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Insider Cluster (2 insiders) ·Filed Sep 3, 2026

BORR

Borr Drilling Ltd
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $126K total
Actionable Insight • Neutral

The dollar amount is too small to signal material negative information. However, the same-day cluster of two senior officers selling is worth monitoring for any subsequent Form 4 filings or 8-K disclosures.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d ⚠ clustered
BORR ▼ -15.18% at T+20d
NEUTRAL call -15.18% · α vs SPY -14.00% · entry $4.61 → $3.91
Next anchor: T+60d in 5w
Latest observation: T+35 -0.79% FF3 residual α
Entry = T+0 close
Sep 3, 2026
via day close
T+1d
-1.52%
call -1.52% · α -1.13%
$4.54
settled 8w ago
T+5d
-7.38%
call -7.38% · α -6.23%
$4.27
settled 7w ago
T+20d
-15.18%
call -15.18% · α -14.00%
$3.91
settled 25d ago
T+60d
Pending
in 5w

Price Chart

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Executive Summary

Two senior vice presidents at Borr Drilling sold a combined $126K in open-market transactions on September 2, 2026. While the dollar amount is trivial relative to the $1.5B market cap (0.008%), the cluster of two C-suite-adjacent officers selling on the same day warrants attention, though insider sales are generally weak predictors.

Key Financial Metrics

Direction
selling
Total Value
$125.6K
Insiders
2

Key Facts

  • SVP - Commercial Crowe sold 16,495 shares at $4.55 for $75,052
  • SVP - General Counsel Lee sold 10,538 shares at $4.8005 for $50,588
  • Total cluster value: $125,640, representing 0.008% of market cap
  • Both sales occurred on the same day (September 2, 2026)
  • No open-market purchases in this cluster

Financial Impact

$125,640 in total insider sales, immaterial relative to $1.5B market cap

insider holdings

Risk Factors

  • Insider sales could precede broader selling by other officers
  • Sales may be liquidity-driven or tax-related rather than informational

Market Snapshot

Exchange
NYSE
Sector
Drilling Oil & Gas Wells
Analyst Consensus
67% bullish (15 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BORR-1788453211940
38 reports for BORR
Performance horizon
48% Hit rate @ T+5 10 of 21 directional calls Went positive at some point 13 of 21 best @ T+20▲ +23.05%May 21, 2026
Filters
Rows
Reports for BORR — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
6-K
BEARISH ★ 6/10
$4.07awaiting T+5—$3.96 (+2.71%)
Oct 16, 2026
10d ago
Insider Cluster
BULLISH ★ 6/10
$4.54 $4.40▼ −3.08%▼ −2.65%$3.96 (−12.78%)
Oct 16, 2026
11d ago
6-K
NEUTRAL ★ 2/10
$4.54 $4.40▼ −3.08%▼ −3.18%$3.96 (−12.78%)
Oct 15, 2026
11d ago
SC 13D/A
BULLISH ★ 6/10
$4.54 $4.40▼ −3.08%▼ −2.65%$3.96 (−12.78%)
Oct 13, 2026
13d ago
SC 13D
BULLISH ★ 6/10
$4.68 $4.22▼ −9.83%▼ −10.28%$3.96 (−15.38%)
Oct 1, 2026
26d ago
6-K
BULLISH ★ 5/10
$4.05 $4.61▲ +13.83%▲ +12.53%$3.96 (−2.22%)
Sep 21, 2026
5w ago
Insider Cluster
BULLISH ★ 5/10
$4.43 $4.01▼ −9.48%▼ −8.46%$3.96 (−10.61%)
Sep 16, 2026
5w ago
6-K
BULLISH ★ 5/10
$4.23 $4.36▲ +3.07%▲ +1.25%$3.96 (−6.38%)
Sep 15, 2026
5w ago
Press Release
NEUTRAL ★ 4/10
$4.23 $4.36▲ +3.07%▲ +1.25%$3.96 (−6.38%)
Sep 15, 2026
5w ago
6-K
NEUTRAL ★ 4/10
$4.36 $4.46▲ +2.29%▲ +1.48%$3.96 (−9.17%)
Showing 10 of 38

US Market Status

Market Closed — Opens in 14m

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Report published Sep 3, 2026