The sales are too small to carry informational content. Monitor next 10-Q for any change in insider behavior — a material increase in open-market selling above 0.1% of market cap would be a meaningful signal, but this cluster is routine post-earnings diversification.
Price Chart
Executive Summary
Two Costco executives sold a combined $2.75M in open-market sales on September 29, 2026, just 5 days after the company reported strong Q4 and FY2026 results (revenue +11.2% to $93.9B, EPS $6.75 vs $5.87). The sales represent ~0.002% of Costco's ~$400B market cap — a trivial amount. No 10b5-1 plan indication is present, but the timing immediately after earnings and the small proportional size suggest routine portfolio diversification rather than a negative signal.
Key Financial Metrics
Key Facts
- EVP Claudine Adamo sold 2,200 shares at $915.93 for $2.02M on 2026-09-29
- Sr. EVP Caton Frates sold 800.638 shares at $915.93 for $733K on 2026-09-29
- Total cluster value: $2.75M — approximately 0.002% of market cap
- Sales occurred 5 days after Q4 FY2026 earnings: revenue $93.9B (+11.2% YoY), EPS $6.75 (+15% YoY)
- Both sales are open-market (code S) with no 10b5-1 plan indication
- No insider purchases in the cluster — net direction is selling
Financial Impact
Total insider sales of $2.75M, representing ~0.002% of market cap — trivial relative to company size
Risk Factors
- No material risk from this cluster given the trivial dollar amount relative to market cap
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-COST-1790805194076 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | ANALYST-UPGRADE | $998.31 | awaiting T+5 | — | $1,005.16 (+0.69%) |
Oct 20, 2026 6d ago | Institutional Cluster | $998.31 | awaiting T+5 | — | $1,005.16 (−0.69%) |
Oct 16, 2026 10d ago | 8-K | $995.53 $1,005.16 | ▲ +0.97% | ▲ +1.11% | $1,005.16 (+0.97%) |
Oct 14, 2026 12d ago | 8-K | $978.01 $1,018.21 | ▲ +4.11% | ▲ +5.12% | $1,005.16 (+2.78%) |
Oct 13, 2026 13d ago | 144 | $954.63 $994.61 | ▲ +4.19% | ▲ +5.34% | $1,005.16 (+5.29%) |
Sep 30, 2026 26d ago | Insider Cluster | $914.94 $947.92 | ▲ +3.60% | ▲ +2.30% | $1,005.16 (+9.86%) |
Sep 29, 2026 28d ago | Court Ruling | $910.34 $942.25 | ▲ +3.51% | ▲ +1.59% | $1,005.16 (+10.42%) |
Sep 24, 2026 4w ago | 8-K | $922.77 $920.65 | ▼ −0.23% | ▼ −0.01% | $1,005.16 (+8.93%) |
Sep 24, 2026 4w ago | Press Release | $922.77 $920.65 | ▲ +0.23% | ▲ +0.01% | $1,005.16 (−8.93%) |
Sep 24, 2026 4w ago | Court Ruling | $922.77 $920.65 | ▼ −0.23% | ▼ −0.01% | $1,005.16 (+8.93%) |
US Market Status
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