Insider Cluster (5 insiders) ·Filed Feb 27, 2026

FSLY

Fastly, Inc.
BEARISH
Impact 6/10
Horizondays Processed7mo ago
Insider cluster: 2 insiders, $91K total
Actionable Insight ▼ Bearish

While the dollar amount is not large relative to market cap, the coordinated selling by the CEO, CFO, and CTO raises concerns about internal confidence, especially if not part of a pre-arranged 10b5-1 plan. Traders should monitor for further selling and upcoming earnings for potential downside risks.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
FSLY ▼ -7.95% at T+60d
SHORT call ✓ call won +7.95% · α vs SPY +17.34% · entry $19.12 → $17.60
Entry anchored
Feb 26, 03:59 PM ET
via exchange tick
T+1d
+10.72%
call -10.72% · α -10.67%
$21.17
settled 7mo ago
T+5d
+5.33%
call -5.33% · α -7.32%
$20.14
settled 7mo ago
T+20d
+43.46%
call -43.46% · α -51.02%
$27.43
settled 6mo ago
T+60d
-7.95%
call +7.95% · α +17.34%
$17.60
settled 4mo ago

Price Chart

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Executive Summary

Multiple C-suite executives at Fastly, including the CEO, CFO, and CTO, conducted open-market share sales over the past week, totaling $475,000 in sales. These transactions coincide with routine stock award grants, but the selling activity is concentrated among top executives at current market prices.

Key Financial Metrics

Direction
selling
Total Value
$475.0K
Insiders
5

Key Facts

  • CEO Compton sold $268,853 worth of shares, CTO Bergman sold $150,941, and CFO Wong sold $76,084 — all via open-market transactions.
  • Total open-market sales by insiders in the cluster amount to $475,000 over five days.
  • The total value of sales represents approximately 0.015% of Fastly's $3.2B market cap — modest in scale but notable due to concentration in C-suite.
  • Concurrent with sales, executives received non-cash stock awards totaling $0 value at grant date.
  • All sales occurred at or above $17.50 per share, with recent trades at $20.30.

Financial Impact

$475,000 in insider selling over 7 days

insider sentimentshareholder confidence

Risk Factors

  • Perception of lack of confidence from top leadership despite recent stock price improvement.
  • Potential for negative market reaction if selling continues or if no positive catalysts emerge.

Market Snapshot

Exchange
Nasdaq

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (9 trades, 7d window)cluster-FSLY-1772658573006
24 reports for FSLY
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+5▲ +21.01%Aug 14, 2026
Filters
Rows
Reports for FSLY — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$23.16 $24.86▲ +7.34%▲ +7.79%$26.16 (+12.95%)
Sep 4, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$21.49 $22.71▲ +5.68%▲ +6.14%$26.16 (+21.73%)
Sep 2, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$21.12 $20.59▼ −2.51%▼ −2.12%$26.16 (+23.86%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$20.77 $20.43▼ −1.64%▼ −2.08%$26.16 (+25.95%)
Aug 31, 2026
4w ago
144
NEUTRAL ★ 2/10
$22.79 $20.77▼ −8.86%▼ −8.18%$26.16 (+14.79%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$23.29 $24.64▲ +5.80%▲ +5.14%$26.16 (+12.32%)
Aug 20, 2026
6w ago
Insider Cluster
BEARISH ★ 6/10
$24.95 $22.94▲ +8.06%▲ +7.76%$26.16 (−4.85%)
Aug 20, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$24.95 $22.94▲ +8.06%▲ +7.76%$26.16 (−4.85%)
Aug 14, 2026
6w ago
Insider Cluster
BEARISH ★ 4/10
$29.04 $26.59▲ +8.44%▲ +7.76%$26.16 (+9.92%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$28.53 $30.02▲ +5.22%▲ +4.52%$26.16 (−8.31%)
Showing 10 of 24

US Market Status

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Report published Mar 4, 2026