The CEO and CCO both selling large blocks within a week is a bearish signal, especially given the CEO's sale after option exercise. Monitor for upcoming earnings or material news that may have prompted the sales.
Price Chart
Executive Summary
Amplitude CEO Spenser Skates and CCO Nathaniel Crook sold a combined $6.17M in open-market stock within a week, representing ~0.39% of the company's $1.6B market cap. The CEO's sale followed the exercise of stock options (non-cash conversion), while the CCO's sale was a direct open-market disposition.
Key Financial Metrics
Key Facts
- CEO Spenser Skates sold 185,000 shares at $12.30 for $2.28M on 2026-09-10, following a non-cash option exercise.
- CCO Nathaniel Crook sold 300,000 shares at $12.99 for $3.90M on 2026-09-04.
- Total insider selling in the cluster: $6.17M, representing ~0.39% of Amplitude's $1.6B market cap.
- The cluster includes only sales; no open-market purchases were reported.
- Prior 30-day insider activity showed $6.2M in sales, indicating sustained selling pressure.
Financial Impact
$6.17M in insider sales, ~0.39% of market cap
Risk Factors
- Insider sales may be pre-planned under 10b5-1 plans, reducing informational content.
- The CEO's sale followed a non-cash option exercise, which is often liquidity-driven.
- The stock has strong analyst consensus (78% bullish), which may offset selling pressure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AMPL-1789419701698 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $17.30 | awaiting T+5 | — | $17.26 (−0.23%) |
Oct 23, 2026 4d ago | 144 | $17.30 | awaiting T+5 | — | $17.26 (−0.23%) |
Oct 15, 2026 12d ago | 8-K | $14.75 $17.42 | ▲ +18.10% | ▲ +18.53% | $17.26 (+17.02%) |
Sep 14, 2026 6w ago | Insider Cluster | $13.37 $13.14 | ▲ +1.72% | ▲ +3.85% | $17.26 (−29.09%) |
Aug 8, 2026 11w ago | Institutional Cluster | $12.19 $12.61 | ▲ +3.45% | ▲ +3.49% | $17.26 (+41.59%) |
Jul 1, 2026 16w ago | ANALYST-UPGRADE | $8.55 $9.16 | ▲ +7.13% | ▲ +6.87% | $17.26 (+101.87%) |
Jun 12, 2026 19w ago | 144 | $6.84 $6.46 | ▼ −5.56% | ▼ −4.17% | $17.26 (+152.34%) |
May 7, 2026 24w ago | ANALYST-DOWNGRADE | $5.91 $5.98 | ▲ +1.18% | ▼ −0.32% | $17.26 (+192.05%) |
May 6, 2026 24w ago | 8-K | $5.91 $5.98 | ▲ +1.18% | ▼ −0.32% | $17.26 (+192.05%) |
Apr 24, 2026 26w ago | DEFA14A | $7.03 $8.04 | ▲ +14.37% | ▲ +13.97% | $17.26 (+145.52%) |
US Market Status
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