The dollar amount is trivial relative to market cap, and the timing after a strong earnings beat suggests profit-taking rather than a negative signal. Monitor next 10-Q for any change in insider selling patterns or guidance revisions.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 3 $153.61entry
- T+1 · 11h ago +4.06%α +2.40% · $159.84
- T+5 · in 6d Pending
- T+20 · in 28d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Two Crocs insiders (a director and the HEYDUDE brand president) sold a combined $2.70M in open-market shares on October 30, 2026, five days after the company reported a Q3 earnings beat and raised full-year guidance. The sales represent 0.04% of market cap, well below the 0.1% materiality threshold, and are not executed under 10b5-1 plans.
Key Financial Metrics
Key Facts
- Director Ronald Frasch sold 15,000 shares at ~$153.51 for $2.30M on 2026-10-30
- EVP Rupert Campbell sold 2,645 shares at ~$150.87 for $399K on 2026-10-30
- Total open-market sales of $2.70M represent 0.04% of Crocs' $7.2B market cap
- Sales occurred 5 days after Q3 2026 earnings beat (revenue $1.043B, adj. EPS $3.69 vs $3.31 consensus) and raised guidance
- Neither sale was executed under a 10b5-1 plan
- No insider purchases were reported in the cluster window
Financial Impact
Total insider sales of $2.70M, or 0.04% of market cap
Risk Factors
- Sales are small relative to market cap (0.04%) and likely routine portfolio diversification
- No 10b5-1 plan in place, but the post-earnings window is a common time for insiders to sell
- No purchases by any insider to offset the selling signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CROX-1793725301457 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 today | Insider Cluster | $157.00 | awaiting T+5 | awaiting T+5 | $159.84 (+1.81%) |
Nov 4, 2026 today | 144 | $159.14 | awaiting T+5 | awaiting T+5 | $159.84 (+0.44%) |
Nov 3, 2026 1d ago | 144 | $152.93 | awaiting T+5 | awaiting T+5 | $159.84 (+4.52%) |
Nov 3, 2026 1d ago | 144 | $152.93 | awaiting T+5 | awaiting T+5 | $159.84 (+4.52%) |
Nov 3, 2026 1d ago | Insider Cluster | $153.61 | awaiting T+5 | awaiting T+5 | $159.84 (+4.06%) |
Nov 2, 2026 2d ago | 144 | $153.13 | awaiting T+5 | awaiting T+5 | $159.84 (+4.38%) |
Oct 30, 2026 5d ago | 144 | $153.13 | awaiting T+5 | awaiting T+5 | $159.84 (+4.38%) |
Oct 30, 2026 5d ago | 144 | $150.52 | awaiting T+5 | awaiting T+5 | $159.84 (+6.19%) |
Oct 29, 2026 6d ago | 8-K | $150.26 | awaiting T+5 | awaiting T+5 | $159.84 (+6.38%) |
Sep 16, 2026 7w ago | Insider Cluster | $123.00 $123.44 | ▲ +0.36% | ▼ −0.49% | $159.84 (+29.95%) |
US Market Status
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