Zurn Elkay Water Solutions Corp (ZWS)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-04-21

Key Insights

  • Zurn Elkay released Q1 2026 earnings on April 21, 2026, covering the quarter ended March 31, 2026, triggering standard 8-K disclosure requirements for earnings announcement.
  • The filing is minimal in substance, containing only the earnings release as Exhibit 99.1 without detailed financial metrics, commentary, or forward guidance disclosed in the 8-K body itself.
  • CFO David J. Pauli signed the filing, indicating proper corporate governance and authorized disclosure of financial results to shareholders and the market.
Quarterly Report Filed: 2026-04-21

Key Insights

  • Q1 2026 filing shows company maintains operational focus on water solutions with diversified customer segments (Institutional, Commercial, Other) across geographic regions (US, Canada, Other Areas), indicating stable market presence.
  • Company carries significant debt structure including Senior Secured Credit Facility with Medium-Term Notes and Revolving Credit Facility, with variable rate exposure to SOFR that could impact financing costs in rising rate environment.
  • Balance sheet reflects recent spin-off transaction activity (noted in discontinued operations discontinued members) suggesting completed separation from parent company, which may improve operational focus but requires monitoring of standalone financial viability.
  • Presence of employee severance and contract termination liabilities in Q1 2026 indicates ongoing restructuring activities, potentially related to spin-off implementation or operational optimization, which should normalize as transition completes.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Michael Troutman, the Chief Information Officer of Zurn Elkay Water Solutions Corp (ZWS), sold 919 shares of common stock on February 11, 2026 to satisfy tax withholding obligations and related fees in connection with the vesting of restricted stock units.
  • Troutman still holds 61,775 shares of common stock directly and 1,890 shares indirectly through the company's 401(k) plan, indicating he maintains a significant stake in the company.
  • The sale was executed at a weighted average price of $51.67, which is within the recent trading range for the stock, suggesting the transaction was routine in nature.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Jeffrey J. LaValle, is the VP, General Counsel & Secretary of Zurn Elkay Water Solutions Corp (ZWS), indicating he holds a key management position.
  • LaValle sold 946 shares of ZWS common stock on 02/11/2026 to satisfy tax withholding obligations and related fees in connection with the vesting of restricted stock units.
  • LaValle also holds 1,813 shares of ZWS common stock indirectly through the company's 401(k) plan, providing additional insight into his beneficial ownership of the company's securities.
Insider Trading Filed: 2026-02-13

Key Insights

  • Insider David J. Pauli, the Chief Financial Officer, sold 812 shares of Zurn Elkay Water Solutions Corp (ZWS) stock on February 11, 2026 at an average price of $51.61. This represents a small portion of his total holdings of 65,995 shares.
  • Pauli also holds various stock options, including 13,816 options with an exercise price of $11.37 that expire in 2027, 5,757 options at $14.22 that expire in 2028, and 6,136 options at $33.05 that expire in 2031.
  • The sale was likely to cover tax withholding obligations and related fees associated with the vesting of restricted stock units, as indicated in the filing.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Mark W. Peterson, is the Chief Administrative Officer of Zurn Elkay Water Solutions Corp (ZWS) and has sold 3,793 shares of common stock to satisfy tax withholding obligations.
  • Peterson also holds an additional 5,303 shares in his 401(k) plan, indicating he maintains a significant ownership stake in the company.
  • The reporting person holds 33,481 stock options with an exercise price of $33.05, which have fully vested as of October 5, 2031.
Insider Trading Filed: 2026-02-13

Key Insights

  • The reporting person, Jeffrey A. Schoon, who is the President of Zurn Elkay Water Solutions Corp., sold 1,286 shares of the company's common stock on February 11, 2026 to satisfy tax withholding obligations and related fees in connection with the vesting of performance stock units.
  • In addition to the direct ownership of 61,255 shares, Schoon also has indirect ownership of 2,196 shares held in a trust and 846 shares held in a 401(k) plan.
  • The sale of 1,286 shares represents a small portion of Schoon's total beneficial ownership, which may indicate routine portfolio management rather than a significant change in his investment position in the company.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Mark W. Peterson (Chief Administrative Officer), sold 23,183 shares of Zurn Elkay Water Solutions Corp (ZWS) common stock at an average price of $51.40 on February 5, 2026.
  • Peterson still holds 295,378 shares of ZWS common stock directly, and an additional 5,303 shares indirectly through a 401(k) plan.
  • Peterson also holds 33,481 stock options in ZWS, which are fully vested and expiring on October 5, 2031.
Insider Trading Filed: 2026-02-06

Key Insights

  • Timothy J. Jahnke, a director of Zurn Elkay Water Solutions Corp, sold 17,900 shares of common stock on February 4, 2026 pursuant to a Rule 10b5-1 trading plan.
  • Jahnke still beneficially owns 288,964 shares of Zurn Elkay directly, as well as an additional 162,000 shares held in an irrevocable trust.
  • The sale price ranged from $50.00 to $51.55 per share, with a weighted average price of $50.44.
Insider Trading Filed: 2026-01-16

Key Insights

  • The reporting person, Thomas D. Christopoul, acquired 609 shares of Zurn Elkay Water Solutions Corp's common stock on January 15, 2026, at a price of $47.27 per share.
  • This acquisition increases Christopoul's direct beneficial ownership in the company to 114,271 shares.
  • The shares were acquired as payment of director fees in the form of restricted stock units, which vested immediately but will not be paid out until six months after Christopoul's cessation of service as a director.
Insider Trading Filed: 2026-01-16

Key Insights

  • Rosemary Schooler, a director of Zurn Elkay Water Solutions Corp, acquired 503 shares of the company's common stock on January 15, 2026, indicating her confidence in the company's prospects.
  • The shares were acquired as part of Schooler's director compensation, suggesting the company's commitment to aligning the interests of its directors with those of shareholders.
  • The transaction represents a direct ownership increase for Schooler, potentially signaling her belief in the company's long-term growth potential.
Insider Trading Filed: 2026-01-16

Key Insights

  • Insider David C. Longren acquired 582 shares of Zurn Elkay Water Solutions Corp (ZWS) at $47.27 per share, increasing his direct ownership to 94,710 shares.
  • The acquisition appears to be part of Longren's director compensation, as the shares were acquired in the form of restricted stock units that vested immediately.
  • This insider purchase could signal Longren's confidence in the company's future prospects, as he is increasing his personal stake in the business.
Insider Trading Filed: 2026-01-16

Key Insights

  • Insider George C. Moore acquired 635 shares of Zurn Elkay Water Solutions Corp (ZWS) on January 15, 2026, increasing his direct ownership to 116,732 shares.
  • The acquisition was through the payment of director fees in restricted stock units, which vested immediately but will not be paid out until six months after Moore's cessation of service as a director.
  • Insider buying can be a positive signal, indicating the director's confidence in the company's outlook and potential for future growth.
Insider Trading Filed: 2026-01-16

Key Insights

  • Peggy Troy, a director of Zurn Elkay Water Solutions Corp, acquired 582 shares of common stock through the payment of director fees in restricted stock units, which vested immediately.
  • The purchase price of $47.27 per share suggests the director is confident in the company's future performance.
  • The director's total direct ownership of 61,617 shares indicates a significant stake and alignment with shareholder interests.
Insider Trading Filed: 2026-01-16

Key Insights

  • Emma M. McTague, a director of Zurn Elkay Water Solutions Corp, acquired 503 shares of the company's common stock through the payment of director fees in restricted stock units.
  • The acquired shares were valued at $47.27 per share, resulting in a total value of approximately $23,800.
  • This transaction increases McTague's direct ownership of Zurn Elkay Water Solutions Corp's common stock to 17,139 shares, indicating her continued commitment to the company.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.