SecBot SecBot
Insider Cluster (2 insiders) ·Filed Aug 4, 2026

PGY

Pagaya Technologies Ltd.
NEUTRAL
Impact 2/10
Horizondays Processed2mo ago
Insider cluster: 2 insiders, $1.1M total
Actionable Insight • Neutral

The insider sales are trivial in size and likely represent routine profit-taking/portfolio diversification following the stock's appreciation on strong Q2 results. No bearish signal — monitor for any larger-scale selling by the President or other C-suite executives in the coming weeks.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
PGY ▼ -4.47% at T+20d
NEUTRAL call -4.47% · α vs SPY -3.23% · entry $21.92 → $20.94
Next anchor: T+60d in 12h
Latest observation: T+57 -28.38% FF3 residual α
Entry = T+0 close
Aug 4, 2026
via day close
T+1d
-0.55%
call -0.55% · α -0.35%
$21.80
settled 3mo ago
T+5d
-3.28%
call -3.28% · α -3.18%
$21.20
settled 3mo ago
T+20d
-4.47%
call -4.47% · α -3.23%
$20.94
settled 8w ago
T+60d
Pending
in 12h

Price Chart

Loading chart...

Executive Summary

Two Pagaya insiders (President Sanjiv Das and Director Tami Rosen) sold a combined ~$1.09M in open-market shares over a 7-day window, representing ~0.07% of the $1.6B market cap. This follows the company's strong Q2 2026 earnings beat reported 5 days prior, and the dollar amounts are too small relative to market cap to carry a meaningful signal.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
2

Key Facts

  • President Sanjiv Das sold 21,289 shares at $22.00 for $468K on 2026-08-03.
  • Director Tami Rosen sold 28,181 shares at $21.98 for $619K on 2026-08-03.
  • Rosen also received a non-cash grant of 7,302 shares at $0 on the same date.
  • Total open-market sales value of ~$1.09M is only ~0.07% of PGY's $1.6B market cap.
  • Cluster follows a Q2 2026 earnings beat (8-K filed 2026-07-30) that was analyzed as bullish by the model (impact 8/10).

Financial Impact

Total insider sales of ~$1.09M, negligible relative to $1.6B market cap.

dilutioninsider ownership

Risk Factors

  • Further insider selling could emerge if the stock continues to rally, but the current cluster is too small to indicate a material change in outlook.

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
93% bullish (15 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PGY-1785844871011
12 reports for PGY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PGY — sortable, filterable
TypeNow
Oct 5, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$18.05awaiting T+20—$18.88 (+4.60%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$18.40awaiting T+20—$18.88 (+2.61%)
Sep 29, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$17.32awaiting T+20—$18.88 (+9.01%)
Sep 18, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$20.90 $17.43▲ +16.60%▲ +15.70%$18.88 (+9.67%)
Sep 15, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$21.64 $16.81▼ −22.32%▼ −24.38%$18.88 (−12.75%)
Sep 15, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$21.64 $16.81▼ −22.32%▼ −24.38%$18.88 (−12.75%)
Sep 3, 2026
7w ago
3
NEUTRAL ★ 1/10
$22.98 $18.40▼ −19.93%▼ −20.53%$18.88 (−17.84%)
Aug 4, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$21.92 $20.94▼ −4.47%▼ −3.23%$18.88 (−13.87%)
Jul 30, 2026
12w ago
8-K
BULLISH ★ 8/10
$17.64 $23.26▲ +31.86%▲ +27.89%$18.88 (+7.03%)
Jun 29, 2026
17w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.25 $16.96▼ −7.07%▼ −6.04%$18.88 (+3.45%)
Showing 10 of 12

US Market Status

Market Closed — Opens Thu (13h 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 4, 2026