Monitor for actual Form 4 filings to confirm sales; the large CEO sale notice creates near-term overhang. Watch for any concurrent corporate events (earnings, data readouts) that may have motivated the timing.
Price Chart
Executive Summary
CEO Yujiro Hata filed a Form 144 notice of intent to sell shares of IDEAYA Biosciences, covering 8,804,981 shares acquired via stock option exercise. The filing indicates sales may occur within three months, including cashless exercises, with J.P. Morgan Securities acting as agent. This is a large insider sale notice from the CEO, which typically signals a potential overhang.
Key Facts
- Filer: Yujiro Hata, CEO of IDEAYA Biosciences
- Shares proposed for sale: 8,804,981 shares of common stock
- Acquired via stock option exercise on 10/06/2026
- Sales may include cashless exercises within 3 months
- Agent: J.P. Morgan Securities LLC
- Filing date: 10/06/2026
Financial Impact
CEO proposes sale of 8.8 million shares, representing a significant portion of likely holdings; no dollar value stated in filing
Risk Factors
- Large insider sale by CEO may signal lack of confidence or need for liquidity
- Potential for significant selling pressure over the next three months
- Cashless exercise structure may increase share count modestly
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001968582-26-001043 |
| Document: 0001968582-26-001043-index.html | 0001968582-26-001043 |
| Document: 0001968582-26-001043.txt | 0001968582-26-001043 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 22d ago | 144 | $36.26 $33.86 | ▲ +6.62% | ▲ +5.64% | $33.15 (+8.58%) |
Aug 4, 2026 12w ago | 8-K | $36.11 $36.84 | ▲ +2.02% | ▲ +2.12% | $33.15 (−8.20%) |
Jun 23, 2026 18w ago | 8-K | $36.28 $36.17 | ▼ −0.30% | ▼ −2.01% | $33.15 (−8.63%) |
Jun 10, 2026 20w ago | 8-K | $28.84 $31.26 | ▼ −8.39% | ▼ −7.96% | $33.15 (−14.94%) |
Jun 9, 2026 20w ago | 424B5 | $27.60 $30.57 | ▼ −10.76% | ▼ −7.33% | $33.15 (−20.11%) |
Jun 8, 2026 20w ago | 424B5 | $28.07 $30.23 | ▼ −7.70% | ▼ −5.28% | $33.15 (−18.10%) |
Jun 3, 2026 21w ago | 8-K | $28.40 $27.60 | ▼ −2.82% | ▲ +1.00% | $33.15 (+16.73%) |
May 5, 2026 25w ago | 8-K | $28.74 $28.12 | ▼ −2.16% | ▼ −3.29% | $33.15 (+15.34%) |
May 5, 2026 25w ago | 424B5 | $28.74 $28.12 | ▼ −2.16% | ▼ −3.29% | $33.15 (+15.34%) |
Apr 13, 2026 28w ago | 8-K | $32.82 $33.60 | ▲ +2.38% | ▼ −0.92% | $33.15 (+1.01%) |
US Market Status
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