The CEO's $3.84M sale is large in absolute terms but trivial relative to FROG's $10.7B market cap. Without a 10b5-1 plan disclosure or pattern of repeated sales, this appears to be routine liquidity or diversification. Monitor for any subsequent Form 4 filings or a pattern of sustained selling that could signal a change in conviction.
Price Chart
Executive Summary
CEO Shlomi Ben Haim sold $3.84M in open-market stock, joined by two directors selling $149K total, creating a $3.99M insider selling cluster. At 0.04% of FROG's $10.7B market cap, the dollar value is trivial and does not signal material bearish conviction. The CEO's sale may be liquidity-driven, and the cluster is not amplified by the calibration rules.
Key Financial Metrics
Key Facts
- CEO Shlomi Ben Haim sold 51,237 shares at $75.02 for $3.84M on 2026-05-29
- Directors Steele Elisa and Yvonne Wassenaar sold $50K and $99K respectively on 2026-05-22
- Director Vitus Andrew L. gifted 6,800 shares ($0 value) on 2026-05-27
- Total cluster value of $3.99M represents ~0.04% of FROG's $10.7B market cap
- All sales are open-market; no 10b5-1 plan information provided
Financial Impact
Total insider selling of $3.99M, or ~0.04% of market cap — immaterial relative to company size
Risk Factors
- CEO may continue selling, creating cumulative overhang
- No 10b5-1 plan disclosed — sale could be discretionary
- Insider selling at all-time or near-high stock price may indicate valuation concerns
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-1780431436460 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 5d ago | 144 | $96.30 $93.89 | ▼ −2.50% | ▼ −1.32% | $99.60 (+3.43%) |
Sep 16, 2026 5w ago | Insider Cluster | $93.98 $92.81 | ▼ −1.24% | ▼ −1.13% | $99.60 (+5.98%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $99.60 (+14.25%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $99.60 (+14.25%) |
Sep 9, 2026 6w ago | Insider Cluster | $88.65 $87.18 | ▼ −1.66% | ▼ −2.51% | $99.60 (+12.35%) |
Sep 4, 2026 7w ago | Insider Cluster | $86.73 $87.32 | ▼ −0.68% | ▼ −1.15% | $99.60 (−14.84%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $99.60 (+8.58%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $99.60 (+8.58%) |
Aug 17, 2026 9w ago | Insider Cluster | $91.60 $91.21 | ▼ −0.43% | ▼ −0.64% | $99.60 (+8.73%) |
Jul 27, 2026 12w ago | Insider Cluster | $76.43 $73.28 | ▼ −4.13% | ▼ −2.59% | $99.60 (+30.32%) |
US Market Status
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