W
WAVEMAN · COMPANY
TNL · Travel & Leisure Co.
> Ask across nine datasets ⌘K
LIVE
TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
← ALL COMPANIES

TNL

Travel & Leisure Co.
RESTAURANTS & LEISURE · HOTELS & MOTELS · CIK 0001361658
C-SUITE BUYING · 1FORM 144 · 8☆ WATCH
INSIDER NET · 180D
-$19.9M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
202
13F, latest reported quarter
REVENUE GROWTH
+4.1%
XBRL, annual
NET MARGIN
5.7%
CONVERSIONS · 180D
6
codes C/M, not in net · $1.2M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$19.9M over 180 days
-$13.6M over 90 days
below 86% of Restaurants & Leisure
CONGRESS
no member of Congress has reported trading it
FUNDS
202 funds added or opened last quarter
more than 71% of Restaurants & Leisure
REVENUE
+4.1% year over year
below 53% of Restaurants & Leisure
MARGIN
5.7% net margin
more than 67% of Restaurants & Leisure
BUYBACKS
$175.0M repurchased, FY to 2026-06-30
more than 69% of Restaurants & Leisure
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$19.9M across 9 people in 180 days.
202 funds added or opened positions in the latest 13F quarter, of 479 holders.
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 +10.0%
+10.0%12M
-6%+6%+18%+30%2025-092025-102025-122026-032026-052026-072026-09 2026-08-04 · ESFAHANI SY sold $4.1M2026-02-23 · Brown Michael Dean sold $3.6M2025-10-27 · MYERS JEFFREY sold $3.3M2026-08-04 · MYERS JEFFREY sold $2.6M2026-07-27 · RICHARDS GEOFFREY sold $2.6M2026-07-23 · MARSHALL KIMBERLY sold $2.5M2026-03-17 · Savina James J sold $2.2M2025-11-24 · RICHARDS GEOFFREY sold $2.0M2025-11-24 · RICHARDS GEOFFREY sold $2.0M2026-06-04 · MARSHALL KIMBERLY sold $2.0M2026-02-24 · Brown Michael Dean sold $1.9M2025-10-27 · RICHARDS GEOFFREY sold $1.8M2026-08-26 · Duncan Thomas Michael sold $1.5M2025-10-23 · MYERS JEFFREY sold $1.4M2026-02-23 · Brown Michael Dean sold $1.3M2025-10-22 · MARSHALL KIMBERLY sold $1.1M2026-04-17 · Brown Michael Dean sold $747.0K2026-04-14 · Brown Michael Dean sold $704.1K2025-10-23 · MYERS JEFFREY sold $486.3K2026-08-05 · Brown Michael Dean sold $328.8K2025-11-13 · RICHARDS GEOFFREY sold $324.5K2025-11-12 · RICHARDS GEOFFREY sold $296.1K2026-02-20 · ROBIN-CAPLAN AMANDINE sold $291.3K2026-04-15 · Brown Michael Dean sold $206.3K2026-05-14 · Post Denny Marie sold $159.6K2026-03-18 · HERRERA GEORGE sold $122.9K2025-10-24 · ROBIN-CAPLAN AMANDINE sold $100.1K2026-02-23 · Brown Michael Dean sold $99.7K2025-10-22 · RICHARDS GEOFFREY sold $90.6K2026-04-16 · Brown Michael Dean sold $87.8K2026-03-17 · HERRERA GEORGE sold $85.6K2025-10-29 · RICHARDS GEOFFREY sold $71.5K2026-04-23 · Hoag Erik D bought $65.7K2025-11-25 · HERRERA GEORGE sold $38.1K2026-06-16 · HERRERA GEORGE sold $37.6K2025-10-23 · MYERS JEFFREY sold $20.8K2026-08-06 · Brown Michael Dean sold $15.8K2026-02-24 · Brown Michael Dean sold $14.9K2026-08-26 · Thomas Michael Duncan filed to sell $1.5M2026-08-06 · Brown Michael Dean filed to sell $15.8K2026-08-05 · Brown Michael Dean filed to sell $328.8K2026-08-04 · ESFAHANI SY filed to sell $4.1M2026-08-04 · Jeffrey Myers filed to sell $2.6M2026-07-27 · Geoffrey Richards filed to sell $2.6M2026-07-23 · Kimberly Marshall filed to sell $350.6K2026-07-23 · MARSHALL KIMBERLY filed to sell $1.6M
