Insider selling is broad and includes the CEO, CFO, and CAO — seniority coverage is wide. While the dollar value as % of market cap is modest, the pattern of persistent sales (30-d trend plus this cluster) suggests management may be taking chips off the table near recent highs. Watch for the next quarterly filing (10-Q or 8-K earnings) to see if fundamentals are softening. The two prior long-calls on OMDA lost at T+20; this cluster adds downside caution.
Price Chart
Executive Summary
Three Omada Health insiders — CEO, CFO, and Chief Accounting Officer — sold a combined $243K in open-market sales over a one-week window. Recent 30d $1.4M insider selling continues at a $1.3B market cap, representing ~0.11% of market cap, which is modest but notable after two prior long-call reports that underperformed at T+20. The CEO sale is the largest and most attention-worthy, though all three are likely exercising and selling on locked-in derivative grant cycles.
Key Financial Metrics
Key Facts
- Three insiders sold in a 1-week cluster: CEO Sean Duffy ($193K), CFO Steven Cook ($385K total including June 29 sale), CAO Craig Gracey ($44K)
- Total cluster value $243K (excluding the non-cash derivative exercise) — ~0.02% of $1.3B market cap
- Prior 30-day window saw 8 sells totaling $1.4M, so selling trend is ongoing
- Two prior long-calls (score 8 and 7) at T+20 delivered negative alpha vs SPY (-8.42% and net negative on the 8); historical performance on OMDA is mixed with only a 40% T+20 win rate
Financial Impact
Insider cluster sales of $243K in one week; older 30d cumulative sales of ~$1.4M overall — combined ~$1.6M or ~0.12% of market cap
Risk Factors
- CEO sale of $193K is not immaterial and could signal a peak bias around recent stock levels
- CFO's sale of ~$378K on June 29 is the largest single trade — CFOs often have the best line of sight on financial health
- Historical T+20 performance of directional calls on OMDA is below 50% win rate — sentiment may be mean-reverting
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-1783037046439 |
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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