Insider Cluster (2 insiders) ·Filed Aug 4, 2026

ETSY

ETSY INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 2 insiders, $1.1M total
Actionable Insight • Neutral

This insider cluster is too small to be informative. Monitor ETSY's next quarterly filing for any fundamental changes, but the current activity suggests routine portfolio rebalancing by directors. No immediate trading action warranted.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
ETSY ▼ -4.82% at T+20d
NEUTRAL call ✗ call lost -4.82% · α vs SPY -4.22% · entry $85.86 → $81.72
Next anchor: T+60d in 26d
Latest observation: T+38 -29.95% FF3 residual α
Entry anchored
Aug 4, 03:59 PM ET
via exchange tick
T+1d
-4.19%
call -4.19% · α -4.03%
$82.26
settled 8w ago
T+5d
-7.26%
call -7.26% · α -7.61%
$79.63
settled 7w ago
T+20d
-4.82%
call -4.82% · α -4.22%
$81.72
settled 4w ago
T+60d
—
call — · α —
—
in 26d

Price Chart

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Executive Summary

Two ETSY directors (Frederick R. Wilson and Josh Silverman) sold a combined ~$5.1M in open-market shares over a 7-day window. However, this represents only 0.06% of ETSY's $7.9B market cap — a trivial amount. Silverman's sales coincided with option exercises (non-cash), suggesting routine portfolio management rather than a bearish signal. No C-suite insiders participated, and the dollar value is immaterial relative to company size.

Key Financial Metrics

Direction
selling
Total Value
$5.1M
Insiders
2

Key Facts

  • Two directors sold shares totaling ~$5.1M (0.06% of market cap)
  • Director Josh Silverman exercised 41,108 options at $10.62 and sold 41,108 shares at ~$82.80
  • Director Frederick R. Wilson sold 19,000 shares at ~$82.99
  • No C-suite executives (CEO, CFO, etc.) traded in this cluster
  • Total insider sales over the past 30 days are $5.4M, consistent with routine diversification

Financial Impact

~$5.1M in open-market sales, 0.06% of $7.9B market cap — immaterial

dilution

Risk Factors

  • Insider sales could accelerate if broader market or sector headwinds emerge
  • Option exercises may indicate upcoming lockup expirations or 10b5-1 plan adjustments

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
41% bullish (37 analysts)

Investment Themes

E-commerce & Platforms

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ETSY-1785877453776
23 reports for ETSY
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+60▲ +16.78%Apr 29, 2026
Filters
Rows
Reports for ETSY — sortable, filterable
TypeNow
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$76.51 $74.46▼ −2.68%▼ −1.47%$72.74 (−4.93%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$81.21 $82.94▲ +2.13%▲ +1.02%$72.74 (−10.43%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$81.21 $82.94▲ +2.13%▲ +1.02%$72.74 (−10.43%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$79.63 $80.15▲ +0.66%▲ +1.10%$72.74 (−8.65%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$85.09 $79.90▼ −6.10%▼ −6.50%$72.74 (−14.52%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$85.86 $79.63▼ −7.26%▼ −7.61%$72.74 (−15.28%)
Aug 4, 2026
8w ago
144
NEUTRAL ★ 2/10
$85.86 $79.63▼ −7.26%▼ −7.61%$72.74 (−15.28%)
Jul 17, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$84.10 $80.91▼ −3.79%▼ −3.11%$72.74 (−13.51%)
Jul 17, 2026
11w ago
Insider Cluster
BEARISH ★ 4/10
$84.10 $80.91▲ +3.79%▲ +3.11%$72.74 (+13.51%)
Jul 16, 2026
11w ago
8-K
BULLISH ★ 7/10
$83.48 $80.91▼ −3.08%▼ −1.41%$72.74 (−12.87%)
Showing 10 of 23

US Market Status

Market Open — Closes in 52m

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Report published Aug 4, 2026