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VAC · Marriott Vacations Worldwide Corp
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VAC Marriott Vacations Worldwide (VAC) Insider Trading, Ownership & Congress Trades

Real Estate · Real estate agents & managers (for others) · CIK 0001524358
Quote by TradingView
Form 144 · 3
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
186
13F, latest reported quarter

What the filings say about VAC

Insiders, 180 days
-$83.9M net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$87.2M
3 notices

Marriott Vacations Worldwide insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, MARRIOTT VACATIONS WORLDWIDE Corp insiders sold a net $83.9M of stock across 34 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Asmar Christian
Director
SELL
2026-08-20 SECtraded 2026-08-19
750,000
$83.6M
-0.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 22.2% of the 3,380,818 shares held after it.
  • 1 other insider sold within 30 days.
  • 186 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Asmar Christian sold about $83.6M of VAC on Aug 19, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 186 funds added in the latest 13F quarter.
Pighini Kathleen A.
See Remarks
SELL
2026-08-18 SECtraded 2026-08-17
2,500
$300.0K
-3.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 23.1% of the 10,821 shares held after it.
  • 1 other insider sold within 30 days.
  • 186 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Pighini Kathleen A. sold about $300.0K of VAC on Aug 17, 2026, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 186 funds added in the latest 13F quarter.
Flaskey Michael
See Remarks
BUY
2026-03-10 SEC
2,814
$187.5K
+62.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 2,814 shares held after it.
  • No other insider bought within 30 days.
  • 186 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Flaskey Michael bought about $187.5K of VAC on Mar 10, 2026; 186 funds added in the latest 13F quarter.
Flaskey Michael
See Remarks
BUY
2026-03-10 SEC
11,848
$798.4K
+62.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 80.8% of the 14,662 shares held after it.
  • No other insider bought within 30 days.
  • 186 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Flaskey Michael bought about $798.4K of VAC on Mar 10, 2026; 186 funds added in the latest 13F quarter.
Flaskey Michael
See Remarks
BUY
2026-03-10 SEC
200
$13.7K
+62.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 1.3% of the 14,862 shares held after it.
  • No other insider bought within 30 days.
  • 186 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Flaskey Michael bought about $13.7K of VAC on Mar 10, 2026; 186 funds added in the latest 13F quarter.
34 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$83.9M over 180 days
-$83.9M over 90 days · -$83.6M of it by a 10%+ holder
below 99% of Real Estate
Congress
no House purchase disclosed in the last 12 months
Funds
186 funds bought in last quarter
more than 69% of Real Estate
Revenue
+1.0% year over year
below 64% of Real Estate
Margin
-6.6% net margin
below 73% of Real Estate
Buybacks
$61.0M repurchased, FY to 2025-12-31
more than 75% of Real Estate
Short interest
7.0% of the float short (float per yahoo 2026-10-26) · 4.5 days to cover · settled 2026-09-30
more than 67% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch VAC

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+64.6%12M
-35%+5%+45%+85%2025-102025-122026-022026-042026-062026-082026-10 2026-08-19 · Asmar Christian sold $83.6M2025-11-19 · Impactive Capital LP bought $4.0M2025-11-14 · SHAW WILLIAM JOSEPH bought $920.8K2026-03-10 · Flaskey Michael bought $798.4K2025-11-13 · ANDREWS CHARLES ELLIOTT bought $470.1K2026-08-17 · Pighini Kathleen A. sold $300.0K2025-11-18 · GALBREATH LIZANNE bought $255.8K2025-11-20 · MCCARTEN WILLIAM W bought $240.4K2025-11-14 · Avril Matthew E bought $228.1K2026-03-10 · Flaskey Michael bought $187.5K2025-11-14 · QUAZZO STEPHEN R bought $91.1K2025-11-25 · Gray Jonice M bought $59.9K2025-11-21 · Morgan Dianna bought $25.6K2026-03-10 · Flaskey Michael bought $13.7K2026-01-07 · Fitzgerald John D. bought $3.2K2026-01-06 · Fitzgerald John D. bought $2.7K2026-01-07 · Fitzgerald John D. bought $8002026-08-19 · Impactive Capital LP (1) filed to sell $86.3M2026-08-17 · Pighini Kathleen A. filed to sell $300.0K2026-08-10 · MCCARTEN WILLIAM W filed to sell $602.5K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns VAC: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
4,304,632 sh
$438.6M
Impactive Capital LP
4,129,984 sh
$420.8M
VANGUARD PORTFOLIO MANAGEMENT LLC
1,901,819 sh
$193.8M
DIMENSIONAL FUND ADVISORS LP
1,546,705 sh
$157.6M
FULLER & THALER ASSET MANAGEMENT, INC.
1,487,384 sh
$151.5M

