The sustained selling by two 10% owners (Drawbridge and FIG Buyer) over the past 30 days, totaling $3.9M, suggests a lack of confidence from the company's largest holders. Monitor for any upcoming 8-K filings (e.g., earnings, restructuring, or late filing) that could provide context for the selling.
Price Chart
Executive Summary
Two 10% owners, Drawbridge Special Opportunities Fund LP and FIG Buyer GP, LLC, sold a combined 736K shares of PLBY at $1.05 on August 24, 2026, in a single-day cluster. The total value of $736K represents approximately 0.5% of the $150M market cap, a modest but notable amount. This selling follows a 30-day pattern of $3.2M in insider sales, reinforcing a bearish signal from the company's largest holders, though the cluster is not amplified by the cross-filing context as no earnings, restatement, or late-filing events are present.
Key Financial Metrics
Key Facts
- Two 10% owners sold a total of 736K shares on August 24, 2026, at $1.05 per share.
- Total sale value of $736K equals ~0.5% of PLBY's $150M market cap.
- This cluster follows $3.2M in insider sales over the prior 30 days, indicating sustained selling pressure from major holders.
- No earnings, restatement, or late-filing cross-filings are present to amplify the signal.
Financial Impact
Two 10% owners sold $736K in open-market sales, representing ~0.5% of market cap.
Risk Factors
- Continued insider selling could signal deteriorating fundamentals or an impending dilutive event.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-PLBY-1787691939804 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $1.10 | awaiting T+60 | — | $1.09 (−0.91%) |
Aug 28, 2026 8w ago | Insider Cluster | $1.18 | awaiting T+60 | — | $1.09 (+7.63%) |
Aug 25, 2026 8w ago | Insider Cluster | $1.22 | awaiting T+60 | — | $1.09 (+10.66%) |
Aug 10, 2026 11w ago | 8-K | $1.36 | awaiting T+60 | — | $1.09 (−19.85%) |
Aug 10, 2026 11w ago | Press Release | $1.36 | awaiting T+60 | — | $1.09 (−19.85%) |
Jul 9, 2026 15w ago | Insider Cluster | $1.16 $1.03 | ▲ +11.21% | ▲ +13.84% | $1.09 (+6.03%) |
Jul 7, 2026 15w ago | Insider Cluster | $1.14 $1.01 | ▼ −11.40% | ▼ −13.90% | $1.09 (−4.39%) |
Jul 2, 2026 16w ago | 144 | $1.26 $1.03 | ▼ −18.25% | ▼ −21.82% | $1.09 (−13.49%) |
Jul 1, 2026 16w ago | 144 | $1.25 $1.06 | ▼ −15.20% | ▼ −18.16% | $1.09 (−12.80%) |
Jun 30, 2026 16w ago | 144 | $1.22 $1.08 | ▼ −11.48% | ▼ −15.04% | $1.09 (−10.66%) |
US Market Status
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