The breadth of insider selling (CEO, CFO, COO, CSO, GC, and two directors) is notable, but the dollar amounts are trivial relative to the $68B market cap. Monitor for any lockup expiry or 10b5-1 plan disclosures that could explain the pattern. The adjacent $36M sale by Director Cogen on May 28 adds to the overhang. Given the low historical win rate for bearish calls on this ticker, avoid aggressive short positioning — the selling may be liquidity-driven post-IPO rather than informational.
Price Chart
Executive Summary
A large insider selling cluster at CoreWeave (CRWV) saw 7 insiders, including CEO Michael Intrator and Director Jack Cogen, sell a combined $18.15M in open-market transactions over a 7-day window ending May 29, 2026. While the total value represents only ~0.027% of the $68.1B market cap, the breadth of participation across the C-suite and board, combined with the company's recent IPO and lockup expiry concerns, warrants attention.
Key Financial Metrics
Key Facts
- 7 insiders sold a total of $18.15M in open-market transactions from May 22-29, 2026.
- CEO Michael Intrator sold $7.18M (67.9K shares at ~$105.70) on May 26.
- Director Jack Cogen sold $9.61M (90.4K shares at ~$106.30) on May 29, plus $36.06M on May 28 (outside the cluster window but adjacent).
- CFO Nitin Agrawal, COO Sachin Jain, CSO Brian Venturo, GC Kristen McVeety, and Director Karen Boone also sold smaller amounts.
- Total insider sales represent ~0.027% of CRWV's $68.1B market cap — below the 0.1% materiality threshold.
- The cluster includes the CEO and multiple C-suite executives, which amplifies the signal per academic literature on insider cluster sales.
- The company has had 8 insider sells totaling $57.4M in the prior 30 days, indicating sustained selling pressure.
- Historical calibration data shows that score-5/6/7 reports on this ticker have low win rates (31-32% observed P at T+20), suggesting the market often absorbs insider selling without significant downside.
Financial Impact
$18.15M in open-market insider sales over 7 days, representing 0.027% of market cap
Risk Factors
- Insider selling could accelerate if lockup agreements expire, creating additional supply overhang.
- The CEO's $7.18M sale is the largest single insider transaction and may signal reduced conviction at the top.
- The cluster occurs without any disclosed 10b5-1 plan, increasing the likelihood of discretionary selling.
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-1780445245320 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Insider Cluster | $83.35 $86.90 | ▼ −4.26% | ▼ −1.70% | $90.04 (−8.03%) |
Sep 10, 2026 21d ago | Insider Cluster | $88.99 $81.36 | ▼ −8.57% | ▼ −8.35% | $90.04 (+1.18%) |
Sep 10, 2026 21d ago | Insider Cluster | $88.99 $81.36 | ▼ −8.57% | ▼ −8.35% | $90.04 (+1.18%) |
Sep 4, 2026 28d ago | Insider Cluster | $89.36 $82.98 | ▲ +7.14% | ▲ +5.93% | $90.04 (−0.76%) |
Aug 29, 2026 4w ago | Insider Cluster | $84.89 $102.84 | ▼ −21.14% | ▼ −21.28% | $90.04 (−6.07%) |
Aug 27, 2026 5w ago | Insider Cluster | $84.23 $89.36 | ▼ −6.09% | ▼ −5.98% | $90.04 (−6.90%) |
Aug 26, 2026 5w ago | Insider Cluster | $86.80 $84.56 | ▼ −2.58% | ▼ −2.85% | $90.04 (+3.73%) |
Aug 22, 2026 5w ago | Insider Cluster | $86.25 $84.89 | ▲ +1.58% | ▲ +2.05% | $90.04 (−4.39%) |
Aug 20, 2026 6w ago | Insider Cluster | $87.85 $84.23 | ▼ −4.12% | ▼ −4.59% | $90.04 (+2.49%) |
Aug 19, 2026 6w ago | Insider Cluster | $90.87 $88.01 | ▲ +3.15% | ▲ +2.76% | $90.04 (+0.91%) |
US Market Status
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