Comcast Executive Michael Cavanagh Has Sold $22.5M in CMCSA Stock Over 246 Transactions
Michael Cavanagh, a senior Comcast executive, has sold $22.5M in CMCSA stock across 246 transactions while retaining 280,695 shares worth approximately $10.7M.
Michael Cavanagh, a senior executive at Comcast (CMCSA), has sold $22.5 million in company stock across 246 Form 4 filings, while retaining 280,695 shares.
The Numbers
| Metric | Value |
|---|---|
| Career Sell Value | $22.5M |
| Career Buy Value | $692K |
| Total Transactions | 246 |
| Last Transaction | 2026-02-02 |
| Shares Remaining | 280,695 |
Recent Activity
| Date | Type | Shares | Price | Est. Value |
|---|---|---|---|---|
| 2025-03-02 | Exercise | 82,900 | N/A | $0 |
| 2025-03-02 | Exercise | 82,900 | N/A | $0 |
| 2025-03-01 | Exercise | 31,408 | N/A | $0 |
| 2025-03-01 | Exercise | 31,408 | N/A | $0 |
| 2024-11-26 | Exercise | 321,732 | $28.3200 | $9.1M |
Cavanagh's recent Form 4 activity has been dominated by large option exercises — 82,900 shares in March 2025 and 321,732 shares in November 2024 at $28.32. These exercises reflect long-dated compensation grants being monetized as they approach expiration.
What It Means
Cavanagh has been a key figure at Comcast, with $22.5M in career sales balanced by $692K in purchases — a 33:1 sell-to-buy ratio. His retained stake of 280,695 shares (~$10.7M at current prices) represents meaningful ongoing exposure, distinguishing him from insiders who exit entirely.
Comcast faces a pivotal moment as it navigates cord-cutting pressures, Peacock streaming losses, and a potential spinoff of cable assets. Cavanagh's large option exercises suggest he's converting paper compensation into real value, a rational move for any executive with concentrated company exposure. The fact that he retains a substantial position signals continued alignment with shareholders.
What to Watch
- Comcast cable spinoff timeline and Cavanagh's role in restructuring
- Whether Cavanagh accelerates sales post-exercise
- CMCSA dividend sustainability amid streaming investment
- Peacock subscriber growth and path to profitability
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