The dollar amount is small relative to market cap, but the CFO+COO simultaneous selling pattern is unusual. Monitor for any upcoming earnings release, material agreement, or offering — the cross-filing amplifiers suggest these contexts historically amplify the signal. If Box announces a secondary offering or reports disappointing earnings in the next 30 days, this cluster would gain significance.
Price Chart
Executive Summary
Two top executives at Box — CFO Dylan Smith and COO Olivia Nottebohm — sold a combined $861K in open-market sales over a 4-day window. This is a modest cluster relative to Box's $3.6B market cap (0.02%), but the involvement of both the CFO and COO in near-simultaneous selling warrants attention, especially given the company's recent earnings context and the cross-filing amplifiers flagged in the calibration data.
Key Financial Metrics
Key Facts
- CFO Dylan Smith sold 21,972 shares at $24.91 for $547K on 2026-05-11
- COO Olivia Nottebohm sold 12,470 shares at $25.17 for $314K on 2026-05-08
- Total cluster value: $861K, representing ~0.02% of Box's $3.6B market cap
- Both transactions were open-market sales (code S), not tax withholding or option exercises
- Cross-filing amplifiers present: insider-trades + earnings-context, insider-trades + offering-context, insider-trades + press-context
Financial Impact
$861K in total insider sales, 0.02% of market cap
Risk Factors
- Insider selling by top executives could precede negative news or a stock decline
- Cross-filing amplifiers indicate this cluster has historically been more predictive when combined with earnings, offerings, or press releases
- Low win rate (0%) on prior Box reports suggests limited predictive power from this signal alone
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-BOX-1778544867524 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Insider Cluster | $34.86 $33.61 | ▼ −3.59% | ▼ −3.69% | $34.49 (−1.06%) |
Jul 21, 2026 10w ago | 144 | $28.45 $32.42 | ▲ +13.95% | ▲ +16.36% | $34.49 (+21.23%) |
Jul 10, 2026 12w ago | Insider Cluster | $29.41 $30.48 | ▲ +3.64% | ▲ +4.42% | $34.49 (+17.27%) |
Jun 29, 2026 13w ago | Insider Cluster | $26.54 $28.35 | ▲ +6.82% | ▲ +6.22% | $34.49 (+29.95%) |
Jun 11, 2026 16w ago | Insider Cluster | $25.49 $24.94 | ▼ −2.16% | ▼ −2.59% | $34.49 (+35.31%) |
May 8, 2026 21w ago | Insider Cluster | $25.72 $24.06 | ▼ −6.45% | ▼ −7.92% | $34.49 (+34.10%) |
Apr 8, 2026 25w ago | Insider Cluster | $23.18 $23.81 | ▼ −2.72% | ▲ +0.80% | $34.49 (−48.79%) |
Apr 6, 2026 25w ago | Insider Cluster | $24.17 $22.35 | ▲ +7.53% | ▲ +11.66% | $34.49 (−42.70%) |
US Market Status
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