Insider selling is negligible and does not indicate a coordinated bearish view. Director grants are standard compensation. Monitor upcoming clinical catalysts (pipeline updates) for fundamental direction; insider activity provides no actionable signal.
Price Chart
Executive Summary
Lyell Immunopharma insiders executed negligible open-market sales totaling $8K (0.003% of market cap) in early May 2026, alongside routine director stock grants. A separate June 2026 cluster shows a CMO sale of $25K and additional director grants, but combined insider activity remains immaterial relative to the $315M market cap. No bearish signal from insider trading.
Key Financial Metrics
Key Facts
- Three insiders (COO, CSO, VP Controller) sold a total of 436 shares for $8K on May 11, 2026.
- Seven directors received non-cash grants of 9,250 shares each on June 10, 2026 (total $0).
- CMO Shook David sold 1,977 shares for $25K on June 10, 2026.
- Total open-market sales across both clusters: $33K, representing ~0.01% of market cap.
- All sales are routine in size and likely tax-related or diversification trades.
Financial Impact
Total open-market insider sales of approximately $33K, representing 0.01% of Lyell's $315M market cap.
Risk Factors
- No material insider risk from these trades.
- Primary risk remains Lyell's pre-revenue status and cash burn rate.
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-1781562965891 |
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% | $9.42 (−39.19%) |
Jul 22, 2026 10w ago | EFFECT | $12.84 $15.76 | ▲ +22.74% | ▲ +19.84% | $9.42 (−26.64%) |
Jun 15, 2026 15w ago | Insider Cluster | $12.44 $13.40 | ▲ +7.72% | ▲ +7.52% | $9.42 (−24.28%) |
Jun 12, 2026 16w ago | Press Release | $13.50 $15.01 | ▲ +11.19% | ▲ +9.41% | $9.42 (−30.22%) |
Jun 8, 2026 16w ago | Press Release | $12.31 $14.04 | ▲ +14.05% | ▲ +12.42% | $9.42 (−23.48%) |
Jun 4, 2026 17w ago | Press Release | $11.97 $14.04 | ▲ +17.29% | ▲ +15.43% | $9.42 (−21.30%) |
Apr 24, 2026 22w ago | DEFA14A | $22.62 $16.37 | ▼ −27.63% | ▼ −32.59% | $9.42 (−58.36%) |
Apr 15, 2026 24w ago | EFFECT | $23.84 $19.25 | ▼ −19.25% | ▼ −25.30% | $9.42 (−60.49%) |
Apr 3, 2026 25w ago | S-3 | $21.69 $20.72 | ▼ −4.47% | ▼ −13.45% | $9.42 (−56.57%) |
Mar 12, 2026 29w ago | Press Release | $21.25 $24.80 | ▲ +16.71% | ▲ +13.12% | $9.42 (−55.67%) |
US Market Status
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