Insider Cluster (3 insiders) ·Filed Jul 6, 2026

OMDA

Omada Health, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed2mo ago
Insider cluster: 3 insiders, $0.3M total
Actionable Insight • Neutral

This cluster is routine and non-informative. CEO sales are mechanically tied to option exercises (cashless exercise-and-sell), not a bearish view. The dollar amounts are too small relative to market cap to warrant action. Monitor next earnings for any fundamental change, but this filing provides no actionable edge.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
OMDA ▼ -15.23% at T+60d
NEUTRAL call ✗ call lost -15.23% · α vs SPY -16.95% · entry $22.85 → $19.37
Entry anchored
Jul 2, 03:59 PM ET
via exchange tick
T+1d
+0.66%
call +0.66% · α +1.13%
$23.00
settled 3mo ago
T+5d
+1.88%
call +1.88% · α +1.39%
$23.28
settled 3mo ago
T+20d
-13.17%
call -13.17% · α -12.61%
$19.84
settled 2mo ago
T+60d
-15.23%
call -15.23% · α -16.95%
$19.37
settled 4d ago

Price Chart

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Executive Summary

CEO Sean Duffy and two other insiders sold a total of ~$315K in OMDA shares over a 7-day window. The CEO's sales (~$294K) were part of a cashless exercise-and-sell pattern (exercising options at $5.82-$8.28 and immediately selling at ~$22.70), which is a routine liquidity event rather than a directional bearish signal. The CFO and CAO sales were small ($7K and $15K respectively). At $1.3B market cap, the total cluster value is ~0.02% of market cap — well below the 0.1% materiality threshold — making this a routine, non-informative cluster.

Key Financial Metrics

Direction
selling
Total Value
$315.0K
Insiders
3

Key Facts

  • Total insider sales: ~$315K across 3 insiders over 7 days
  • CEO Sean Duffy sold ~$294K via cashless exercise-and-sell (options exercised at $5.82-$8.28, sold at ~$22.70)
  • CFO Steven Cook sold $7K; CAO Craig Gracey sold $15K
  • Total cluster value is ~0.02% of $1.3B market cap — trivial
  • No open-market purchases in the cluster; all sales are either small or tied to option exercises

Financial Impact

~$315K in insider sales, representing ~0.02% of market cap — immaterial

dilution

Risk Factors

  • CEO's cashless exercise pattern could repeat, creating modest ongoing sell pressure
  • No insider buying to signal confidence in the stock

Market Snapshot

Exchange
Nasdaq
Sector
Services-Health Services
Analyst Consensus
83% bullish (18 analysts)

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-OMDA-1783408885553
17 reports for OMDA
Performance horizon
100% Hit rate 10 of 10 directional calls best @ T+60▲ +36.17%May 7, 2026
Filters
Rows
Reports for OMDA — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
Insider Cluster
BEARISH ★ 4/10
$20.50 $20.61▼ −0.54%▼ −0.43%$20.65 (−0.73%)
Sep 4, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$22.77 $20.50▲ +9.97%▲ +8.76%$20.65 (+9.31%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$22.77 $20.50▼ −9.97%▼ −8.76%$20.65 (−9.31%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$23.84 $24.47▲ +2.64%▲ +3.09%$20.65 (−13.38%)
Jul 23, 2026
10w ago
Press Release
BEARISH ★ 7/10
$21.20 $19.69▲ +7.12%▲ +7.60%$20.65 (+2.59%)
Jul 9, 2026
12w ago
Insider Cluster
BEARISH ★ 4/10
$23.55 $23.67▼ −0.51%▼ −0.64%$20.65 (+12.31%)
Jul 9, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$23.55 $23.67▲ +0.51%▲ +0.64%$20.65 (−12.31%)
Jul 6, 2026
12w ago
Insider Cluster
BEARISH ★ 5/10
$22.85 $23.28▼ −1.88%▼ −1.39%$20.65 (+9.63%)
Jul 6, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$22.85 $23.28▲ +1.88%▲ +1.39%$20.65 (−9.63%)
Jul 3, 2026
13w ago
Insider Cluster
BEARISH ★ 5/10
$22.39 $23.55▼ −5.18%▼ −4.25%$20.65 (+7.77%)
Showing 10 of 17

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Report published Jul 7, 2026