Brett Wilms, President - EMEA & Australia at Brady Corporation (BRC +1.86%), exercised and immediately sold 3,791 shares of Class A Common Stock in a derivative transaction valued at $296,191, according to a SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Shares sold (direct) | 3,791 |
| Transaction value | ~$296,191 |
| Post-transaction shares (direct) | 7,672 |
| Post-transaction value (directly ownership) | ~$599,413 |
Transaction value based on SEC Form 4 weighted average purchase price ($78.13); post-transaction value based on Dec. 10, 2025 market close ($78.13).
Key questions
- How does this transaction compare to Wilms's prior sell-only activity?
This sale of 3,791 shares significantly exceeds the historical median of 675 shares for sell-only events, underscoring a notable increase in disposition size compared to prior open-market sales. - What is the impact on Wilms's direct ownership stake?
Wilms's direct holding decreased by 33.07%, from 11,463 to 7,672 shares, with no remaining indirect or trust holdings following the transaction.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $1.54 billion |
| Net income (TTM) | $196.67 million |
| Dividend yield | 1.19% |
| 1-year price change (as of Jan. 14, 2026) | 14.98% |
Company snapshot
- Brady Corporation is a global provider of identification and workplace safety solutions, which include identification solutions, workplace safety products, labeling systems, RFID/bar code scanners, and compliance software across industrial, healthcare, and commercial sectors.
- The industrial company’s strategy centers on innovation in labeling, safety, and tracking technologies, supported by a robust distribution network.
- It serves a diverse customer base, including manufacturers, healthcare providers, government agencies, utilities, and commercial enterprises globally.
NYSE: BRC
Key Data Points
What this transaction means for investors
There's no clear reason why Wilms chose to sell the shares, but he did so at a great time from a profit perspective, as BRC stock performed well towards the end of 2025 and had a 5.60% price gain for the entire year.
Brady Corporation's financials experienced a dip in FY 2025 compared to the record year of FY 2024, but the company is off to a strong start in FY 2026.
The company reported its FYQ1 2026 earnings on Nov. 17, 2025, where it had its highest gross profit in a quarter ever with $208.83 million. Brady Corporation’s focus heading into the FY 2026 was to focus on cost-cutting and maintaining low leverage, which has paid off so far.
The company’s dividend also reached an all-time quarterly high of $0.245 per share in Q1 2026. For those interested in dividends, BRC has a consistent track record of increasing dividend payouts annually.
There's no clear reason why Wilms chose to sell the shares, but he did so at a great time from a profit perspective, as BRC stock performed well towards the end of 2025 and had a 5.60% price gain for the entire year.
Glossary
Option exercise: The act of converting stock options into actual shares, typically by paying a set price.
Derivative transaction: A trade involving financial contracts whose value is based on an underlying asset, such as options.
SEC Form 4: A required filing that discloses insider trades of company stock by executives, directors, or large shareholders.
Direct ownership: Shares held personally by an individual, not through trusts or other entities.
Indirect entities: Organizations or accounts, such as trusts, that hold shares on behalf of an individual.
Disposition: The act of selling or otherwise transferring ownership of an asset.
Weighted average sale price: The average price per share, adjusted for the number of shares sold at each price.
Sell-only transaction: A trade where shares are sold without any corresponding purchase or acquisition.
Administrative trade: A transaction conducted for non-investment purposes, such as fulfilling compensation or compliance requirements.
Trailing year: The most recent 12-month period, measured backwards from a specific date.
Proprietary products: Goods or services developed and owned exclusively by a company.
TTM: The 12-month period ending with the most recent quarterly report.