Congress trades in VAC

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

VAC planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
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

VAC mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ancora/Thelen Small-Mid Cap Fund
$5.5M position · as of 2026-06-30
2.3%
Baron Real Estate Income Fund
$6.4M position · as of 2026-06-30
2.1%
Advent Convertible Bond ETF
$639.9K position · as of 2026-05-31
2.0%
Hotchkis and Wiley Mid-Cap Value Fund
$6.1M position · as of 2026-06-30
1.6%
Undiscovered Managers Behavioral Value Fund
$123.7M position · as of 2026-06-30
1.4%
AMG GW&K Small Cap Value Fund
$3.2M position · as of 2026-06-30
1.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Geller
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$7.4M
$5.8M
$2.1M
-28%
+94%
2023
$5.4M
$1.1M
$1.9M
-34%
+48%
2022
$9.8M
$6.2M
$3.0M
+1%
-8%
2021
$13.2M
$17.5M
$3.4M
+24%
+22%
2020
$6.1M
$9.0M
$1.7M
+7%
-23%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $83.9M sold by insiders over 180 days, 186 funds added last quarter, $87.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
EQIXBRTACRFPHIRMNYCSPGOPENMDVMDRRAATAXR

VAC financials

Revenue growth
+1.0%
XBRL, annual
Net margin
-6.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.2B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-6.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$99.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
-14.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-3.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no debt line filed
FCF yield
+2.6%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$5.0B$5.0B$4.7B$4.7B
Net income-$308.0M$218.0M$254.0M$391.0M
EPS (diluted)-8.845.616.288.77
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 years, as known on 2026-10-28

VAC Stock Sonar score 5/7 axes

Find similar shapesCompare

VAC ranks highest on institutional and government (69th percentile) and growth (37th), and lowest on insider conviction (1st), among Real Estate peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
18
Inputs
  • Return on equity-14.7% · 16 pct, sector of 230
  • Return on assets-3.4% · 19 pct, sector of 255
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Growth
37
Inputs
  • Revenue growth, YoY+1.0% · 37 pct, sector of 244
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
1
Inputs
  • Net Form 4 buying (codes P and S), 180d-$83.9M · 1 pct, sector of 156
  • Insider buyers, 180d0 · 0 pct, sector of 158
Institutional and government
69
Inputs
  • Funds adding, latest quarter186 · 69 pct, sector of 171
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
29
Inputs
  • Short interest, % of float+7.0% · 29 pct, sector of 256
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+12.7% · 29 pct, sector of 212
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

VAC filings, in plain words

Are Marriott Vacations Worldwide insiders buying or selling VAC?

In the 180 days to 2026-10-28, Marriott Vacations Worldwide insiders were net sellers, a net $83.9M across purchases and sales reported on Form 4, by 2 sellers.

Are there planned insider sales of VAC?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $87.2M of stock; the latest, by Impactive Capital LP (1), was filed 2026-08-19.

Read the full summary

In the 180 days to 2026-10-28, Marriott Vacations Worldwide insiders were net sellers of VAC, a net $83.9M across purchases and sales reported on Form 4 by 2 sellers. Most of that figure, $83.6M, came from a holder of 10% or more rather than an officer or director. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $87.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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