SecBot SecBot
Insider Cluster (2 insiders) ·Filed Sep 21, 2026

NBIS

Nebius Group N.V.
BEARISH
Impact 5/10
Horizonweeks Processed1mo ago
Insider cluster: 2 insiders, $1.2M total
Actionable Insight ▼ Bearish

The CRO's $1.13M open-market sale is the largest insider disposition in this cluster and warrants monitoring for any forthcoming negative news or earnings miss. Director Boynton's smaller sale is routine. Watch for additional insider filings in the coming weeks.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d
NBIS ▼ -27.39% at T+20d
SHORT call ✓ call won +27.39% · α vs SPY +26.83% · entry $236.12 → $171.45
Next anchor: T+60d in 7w
Latest observation: T+23 +15.83% FF3 residual α
Entry = T+0 close
Sep 21, 2026
via day close
T+1d
-4.03%
call +4.03% · α +3.31%
$226.61
settled 5w ago
T+5d
+0.52%
call -0.52% · α -1.71%
$237.36
settled 29d ago
T+20d
-27.39%
call +27.39% · α +26.83%
$171.45
settled 8d ago
T+60d
Pending
in 7w

Price Chart

Loading chart...

Executive Summary

Two insiders at Nebius Group N.V. sold a combined $1.18M in open-market transactions, led by Chief Revenue Officer Marc Boroditsky's $1.13M sale. Director John Boynton also sold $51K. The CRO's large sale is a notable insider disposition, though the total value is modest relative to the company's market cap.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
2

Key Facts

  • Chief Revenue Officer Marc Boroditsky sold 4,500 shares at $250.00 for $1.13M on 2026-06-15
  • Director John Boynton sold 200 shares at $253.58 for $51K on 2026-06-15
  • Total insider selling of $1.18M in open-market transactions over a 7-day window
  • No insider purchases were reported in this cluster

Financial Impact

Total insider selling of $1.18M, representing approximately 0.36% of market cap ($326M)

insider ownership

Risk Factors

  • Insider selling by a key executive may signal deteriorating business conditions or upcoming negative catalysts
  • No insider buying to offset the selling pattern

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NBIS-1790025463326
28 reports for NBIS
Performance horizon
53% Hit rate @ T+1 8 of 15 directional calls Went positive at some point 12 of 15 best @ T+20▲ +56.25%Jul 17, 2026
Filters
Rows
Reports for NBIS — sortable, filterable
TypeNow
Oct 26, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$155.00awaiting T+1—$153.27 (−1.12%)
Oct 22, 2026
4d ago
6-K
BULLISH ★ 7/10
$159.17 $158.74▼ −0.27%▲ +0.25%$153.27 (−3.71%)
Oct 20, 2026
6d ago
Insider Cluster
BEARISH ★ 4/10
$171.45 $171.57▼ −0.07%▲ +0.46%$153.27 (+10.60%)
Oct 19, 2026
7d ago
Insider Cluster
BEARISH ★ 4/10
$170.24 $171.45▼ −0.71%▼ −0.38%$153.27 (+9.97%)
Oct 16, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$170.24 $171.45▼ −0.71%▼ −0.38%$153.27 (+9.97%)
Oct 7, 2026
19d ago
SC 13G/A
NEUTRAL ★ 3/10
$219.71 $221.07▲ +0.62%▲ +0.02%$153.27 (−30.24%)
Oct 5, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$232.57 $249.87▼ −7.44%▼ −6.89%$153.27 (+34.10%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$236.12 $226.61▲ +4.03%▲ +3.31%$153.27 (+35.09%)
Sep 17, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$217.99 $223.54▲ +2.55%▲ +2.67%$153.27 (−29.69%)
Aug 26, 2026
8w ago
6-K
NEUTRAL ★ 4/10
$213.93 $218.48▲ +2.13%▲ +1.47%$153.27 (−28.36%)
Showing 10 of 28

US Market Status

Market Closed — Opens Wed (10h 10m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 21, 2026