Insider Cluster (4 insiders) ·Filed Jul 10, 2026

CRCL

Circle Internet Group, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 4 insiders, $2.8M total
Actionable Insight • Neutral

Insider selling is both small in absolute terms and negligible relative to market cap. Per academic literature, such low-proportionality cluster sales carry no predictive power. No trading action warranted; monitor for any material corporate events that might justify larger-scale insider activity.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
CRCL ▲ +6.43% at T+20d
NEUTRAL call ✓ call won +6.43% · α vs SPY +3.24% · entry $63.00 → $67.05
Next anchor: T+60d in 3d
Latest observation: T+56 +91.19% FF3 residual α
Entry anchored
Jul 10, 04:48 PM ET
via exchange tick
T+1d
+0.35%
call +0.35% · α -0.01%
$63.22
settled 3mo ago
T+5d
-4.03%
call -4.03% · α -3.25%
$60.46
settled 3mo ago
T+20d
+6.43%
call +6.43% · α +3.24%
$67.05
settled 8w ago
T+60d
—
call — · α —
—
in 3d

Price Chart

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Executive Summary

Four insiders at Circle Internet Group (CRCL) sold a total of $2.80M in shares over a 7-day window, including the CEO and CPO. The total value is only 0.018% of the $15.7B market cap, making this a routine, immaterial event with no actionable signal.

Key Financial Metrics

Direction
selling
Total Value
$2.8M
Insiders
4

Key Facts

  • Total insider sales: $2.80M across 4 insiders (CEO, CPO, CAO, CCO, and a director)
  • CEO Jeremy Allaire sold $2.14M through multiple small transactions on July 6, 2026
  • CPO Nikhil Chandhok sold $1.70M on July 8; also exercised derivatives for $602K
  • Total sales represent ~0.018% of CRCL's $15.7B market cap
  • No corresponding insider purchases in the cluster

Financial Impact

Sales of $2.80M are trivial relative to $15.7B market cap

dilution

Risk Factors

  • Routine insider selling does not indicate bearishness, but continued large-scale sales by executives could signal a change in sentiment
  • Low trading volume or liquidity could amplify the impact of even small sales

Market Snapshot

Exchange
NYSE
Sector
Finance Services
Analyst Consensus
53% bullish (34 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-1783717278140
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%$81.95 (+9.55%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.23 $90.60▼ −12.23%▼ −11.09%$81.95 (−20.61%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 3/10
$103.23 $90.60▼ −12.23%▼ −11.09%$81.95 (−20.61%)
Sep 2, 2026
4w ago
144
NEUTRAL ★ 2/10
$88.64 $90.32▲ +1.90%▲ +2.85%$81.95 (−7.55%)
Sep 2, 2026
4w ago
144
NEUTRAL ★ 2/10
$88.64 $90.32▲ +1.90%▲ +2.85%$81.95 (−7.55%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 3/10
$89.48 $92.99▲ +3.92%▲ +3.84%$81.95 (−8.42%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.02 $89.48▼ −2.76%▼ −2.22%$81.95 (−10.94%)
Aug 21, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$87.72 $95.55▲ +8.93%▲ +8.46%$81.95 (−6.58%)
Aug 21, 2026
6w ago
144
NEUTRAL ★ 3/10
$87.98 $87.14▼ −0.95%▼ −1.43%$81.95 (−6.85%)
Aug 20, 2026
6w ago
144
NEUTRAL ★ 2/10
$87.98 $87.14▼ −0.95%▼ −1.43%$81.95 (−6.85%)
Showing 10 of 65

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Report published Jul 10, 2026