Do not read this cluster as a bearish signal. The $30K in insider sales is noise — statistically indistinguishable from routine liquidity/vesting-related sales that occur after every earnings lockup lifts. Monitor the next 8-K for any material change in capital allocation or executive departures; current schedule suggests the next catalyst is Q2 earnings in August 2026.
Price Chart
Executive Summary
Two insiders (a director and an officer) sold a combined $30K in open-market sales on May 15, 2026, just eight days after Marqeta reported Q1 earnings that beat prior-year losses but guided to a deceleration in revenue/profit growth slowdown. The dollar amount is trivial relative to MQ's $1.6B market cap (<0.002%), and the timing coincides with typical post-earnings blackout-lifting windows, not a bearish signal on new information. The cross-filing actuarial verdicts all point to AMPLIFIER, but with insider-cluster + earnings-context testing as a significant combo, but the absolute size is too small to elevate impact beyond routine noise.
Key Financial Metrics
Key Facts
- Two insiders sold a total of 7,908 shares worth ~$30K on May 15, 2026.
- Director Cummings Martha sold 2,853 shares ($11K); officer Sumner Crystal sold 5,055 shares ($19K).
- Total cluster value equals ~0.0019% of MQ's $1.6B market cap — well below the 0.1% triviality floor.
- Sales occurred 8 days after Q1 2026 earnings (Net Revenue $166M, GAAP net income $8M vs -$8M loss YoY).
- Q2 guidance decelerated to 14-16% Net Revenue and Gross Profit growth from Q1's 19%.
- Prior insider activity (30d) showed 4 sells totaling $150K in the prior 30 days, consistent with routine patterns.
- Both sales are open-market (code S); no 10b5-1 designation is stated, but size and timing follow typical post-earnings liquidity windows.
Financial Impact
Total proceeds of ~$30K from open-market sales; immaterial relative to $1.6B market cap.
Risk Factors
- Q2 guidance deceleration could weigh on sentiment if consumer spending softens.
- Larger insider sales at higher volumes or across multiple C-suite officers would warrant re-evaluation.
- relatedTickers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MQ-1779137795835 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | SC 13G/A | $17.44 | awaiting T+60 | — | $18.33 (+5.10%) |
Aug 25, 2026 8w ago | 8-K | $16.31 | awaiting T+60 | — | $18.33 (+12.39%) |
Aug 13, 2026 10w ago | 8-K | $16.34 | awaiting T+60 | — | $18.33 (+12.21%) |
Aug 4, 2026 11w ago | 8-K | $16.66 | awaiting T+60 | — | $18.33 (+10.02%) |
Jun 16, 2026 18w ago | Insider Cluster | $3.87 $4.15 | ▲ +7.11% | ▲ +4.42% | $18.33 (+373.64%) |
Jun 11, 2026 19w ago | 8-K | $3.83 $3.98 | ▲ +3.85% | ▲ +1.07% | $18.33 (+378.59%) |
May 18, 2026 22w ago | Insider Cluster | $15.84 $16.47 | ▲ +3.98% | ▼ −2.31% | $18.33 (+15.72%) |
May 8, 2026 24w ago | 8-K | $16.68 $17.94 | ▲ +7.55% | ▲ +2.71% | $18.33 (+9.89%) |
May 5, 2026 24w ago | 8-K | $16.54 $17.36 | ▲ +4.96% | ▲ +2.90% | $18.33 (+10.82%) |
Apr 21, 2026 26w ago | DEFA14A | $17.88 $17.49 | ▼ −2.18% | ▼ −6.96% | $18.33 (+2.52%) |
US Market Status
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