The simultaneous selling by the CEO, CTO, President, and PAO — all in open-market transactions without disclosed 10b5-1 plans — suggests coordinated de-risking. Monitor for upcoming earnings or material news that could justify this level of insider liquidation.
Price Chart
Executive Summary
Fastly's CEO, CTO, President, and Principal Accounting Officer sold a combined $3.03M in open-market shares over a 7-day window. The CEO's $1.26M sale is the largest, and the cluster includes multiple C-suite executives, signaling potential concern about near-term valuation or fundamentals.
Key Financial Metrics
Key Facts
- CEO Charles Lacey III sold 50,392 shares for $1.26M on 2026-09-14
- CTO Artur Bergman sold 33,579 shares totaling $825K across 3 days (2026-09-14 to 2026-09-15)
- President Scott R. Lovett sold 34,800 shares for $830K on 2026-09-16
- Principal Accounting Officer Jeffrey Ford sold 37,100 shares for $884K on 2026-09-16
- Total cluster value: $3.03M in open-market sales (no 10b5-1 plan indicated)
Financial Impact
Sales total $3.03M, approximately 0.9% of Fastly's ~$326M market cap — a modest but notable insider sell-off
Risk Factors
- Insider selling may indicate undisclosed operational weakness or upcoming negative catalyst
- Cluster selling by multiple C-suite officers often precedes earnings misses or guidance cuts
- No 10b5-1 plans disclosed — sales appear discretionary, increasing bearish signal
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FSLY-1789763851904 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $25.48 | awaiting T+60 | — | $25.61 (+0.51%) |
Oct 26, 2026 today | 144 | $25.44 | awaiting T+60 | — | $25.61 (+0.67%) |
Oct 20, 2026 6d ago | Insider Cluster | $23.30 | awaiting T+60 | — | $25.61 (−9.91%) |
Oct 19, 2026 7d ago | 144 | $22.07 | awaiting T+60 | — | $25.61 (+16.04%) |
Sep 25, 2026 4w ago | Insider Cluster | $24.92 | awaiting T+60 | — | $25.61 (−2.77%) |
Sep 23, 2026 4w ago | Insider Cluster | $26.68 | awaiting T+60 | — | $25.61 (+4.01%) |
Sep 21, 2026 5w ago | Insider Cluster | $26.08 | awaiting T+60 | — | $25.61 (+1.80%) |
Sep 18, 2026 5w ago | Insider Cluster | $27.42 | awaiting T+60 | — | $25.61 (+6.60%) |
Sep 16, 2026 5w ago | Insider Cluster | $24.57 | awaiting T+60 | — | $25.61 (−4.23%) |
Sep 10, 2026 6w ago | Insider Cluster | $23.16 | awaiting T+60 | — | $25.61 (+10.58%) |
US Market Status
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