The CEO and CTO selling on the same day at nearly identical prices is the most attention-worthy element, though the $24.4M total is modest relative to the $10.9B market cap. Monitor for any upcoming earnings pre-announcement or material change in business conditions that could explain the timing. The 30-day trailing insider sales of $33.6M suggest this is part of a broader selling pattern, not a one-off event.
Price Chart
Executive Summary
Three JFrog insiders — CEO, CTO, and a director — sold a combined $24.4M in open-market sales over a 3-day window (June 29–July 1, 2026). The CEO and CTO sold on the same day at nearly identical prices, and the director sold across two days. At $10.9B market cap, the cluster represents ~0.22% of market cap — a modest but notable amount. The CEO and CTO selling simultaneously is the most attention-worthy element, though the dollar amount is not alarming relative to company size.
Key Financial Metrics
Key Facts
- Three insiders sold a total of $24.4M in open-market sales over a 3-day window (June 29–July 1, 2026).
- CEO Shlomi Ben Haim sold $5.94M (66K shares at ~$90.03) on June 29.
- CTO Yoav Landman sold $13.5M (150K shares at ~$89.99) on June 29 — the largest single trade.
- Director Frederic Simon sold $10.9M across four trades on July 1 at prices between $90.25 and $92.61.
- Total cluster value of $24.4M represents ~0.22% of FROG's $10.9B market cap — modest in proportionality terms.
- The CEO and CTO sold on the same day at nearly identical prices, which is notable for a cluster of this size.
- The company has a 93% bullish analyst consensus and a $10.9B market cap.
Financial Impact
Total insider sales of $24.4M represent ~0.22% of FROG's $10.9B market cap — modest in proportionality terms.
Risk Factors
- CEO and CTO selling on the same day at nearly identical prices could signal a shared bearish view on near-term prospects.
- Director Simon Frederic sold $10.9M across four trades on July 1, adding to the cluster's size.
- The 30-day trailing insider sales of $33.6M indicate a sustained selling pattern, not a one-off event.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FROG-1783062559915 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 144 | $96.30 $93.89 | ▼ −2.50% | ▼ −1.32% | $100.41 (+4.27%) |
Sep 16, 2026 5w ago | Insider Cluster | $93.98 $92.81 | ▼ −1.24% | ▼ −1.13% | $100.41 (+6.84%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.41 (+15.18%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.41 (+15.18%) |
Sep 9, 2026 6w ago | Insider Cluster | $88.65 $87.18 | ▼ −1.66% | ▼ −2.51% | $100.41 (+13.27%) |
Sep 4, 2026 7w ago | Insider Cluster | $86.73 $87.32 | ▼ −0.68% | ▼ −1.15% | $100.41 (−15.77%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.41 (+9.46%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.41 (+9.46%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.60 $91.21 | ▼ −0.43% | ▼ −0.64% | $100.41 (+9.62%) |
Jul 27, 2026 13w ago | Insider Cluster | $76.43 $73.28 | ▼ −4.13% | ▼ −2.59% | $100.41 (+31.38%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers