The insider sales are small and routine in nature, providing no clear directional signal. Monitor for any upcoming earnings release or material news that could explain the timing, but no immediate action is warranted.
Price Chart
Executive Summary
CEO Sean P. Duffy and CAO Craig Gracey sold a combined ~$347K in open-market shares on August 10, 2026, following option exercises at much lower strike prices. The sales are small relative to Omada's $1.5B market cap (~0.02%), and the CEO's sale appears to be a routine cashless exercise-and-sell pattern. The cluster is not material enough to signal a bearish view, but the timing—just after a period of strong historical returns and elevated analyst bullishness—warrants monitoring for any upcoming negative catalyst.
Key Financial Metrics
Key Facts
- CEO Sean P. Duffy sold 12,942 shares at ~$24.81 for $321K on Aug 10, 2026, after exercising options at $9.18 and $8.28.
- CAO Craig Gracey sold 1,042 shares at $25.00 for $26K on Aug 10, 2026, after exercising options at $6.57.
- Total open-market sales: ~$347K, or ~0.02% of Omada's $1.5B market cap—trivial in size.
- CFO Steven L. Cook also sold shares on Aug 10-11, but those trades are part of a separate cluster window.
- No open-market purchases were made by any insider during this period.
- The sales follow option exercises, consistent with a cashless exercise-and-sell pattern for tax or liquidity purposes.
Financial Impact
~$347K in insider sales, representing ~0.02% of market cap—immaterial
Risk Factors
- Insider sales could accelerate if the stock continues to rise, but current levels are not alarming.
- No purchases from any insider may indicate a lack of conviction at current prices, but this is common after a strong run.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-OMDA-1786611916544 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $20.50 $20.61 | ▼ −0.54% | ▼ −0.43% | $20.65 (−0.73%) |
Sep 4, 2026 28d ago | Insider Cluster | $22.77 $20.50 | ▲ +9.97% | ▲ +8.76% | $20.65 (+9.31%) |
Sep 3, 2026 28d ago | Insider Cluster | $22.77 $20.50 | ▼ −9.97% | ▼ −8.76% | $20.65 (−9.31%) |
Aug 12, 2026 7w ago | Insider Cluster | $23.84 $24.47 | ▲ +2.64% | ▲ +3.09% | $20.65 (−13.38%) |
Jul 23, 2026 10w ago | Press Release | $21.20 $19.69 | ▲ +7.12% | ▲ +7.60% | $20.65 (+2.59%) |
Jul 9, 2026 12w ago | Insider Cluster | $23.55 $23.67 | ▼ −0.51% | ▼ −0.64% | $20.65 (+12.31%) |
Jul 9, 2026 12w ago | Insider Cluster | $23.55 $23.67 | ▲ +0.51% | ▲ +0.64% | $20.65 (−12.31%) |
Jul 6, 2026 12w ago | Insider Cluster | $22.85 $23.28 | ▼ −1.88% | ▼ −1.39% | $20.65 (+9.63%) |
Jul 6, 2026 12w ago | Insider Cluster | $22.85 $23.28 | ▲ +1.88% | ▲ +1.39% | $20.65 (−9.63%) |
Jul 3, 2026 13w ago | Insider Cluster | $22.39 $23.55 | ▼ −5.18% | ▼ −4.25% | $20.65 (+7.77%) |
US Market Status
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