Insider Cluster (2 insiders) ·Filed May 15, 2026
Insider cluster: 2 insiders, $993K total
Actionable Insight • Neutral
The CTO's sales are likely liquidity-driven after option exercises and not a bearish signal. Monitor for any additional insider selling, but this cluster alone does not warrant action.
Final — all horizons settled through T+60d
OUST ▲ +50.03% at T+60d
NEUTRAL call +50.03% · α vs SPY +45.18% · entry $30.74 → $46.12
T+1d
-3.32%
call -3.32% · α -2.67%
$29.72
settled 5mo ago
T+5d
+38.91%
call +38.91% · α +37.29%
$42.70
settled 5mo ago
T+20d
+39.00%
call +39.00% · α +37.42%
$42.73
settled 4mo ago
T+60d
+50.03%
call +50.03% · α +45.18%
$46.12
settled 3mo ago
Price Chart
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Executive Summary
Ouster CTO Mark Frichtl sold ~$2.5M in shares over three days following Q1 earnings and a $100M ATM offering, while director Virginia Boulet made a small $15K purchase. Total open-market selling of ~$2.5M is only ~0.11% of market cap, routine and not indicative of material insider concern.
Key Financial Metrics
Direction
selling
Total Value
$2.5M
Insiders
2
Key Facts
- CTO Mark Frichtl sold 75,750 shares (open-market) for ~$2.53M, with option exercises at $0 and $14.22.
- Director Virginia Boulet purchased 608 shares for ~$15K, a negligible amount.
- Sales occurred after Q1 earnings (revenue up 49% YoY, product revenue up 55%) and a $100M ATM offering.
- Total open-market sales of ~$2.53M represent ~0.11% of $2.2B market cap, below materiality threshold.
Financial Impact
Insider sales of ~$2.53M (0.11% of market cap) — immaterial.
dilution
Risk Factors
- Potential further insider selling if stock continues to rally.
- Dilution from the $100M ATM offering may pressure stock.
Market Snapshot
Exchange
Nasdaq
Sector
General Industrial Machinery & Equipment, NEC
Analyst Consensus
92% bullish (12 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-OUST-1778884950002 |
22 reports for OUST
80% Hit rate @ T+20 Went positive at some point 5 of 5 best @ T+20▲ +28.71%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 5w ago | Insider Cluster | $34.95 $31.33 | ▲ +10.36% | ▲ +11.56% | $31.88 (+8.78%) |
Sep 11, 2026 6w ago | 144 | $33.46 $37.27 | ▲ +11.39% | ▲ +9.12% | $31.88 (−4.72%) |
Sep 11, 2026 6w ago | 144 | $33.46 $37.27 | ▲ +11.39% | ▲ +9.12% | $31.88 (−4.72%) |
Aug 18, 2026 9w ago | 144 | $40.06 $32.79 | ▼ −18.15% | ▼ −16.63% | $31.88 (−20.42%) |
Aug 7, 2026 11w ago | Insider Cluster | $42.13 $38.05 | ▼ −9.68% | ▼ −8.77% | $31.88 (−24.33%) |
Aug 6, 2026 11w ago | 144 | $43.40 $36.43 | ▼ −16.06% | ▼ −15.66% | $31.88 (−26.54%) |
Jul 6, 2026 16w ago | 8-K | $44.06 $42.48 | ▼ −3.59% | ▼ −4.92% | $31.88 (−27.64%) |
Jul 6, 2026 16w ago | 424B5 | $49.83 $39.01 | ▲ +21.71% | ▲ +21.15% | $31.88 (+36.02%) |
Jul 2, 2026 16w ago | 424B5 | $49.84 $35.53 | ▲ +28.71% | ▲ +28.30% | $31.88 (+36.04%) |
Jul 1, 2026 16w ago | S-3ASR | $49.84 $35.53 | ▼ −28.71% | ▼ −28.30% | $31.88 (−36.04%) |
Showing 10 of 22
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