Insider Cluster (5 insiders) ·Filed May 22, 2026

EA

ELECTRONIC ARTS INC.
NEUTRAL
Impact 3/10
Horizondays Processed4mo ago
Insider cluster: 5 insiders, $2.5M total
Actionable Insight • Neutral

Insider selling is routine and immaterial relative to market cap. The cluster is dominated by non-cash derivative exercises and tax-withholding transactions, with open-market sales likely for tax coverage. No bearish signal. Monitor for any unexpected insider buying or a material increase in sale volume as a potential warning sign.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
EA ▲ +1.29% at T+20d
NEUTRAL call ✓ call won +1.29% · α vs SPY +3.55% · entry $200.94 → $203.52
Next anchor: T+60d due 6w ago
Latest observation: T+53 +4.52% FF3 residual α
Entry anchored
May 22, 2026
via day open
T+1d
-0.34%
call -0.34% · α -0.36%
$200.25
settled 4mo ago
T+5d
+0.34%
call +0.34% · α -0.87%
$201.62
settled 4mo ago
T+20d
+1.29%
call +1.29% · α +3.55%
$203.52
settled 3mo ago
T+60d
—
call — · α —
—
due 6w ago

Price Chart

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Executive Summary

Five EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a 7-day window. The sales are small relative to EA's $50.6B market cap (0.005%) and are accompanied by large non-cash derivative exercises and tax-withholding transactions, suggesting the sales are primarily for tax obligations and liquidity rather than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$2.5M
Insiders
5

Key Facts

  • Total open-market sales: $2.50M across 5 insiders (CEO, CFO, EVP/CLO, President of EA Entertainment, Chief People Officer)
  • Sales represent ~0.005% of EA's $50.6B market cap — well below the 0.1% materiality threshold
  • All sales occurred alongside derivative exercises (non-cash) and tax-withholding share surrenders totaling ~$13.1M, indicating the sales are likely for tax coverage
  • CEO Andrew Wilson sold $450K on May 18; CFO Stuart Canfield sold $302K on May 20
  • No 10b5-1 plan information provided, but the pattern of exercise-and-sell is consistent with routine post-vesting liquidity

Financial Impact

Open-market sales of $2.50M vs. $50.6B market cap — trivial in size

insider ownershipfloat

Risk Factors

  • If future filings show a sustained increase in open-market sales without offsetting exercises, it could signal insider concern
  • EA's upcoming earnings (next expected late July 2026) could introduce volatility; insider activity ahead of that print should be watched

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
34% bullish (32 analysts)

Investment Themes

Gaming & Esports

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EA-1779486048355
17 reports for EA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EA — sortable, filterable
TypeNow
Jul 17, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$208.90 $209.00▲ +0.05%▲ +0.74%—
Jun 16, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$203.02 $204.52▲ +0.74%▲ +1.78%—
Jun 16, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$203.02 $204.52▲ +0.74%▲ +1.78%—
May 29, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.96 $203.00▲ +0.52%▲ +3.27%—
May 22, 2026
18w ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%—
May 22, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%—
May 22, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%—
May 22, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%—
May 22, 2026
18w ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%—
May 21, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $201.69▼ −0.05%▼ −1.90%—
Showing 10 of 17

US Market Status

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Report published May 22, 2026