Kenvue insider activity
What the executives and directors of Kenvue actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
The tape: three years of insider trades
Every marker sits at the price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 86 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Jul 31, 2026 | Dasgupta Anindya | 16K |
| May 1, 2026 | Curado Gomes de Lemos Leonardo | 31K |
| Mar 10, 2026 | Lawson Carlton | 6,158 |
| Mar 10, 2026 | Alvarado Luani | 6,300 |
| Mar 10, 2026 | Stevens Meredith | 7,266 |
| Mar 5, 2026 | Howlett Heather | 5,716 |
| Mar 5, 2026 | Lawson Carlton | 7,736 |
| Mar 5, 2026 | Alvarado Luani | 6,383 |
| Mar 5, 2026 | Stevens Meredith | 7,855 |
| Feb 13, 2026 | Howlett Heather | 18K |
| Feb 13, 2026 | Lawson Carlton | 39K |
| Feb 13, 2026 | Alvarado Luani | 21K |
| Feb 13, 2026 | Stevens Meredith | 36K |
| Feb 6, 2026 | Alvarado Luani | 157K |
| Dec 15, 2025 | Perry Kirk | 241K |
| Dec 15, 2025 | Tillett Caroline | 51K |
| Dec 15, 2025 | Orlando Matthew | 39K |
| Dec 15, 2025 | Dyer Russell | 7,419 |
| Dec 1, 2025 | Tillett Caroline | 2,327 |
| Dec 1, 2025 | Lawson Carlton | 1,779 |
| Dec 1, 2025 | Alvarado Luani | 2,752 |
| Dec 1, 2025 | Stevens Meredith | 3,956 |
| Dec 1, 2025 | Orlando Matthew | 6,409 |
| Nov 18, 2025 | Alvarado Luani | 864 |
| Nov 18, 2025 | Stevens Meredith | 1,320 |
| Oct 3, 2025 | Howlett Heather | 37K |
| Jun 3, 2025 | Dyer Russell | 3,634 |
| Mar 5, 2025 | Mongon Thibaut | 50K |
| Mar 5, 2025 | Howlett Heather | 3,475 |
| Mar 5, 2025 | Tavares Bernardo | 2,083 |
| Mar 5, 2025 | Tillett Caroline | 5,797 |
| Mar 5, 2025 | Lawson Carlton | 7,422 |
| Mar 5, 2025 | Meurer Jan | 9,412 |
| Mar 5, 2025 | Alvarado Luani | 5,436 |
| Mar 5, 2025 | Stevens Meredith | 8,395 |
| Mar 5, 2025 | Orlando Matthew | 8,913 |
| Mar 5, 2025 | Ruh Paul | 11K |
| Mar 5, 2025 | Xie Bing | 9,254 |
| Mar 5, 2025 | England Charmaine | 4,259 |
| Feb 14, 2025 | Mongon Thibaut | 257K |
| Feb 14, 2025 | Tavares Bernardo | 15K |
| Feb 14, 2025 | Tillett Caroline | 40K |
| Feb 14, 2025 | Lawson Carlton | 46K |
| Feb 14, 2025 | Meurer Jan | 25K |
| Feb 14, 2025 | Alvarado Luani | 25K |
| Feb 14, 2025 | Stevens Meredith | 48K |
| Feb 14, 2025 | Orlando Matthew | 18K |
| Feb 14, 2025 | Ruh Paul | 45K |
| Feb 14, 2025 | Xie Bing | 67K |
| Feb 14, 2025 | England Charmaine | 21K |
| Feb 13, 2025 | Howlett Heather | 2,131 |
| Dec 11, 2024 | Tavares Bernardo | 116 |
| Dec 11, 2024 | Alvarado Luani | 712 |
| Dec 11, 2024 | Stevens Meredith | 848 |
| Dec 1, 2024 | Mongon Thibaut | 11K |
| Dec 1, 2024 | Tillett Caroline | 2,265 |
| Dec 1, 2024 | Lawson Carlton | 1,731 |
| Dec 1, 2024 | Meurer Jan | 3,523 |
| Dec 1, 2024 | Alvarado Luani | 3,267 |
| Dec 1, 2024 | Stevens Meredith | 4,083 |
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
The chart, in numbers
| Flow | Shares |
|---|---|
| Vested / exercised | 483K |
| Bought on market | 6.4M |
| Withheld for tax | 279K |
| Discretionary sales | 42K |
| Kept | 6.5M |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| Mongon Thibaut | 108K | 216K | 200.3 |
Who holds what
the 14 largest holdings of 17| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Smith Jeffrey C Last trade Dec 12, 2025 | Director | 27M | $111M | – | net buying over the year: 1 month buying, 0 months selling | Dec 12, 2025 |
| Mongon Thibaut Chief Executive Officer | CEO | 233K | – | – | – | |
| Lawson Carlton Group President EMEA & LA Last trade Mar 13, 2025 | Officer | 111K | – | – | Mar 13, 2025 | |
| Stevens Meredith Chief Operations Officer | Officer | 95K | – | – | – | |
| Tillett Caroline Chief Scientific Officer | Officer | 68K | – | – | – | |
| Alvarado Luani Chief People Officer | Officer | 63K | – | – | – | |
| Perry Kirk Chief Executive Officer | CEO | 63K | – | – | – | |
| Ruh Paul Chief Financial Officer | CFO | 60K | – | – | – | |
| Xie Bing Group President APAC | Officer | 51K | – | – | – | |
| Meurer Jan Group President, North America | Officer | 36K | – | – | – | |
| England Charmaine Chief Growth Officer | Officer | 30K | – | – | – | |
| Howlett Heather CFO & CAO Last trade Jun 10, 2026 | CFO | 29K | – | $67K | net selling over the year: 0 months buying, 1 month selling | Jun 10, 2026 |
| Curado Gomes de Lemos Leonardo Group President LATAM | Officer | 24K | – | – | – | |
| Dasgupta Anindya Group President APAC | Officer | 16K | – | – | – |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Howlett Heather (CFO) 3,700 shares $18.11 +0.0% since trade filed Jun 12, 2026 | Discretionary sale | 3,700 | $18.11 | $67K | +0.0% | Jun 12, 2026 |
| May 8, 2026 | Orlando Matthew (Officer) 38K shares $17.66 +2.6% since trade filed May 12, 2026 | Discretionary sale | 38K | $17.66 | $680K | +2.6% | May 12, 2026 |
| Dec 12, 2025 | Smith Jeffrey C (Director) 3.2M shares $17.37 +4.3% since trade filed Dec 15, 2025 | Open-market buy | 3.2M | $17.37 | $56M | +4.3% | Dec 15, 2025 |
| Dec 11, 2025 | Smith Jeffrey C (Director) 3.2M shares $17.43 +3.9% since trade filed Dec 15, 2025 | Open-market buy | 3.2M | $17.43 | $55M | +3.9% | Dec 15, 2025 |
| Mar 13, 2025 | Lawson Carlton (Officer) 17K shares $23.03 −21.4% since trade filed Mar 14, 2025 | Discretionary sale | 17K | $23.03 | $394K | −21.4% | Mar 14, 2025 |
| Aug 30, 2023 | ALLISON RICHARD E JR (Director) 5,598 shares $22.96 −21.1% since trade filed Aug 31, 2023 | Open-market buy | 5,598 | $22.96 | $129K | −21.1% | Aug 31, 2023 |
| May 11, 2023 | ALLISON RICHARD E JR (Director) 20K shares $26.26 −31.0% since trade filed May 12, 2023 | Open-market buy | 20K | $26.26 | $525K | −31.0% | May 12, 2023 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.