The insider activity is negligible relative to market cap and consistent with normal portfolio management after a strong quarter. No trade signal; continue to monitor for any material open-market purchases or larger-scale sales.
Price Chart
Executive Summary
F5 insiders engaged in a cluster of transactions following the strong Q3 FY2026 earnings beat. Open-market sales by a director and the CTO totaled approximately $1.5 million, a trivial 0.007% of the $22.9B market cap, and are routine diversification. The bulk of the activity was non-cash option exercises and tax withholding by the CEO, EVP, and CTO—standard post-vesting actions.
Key Financial Metrics
Key Facts
- Total open-market sales: ~$1.54M (0.007% of $22.9B market cap)
- Director Mehta sold ~$1.38M in multiple lots on 7/30
- CTO Anand sold $159K on 8/3
- Non-cash option exercises and tax withholding by CEO, EVP Fountain, and CTO Anand on 8/1
- Cluster follows strong Q3 FY2026 earnings beat (EPS $4.73 vs. $4.00 consensus) reported on 7/27
Financial Impact
Open-market insider selling of ~$1.54M is negligible relative to $22.9B market cap
Risk Factors
- None material from this insider cluster
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FFIV-1785877577448 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $430.88 $453.33 | ▲ +5.21% | ▲ +3.08% | $454.04 (+5.38%) |
Aug 6, 2026 8w ago | Insider Cluster | $413.07 $416.00 | ▲ +0.71% | ▼ −0.50% | $454.04 (+9.92%) |
Aug 4, 2026 8w ago | Insider Cluster | $411.32 $422.95 | ▲ +2.83% | ▲ +2.48% | $454.04 (+10.39%) |
Aug 4, 2026 8w ago | Insider Cluster | $411.32 $422.95 | ▲ +2.83% | ▲ +2.48% | $454.04 (+10.39%) |
Jul 27, 2026 9w ago | 8-K | $403.46 $406.35 | ▲ +0.72% | ▼ −1.55% | $454.04 (+12.54%) |
Jun 23, 2026 14w ago | 8-K | $384.78 $424.18 | ▲ +10.24% | ▲ +8.53% | $454.04 (+18.00%) |
May 4, 2026 21w ago | Insider Cluster | $329.93 $358.30 | ▲ +8.60% | ▲ +5.66% | $454.04 (+37.62%) |
May 4, 2026 21w ago | Insider Cluster | $329.93 $358.30 | ▲ +8.60% | ▲ +5.66% | $454.04 (+37.62%) |
Apr 28, 2026 22w ago | 8-K | $328.15 $339.90 | ▲ +3.58% | ▲ +0.47% | $454.04 (+38.36%) |
Apr 28, 2026 22w ago | 8-K | $328.15 $339.90 | ▲ +3.58% | ▲ +0.47% | $454.04 (+38.36%) |
US Market Status
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