The cluster of C-suite selling on a single date is worth monitoring, but the dollar amounts are too small to be a strong bearish signal. Watch for any upcoming clinical data readouts or financing announcements that could explain the timing. The 85% analyst bullish consensus and strong historical T+20 performance (+5.67% avg) suggest the market remains constructive on LYEL.
Price Chart
Executive Summary
Three top executives at Lyell Immunopharma (CEO, CSO, COO) sold a combined $187K in stock on the same day (Aug 21, 2026) at $15.54 per share. While the dollar amount is modest relative to the $361M market cap (~0.05%), the cluster of C-suite selling on a single date is notable. The sales are small and may be routine, but the timing and seniority warrant attention given the company's pre-revenue status and upcoming catalysts.
Key Financial Metrics
Key Facts
- CEO Seely Lynn sold 9,589 shares for $149K on Aug 21, 2026
- CSO Lee Gary K. sold 1,457 shares for $22.6K on Aug 21, 2026
- COO Hill Stephen J. sold 989 shares for $15.4K on Aug 21, 2026
- Total insider sales of $187K represent ~0.05% of $361M market cap
- All three sales were open-market transactions at $15.54/share
- No insider purchases in the cluster window
Financial Impact
Total insider sales of $187K, or ~0.05% of market cap — trivial in absolute terms but notable as a C-suite cluster
Risk Factors
- C-suite selling cluster could signal insider caution ahead of a catalyst
- Pre-revenue biotech with no approved products — high cash burn risk
- Small sample size of trades limits statistical significance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LYEL-1787728508248 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 5w ago | Insider Cluster | $15.49 $10.53 | ▼ −32.02% | ▼ −33.00% | $9.26 (−40.22%) |
Jul 22, 2026 10w ago | EFFECT | $12.84 $15.76 | ▲ +22.74% | ▲ +19.84% | $9.26 (−27.88%) |
Jun 15, 2026 15w ago | Insider Cluster | $12.44 $13.40 | ▲ +7.72% | ▲ +7.52% | $9.26 (−25.56%) |
Jun 12, 2026 16w ago | Press Release | $13.50 $15.01 | ▲ +11.19% | ▲ +9.41% | $9.26 (−31.41%) |
Jun 8, 2026 16w ago | Press Release | $12.31 $14.04 | ▲ +14.05% | ▲ +12.42% | $9.26 (−24.78%) |
Jun 4, 2026 17w ago | Press Release | $11.97 $14.04 | ▲ +17.29% | ▲ +15.43% | $9.26 (−22.64%) |
Apr 24, 2026 23w ago | DEFA14A | $22.62 $16.37 | ▼ −27.63% | ▼ −32.59% | $9.26 (−59.06%) |
Apr 15, 2026 24w ago | EFFECT | $23.84 $19.25 | ▼ −19.25% | ▼ −25.30% | $9.26 (−61.16%) |
Apr 3, 2026 25w ago | S-3 | $21.69 $20.72 | ▼ −4.47% | ▼ −13.45% | $9.26 (−57.31%) |
Mar 12, 2026 29w ago | Press Release | $21.25 $24.80 | ▲ +16.71% | ▲ +13.12% | $9.26 (−56.42%) |
US Market Status
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