The Sept 2 sales are small and follow a pattern of equity award monetization (derivative exercises + tax withholding) seen on Sept 1. No bearish signal — these are likely routine liquidity/plan sales. Monitor if selling accelerates in subsequent weeks; current pace is not alarming for a $22.5B company.
Price Chart
Executive Summary
Circle Internet Group insiders sold $818K in open-market sales on Sept 2, 2026, with the CFO selling $714K and the CAO selling $105K. These sales follow a larger cluster on Sept 1 where the CFO, a director, and the CEO engaged in derivative exercises and tax-withholding surrenders, plus director Neville sold another $4.6M. The Sept 2 sales are small relative to CRCL's $22.5B market cap (0.004%), but they come immediately after a major insider exercise-and-sell day, suggesting the CFO and CAO are continuing a pattern of monetizing equity awards.
Key Financial Metrics
Key Facts
- CFO Jeremy Fox-Geen sold 8,120 shares for $714K on Sept 2 at $87.87
- CAO Tamara Schulz sold 1,194 shares for $105K on Sept 2 at $87.87
- Total open-market sales on Sept 2 = $818,251, or 0.004% of $22.5B market cap
- Prior day (Sept 1) saw $4.6M sale by director Neville and derivative exercises by CEO, CFO, CPTO, and President with large tax-withholding surrenders
- Combined Sept 1–2 open-market sales total ~$7.5M, still only 0.03% of market cap
- Cross-filing context shows 5 insider sells totaling $7.5M in prior 30 days — this cluster extends that pattern
Financial Impact
Total open-market sales of $818K on Sept 2, plus $6.6M Sept 1 sales, combined ~$7.5M over two days — trivial relative to $22.5B market cap
Risk Factors
- If open-market selling continues at higher volumes, could signal management concerns not yet public
- Stock price at ~$87 is near recent levels; sustained insider liquidation at these prices would be a warning
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CRCL-1788507121092 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $90.60 $91.78 | ▼ −1.30% | ▼ −1.64% | $84.84 (+6.36%) |
Sep 3, 2026 29d ago | Insider Cluster | $103.23 $90.60 | ▼ −12.23% | ▼ −11.09% | $84.84 (−17.81%) |
Sep 3, 2026 29d ago | Insider Cluster | $103.23 $90.60 | ▼ −12.23% | ▼ −11.09% | $84.84 (−17.81%) |
Sep 2, 2026 29d ago | 144 | $88.64 $90.32 | ▲ +1.90% | ▲ +2.85% | $84.84 (−4.29%) |
Sep 2, 2026 4w ago | 144 | $88.64 $90.32 | ▲ +1.90% | ▲ +2.85% | $84.84 (−4.29%) |
Sep 1, 2026 4w ago | 144 | $89.48 $92.99 | ▲ +3.92% | ▲ +3.84% | $84.84 (−5.19%) |
Aug 24, 2026 5w ago | Insider Cluster | $92.02 $89.48 | ▼ −2.76% | ▼ −2.22% | $84.84 (−7.80%) |
Aug 21, 2026 5w ago | Insider Cluster | $87.72 $95.55 | ▲ +8.93% | ▲ +8.46% | $84.84 (−3.28%) |
Aug 21, 2026 5w ago | 144 | $87.98 $87.14 | ▼ −0.95% | ▼ −1.43% | $84.84 (−3.57%) |
Aug 20, 2026 6w ago | 144 | $87.98 $87.14 | ▼ −0.95% | ▼ −1.43% | $84.84 (−3.57%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access