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Insider Cluster (2 insiders) ·Filed Jul 23, 2026

LWAY

Lifeway Foods, Inc.
BEARISH
Impact 5/10
Horizondays Processed3mo ago
Insider cluster: 2 insiders, $2.5M total
Actionable Insight ▼ Bearish

The Smolyansky family's continued selling warrants monitoring; if the pace accelerates, it could signal a lack of confidence. However, given the stock's recent rally, profit-taking is a plausible explanation. Watch for any Form 4 filings showing further sales or for a change in the pattern.

DirectionBearish
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
LWAY ▼ -27.20% at T+60d
SHORT call ✓ call won +27.20% · α vs SPY +30.93% · entry $30.44 → $22.16
Entry = T+0 close
Jul 23, 2026
via day close
T+1d
+0.13%
call -0.13% · α -0.11%
$30.48
settled 3mo ago
T+5d
-2.17%
call +2.17% · α +3.26%
$29.78
settled 3mo ago
T+20d
-14.82%
call +14.82% · α +18.44%
$25.93
settled 2mo ago
T+60d
-27.20%
call +27.20% · α +30.93%
$22.16
settled 10d ago

Price Chart

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Executive Summary

Two Smolyansky family insiders sold a combined $2.54M in LWAY shares over the past week, representing ~0.55% of market cap. This follows a broader pattern of insider selling (6 sells totaling $6.5M in the last 30 days). While the dollar amount is not alarming as a percentage of cap, the consistent selling by the founding family after a strong stock run-up suggests profit-taking and may cap near-term upside.

Key Financial Metrics

Direction
selling
Total Value
$2.5M
Insiders
2

Key Facts

  • Edward Smolyansky (10% owner) sold 42.3K shares at $32.32 for $1.37M
  • Ludmila Smolyansky sold 40K shares at $29.46 for $1.18M
  • Total insider sales of $2.54M in the cluster
  • Part of 30-day pattern: 6 sells totaling $6.5M
  • Market cap $463M, sales represent ~0.55%

Financial Impact

Insider selling of $2.54M, ~0.55% of market cap

insider sellingdilution risk

Risk Factors

  • Further insider selling pressure
  • Stock may be overvalued after recent run-up
  • Potential for insider knowledge of upcoming negative news

Market Snapshot

Exchange
Nasdaq
Sector
Dairy Products
Analyst Consensus
75% bullish (8 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LWAY-1784880190078
20 reports for LWAY
Performance horizon
78% Hit rate @ T+60 7 of 9 directional calls Went positive at some point 12 of 12 best @ T+60▲ +31.69%Apr 1, 2026
Filters
Rows
Reports for LWAY — sortable, filterable
TypeNow
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 6/10
$25.91awaiting T+60—$23.00 (+11.23%)
Aug 17, 2026
9w ago
Insider Cluster
BULLISH ★ 6/10
$25.45awaiting T+60—$23.00 (−9.63%)
Aug 13, 2026
10w ago
8-K
BEARISH ★ 6/10
$24.70awaiting T+60—$23.00 (+6.88%)
Jul 23, 2026
13w ago
Insider Cluster
BEARISH ★ 5/10
$30.44 $22.16▲ +27.20%▲ +30.93%$23.00 (+24.44%)
Jul 2, 2026
16w ago
Insider Cluster
BEARISH ★ 6/10
$30.94 $21.36▲ +30.96%▲ +34.53%$23.00 (+25.66%)
Jun 26, 2026
17w ago
Insider Cluster
BEARISH ★ 5/10
$29.92 $23.52▲ +21.39%▲ +25.78%$23.00 (+23.13%)
Jun 26, 2026
17w ago
Insider Cluster
BEARISH ★ 5/10
$29.92 $23.52▲ +21.39%▲ +25.78%$23.00 (+23.13%)
Jun 3, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$23.04 $26.13▲ +13.41%▲ +10.91%$23.00 (−0.17%)
Jun 3, 2026
20w ago
DEFA14A
NEUTRAL ★ 3/10
$23.04 $26.13▲ +13.41%▲ +10.91%$23.00 (−0.17%)
May 20, 2026
22w ago
Insider Cluster
MIXED ★ 6/10
$25.11 $24.75▼ −1.43%▼ −5.73%$23.00 (−8.40%)
Showing 10 of 20

US Market Status

Market Closed — Opens Tue (15h 58m)

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Report published Jul 24, 2026