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AGX · Argan Inc

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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AGX

Name: ARGAN INC (AGX) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

ARGAN INC

CONSTRUCTION · CONSTRUCTION - SPECIAL TRADE CONTRACTORS · CIK 0000100591

CONGRESS · 1FORM 144 · 3☆ WATCH

INSIDER NET · 180D

-$126.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

316

13F, latest reported quarter

REVENUE GROWTH

+8.1%

XBRL, annual

NET MARGIN

14.6%

CONVERSIONS · 180D

codes C/M, not in net · $1.5M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$126.6M over 180 days

-$87.6M over 90 days

below 93% of Construction

CONGRESS

1 member bought in the last year

the lowest in Construction

FUNDS

316 funds added or opened last quarter

more than 83% of Construction

REVENUE

+8.1% year over year

more than 52% of Construction

MARGIN

14.6% net margin

more than 94% of Construction

BUYBACKS

$3.0M repurchased, FY to 2026-04-30

below 94% of Construction

SHORT

7.4% of shares outstanding short · 2.6 days to cover · settled 2026-07-31

more than 85% of Construction

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$126.6M across 10 people in 180 days.

316 funds added or opened positions in the latest 13F quarter, of 570 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +84.6%

+84.6%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $126.6M sold by insiders over 180 days, 316 funds added last quarter, 1 Congress member(s) bought in 12 months, $40.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MHO IESC DFH AMRC TMHC MTH IBP NVR SLND SHIM ESOA FIX

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, ARGAN INC insiders sold a net $126.6M of stock across 124 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Jeffrey John Ronald Jr.

Director

SELL

2026-07-31

5,716.0

$3.3M

Griffin William F Jr

Director

SELL

2026-06-22

20,000.0

$15.2M

Griffin William F Jr

Director

SELL

2026-06-18

30,000.0

$21.8M

Baugher Joshua Scott

Chief Financial Officer

SELL

2026-06-17

455.0

$333.4K

Baugher Joshua Scott

Chief Financial Officer

SELL

2026-06-17

305.0

$223.9K

124 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 119 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

2,209,112.0 sh

$1.8B

VANGUARD PORTFOLIO MANAGEMENT LLC

778,042.0 sh

$621.3M

FIRST TRUST ADVISORS LP

754,403.0 sh

$602.4M

RENAISSANCE TECHNOLOGIES LLC

648,379.0 sh

$517.8M

VANGUARD CAPITAL MANAGEMENT LLC

594,781.0 sh

$475.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

John Ronald Jeffrey Jr.

FILED 2026-07-31

$3.4M

Griffin William F Jr

FILED 2026-06-22

$15.3M

Griffin William F Jr

FILED 2026-06-18

$22.0M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Thornburg Focus Growth Fund

$13.4M POSITION · AS OF 2026-03-31

6.9%

First Trust RBA American Industrial Renaissance ETF

$410.2M POSITION · AS OF 2026-03-31

4.9%

Invesco Dorsey Wright Industrials Momentum ETF

$18.3M POSITION · AS OF 2026-04-30

4.5%

Pacer US Small Cap Cash Cows Growth Leaders ETF

$1.0M POSITION · AS OF 2026-04-30

4.4%

Sit Small Cap Growth Fund

$5.4M POSITION · AS OF 2026-03-31

4.3%

Sit Small Cap Dividend Growth Fund

$2.0M POSITION · AS OF 2026-03-31

4.3%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-01	2025-01	2024-01	2023-01
REVENUE	$944.6M	$874.2M	$573.3M	$455.0M
GROSS PROFIT	$193.7M	$141.0M	$80.8M	$86.4M
OPERATING INCOME	$134.7M	$88.2M	$36.5M	$41.7M
NET INCOME	$137.8M	$85.5M	$32.4M	$34.7M
EPS (DILUTED)	9.74	6.15	2.39	2.33
OPERATING CASH FLOW	$414.7M	$167.6M	$116.9M	$-30.1M
CASH	$339.5M	$145.3M	$197.0M	$173.9M
BUYBACKS	$9.9M	$1.5M	$12.5M	$68.2M
DIVIDENDS PAID	$24.3M	$18.3M	$14.7M	$14.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE