Monitor for any upcoming earnings or material announcements that may have prompted these sales. The cluster nature and lack of plan designation suggest possible negative sentiment from insiders, though the dollar amount is modest relative to company size.
Price Chart
Executive Summary
Two insiders at Samsara Inc. sold a total of $3.87M in stock over a week, with the vast majority ($3.81M) from John Bicket. The sales are open-market and not indicated as 10b5-1 plan-driven, representing ~0.2% of the company's market cap — a modest but notable signal. Given the cluster nature and lack of plan designation, this leans bearish, though the dollar amount relative to market cap is not extreme.
Key Financial Metrics
Key Facts
- Two insiders sold shares totaling $3.87M between September 22 and September 29, 2026.
- John Bicket sold 101.2K shares at $37.67 for $3.81M; Adam Eltoukhy sold 1.5K shares at $38.52 for $59K.
- Sales are open-market (code S) with no 10b5-1 plan designation noted in the filing.
- Total sales represent approximately 0.2% of Samsara's market cap (based on ~$19.5B market cap at ~$38/share).
Financial Impact
$3.87M in insider sales, ~0.2% of market cap
Risk Factors
- Insider sales may signal lack of confidence in near-term prospects.
- Sales could be routine portfolio diversification despite no 10b5-1 plan noted.
- No explicit negative catalyst identified in the filing itself.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1790900968516 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Insider Cluster | $43.78 | awaiting T+20 | — | $43.52 (+0.59%) |
Oct 21, 2026 5d ago | Institutional Cluster | $43.78 | awaiting T+20 | — | $43.52 (−0.59%) |
Oct 21, 2026 6d ago | SC 13G/A | $43.24 | awaiting T+20 | — | $43.52 (+0.65%) |
Oct 16, 2026 10d ago | Insider Cluster | $40.30 | awaiting T+20 | — | $43.52 (−7.99%) |
Oct 15, 2026 11d ago | Insider Cluster | $39.57 | awaiting T+20 | — | $43.52 (+9.98%) |
Oct 5, 2026 21d ago | Insider Cluster | $41.74 | awaiting T+20 | — | $43.52 (−4.26%) |
Oct 1, 2026 25d ago | Insider Cluster | $41.12 | awaiting T+20 | — | $43.52 (−5.84%) |
Sep 21, 2026 5w ago | Insider Cluster | $38.26 $42.39 | ▲ +10.79% | ▲ +11.35% | $43.52 (+13.75%) |
Sep 17, 2026 5w ago | Insider Cluster | $39.55 $39.57 | ▲ +0.05% | ▼ −0.15% | $43.52 (+10.04%) |
Aug 27, 2026 8w ago | Insider Cluster | $41.16 $37.96 | ▲ +7.77% | ▲ +8.28% | $43.52 (−5.73%) |
US Market Status
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