Sales are immaterial relative to market cap. The CTO's $363K sale and the director's $1.07M sale are routine liquidity events, not informed selling. The restricted stock grants are standard compensation alignment. No bearish signal. Monitor JFrog's next earnings for any guidance change, but this filing provides no actionable trade edge.
Price Chart
Executive Summary
JFrog insider cluster shows mixed activity: the CTO and a director sold $1.43M in open-market sales on May 14 (0.016% of market cap), while on May 21 six directors and the CTO received restricted stock grants with zero cash value. The sales are trivially small relative to the $8.7B market cap and likely driven by standard portfolio diversification rather than negative conviction. The grants are routine compensation events. Per calibration, cluster-sales patterns have weak predictive power, and the size is immaterial. Net neutral.
Key Financial Metrics
Key Facts
- CTO Yoav Landman sold 5,800 shares for ~$363K on May 14 at $62.61
- Director Frederic Simon sold 17,100 shares for ~$1.07M on May 14 at $62.64
- Total open-market sales = $1.43M, or ~0.016% of $8.7B market cap
- Six directors and the CTO received restricted stock awards on May 21 totaling ~103,500 shares at $0 consideration
- CRO Tali Notman made a $0 gift of 1,100 shares on May 19
- No evidence of a 10b5-1 pattern — sales appear opportunistic but de minimis
Financial Impact
$1.43M in insider sales, less than 0.02% of market cap
Risk Factors
- CTO selling alongside a director could signal personal diversification, not company-specific concern
- Zero-dollar grants create no cash outflow but dilute existing holders modestly
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-1779480960103 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 144 | $96.30 $93.89 | ▼ −2.50% | ▼ −1.32% | $99.80 (+3.63%) |
Sep 16, 2026 5w ago | Insider Cluster | $93.98 $92.81 | ▼ −1.24% | ▼ −1.13% | $99.80 (+6.19%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $99.80 (+14.48%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $99.80 (+14.48%) |
Sep 9, 2026 6w ago | Insider Cluster | $88.65 $87.18 | ▼ −1.66% | ▼ −2.51% | $99.80 (+12.58%) |
Sep 4, 2026 7w ago | Insider Cluster | $86.73 $87.32 | ▼ −0.68% | ▼ −1.15% | $99.80 (−15.07%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $99.80 (+8.80%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $99.80 (+8.80%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.60 $91.21 | ▼ −0.43% | ▼ −0.64% | $99.80 (+8.95%) |
Jul 27, 2026 13w ago | Insider Cluster | $76.43 $73.28 | ▼ −4.13% | ▼ −2.59% | $99.80 (+30.58%) |
US Market Status
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