The insider sales are too small to be informative. The real risk is the $400M shelf registration and going-concern warning — monitor for any ATM drawdown or equity offering in the coming weeks, which would be highly dilutive. The Q1 beat and reaffirmed guidance provide near-term support, but the cash crunch is the dominant factor.
Price Chart
Executive Summary
Five Karyopharm insiders, including the CEO and C-suite, sold a total of $31K in open-market sales on May 14, 2026, the same day the company reported Q1 earnings. The sales are trivial relative to the $201M market cap (0.015%) and follow a pattern of stock grants on May 13, suggesting the sales are likely liquidity-driven to cover tax obligations or diversify, not a bearish signal. The cluster is amplified by the cross-filing context of a $400M shelf registration and going-concern warning, but the dollar amount is too small to be material.
Key Financial Metrics
Key Facts
- Five insiders sold a total of 3,254 shares for $31K on May 14, 2026, representing 0.015% of market cap.
- CEO Richard Paulson sold the largest portion: 2,203 shares for $21K.
- All five insiders received stock grants on May 13, 2026 (non-cash, $0 value), preceding the sales.
- The sales occurred on the same day as Q1 2026 earnings release (revenue $35.1M, up 17% YoY; EPS beat consensus by 29%).
- A $400M shelf registration (including $100M ATM) was filed 11 days prior, representing ~202% dilution risk.
- The company has a going-concern warning with cash runway only into late Q3 2026.
Financial Impact
Total insider sales of $31K, or 0.015% of $201M market cap — immaterial.
Risk Factors
- Massive potential dilution from $400M shelf registration (202% of market cap).
- Going-concern warning with cash runway only into late Q3 2026.
- Phase 3 SENTRY myelofibrosis trial missed second co-primary endpoint.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-KPTI-1778875977454 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | 8-K | $1.61 $1.88 | ▼ −16.77% | ▼ −16.99% | $0.8050 (+50.00%) |
Aug 31, 2026 4w ago | 8-K | $2.06 $1.72 | ▼ −16.50% | ▼ −16.36% | $0.8050 (−60.92%) |
Aug 13, 2026 7w ago | 8-K | $1.99 $1.82 | ▲ +8.54% | ▲ +6.58% | $0.8050 (+59.55%) |
Aug 10, 2026 7w ago | Press Release | $1.96 $1.81 | ▼ −7.65% | ▼ −7.61% | $0.8050 (−58.93%) |
Jul 31, 2026 9w ago | 8-K | $1.92 $2.12 | ▲ +10.42% | ▲ +6.91% | $0.8050 (−58.07%) |
Jul 17, 2026 10w ago | 8-K | $7.47 $7.41 | ▼ −0.80% | ▼ −0.38% | $0.8050 (−89.22%) |
May 15, 2026 19w ago | Insider Cluster | $7.14 $8.97 | ▲ +25.63% | ▲ +24.01% | $0.8050 (−88.73%) |
May 15, 2026 19w ago | Insider Cluster | $7.14 $8.97 | ▲ +25.63% | ▲ +24.01% | $0.8050 (−88.73%) |
May 15, 2026 19w ago | Insider Cluster | $7.14 $8.97 | ▼ −25.63% | ▼ −24.01% | $0.8050 (+88.73%) |
May 15, 2026 19w ago | Insider Cluster | $7.14 $8.97 | ▲ +25.63% | ▲ +24.01% | $0.8050 (−88.73%) |
US Market Status
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