Insider Cluster (2 insiders) ·Filed Aug 21, 2026

CRCL

Circle Internet Group, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $919K total
Actionable Insight • Neutral

The CFO sale is the largest single insider trade in the cluster, but at 0.004% of market cap it is immaterial. Monitor for any upcoming earnings or material announcements that could explain the timing. The director's sale at a higher price ($85.13 vs CFO's $75.00) may indicate profit-taking near recent highs, but no bearish signal is warranted from this cluster alone.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d ⚠ clustered
CRCL ▲ +4.63% at T+20d
NEUTRAL call ✓ call won +4.63% · α vs SPY +4.61% · entry $87.72 → $91.78
Next anchor: T+60d in 6w
Latest observation: T+26 +11.13% FF3 residual α
Entry anchored
Aug 21, 05:01 PM ET
via 1-min bar
T+1d
+4.90%
call +4.90% · α +4.58%
$92.02
settled 6w ago
T+5d
+8.93%
call +8.93% · α +8.46%
$95.55
settled 5w ago
T+20d
+4.63%
call +4.63% · α +4.61%
$91.78
settled 11d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Two CRCL insiders, including CFO Jeremy Fox-Geen and Director M. Michele Burns, sold a combined $919K in shares over a 7-day window. The CFO sale of $636K at $75.00 is notable for its size and seniority, while the director sale of $284K at $85.13 is smaller. The cluster is modest relative to CRCL's $21.2B market cap (~0.004%), and the CFO sale may be liquidity-driven given no other bearish context, but the director's sale at a higher price suggests opportunistic profit-taking near recent highs.

Key Financial Metrics

Direction
selling
Total Value
$919.0K
Insiders
2

Key Facts

  • CFO Jeremy Fox-Geen sold 8,500 shares for $636K on 2026-08-13
  • Director M. Michele Burns sold 3,332 shares for $284K on 2026-08-20
  • Total insider sales in cluster: $919K, representing ~0.004% of CRCL's $21.2B market cap
  • No open-market purchases in the cluster; all transactions are sales
  • CRCL has 53% bullish analyst consensus (7 Strong Buy, 12 Buy, 16 Hold)

Financial Impact

Insider sales of $919K represent a trivial 0.004% of CRCL's $21.2B market cap

insider ownership

Risk Factors

  • Insider sales, particularly by the CFO, could signal reduced conviction if followed by additional sales or negative news
  • The cluster is small relative to market cap, limiting its predictive value

Market Snapshot

Exchange
NYSE
Sector
Finance Services
Analyst Consensus
53% bullish (36 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRCL-1787346747699
65 reports for CRCL
Performance horizon
82% Hit rate 9 of 11 directional calls best @ T+60▲ +34.26%Feb 25, 2026
Filters
Rows
Reports for CRCL — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$90.60 $91.78▼ −1.30%▼ −1.64%$82.42 (+9.03%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.23 $90.60▼ −12.23%▼ −11.09%$82.42 (−20.16%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.23 $90.60▼ −12.23%▼ −11.09%$82.42 (−20.16%)
Sep 2, 2026
29d ago
144
NEUTRAL ★ 2/10
$88.64 $90.32▲ +1.90%▲ +2.85%$82.42 (−7.02%)
Sep 2, 2026
4w ago
144
NEUTRAL ★ 2/10
$88.64 $90.32▲ +1.90%▲ +2.85%$82.42 (−7.02%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 3/10
$89.48 $92.99▲ +3.92%▲ +3.84%$82.42 (−7.89%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.02 $89.48▼ −2.76%▼ −2.22%$82.42 (−10.43%)
Aug 21, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$87.72 $95.55▲ +8.93%▲ +8.46%$82.42 (−6.04%)
Aug 21, 2026
6w ago
144
NEUTRAL ★ 3/10
$87.98 $87.14▼ −0.95%▼ −1.43%$82.42 (−6.32%)
Aug 20, 2026
6w ago
144
NEUTRAL ★ 2/10
$87.98 $87.14▼ −0.95%▼ −1.43%$82.42 (−6.32%)
Showing 10 of 65

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Report published Aug 21, 2026