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Insider Cluster (3 insiders) ·Filed Jun 2, 2026

GLUE

Monte Rosa Therapeutics, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed4mo ago
Insider cluster: 3 insiders, $0.3M total
Actionable Insight • Neutral

This cluster is routine and non-informative. The sales are small in dollar terms, tied to option exercises, and likely driven by vesting schedules and tax obligations. No bearish read-through is warranted. Monitor for any material news (pipeline updates, partnership announcements) that could move the stock, but this insider activity alone does not signal a change in outlook.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
GLUE ▼ -18.59% at T+60d
NEUTRAL call -18.59% · α vs SPY -21.09% · entry $17.59 → $14.32
Entry = T+0 close
Jun 2, 2026
via day close
T+1d
-1.31%
call -1.31% · α -1.71%
$17.36
settled 5mo ago
T+5d
-6.08%
call -6.08% · α -2.26%
$16.52
settled 5mo ago
T+20d
+37.63%
call +37.63% · α +38.63%
$24.21
settled 4mo ago
T+60d
-18.59%
call -18.59% · α -21.09%
$14.32
settled 2mo ago

Price Chart

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Executive Summary

Three top executives at Monte Rosa Therapeutics (CEO, CSO, COO) sold a combined $260K in open-market sales over a 7-day window, with the CEO's sale occurring most recently. The total dollar value is only ~0.015% of the $1.7B market cap, making this a trivial cluster by proportionality standards. The sales coincide with option exercises, suggesting liquidity-driven diversification rather than a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$260.0K
Insiders
3

Key Facts

  • CEO Markus Warmuth sold 4,998 shares at $19.41 for $97K on June 1, 2026
  • CSO Sharon Townson sold 6,000 shares at $19.87 for $119K on May 29, 2026, after exercising options at $6.14/share
  • COO Jennifer Champoux sold 2,175 shares at $20.00 for $44K on May 27, 2026, after exercising options at $3.98/share
  • Total cluster value of $260K represents ~0.015% of Monte Rosa's $1.7B market cap
  • All three sales are accompanied by option exercises (non-cash or cash exercises), consistent with routine vesting and tax planning

Financial Impact

Total insider sales of $260K, or ~0.015% of market cap — immaterial relative to company size

dilution

Risk Factors

  • CEO's sale on June 1 is the most recent and could be misinterpreted by the market as a negative signal
  • Biotech sector volatility could amplify any perceived insider selling, even if immaterial

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
93% bullish (15 analysts)

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GLUE-1780430795741
19 reports for GLUE
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 3 of 4 best @ T+60▲ +18.17%Apr 20, 2026
Filters
Rows
Reports for GLUE — sortable, filterable
TypeNow
Oct 1, 2026
25d ago
8-K
BULLISH ★ 7/10
$11.26awaiting T+60—$10.48 (−6.93%)
Sep 30, 2026
26d ago
Press Release
NEUTRAL ★ 5/10
$11.26awaiting T+60—$10.48 (−6.93%)
Aug 6, 2026
11w ago
8-K
NEUTRAL ★ 5/10
$15.71awaiting T+60—$10.48 (−33.29%)
Jul 17, 2026
14w ago
Insider Cluster
NEUTRAL ★ 2/10
$23.48 $9.89▼ −57.88%▼ −62.72%$10.48 (−55.37%)
Jul 7, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.06 $11.93▼ −50.42%▼ −52.73%$10.48 (−56.44%)
Jul 1, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$24.21 $11.72▼ −51.59%▼ −54.60%$10.48 (−56.71%)
Jul 1, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.21 $11.72▼ −51.59%▼ −54.60%$10.48 (−56.71%)
Jun 29, 2026
17w ago
144
NEUTRAL ★ 2/10
$24.20 $11.89▼ −50.87%▼ −54.43%$10.48 (−56.69%)
Jun 25, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$22.29 $12.60▼ −43.47%▼ −49.56%$10.48 (−52.98%)
Jun 2, 2026
20w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.59 $14.32▼ −18.59%▼ −21.09%$10.48 (−40.42%)
Showing 10 of 19

US Market Status

Market Closed — Opens in 4h 10m

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Report published Jun 2, 2026