Monitor for any upcoming 8-K or press release that might explain the concentrated C-suite selling. The cluster is not material by dollar value relative to market cap, but the breadth of C-suite participation (CEO, CTO, CRO, CFO) is unusual. If the stock weakens on this news, the selling may create a short-term overhang. No immediate trade signal — wait for a fundamental catalyst.
Price Chart
Executive Summary
Six JFrog insiders, including the CEO, CFO, CTO, and CRO, sold a total of $5.83M in stock over a 7-day window. The CEO alone sold $3.37M, and the CTO sold $4.02M across two separate filings. This is a high-value cluster relative to the $10.7B market cap (0.05%), but the dollar amount is notable for the number of C-suite participants. The sales are likely driven by a shared blackout window or 10b5-1 plan, given the concentration of C-suite selling, but the sheer volume and seniority warrant attention. The cross-filing actuarial verdicts flag 'cluster-insider-trades' as an amplifier, but the standalone proportionality check suggests this is a modest signal, not a material one. The cluster is a sell cluster, which per academic literature is a weak predictor on average, and the dollar value is only 0.05% of market cap, which is below the 0.1% threshold for materiality. The C-suite participation is notable but not enough to override the weak predictive power of insider sales. The sentiment is neutral, impact score 4, reflecting a notable but not material insider selling cluster.
Key Financial Metrics
Key Facts
- Six JFrog insiders sold a total of $5.83M in stock between Aug 28 and Sep 4, 2026.
- CEO Shlomi Ben Haim sold $3.37M (37,200 shares at ~$90.51) on Sep 2.
- CTO Yoav Landman sold $4.02M across two separate filings (Sep 4 and prior window).
- CRO Tali Notman sold $1.73M (19,200 shares at ~$90.51) on Sep 2.
- CFO Eduard Grabscheid sold a trivial $2K (21 shares) on Sep 3.
- Total insider sales represent ~0.05% of FROG's $10.7B market cap, below the 0.1% materiality threshold.
- The cluster is a sell cluster, which per academic literature is a weak predictor of future stock returns.
Financial Impact
Total insider sales of $5.83M represent 0.05% of market cap; CEO sale of $3.37M is the largest single transaction.
Risk Factors
- Insider selling cluster may create negative sentiment overhang, but the dollar value is small relative to market cap.
- C-suite selling could indicate a lack of confidence in near-term prospects, but the sales may be pre-planned under 10b5-1 plans.
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-1789030885822 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 144 | $96.30 $93.89 | ▼ −2.50% | ▼ −1.32% | $100.85 (+4.72%) |
Sep 16, 2026 5w ago | Insider Cluster | $93.98 $92.81 | ▼ −1.24% | ▼ −1.13% | $100.85 (+7.31%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.85 (+15.68%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.85 (+15.68%) |
Sep 9, 2026 6w ago | Insider Cluster | $88.65 $87.18 | ▼ −1.66% | ▼ −2.51% | $100.85 (+13.76%) |
Sep 4, 2026 7w ago | Insider Cluster | $86.73 $87.32 | ▼ −0.68% | ▼ −1.15% | $100.85 (−16.28%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.85 (+9.94%) |
Sep 1, 2026 7w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.85 (+9.94%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.60 $91.21 | ▼ −0.43% | ▼ −0.64% | $100.85 (+10.10%) |
Jul 27, 2026 13w ago | Insider Cluster | $76.43 $73.28 | ▼ −4.13% | ▼ −2.59% | $100.85 (+31.95%) |
US Market Status
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