The insider sales are routine and non-informative given the small dollar amount relative to market cap and the context of a post-earnings blackout window opening. Monitor the next 10-Q for any further deterioration in revenue trends, but this cluster does not warrant a trading action.
Price Chart
Executive Summary
Three Criteo insiders, including the CEO and outgoing CFO, sold a total of $483K in shares on August 6, 2026, at $17.23 per share. This cluster follows the company's Q2 earnings report (revenue down 11% YoY, guidance cut) and the announcement of a CFO transition. The sales are likely liquidity-driven following vesting events tied to the earnings and leadership change, not a fresh bearish signal, given the modest total value relative to the $846M market cap (0.06%).
Key Financial Metrics
Key Facts
- Three insiders sold a total of $483K in shares on August 6, 2026.
- Sales include CEO Michael Komasinski ($268K), outgoing CFO Sarah Glickman ($108K), and CLO Ryan Damon ($106K).
- The cluster follows Q2 2026 earnings (revenue -11% YoY, guidance cut) and a CFO transition announced on August 5.
- New CFO Connor McGogney received a non-cash grant of 23,090 shares on August 10.
- Total sales represent ~0.06% of Criteo's $846M market cap, well below the 0.1% materiality threshold.
Financial Impact
Insider sales of $483K, or 0.06% of market cap, are trivial and routine.
Risk Factors
- Revenue decline of 11% YoY and lowered guidance could pressure the stock further.
- CFO transition may introduce execution risk during a challenging period.
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-1786611855057 |
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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