The cluster of open-market sales by the CEO, CTO, and President without 10b5-1 plans is a bearish signal. Monitor for upcoming earnings or material news that may have prompted the selling; if no positive catalyst emerges, the stock may face continued selling pressure.
Price Chart
Executive Summary
Four Fastly insiders, including the CEO, CTO, and President, sold a total of ~$941K in open-market sales over a one-week window. The CEO's $193K sale is notable as the most senior insider, but the total value is ~0.29% of the company's ~$326M market cap, falling in the modest range. The cluster is entirely open-market sales with no 10b5-1 plan indication, suggesting a bearish signal, though the dollar amount is not overwhelming relative to market cap.
Key Financial Metrics
Key Facts
- CEO Compton Charles Lacey III sold 9,458 shares at $20.42 for $193,132 on 2026-09-02.
- CTO Artur Bergman sold 10,800 shares at $21.08 for $227,000 on 2026-09-03.
- President Scott R. Lovett sold 19,600 shares at $23.00 for $451,000 on 2026-08-31.
- Director Christopher B. Paisley sold 3,000 shares at $23.00 for $69,000 on 2026-08-31.
- Total open-market sales of ~$941K represent ~0.29% of Fastly's ~$326M market cap.
- No 10b5-1 trading plans were indicated for any of the sales.
Financial Impact
~$941K in insider sales, ~0.29% of market cap
Risk Factors
- Insider sales may indicate management's lack of confidence in near-term prospects.
- No 10b5-1 plans suggest the sales were discretionary, increasing the bearish signal.
- The stock has declined ~12% in the past week (from ~$23 to ~$20), potentially accelerating the selling.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FSLY-1788900664638 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $25.48 | awaiting T+60 | — | $26.71 (+4.83%) |
Oct 26, 2026 today | 144 | $25.44 | awaiting T+60 | — | $26.71 (+4.99%) |
Oct 20, 2026 6d ago | Insider Cluster | $23.30 | awaiting T+60 | — | $26.71 (−14.64%) |
Oct 19, 2026 7d ago | 144 | $22.07 | awaiting T+60 | — | $26.71 (+21.02%) |
Sep 25, 2026 4w ago | Insider Cluster | $24.92 | awaiting T+60 | — | $26.71 (−7.18%) |
Sep 23, 2026 4w ago | Insider Cluster | $26.68 | awaiting T+60 | — | $26.71 (−0.11%) |
Sep 21, 2026 5w ago | Insider Cluster | $26.08 | awaiting T+60 | — | $26.71 (−2.42%) |
Sep 18, 2026 5w ago | Insider Cluster | $27.42 | awaiting T+60 | — | $26.71 (+2.59%) |
Sep 16, 2026 5w ago | Insider Cluster | $24.57 | awaiting T+60 | — | $26.71 (−8.71%) |
Sep 10, 2026 6w ago | Insider Cluster | $23.16 | awaiting T+60 | — | $26.71 (+15.33%) |
US Market Status
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