Insider Cluster (4 insiders) ·Filed Sep 4, 2026

FSLY

Fastly, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed27d 22h ago
Insider cluster: 4 insiders, $0.9M total
Actionable Insight • Neutral

The selling is too small to warrant a bearish read-through. Monitor Fastly's next quarterly filing for any fundamental deterioration, but this cluster alone does not signal material insider concern.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+1d
FSLY ▲ +5.68% at T+1d
NEUTRAL call ✓ call won +5.68% · α vs SPY +6.14% · entry $21.49 → $22.71
Next anchor: T+5d due 18d ago
Latest observation: T+16 +19.31% FF3 residual α
Entry anchored
Sep 4, 2026
via day open
T+1d
+5.68%
call +5.68% · α +6.14%
$22.71
settled 24d ago
T+5d
—
call — · α —
—
due 18d ago
T+20d
—
call — · α —
—
in 3d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Four Fastly insiders, including the CEO, CTO, President, and a Director, sold a total of ~$2.39M in open-market transactions over a 7-day window ending September 2, 2026. The total dollar value represents only ~0.07% of Fastly's $3.4B market cap, making this a routine, immaterial cluster with no bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$2.4M
Insiders
4

Key Facts

  • CEO Charles Lacey III sold ~$1.73M across multiple trades at prices between $20.42 and $23.00
  • President Scott Lovett sold $451K, CTO Artur Bergman sold $143K, Director Christopher Paisley sold $69K
  • Total insider sales of $2.39M represent 0.07% of Fastly's $3.4B market cap
  • All transactions were open-market sales (code S), no 10b5-1 plan pattern detected

Financial Impact

Total insider selling of $2.39M is trivial relative to $3.4B market cap

insider ownershipfloat

Risk Factors

  • CEO selling could be liquidity-driven; no immediate risk
  • No evidence of 10b5-1 plans, but amounts are immaterial

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-1788555797686
24 reports for FSLY
Performance horizon
100% Hit rate 9 of 9 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

Market Open — Closes in 44m

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Report published Sep 4, 2026