Insider Cluster (2 insiders) ·Filed Jul 2, 2026

IOT

Samsara Inc.
NEUTRAL
Impact 2/10
Horizonweeks Processed3mo ago
Insider cluster: 2 insiders, $662K total
Actionable Insight • Neutral

This cluster is noise: trivial dollar amounts and no C-suite involvement. Do not trade on this signal. Monitor next 10-Q (due Sept 2026) for any fundamental deterioration; the stock's consistent T+20 weakness regardless of filing type suggests a broader headwind, not insider-specific insight.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
IOT ▲ +5.57% at T+60d
NEUTRAL call ✓ call won +5.57% · α vs SPY +2.00% · entry $35.93 → $37.93
Entry anchored
Jul 2, 03:59 PM ET
via exchange tick
T+1d
+4.40%
call +4.40% · α +3.52%
$37.51
settled 3mo ago
T+5d
+2.95%
call +2.95% · α +2.02%
$36.99
settled 3mo ago
T+20d
-0.36%
call -0.36% · α +0.05%
$35.80
settled 2mo ago
T+60d
+5.57%
call +5.57% · α +2.00%
$37.93
settled 4d ago

Price Chart

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Executive Summary

Two Samsara insiders (Adam Eltoukhy and Dominic Phillips) sold a combined $662K of open-market shares over a three-day window ending July 1. The sales represent roughly 0.003% of Samsara's $19.9B market cap, a trivial proportion with no material informational signal. Historical reports on IOT have underperformed significantly, with a -8.34% average return at T+20 and a 0% win rate, indicating that even neutral-rated filings have preceded stock weakness.

Key Financial Metrics

Direction
selling
Total Value
$662.0K
Insiders
2

Key Facts

  • Two insiders sold shares totaling $662K in open-market transactions between June 29 and July 1, 2026.
  • Total sale value is approximately 0.003% of Samsara's $19.9B market cap, far below the 0.1% threshold for material insider selling.
  • No C-suite executives (CEO, CFO, COO) are among the sellers; both filers are marked as 'SEE REMARKS' — likely directors or VPs.
  • Samsara has 78% bullish analyst consensus (21/27 Buy or Strong Buy), providing no corroborating bearish fundamental signal.
  • Prior IOT reports (n=10) show a -8.34% average T+20 return and 0% win rate, suggesting stock weakness has been persistent irrespective of filing content.

Financial Impact

$662K total insider sales — 0.003% of market cap, economically trivial

insider selling volume

Risk Factors

  • Persistent negative drift in IOT stock — prior filings of any type have been followed by declines, suggesting exogenous selling pressure or macro headwinds.
  • Insiders may be selling under 10b5-1 plans; no plan details were disclosed in the cluster data, which would further reduce informational content.

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
78% bullish (27 analysts)

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-IOT-1783033276673
36 reports for IOT
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+5▲ +15.67%Apr 1, 2026
Filters
Rows
Reports for IOT — sortable, filterable
TypeNow
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$41.16 $37.96▲ +7.77%▲ +8.28%$41.12 (+0.10%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$39.94 $39.55▼ −0.98%▼ −0.70%$41.12 (+2.95%)
Aug 7, 2026
7w ago
144
NEUTRAL ★ 3/10
$39.86 $40.15▲ +0.73%▲ +1.64%$41.12 (+3.16%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$38.22 $38.75▲ +1.39%▲ +0.79%$41.12 (+7.59%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$38.22 $38.75▲ +1.39%▲ +0.79%$41.12 (+7.59%)
Aug 4, 2026
8w ago
144
NEUTRAL ★ 2/10
$38.73 $36.79▼ −5.01%▼ −4.41%$41.12 (+6.17%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$35.80 $41.87▲ +16.96%▲ +12.99%$41.12 (+14.86%)
Jul 28, 2026
9w ago
144
NEUTRAL ★ 2/10
$38.75 $39.84▲ +2.81%▼ −2.21%$41.12 (+6.12%)
Jul 23, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$33.11 $39.94▲ +20.63%▲ +17.00%$41.12 (+24.19%)
Jul 23, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$33.11 $39.94▲ +20.63%▲ +17.00%$41.12 (+24.19%)
Showing 10 of 36

US Market Status

Market Closed — Opens Mon (65h 7m)

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Report published Jul 2, 2026