The sales are small and pre-planned, providing no new signal beyond the already-disclosed Q3 earnings and guidance revision. Monitor the next 10-Q for mortgage market trends and any further insider activity that deviates from 10b5-1 plans.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $187.72entry
- T+1 · yesterday +2.39%α +0.74% · $192.21
- T+2 · todayOpen
- T+5 · in 4d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Two Equifax insiders, including the CFO/COO and CEO, sold shares in open-market transactions totaling $934K over the past week. Both sales were under 10b5-1 plans and occurred shortly after Q3 earnings that beat estimates but included lowered full-year revenue guidance. The total value is less than 0.005% of market cap, making the cluster trivial in size.
Key Financial Metrics
Key Facts
- CFO/COO John W. Gamble Jr. sold 4,000 shares at $177.68 for $711K on 2026-10-29 under a 10b5-1 plan.
- CEO Mark W. Begor sold 1,200 shares at $186.73 for $223K on 2026-10-23 under a 10b5-1 plan.
- Total open-market sales of $934K represent less than 0.005% of Equifax's $21.0B market cap.
- Sales occurred 9-13 days after Q3 2026 earnings (beat on revenue and EPS, but full-year revenue guidance lowered).
- Both sales were pre-arranged under 10b5-1 trading plans, reducing the likelihood of opportunistic timing.
Financial Impact
Total insider sales of $934K, immaterial relative to $21.0B market cap.
Risk Factors
- Insider sales are small and under 10b5-1 plans, but the CFO/COO and CEO both selling in the same week could be viewed negatively by some market participants.
- Lowered full-year revenue guidance from the Oct 20 earnings release remains the primary fundamental concern.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-EFX-1793654222607 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 2d ago | Insider Cluster | $187.72 $192.21 | ▲ +2.39% | ▲ +0.74% | $192.21 (+2.39%) |
Nov 2, 2026 3d ago | Court Ruling | $187.72 $192.21 | ▲ +2.39% | ▲ +0.74% | $192.21 (+2.39%) |
Nov 2, 2026 3d ago | Court Ruling | $187.72 $192.21 | ▲ +2.39% | ▲ +0.74% | $192.21 (+2.39%) |
Oct 30, 2026 6d ago | Court Ruling | $192.51 $187.72 | ▼ −2.49% | ▼ −2.79% | $192.21 (−0.16%) |
Oct 29, 2026 6d ago | 144 | $179.39 $184.60 | ▲ +2.90% | ▲ +4.68% | $192.21 (+7.15%) |
Oct 29, 2026 7d ago | Court Ruling | $184.60 $192.51 | ▲ +4.28% | ▲ +4.76% | $192.21 (+4.12%) |
Oct 28, 2026 8d ago | Court Ruling | $179.39 $184.60 | ▲ +2.90% | ▲ +4.68% | $192.21 (+7.15%) |
Oct 28, 2026 8d ago | Court Ruling | $179.39 $184.60 | ▲ +2.90% | ▲ +4.68% | $192.21 (+7.15%) |
Oct 23, 2026 12d ago | 144 | $178.56 $175.71 | ▼ −1.60% | ▼ −2.16% | $192.21 (+7.64%) |
Oct 23, 2026 12d ago | 144 | $178.56 $175.71 | ▼ −1.60% | ▼ −2.16% | $192.21 (+7.64%) |
US Market Status
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