Insider Cluster (3 insiders) ·Filed Aug 20, 2026

EXPE

Expedia Group, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago
Insider cluster: 3 insiders, $2.6M total
Actionable Insight • Neutral

This cluster is routine and non-informative. The dollar amount is trivial relative to market cap, and the sellers are non-CEO/non-CFO. Monitor for any CEO or CFO open-market sales, which would carry more signal. The stock's historical tendency to fade bullish calls suggests no bearish read-through from these sales either.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
EXPE ▼ -13.15% at T+20d
NEUTRAL call ✗ call lost -13.15% · α vs SPY -12.87% · entry $321.63 → $279.35
Next anchor: T+60d in 6w
Latest observation: T+28 -33.75% FF3 residual α
Entry anchored
Aug 20, 2026
via day open
T+1d
+5.44%
call +5.44% · α +5.73%
$339.13
settled 6w ago
T+5d
+2.43%
call +2.43% · α +1.95%
$329.44
settled 5w ago
T+20d
-13.15%
call -13.15% · α -12.87%
$279.35
settled 14d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Three Expedia insiders, including a director and two senior officers, sold a total of $2.60M in open-market sales over a week. The selling is concentrated among non-CEO/CFO executives and a director, with no C-suite open-market sales. The total value is 0.007% of the $37.4B market cap, well below the 0.1% materiality threshold, making this a routine liquidity event. Historical calibration shows prior bullish calls on EXPE have a 17% win rate at T+20, reinforcing that this cluster should not be over-interpreted as bearish.

Key Financial Metrics

Direction
selling
Total Value
$2.6M
Insiders
3

Key Facts

  • Total open-market sales of $2.60M represent ~0.007% of EXPE's $37.4B market cap
  • Sellers: Director Craig Jacobson ($1.03M), SVP & CAO Lance Soliday ($909K), CLO Robert Dzielak ($661K)
  • No CEO, CFO, or Chairman open-market sales — only tax-withholding and derivative exercises on 2026-08-15
  • Prior bullish reports on EXPE have a 17% T+20 win rate, suggesting the stock tends to fade bullish insider signals

Financial Impact

Open-market sales of $2.60M, or 0.007% of market cap — immaterial

insider ownership

Risk Factors

  • Insider selling could accelerate if the stock continues to trade near $330
  • No CEO/CFO buying to offset the selling pattern

Market Snapshot

Exchange
Nasdaq
Sector
Transportation Services
Analyst Consensus
50% bullish (44 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EXPE-1787263289123
10 reports for EXPE
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +29.71%May 7, 2026
Filters
Rows
Reports for EXPE — sortable, filterable
TypeNow
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$333.44 $261.75▼ −21.50%▼ −21.73%$262.67 (−21.22%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$321.63 $279.35▼ −13.15%▼ −12.87%$262.67 (−18.33%)
Aug 17, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$318.50 $293.08▼ −7.98%▼ −6.00%$262.67 (−17.53%)
Aug 17, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$318.50 $293.08▼ −7.98%▼ −6.00%$262.67 (−17.53%)
Aug 5, 2026
8w ago
8-K
BULLISH ★ 7/10
$306.57 $303.14▼ −1.12%▼ −1.72%$262.67 (−14.32%)
May 7, 2026
21w ago
8-K
BULLISH ★ 7/10
$229.77 $228.88▼ −0.39%▼ −0.41%$262.67 (+14.32%)
Apr 29, 2026
22w ago
DEFA14A
NEUTRAL ★ 5/10
$248.26 $225.10▼ −9.33%▼ −14.55%$262.67 (+5.81%)
Apr 23, 2026
23w ago
8-K
NEUTRAL ★ 4/10
$249.21 $217.59▼ −12.69%▼ −17.32%$262.67 (+5.40%)
Apr 10, 2026
24w ago
8-K
NEUTRAL ★ 5/10
$239.56 $220.53▼ −7.94%▼ −15.67%$262.67 (+9.65%)
Feb 28, 2026
30w ago
Institutional Cluster
BULLISH ★ 8/10
$213.05 $226.39▲ +6.26%▲ +14.20%$262.67 (+23.29%)
Showing 10 of 10

US Market Status

Market Closed — Opens in 3m

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Report published Aug 20, 2026