INSIDER BUYINSIDER 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 $19.9M sold by insiders over 180 days, 202 funds added last quarter, $13.0M 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
BROSTKODKNGCMGSGACELHQSRRSIBUKSLYVCVEO
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Travel & Leisure Co. insiders sold a net $19.9M of stock across 94 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Duncan Thomas Michael
SVP, Chief Accounting Officer
SELL
2026-08-26
20,000.0
$1.5M
Brown Michael Dean
See Remarks
SELL
2026-08-06
200.0
$15.8K
Brown Michael Dean
See Remarks
SELL
2026-08-05
4,150.0
$328.8K
MYERS JEFFREY
See Remarks
SELL
2026-08-04
34,000.0
$2.6M
ESFAHANI SY
Chief Technology Officer
SELL
2026-08-04
52,617.0
$4.1M
94 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 89 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.
7,117,065.0 sh
$544.0M
VANGUARD PORTFOLIO MANAGEMENT LLC
6,062,734.0 sh
$463.4M
VANGUARD CAPITAL MANAGEMENT LLC
2,702,459.0 sh
$206.5M
Invesco Ltd.
2,467,886.0 sh
$188.6M
STATE STREET CORP
2,157,772.0 sh
$164.9M
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
Thomas Michael Duncan
FILED 2026-08-26
$1.5M
Brown Michael Dean
FILED 2026-08-06
$15.8K
Brown Michael Dean
FILED 2026-08-05
$328.8K
ESFAHANI SY
FILED 2026-08-04
$4.1M
Jeffrey Myers
FILED 2026-08-04
$2.6M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
TCW Global Real Estate Fund
$1.3M POSITION · AS OF 2026-04-30
3.1%
Nomura Mid Cap Income Opportunities Fund
$21.1M POSITION · AS OF 2026-03-31
2.9%
Invesco Leisure and Entertainment ETF
$5.7M POSITION · AS OF 2026-04-30
2.3%
Neuberger Mid Cap Intrinsic Value Fund
$1.1M POSITION · AS OF 2026-02-28
2.2%
Mid Cap Intrinsic Value Portfolio
$2.2M POSITION · AS OF 2026-03-31
2.2%
Copeland SMID Cap Dividend Growth Fund
$2.9M POSITION · AS OF 2026-02-28
1.9%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Michael Brown
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$16.0M
$33.0M
$3.9M
+90%
+127%
2024
$14.7M
$24.7M
$4.3M
+30%
+100%
2023
$12.4M
$8.5M
$4.3M
-3%
+51%
2022
$11.6M
$5.2M
$3.9M
-14%
-9%
2021
$10.6M
$16.3M
$3.2M
+26%
+20%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$4.0B$3.9B$3.8B$3.6B
OPERATING INCOME$553.0M$733.0M$720.0M$653.0M
NET INCOME$230.2M$411.0M$396.4M$356.4M
EPS (DILUTED)3.445.825.284.24
OPERATING CASH FLOW$640.0M$464.0M$350.0M$442.0M
CASH$253.0M$167.0M$282.0M$550.0M
LONG-TERM DEBT$5.6B$5.6B$5.6B$5.6B
BUYBACKS$301.0M$234.0M$309.0M$351.0M
DIVIDENDS PAID$149.0M$142.0M$136.0M$135.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
DeskBacktester CompaniesAccount
SUPPORT
FAQMethodology Contact
LEGAL
TermsPrivacy Accessibility
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →