Monitor for any C-suite insider selling in the coming weeks; director sales of this magnitude are routine after strong earnings. The cluster does not signal a bearish view given the trivial proportion of market cap and the positive earnings context.
Price Chart
Executive Summary
Two directors at Samsara sold a combined $15.4M in shares over a 5-day window, representing 0.08% of market cap. The sales follow the company's strong Q1 FY2027 earnings beat and raised guidance reported 13 days prior. The dollar amount is trivial relative to the $19B market cap, and the sellers are directors (not C-suite), making this cluster likely routine portfolio diversification after a positive catalyst.
Key Financial Metrics
Key Facts
- Marc Andreessen (Director) sold 468,751 shares at $32.18 for $15.08M on 2026-06-11
- Jonathan Chadwick (Director) sold 9,500 shares at $33.43 for $318K on 2026-06-15
- Total insider sales of $15.4M represent 0.081% of Samsara's $19.0B market cap
- Sales occurred 7-13 days after Samsara reported Q1 FY2027 revenue of $478.8M (+31% YoY) and raised guidance
Financial Impact
Total insider sales of $15.4M, immaterial relative to $19B market cap
Risk Factors
- Further insider selling from executives could emerge as lockups or 10b5-1 plans expire
- Stock has rallied post-earnings; profit-taking by insiders is common but not predictive of downside
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1781734095760 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Insider Cluster | $41.16 $37.96 | ▲ +7.77% | ▲ +8.28% | $41.12 (+0.10%) |
Aug 20, 2026 6w ago | Insider Cluster | $39.94 $39.55 | ▼ −0.98% | ▼ −0.70% | $41.12 (+2.95%) |
Aug 7, 2026 7w ago | 144 | $39.86 $40.15 | ▲ +0.73% | ▲ +1.64% | $41.12 (+3.16%) |
Aug 6, 2026 8w ago | Insider Cluster | $38.22 $38.75 | ▲ +1.39% | ▲ +0.79% | $41.12 (+7.59%) |
Aug 5, 2026 8w ago | Insider Cluster | $38.22 $38.75 | ▲ +1.39% | ▲ +0.79% | $41.12 (+7.59%) |
Aug 4, 2026 8w ago | 144 | $38.73 $36.79 | ▼ −5.01% | ▼ −4.41% | $41.12 (+6.17%) |
Jul 29, 2026 9w ago | Insider Cluster | $35.80 $41.87 | ▲ +16.96% | ▲ +12.99% | $41.12 (+14.86%) |
Jul 28, 2026 9w ago | 144 | $38.75 $39.84 | ▲ +2.81% | ▼ −2.21% | $41.12 (+6.12%) |
Jul 23, 2026 10w ago | Insider Cluster | $33.11 $39.94 | ▲ +20.63% | ▲ +17.00% | $41.12 (+24.19%) |
Jul 23, 2026 10w ago | Insider Cluster | $33.11 $39.94 | ▲ +20.63% | ▲ +17.00% | $41.12 (+24.19%) |
US Market Status
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