, and trades are executed when the metrics are met.

According to forms Shulze has filed with the Securities and Exchange Commission, he sold 2.5 million shares from Nov. 27 through Tuesday at an average price of $79.90 each.

Shulze now owns 28.3 million Best Buy shares through trusts, foundations, retirement accounts, and other investment vehicles. Although he is no longer an executive or director at Best Buy, Shulze must still make the same disclosures as people in those roles because he owns more than 10% of the company’s outstanding shares.

A spokesman at the Schulze Family Foundation declined to provide comment from Shulze regarding his stock sales.

Rajendra “Mike” Mohan, Best Buy’s president and chief operating officer, was another significant seller. Mohan sold 27,446 shares on Nov. 27 for a total of $2.2 million, a per-share average of $80.61. He now owns 129,052 Best Buy shares. He has sold a total of $4.4 million of Best Buy stock so far this year, according to SEC records. Last year, he didn’t sell any.

Best Buy didn’t respond to a request to make Mohan available for comment.

Inside Scoop is a regular Barron’s feature covering stock transactions by corporate executives and board members—so-called insiders—as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.

Write to Ed Lin at edward.lin@barrons.com and follow @BarronsEdLin.

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Best Buy Stock Surged to a Record. Insiders Sold a Deluge of Shares - Barron's
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