The CEO's large open-market sale without a 10b5-1 plan is a bearish signal. Monitor for any subsequent 8-K filings or earnings pre-announcements that could explain the timing. The small CTO sale is likely routine and not informative.
Price Chart
Executive Summary
Fastly CEO Charles Lacey III sold $1.26M worth of shares on September 14, 2026, at ~$24.93, while CTO Artur Bergman made a small $10K sale on September 9. The CEO sale is material relative to the company's market cap (~$326M) at ~0.4%, but the CTO sale is trivial. No 10b5-1 plan is indicated, and the CEO sale is an open-market transaction, which is a bearish signal given the size and seniority.
Key Financial Metrics
Key Facts
- CEO Charles Lacey III sold 50,400 shares for $1.26M at ~$24.93 on September 14, 2026.
- CTO Artur Bergman sold 400 shares for $10K at ~$24.11 on September 9, 2026.
- Total insider selling of $1.27M represents ~0.4% of Fastly's ~$326M market cap.
- No 10b5-1 plan is indicated for either sale.
- The CEO sale is an open-market transaction (code S) and is not routine tax-withholding or vesting-related.
Financial Impact
CEO sold $1.26M of stock, ~0.4% of market cap, in a single open-market transaction.
Risk Factors
- CEO selling may signal lack of confidence in near-term prospects or upcoming negative news.
- No 10b5-1 plan means the sale was discretionary and potentially informed.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FSLY-1789592398424 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $25.48 | awaiting T+60 | — | $27.37 (+7.42%) |
Oct 26, 2026 1d ago | 144 | $25.44 | awaiting T+60 | — | $27.37 (+7.59%) |
Oct 20, 2026 7d ago | Insider Cluster | $23.30 | awaiting T+60 | — | $27.37 (−17.47%) |
Oct 19, 2026 8d ago | 144 | $22.07 | awaiting T+60 | — | $27.37 (+24.01%) |
Sep 25, 2026 4w ago | Insider Cluster | $24.92 | awaiting T+60 | — | $27.37 (−9.83%) |
Sep 23, 2026 4w ago | Insider Cluster | $26.68 | awaiting T+60 | — | $27.37 (−2.59%) |
Sep 21, 2026 5w ago | Insider Cluster | $26.08 | awaiting T+60 | — | $27.37 (−4.95%) |
Sep 18, 2026 5w ago | Insider Cluster | $27.42 | awaiting T+60 | — | $27.37 (+0.18%) |
Sep 16, 2026 5w ago | Insider Cluster | $24.57 | awaiting T+60 | — | $27.37 (−11.40%) |
Sep 10, 2026 6w ago | Insider Cluster | $23.16 | awaiting T+60 | — | $27.37 (+18.18%) |
US Market Status
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