The CEO, CFO, and CLO selling on the same day immediately after a weak earnings report and guidance cut is a clear negative signal. While the dollar amount is small relative to market cap, the unanimity and timing suggest insiders see further downside. Monitor for additional insider sales or a potential 10b5-1 plan adoption. The stock may face continued selling pressure in the near term.
Price Chart
Executive Summary
Three top Criteo insiders — CEO, CFO, and Chief Legal Officer — sold a combined $483K in open-market sales on August 6, 2026, just one day after the company reported Q2 2026 earnings that missed on revenue (down 11% YoY) and cut full-year guidance. The cluster is small relative to the $881M market cap (0.05%), but the timing and seniority (CEO + CFO + CLO selling on the same day) amplify the bearish signal, especially following a weak earnings report and CFO transition.
Key Financial Metrics
Key Facts
- CEO Michael Komasinski sold 15,559 shares for $268K on Aug 6, 2026
- CFO Sarah Glickman sold 6,285 shares for $108K on Aug 6, 2026
- CLO Damon Ryan sold 6,178 shares for $106K on Aug 6, 2026
- Total insider sales of $483K represent 0.05% of $881M market cap
- Sales occurred one day after Q2 2026 earnings: revenue down 11% YoY, guidance cut
- CFO transition from Glickman to McGogney effective Aug 10, 2026
Financial Impact
Total insider sales of $483K, or 0.05% of market cap — modest in absolute terms but significant in timing and seniority
Risk Factors
- Insiders may have additional shares to sell under existing 10b5-1 plans
- Further deterioration in ad spending could worsen revenue trends
- CFO transition creates execution risk during a period of declining fundamentals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CRTO-1786168992361 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | Institutional Cluster | $17.82 $17.09 | ▼ −4.10% | ▼ −2.12% | $14.73 (−17.34%) |
Aug 12, 2026 7w ago | Press Release | $18.21 $17.44 | ▲ +4.23% | ▲ +2.48% | $14.73 (+19.11%) |
Aug 7, 2026 8w ago | Insider Cluster | $18.38 $17.62 | ▼ −4.13% | ▼ −3.74% | $14.73 (−19.86%) |
Aug 7, 2026 8w ago | Insider Cluster | $18.38 $17.62 | ▲ +4.13% | ▲ +3.74% | $14.73 (+19.86%) |
Aug 5, 2026 8w ago | 8-K | $17.05 $18.30 | ▼ −7.33% | ▼ −7.93% | $14.73 (+13.61%) |
Jun 2, 2026 17w ago | Insider Cluster | $17.15 $19.08 | ▲ +11.25% | ▲ +12.25% | $14.73 (−14.11%) |
May 8, 2026 21w ago | DEFA14A | $16.49 $17.73 | ▲ +7.52% | ▲ +7.50% | $14.73 (−10.67%) |
May 8, 2026 21w ago | DEFA14A | $16.49 $17.73 | ▲ +7.52% | ▲ +7.50% | $14.73 (−10.67%) |
May 8, 2026 21w ago | DEFA14A | $16.49 $17.73 | ▲ +7.52% | ▲ +7.50% | $14.73 (−10.67%) |
Feb 27, 2026 31w ago | 8-K | $17.87 $17.18 | ▼ −3.86% | ▲ +3.69% | $14.73 (−17.57%) |
US Market Status
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