Insider selling at this scale is routine and not predictive. Monitor for any acceleration in selling volume or a C-suite cluster exceeding 0.5% of market cap before assigning bearish weight. The next quarterly earnings (likely late Oct/early Nov) will be the next real catalyst for ETSY.
Price Chart
Executive Summary
A cluster of insider selling at ETSY over the past week totaled ~$960K in open-market sales, led by Director Josh Silverman ($529K) and Director Frederick Wilson ($326K). The CPTO also exercised and sold shares, while the CFO sold a small position. At $7.3B market cap, the total is ~0.013% — well below the 0.1% materiality threshold — and the sales are spread across multiple insiders with no single concentrated exit, suggesting routine portfolio rebalancing or tax planning rather than a coordinated bearish signal.
Key Financial Metrics
Key Facts
- Total insider sales of ~$960K over 7 days, representing ~0.013% of ETSY's $7.3B market cap
- Director Josh Silverman sold $529K, Director Frederick Wilson sold $326K, CPTO Colburn sold ~$93K (plus exercised options), CFO Baker sold $14K
- No insider purchases were reported in the cluster window
- Sales are small relative to market cap and typical insider holdings — no single insider sold a material portion of their stake
Financial Impact
~$960K in total insider sales, ~0.013% of market cap — immaterial
Risk Factors
- Insider selling could accelerate if fundamentals deteriorate, but current cluster is too small to signal distress
- E-commerce sector headwinds (consumer spending, Amazon competition) remain the primary risk, not insider activity
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ETSY-1786611692883 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 28d ago | Insider Cluster | $76.51 $74.46 | ▼ −2.68% | ▼ −1.47% | $72.74 (−4.93%) |
Aug 19, 2026 6w ago | Insider Cluster | $81.21 $82.94 | ▲ +2.13% | ▲ +1.02% | $72.74 (−10.43%) |
Aug 19, 2026 6w ago | Insider Cluster | $81.21 $82.94 | ▲ +2.13% | ▲ +1.02% | $72.74 (−10.43%) |
Aug 12, 2026 7w ago | Insider Cluster | $79.63 $80.15 | ▲ +0.66% | ▲ +1.10% | $72.74 (−8.65%) |
Aug 6, 2026 8w ago | Insider Cluster | $85.09 $79.90 | ▼ −6.10% | ▼ −6.50% | $72.74 (−14.52%) |
Aug 4, 2026 8w ago | Insider Cluster | $85.86 $79.63 | ▼ −7.26% | ▼ −7.61% | $72.74 (−15.28%) |
Aug 4, 2026 8w ago | 144 | $85.86 $79.63 | ▼ −7.26% | ▼ −7.61% | $72.74 (−15.28%) |
Jul 17, 2026 11w ago | Press Release | $84.10 $80.91 | ▼ −3.79% | ▼ −3.11% | $72.74 (−13.51%) |
Jul 17, 2026 11w ago | Insider Cluster | $84.10 $80.91 | ▲ +3.79% | ▲ +3.11% | $72.74 (+13.51%) |
Jul 16, 2026 11w ago | 8-K | $83.48 $80.91 | ▼ −3.08% | ▼ −1.41% | $72.74 (−12.87%) |
US Market Status
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