WAVEMAN · COMPANY

VAC · Marriott Vacations Worldwide Corp

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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VAC

Name: MARRIOTT VACATIONS WORLDWIDE Corp (VAC) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

MARRIOTT VACATIONS WORLDWIDE Corp

REAL ESTATE · REAL ESTATE AGENTS & MANAGERS (FOR OTHERS) · CIK 0001524358

C-SUITE BUYING · 1FORM 144 · 3☆ WATCH

INSIDER NET · 180D

-$82.9M

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

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

186

13F, latest reported quarter

REVENUE GROWTH

+1.0%

XBRL, annual

NET MARGIN

-6.6%

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

INSIDERS

net -$82.9M over 180 days

-$83.9M over 90 days · -$83.6M of it by a 10%+ holder

the lowest in Real Estate

CONGRESS

no member of Congress has reported trading it

FUNDS

186 funds added or opened last quarter

more than 85% of Real Estate

REVENUE

+1.0% year over year

below 65% of Real Estate

MARGIN

-6.6% net margin

below 62% of Real Estate

BUYBACKS

$61.0M repurchased, FY to 2025-12-31

more than 71% of Real Estate

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

3 insiders have filed intent to sell ($87.2M) and have not sold yet.

186 funds added or opened positions in the latest 13F quarter, of 378 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 +35.7%

+35.7%12M

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 $82.9M sold by insiders over 180 days, 186 funds added last quarter, $87.2M 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

FPH OPEN AXR FTHM JOE FRPH CBRE COMP RMAX TPHS ZDPY AEI

Insider transactions

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

Over the last 180 days, MARRIOTT VACATIONS WORLDWIDE Corp insiders sold a net $82.9M of stock across 34 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Asmar Christian

Director

SELL

2026-08-19

750,000.0

$83.6M

Pighini Kathleen A.

See Remarks

SELL

2026-08-17

2,500.0

$300.0K

Flaskey Michael

See Remarks

BUY

2026-03-10

2,814.0

$187.5K

Flaskey Michael

See Remarks

BUY

2026-03-10

11,848.0

$798.4K

Flaskey Michael

See Remarks

BUY

2026-03-10

200.0

$13.7K

34 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 29 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.

4,304,632.0 sh

$438.6M

Impactive Capital LP

4,129,984.0 sh

$420.8M

VANGUARD PORTFOLIO MANAGEMENT LLC

1,901,819.0 sh

$193.8M

DIMENSIONAL FUND ADVISORS LP

1,546,705.0 sh

$157.6M

FULLER & THALER ASSET MANAGEMENT, INC.

1,487,384.0 sh

$151.5M

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

Impactive Capital LP (1)

FILED 2026-08-19

$86.3M

Pighini Kathleen A.

FILED 2026-08-17

$300.0K

MCCARTEN WILLIAM W

FILED 2026-08-10

$602.5K

Fund concentration

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

Baron Real Estate Income Fund

$7.0M POSITION · AS OF 2026-03-31

2.7%

Advent Convertible Bond ETF

$591.4K POSITION · AS OF 2026-02-28

2.1%

Hotchkis and Wiley Small Cap Value Fund

$13.1M POSITION · AS OF 2026-03-31

2.0%

HW Opportunities MP Fund

$1.5M POSITION · AS OF 2026-03-31

2.0%

WBI Power Factor High Dividend ETF

$814.8K POSITION · AS OF 2026-03-31

1.4%

Hotchkis and Wiley Mid-Cap Value Fund

$5.6M POSITION · AS OF 2026-03-31

1.4%

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

Executive pay vs shareholder return · Mr. Geller

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

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2020

$6.1M

$9.0M

$1.7M

+7%

-23%

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

	2025-12	2024-12	2023-12	2022-12
REVENUE	$4.7B	$4.6B	$4.4B	$4.4B
NET INCOME	$-308.0M	$218.0M	$254.0M	$391.0M
EPS (DILUTED)	-8.84	5.61	6.28	8.77
OPERATING CASH FLOW	$28.0M	$205.0M	$232.0M	$522.0M
CASH	$406.0M	$197.0M	$248.0M	$524.0M
BUYBACKS	$61.0M	$56.0M	$286.0M	$701.0M
DIVIDENDS PAID	$110.0M	$107.0M	$106.0M	$99.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE