The CEO's $1.99M sale is the dominant signal, but the absolute size is trivial relative to market cap. Per academic literature, cluster sells are weak predictors. However, given the 0% historical win rate on prior CRWV reports and the CEO's participation, monitor for any upcoming 8-K or earnings release that could explain the timing. If no material news follows within 10 days, treat as routine diversification.
Price Chart
Executive Summary
Three CoreWeave insiders, including CEO Michael Intrator and Principal Accounting Officer Jeff Baker, sold a combined $2.46M in open-market sales over a one-week window. The CEO's $1.99M sale is the largest by value, and the cluster occurs as the stock trades near $49B market cap. While the dollar amount is modest relative to market cap (~0.005%), the CEO's participation and the cluster timing warrant attention.
Key Financial Metrics
Key Facts
- CEO Michael Intrator sold 30,400 shares at $65.34 for $1.99M on 2026-07-28
- Principal Accounting Officer Jeff Baker sold 6,400 shares at $66.51 for $426K on 2026-07-29
- Chief Development Officer Brannin McBee sold 647 shares at $72.12 for $47K on 2026-08-03
- Total open-market sales: $2.46M across 3 insiders over 7 days
- McBee also converted 52,500 derivative shares at $0 (non-cash) on 2026-08-03
- Total insider sales represent ~0.005% of $49B market cap
- Historical calibration shows 0% win rate at T+20 across 5 settled prior reports on CRWV
Financial Impact
CEO sold $1.99M of stock; total cluster $2.46M; negligible relative to $49B market cap
Risk Factors
- CEO selling at $65.34 could signal peak valuation concern if fundamentals soften
- Cluster timing near lockup expiry or blackout window opening could be liquidity-driven, not informational
- Historical model performance on CRWV is poor (0% win rate T+20) — this signal may not be actionable
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CRWV-1786004396807 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Insider Cluster | $83.35 $86.90 | ▼ −4.26% | ▼ −1.70% | $88.57 (−6.26%) |
Sep 10, 2026 21d ago | Insider Cluster | $88.99 $81.36 | ▼ −8.57% | ▼ −8.35% | $88.57 (−0.47%) |
Sep 10, 2026 21d ago | Insider Cluster | $88.99 $81.36 | ▼ −8.57% | ▼ −8.35% | $88.57 (−0.47%) |
Sep 4, 2026 28d ago | Insider Cluster | $89.36 $82.98 | ▲ +7.14% | ▲ +5.93% | $88.57 (+0.88%) |
Aug 29, 2026 4w ago | Insider Cluster | $84.89 $102.84 | ▼ −21.14% | ▼ −21.28% | $88.57 (−4.34%) |
Aug 27, 2026 5w ago | Insider Cluster | $84.23 $89.36 | ▼ −6.09% | ▼ −5.98% | $88.57 (−5.15%) |
Aug 26, 2026 5w ago | Insider Cluster | $86.80 $84.56 | ▼ −2.58% | ▼ −2.85% | $88.57 (+2.04%) |
Aug 22, 2026 5w ago | Insider Cluster | $86.25 $84.89 | ▲ +1.58% | ▲ +2.05% | $88.57 (−2.69%) |
Aug 20, 2026 6w ago | Insider Cluster | $87.85 $84.23 | ▼ −4.12% | ▼ −4.59% | $88.57 (+0.82%) |
Aug 19, 2026 6w ago | Insider Cluster | $90.87 $88.01 | ▲ +3.15% | ▲ +2.76% | $88.57 (+2.53%) |
US Market Status
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