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Insider Cluster (3 insiders) ·Filed May 21, 2026

OUST

Ouster, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $1.8M total
Actionable Insight • Neutral

The $1.75M in C-suite sales are sub-0.1% of market cap and likely liquidity-driven following the ATM close. The director's $15K buy is negligible. No actionable bearish signal here — monitor for any follow-on insider sales in the next 30 days that would push the total above 0.5% of market cap.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
OUST ▲ +16.10% at T+60d
NEUTRAL call +16.10% · α vs SPY +12.90% · entry $37.03 → $42.99
Entry = T+0 close
May 21, 2026
via day close
T+1d
+15.31%
call +15.31% · α +14.73%
$42.70
settled 5mo ago
T+5d
+21.33%
call +21.33% · α +19.68%
$44.93
settled 5mo ago
T+20d
+22.31%
call +22.31% · α +23.72%
$45.29
settled 4mo ago
T+60d
+16.10%
call +16.10% · α +12.90%
$42.99
settled 2mo ago

Price Chart

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Executive Summary

Three Ouster insiders traded within a week, with the CTO and CRO selling a combined $1.75M at $35/share on May 14, while a director made a token $15K purchase on May 11. The sales occurred just one day after the close of a $100M ATM offering (filed May 8), suggesting insiders capitalized on the elevated post-offering stock price. The $1.75M in sales represents ~0.09% of Ouster's $2.0B market cap, falling below the 0.1% materiality threshold and consistent with routine diversification rather than informed bearishness.

Key Financial Metrics

Direction
mixed
Total Value
$1.8M
Insiders
3

Key Facts

  • CTO Mark Frichtl sold 40,000 shares for $1.40M on May 14
  • CRO Cyrille Jacquemet sold 10,000 shares for $350K on May 14
  • Director Virginia Boulet purchased 608 shares for $15K on May 11
  • Total insider sales of $1.75M represent ~0.09% of Ouster's $2.0B market cap
  • Sales occurred one day after the close of a $100M at-the-market offering (424B5 filed May 8)
  • No 10b5-1 plan disclosure in the cluster data; the timing with the ATM close is notable but not determinative

Financial Impact

Total insider sales of $1.75M, or ~0.09% of market cap — well below the 0.1% materiality threshold

dilution

Risk Factors

  • Insiders may have additional shares to sell after the ATM offering lock-up period
  • The ATM offering itself dilutes existing shareholders by ~5% at current prices

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.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-OUST-1779413427944
22 reports for OUST
Performance horizon
80% Hit rate @ T+20 4 of 5 directional calls Went positive at some point 5 of 5 best @ T+20▲ +28.71%Jul 2, 2026
Filters
Rows
Reports for OUST — sortable, filterable
TypeNow
Sep 16, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$34.95 $31.33▲ +10.36%▲ +11.56%$29.71 (+14.99%)
Sep 11, 2026
6w ago
144
NEUTRAL ★ 3/10
$33.46 $37.27▲ +11.39%▲ +9.12%$29.71 (−11.21%)
Sep 11, 2026
6w ago
144
NEUTRAL ★ 3/10
$33.46 $37.27▲ +11.39%▲ +9.12%$29.71 (−11.21%)
Aug 18, 2026
9w ago
144
NEUTRAL ★ 3/10
$40.06 $32.79▼ −18.15%▼ −16.63%$29.71 (−25.84%)
Aug 7, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$42.13 $38.05▼ −9.68%▼ −8.77%$29.71 (−29.48%)
Aug 6, 2026
11w ago
144
NEUTRAL ★ 3/10
$43.40 $36.43▼ −16.06%▼ −15.66%$29.71 (−31.54%)
Jul 6, 2026
16w ago
8-K
NEUTRAL ★ 5/10
$44.06 $42.48▼ −3.59%▼ −4.92%$29.71 (−32.57%)
Jul 6, 2026
16w ago
424B5
BEARISH ★ 6/10
$49.83 $39.01▲ +21.71%▲ +21.15%$29.71 (+40.38%)
Jul 2, 2026
16w ago
424B5
BEARISH ★ 5/10
$49.84 $35.53▲ +28.71%▲ +28.30%$29.71 (+40.39%)
Jul 1, 2026
16w ago
S-3ASR
NEUTRAL ★ 4/10
$49.84 $35.53▼ −28.71%▼ −28.30%$29.71 (−40.39%)
Showing 10 of 22

US Market Status

Market Closed — Opens in 8h 13m

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Report published May 21, 2026