Insider sales at 0.07% of market cap are routine. No buys to offset. The absence of buys is not a bearish signal at this scale. Monitor the next earnings release for any change in guidance; consider that the 30-day insider trend shows consistent selling without indicating distress.
Price Chart
Executive Summary
CEO Amir Schlachet and President Nir Debbi sold a combined ~121K shares worth ~$5.1M over four trading days, with CEO trades representing ~$4.5M. At a $6.9B market cap, total sales are ~0.07% of market cap — below the 0.1% materiality threshold. No open-market buys occurred. The sales appear routine and are not supported by any negative corporate event in recent cross-filings.
Key Financial Metrics
Key Facts
- CEO Amir Schlachet sold ~106,555 shares (~$4.5M) on Aug 14 and Aug 18
- President Nir Debbi sold 14,582 shares (~$600K) on Aug 17
- Total open-market sales: ~$5.1M — ~0.074% of $6.9B market cap
- No insider purchases in the cluster; all trades are open-market sales (code S)
- 30-day prior insider activity: 10 sales totaling $16.4M, consistent pattern of selling
Financial Impact
Total insider sales of ~$5.1M represent ~0.074% of $6.9B market cap — well below the 0.1% materiality floor for insider sell clusters. Not significant relative to company size.
Risk Factors
- Sustained insider selling without buys could erode retail confidence over time
- A future large-scale secondary offering or lockup expiry could amplify selling pressure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-GLBE-1787198963243 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Insider Cluster | $41.14 | awaiting T+5 | — | $41.84 (−1.70%) |
Oct 20, 2026 6d ago | Insider Cluster | $41.78 | awaiting T+5 | — | $41.84 (−0.14%) |
Oct 19, 2026 7d ago | 144 | $41.78 | awaiting T+5 | — | $41.84 (+0.14%) |
Oct 9, 2026 17d ago | SC 13G | $40.39 $38.82 | ▼ −3.89% | ▼ −1.92% | $41.84 (+3.59%) |
Oct 5, 2026 21d ago | Insider Cluster | $39.76 $39.02 | ▲ +1.86% | ▲ +2.28% | $41.84 (−5.23%) |
Oct 1, 2026 25d ago | 6-K | $40.21 $40.15 | ▼ −0.15% | ▼ −1.45% | $41.84 (+4.05%) |
Sep 24, 2026 4w ago | Insider Cluster | $40.88 $40.21 | ▲ +1.64% | ▲ +1.22% | $41.84 (−2.35%) |
Sep 22, 2026 4w ago | Insider Cluster | $41.55 $40.06 | ▲ +3.59% | ▲ +2.40% | $41.84 (−0.70%) |
Sep 14, 2026 6w ago | Insider Cluster | $36.48 $38.04 | ▼ −4.28% | ▼ −3.46% | $41.84 (−14.69%) |
Sep 8, 2026 6w ago | Insider Cluster | $36.93 $36.48 | ▲ +1.22% | ▲ +0.10% | $41.84 (−13.30%) |
US Market Status
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