The insider selling is trivial relative to FIVE's $14B market cap and does not signal fundamental deterioration. Monitor the next quarterly earnings for comparable-store sales trends and margin pressure, which are the primary drivers for this retail-variety stock. The historical calibration shows prior bullish calls on FIVE underperformed at T+20, so avoid over-interpreting any positive spin from management commentary.
Price Chart
Executive Summary
COO Kenneth Bull and Director Michael Devine sold a combined $1.21M in open-market sales over a 7-day window. Bull executed 14 separate sales totaling ~$2.6M, while Devine sold $1.07M. The cluster represents ~0.009% of FIVE's $14B market cap, well below the 0.1% materiality threshold, making this routine portfolio diversification rather than a bearish signal. The sales lack a 10b5-1 pattern but are trivial relative to company size and consistent with the 30-day insider selling trend of $1.5M.
Key Financial Metrics
Key Facts
- COO Kenneth Bull sold ~$2.6M across 14 open-market sales on 2026-09-04 at prices ranging $240.73-$255.17
- Director Michael Devine sold $1.07M in two open-market sales at $250.44-$251.28
- Total cluster value of ~$3.67M represents ~0.026% of FIVE's $14B market cap
- No C-suite buys detected; all transactions are open-market sales
- Historical performance on FIVE shows 38% win rate at T+20 with -1.81% avg P&L, suggesting prior bullish calls underperformed
Financial Impact
Total insider sales of ~$3.67M, or ~0.026% of market cap — immaterial
Risk Factors
- Insider selling pattern could accelerate if fundamentals weaken
- Retail sector faces discretionary spending headwinds that could pressure FIVE's low-income consumer base
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FIVE-1788993564679 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 17d ago | 144 | $236.07 $232.28 | ▼ −1.61% | ▼ −3.72% | $221.81 (−6.04%) |
Sep 11, 2026 20d ago | Insider Cluster | $249.59 $236.14 | ▲ +5.39% | ▲ +5.50% | $221.81 (+11.13%) |
Sep 11, 2026 20d ago | Insider Cluster | $249.59 $236.14 | ▼ −5.39% | ▼ −5.50% | $221.81 (−11.13%) |
Sep 9, 2026 22d ago | Insider Cluster | $241.28 $236.80 | ▼ −1.86% | ▼ −1.36% | $221.81 (−8.07%) |
Sep 9, 2026 22d ago | Insider Cluster | $241.28 $236.80 | ▼ −1.86% | ▼ −1.36% | $221.81 (−8.07%) |
Sep 2, 2026 29d ago | Press Release | $239.96 $244.60 | ▲ +1.93% | ▲ +3.08% | $221.81 (−7.56%) |
Aug 19, 2026 6w ago | Press Release | $236.31 $246.98 | ▲ +4.52% | ▲ +3.40% | $221.81 (−6.14%) |
Jun 11, 2026 16w ago | Institutional Cluster | $201.97 $191.26 | ▼ −5.30% | ▼ −5.74% | $221.81 (+9.82%) |
Jun 3, 2026 17w ago | 8-K | $191.92 $201.97 | ▲ +5.24% | ▲ +7.79% | $221.81 (+15.57%) |
Jun 3, 2026 17w ago | Press Release | $191.92 $201.97 | ▲ +5.24% | ▲ +7.79% | $221.81 (+15.57%) |
US Market Status
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