The $2.0M insider sales are routine post-earnings monetization — COO exercised and sold, CCO sold a small position. At 0.05% of market cap, this cluster is noise. Monitor for any acceleration in selling volume or unexpected departures, but no immediate trading signal.
Price Chart
Executive Summary
Two C-suite insiders at Vita Coco sold a combined $2.0M in open-market shares on May 8, 2026, following the company's blowout Q1 earnings report (revenue +37% YoY, EPS $0.50 vs. $0.34 consensus) and raised full-year guidance. The sales are modest at ~0.05% of the $4.1B market cap, but the cluster is amplified by the earnings context — insiders are monetizing after a strong run-up.
Key Financial Metrics
Key Facts
- COO Jonathan Burth exercised 20,000 derivative shares at $10.178 ($203,560 non-cash) and immediately sold 20,000 shares at $70 for $1.4M
- CCO Charles van Es sold 8,561 shares at $70 for $599,270
- Total open-market sales: $2.0M, representing ~0.05% of $4.1B market cap
- Sales occurred 12 days after Q1 2026 earnings beat (revenue $179.8M, EPS $0.50) and raised guidance
- Prior 30-day insider activity: 5 sells totaling $6.9M, consistent with routine post-earnings monetization
Financial Impact
Total insider sales of $2.0M, trivial relative to $4.1B market cap
Risk Factors
- Insiders may continue selling after the strong earnings run-up, creating overhang
- No insider buying to signal confidence at current elevated valuation
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-COCO-1778531185547 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | — | awaiting T+5 | — | — |
Oct 22, 2026 4d ago | 8-K | $59.00 | awaiting T+5 | — | $56.53 (−4.19%) |
Oct 22, 2026 4d ago | Press Release | $59.00 | awaiting T+5 | — | $56.53 (−4.19%) |
Jul 23, 2026 13w ago | 8-K | $69.37 $66.95 | ▼ −3.49% | ▼ −3.96% | $56.53 (−18.51%) |
Jun 15, 2026 19w ago | Insider Cluster | $83.87 $82.74 | ▼ −1.35% | ▲ +0.89% | $56.53 (−32.60%) |
May 8, 2026 24w ago | Insider Cluster | $71.60 $76.44 | ▲ +6.76% | ▲ +5.30% | $56.53 (−21.05%) |
May 5, 2026 24w ago | Press Release | $67.79 $72.46 | ▲ +6.89% | ▲ +4.90% | $56.53 (−16.61%) |
Apr 29, 2026 25w ago | 144 | $66.95 $67.79 | ▼ −1.25% | ▲ +1.86% | $56.53 (+15.56%) |
Apr 29, 2026 25w ago | 8-K | $66.95 $67.79 | ▲ +1.25% | ▼ −1.86% | $56.53 (−15.56%) |
Apr 29, 2026 25w ago | Insider Cluster | $66.95 $67.79 | ▼ −1.25% | ▲ +1.86% | $56.53 (+15.56%) |
US Market Status
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