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Insider Cluster (2 insiders) ·Filed Oct 28, 2026

FSLY

Fastly, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed3d 22h ago
Insider cluster: 2 insiders, $329K total
Actionable Insight • Neutral

Both sales were pre-planned under 10b5-1 programs, so they carry no signal about management's near-term outlook. Monitor the next earnings release for any change in fundamentals or guidance.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled: T+1d
FSLY ▼ -9.85% at T+1d
NEUTRAL call -9.85% · α vs SPY -8.07% · entry $25.64 → $23.12
Next anchor: T+5d in 3d
Entry = T+0 close
Oct 28, 2026
via day close
T+1d
-9.85%
call -9.85% · α -8.07%
$23.12
settled 3d ago
T+5d
Pending
in 3d
T+20d
Pending
in 24d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Two Fastly insiders, the CEO and CTO, sold shares in open-market transactions totaling $329K over a 7-day window. Both sales were executed under 10b5-1 trading plans, indicating they were pre-arranged and not reactive to recent events. The dollar amount is trivial relative to Fastly's $4.1B market cap (0.008%), making this cluster routine and non-informative.

Key Financial Metrics

Direction
selling
Total Value
$329.0K
Insiders
2

Key Facts

  • CEO Charles Lacey III sold 9,000 shares at $23.08 on 2026-10-19, totaling $208K
  • CTO Artur Bergman sold 4,900 shares at $24.60 on 2026-10-26, totaling $121K
  • Both sales were open-market transactions under 10b5-1 trading plans
  • Total cluster value of $329K represents ~0.008% of Fastly's $4.1B market cap
  • No insider purchases were reported in the window

Financial Impact

Total insider sales of $329K, negligible relative to $4.1B market cap

dilution

Risk Factors

  • No material risk identified from this routine insider selling

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
56% bullish (18 analysts)

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FSLY-1793221898804
36 reports for FSLY
Performance horizon
67% Hit rate @ T+60 4 of 6 directional calls Went positive at some point 13 of 16 best @ T+5▲ +21.01%Aug 14, 2026
Filters
Rows
Reports for FSLY, sortable and filterable
TypeNow
Oct 30, 2026
2d ago
SC 13G/A
NEUTRAL ★ 2/10
$22.64awaiting T+60awaiting T+60$23.11 (+2.12%)
Oct 28, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$25.64awaiting T+60awaiting T+60$23.11 (−9.85%)
Oct 26, 2026
5d ago
144
NEUTRAL ★ 3/10
$27.37awaiting T+60awaiting T+60$23.11 (−15.55%)
Oct 26, 2026
5d ago
144
NEUTRAL ★ 2/10
$27.37awaiting T+60awaiting T+60$23.11 (−15.55%)
Oct 20, 2026
11d ago
Insider Cluster
BEARISH ★ 4/10
$23.30awaiting T+60awaiting T+60$23.11 (+0.79%)
Oct 19, 2026
12d ago
144
NEUTRAL ★ 2/10
$22.07awaiting T+60awaiting T+60$23.11 (+4.73%)
Sep 25, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$24.92awaiting T+60awaiting T+60$23.11 (+7.24%)
Sep 23, 2026
5w ago
Insider Cluster
BEARISH ★ 6/10
$26.68awaiting T+60awaiting T+60$23.11 (+13.36%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$26.08awaiting T+60awaiting T+60$23.11 (+11.37%)
Sep 18, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$27.42awaiting T+60awaiting T+60$23.11 (+15.70%)
Showing 10 of 36

US Market Status

Market Closed · Opens Mon (18h 19m)

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Report published Oct 28, 2026