CEO selling $1.26M alongside two other senior officers in a tight window without disclosed 10b5-1 plans is a bearish signal. Monitor for upcoming earnings or material news that may have prompted the sales. The next 10-Q filing will be key to assess if fundamentals are deteriorating.
Price Chart
Executive Summary
Four Fastly insiders, including CEO Charles Compton, sold a total of $1.52M in open-market sales over a 7-day window. The CEO's $1.26M sale dominates the cluster, representing approximately 0.47% of the company's market cap. While the dollar amount is modest relative to market cap, the involvement of the CEO alongside the President and Principal Accounting Officer elevates the signal.
Key Financial Metrics
Key Facts
- CEO Charles Compton sold 50,400 shares for $1.26M on 2026-09-14
- President Scott Lovett sold 34,820 shares for $830K on 2026-09-16
- Principal Accounting Officer Jeffrey Ford sold 37,091 shares for $884K on 2026-09-16
- CTO Artur Bergman sold 2,500 shares for $63K on 2026-09-15
- Total cluster value: $1.52M in open-market sales
- No 10b5-1 plan indication noted for any of the trades
Financial Impact
Total insider selling of $1.52M, approximately 0.47% of market cap
Risk Factors
- CEO selling may signal lack of confidence in near-term outlook
- Cluster selling by multiple officers increases risk of negative catalyst
- No disclosed 10b5-1 plans suggest opportunistic selling
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FSLY-1790024194515 |
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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