Insider Cluster (4 insiders) ·Filed Feb 26, 2026

SN

SharkNinja, Inc.
BEARISH
Impact 7/10
Horizonimmediate Processed7mo ago
Insider cluster: 2 insiders, $6.4M total
Actionable Insight ▼ Bearish

The CEO's sale represents a significant portion of recent insider activity and may signal reduced confidence in near-term valuation. Traders should monitor for any upcoming earnings releases, guidance changes, or regulatory filings that may explain the timing. While option exercises are routine, the scale of the CEO's sale is notable.

DirectionBearish
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
SN ▼ -11.56% at T+60d
SHORT call ✓ call won +11.56% · α vs SPY +19.31% · entry $126.88 → $112.21
Entry anchored
Feb 25, 03:59 PM ET
via exchange tick
T+1d
-3.16%
call +3.16% · α +2.71%
$122.87
settled 7mo ago
T+5d
-10.15%
call +10.15% · α +9.02%
$114.00
settled 7mo ago
T+20d
-17.81%
call +17.81% · α +11.41%
$104.28
settled 6mo ago
T+60d
-11.56%
call +11.56% · α +19.31%
$112.21
settled 4mo ago

Price Chart

Loading chart...

Executive Summary

SharkNinja CEO Mark Barrocas sold nearly $6M of stock in an open-market transaction, while the Chief Legal Officer sold $395K and exercised options for 43,680 shares. Two other insiders, including the Chief Commercial Officer, exercised derivative securities with no cash proceeds. The cluster is dominated by a single large sale from the CEO.

Key Financial Metrics

Direction
selling
Total Value
$6.4M
Insiders
4

Key Facts

  • CEO Mark Barrocas sold 46,511 shares for $5,999,919 in an open-market transaction.
  • Chief Legal Officer Pedro Lopez-Baldrich sold 3,476 shares for $395,013 and exercised 43,680 options (non-cash).
  • Chief Commercial Officer Neil Shah exercised 72,976 options (non-cash).
  • Total open-market sales in the cluster: $6.4M.
  • Non-cash option exercises totaled over 116,000 shares but had $0 economic value.

Financial Impact

$6.4M in open-market insider sales over 7 days, led by CEO sale of $6M.

insider sentimentshareholder dilution (potential)market confidence

Risk Factors

  • Perception of insider pessimism, especially given the CEO's large sale.
  • Potential for negative market reaction if no clear rationale (e.g., tax planning, diversification) is disclosed.

Market Snapshot

Exchange
NYSE

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (5 trades, 7d window)cluster-SN-1772660770658
10 reports for SN
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+20▲ +17.81%Feb 26, 2026
Filters
Rows
Reports for SN — sortable, filterable
TypeNow
Aug 28, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$192.49 $182.44▼ −5.22%▼ −5.03%$182.57 (−5.15%)
Aug 11, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$186.13 $162.58▲ +12.65%▲ +10.75%$182.57 (+1.91%)
Aug 10, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$187.68 $169.30▲ +9.79%▲ +8.73%$182.57 (+2.72%)
Aug 8, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$186.17 $175.13▲ +5.93%▲ +5.02%$182.57 (+1.93%)
Aug 5, 2026
8w ago
8-K
BULLISH ★ 7/10
$182.11 $175.25▼ −3.77%▼ −3.17%$182.57 (+0.25%)
Jul 21, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$147.82 $182.82▼ −23.68%▼ −21.12%$182.57 (−23.51%)
Jul 13, 2026
11w ago
8-K
NEUTRAL ★ 2/10
$149.79 $186.17▲ +24.29%▲ +21.10%$182.57 (+21.88%)
Jun 4, 2026
17w ago
144
NEUTRAL ★ 2/10
$123.47 $151.47▲ +22.68%▲ +24.05%$182.57 (+47.87%)
Feb 26, 2026
31w ago
Insider Cluster
BEARISH ★ 6/10
$126.88 $104.28▲ +17.81%▲ +11.41%$182.57 (−43.89%)
Feb 26, 2026
31w ago
Insider Cluster
BEARISH ★ 7/10
$126.88 $104.28▲ +17.81%▲ +11.41%$182.57 (−43.89%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (38h 8m)

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.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Mar 4, 2026