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Insider Cluster (3 insiders) ·Filed Sep 11, 2026

BLLN

BillionToOne, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 3 insiders, $2.0M total
Actionable Insight • Neutral

Monitor for any upcoming earnings or material news that could explain the cluster, but the small dollar amounts relative to market cap suggest routine portfolio management. No immediate trading action warranted based on this cluster alone.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
BLLN ▼ -7.69% at T+20d
NEUTRAL call -7.69% · α vs SPY -9.95% · entry $100.82 → $93.07
Next anchor: T+60d in 6w
Latest observation: T+29 +17.02% FF3 residual α
Entry = T+0 close
Sep 11, 2026
via day close
T+1d
+3.42%
call +3.42% · α +3.88%
$104.27
settled 6w ago
T+5d
+3.02%
call +3.02% · α +1.36%
$103.86
settled 6w ago
T+20d
-7.69%
call -7.69% · α -9.95%
$93.07
settled 18d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

No summary provided

Key Financial Metrics

Total Value
$2.0M
Insiders
3

Key Facts

  • Total open-market insider sales of ~$1.97M over 7 days
  • CTO Tsao David sold 20,000 shares for ~$1.98M (two separate transactions) after exercising derivatives at $2.80/share
  • SVP of Lab Operations ten Bosch John Roderick sold 1,416 shares for ~$138K
  • Executive Lynch Thomas P. sold 8,525 shares for ~$830K after exercising 11,042 derivatives at $8.65/share
  • CEO Atay Oguzhan converted 40,000 shares via derivative conversion (non-cash) and gifted 20,000 shares (non-cash)
  • Total open-market sales represent ~0.04% of $4.6B market cap — below materiality threshold
  • No single insider's sale exceeded 0.02% of market cap

Financial Impact

Total open-market insider sales of ~$1.97M, or ~0.04% of market cap

insider ownership

Risk Factors

  • Insider sales could accelerate if additional executives follow suit

Market Snapshot

Exchange
Nasdaq
Sector
Services-Medical Laboratories
Analyst Consensus
79% bullish (14 analysts)

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BLLN-1789164604350
29 reports for BLLN
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 9 of 9 best @ T+60▲ +26.26%Mar 4, 2026
Filters
Rows
Reports for BLLN — sortable, filterable
TypeNow
Sep 30, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$105.76awaiting T+60—$111.46 (−5.39%)
Sep 28, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$118.18awaiting T+60—$111.46 (+5.68%)
Sep 23, 2026
4w ago
Insider Cluster
BEARISH ★ 4/10
$124.90awaiting T+60—$111.46 (+10.76%)
Sep 22, 2026
4w ago
Institutional Cluster
BULLISH ★ 4/10
$116.07awaiting T+60—$111.46 (−3.97%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$116.07awaiting T+60—$111.46 (+3.97%)
Sep 16, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$110.67awaiting T+60—$111.46 (−0.72%)
Sep 11, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$100.82awaiting T+60—$111.46 (+10.56%)
Sep 11, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$100.82awaiting T+60—$111.46 (+10.56%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$93.24awaiting T+60—$111.46 (+19.55%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$93.24awaiting T+60—$111.46 (+19.55%)
Showing 10 of 29

US Market Status

Market Closed — Opens in 4h 2m

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Report published Sep 11, 2026