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Insider Cluster (2 insiders) ·Filed May 15, 2026

STUB

StubHub Holdings, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $2.1M total
Actionable Insight • Neutral

The CFO's $2.1M sale is notable in absolute terms but trivial relative to market cap and follows a strong earnings beat. No bearish signal — likely routine diversification after positive results. Monitor for any additional insider sales in the next 30 days, but no immediate action warranted.

DirectionNeutral
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
STUB ▼ -8.47% at T+60d
NEUTRAL call -8.47% · α vs SPY -13.32% · entry $9.33 → $8.54
Entry = T+0 close
May 15, 2026
via day close
T+1d
+2.25%
call +2.25% · α +2.90%
$9.54
settled 5mo ago
T+5d
+4.29%
call +4.29% · α +2.67%
$9.73
settled 5mo ago
T+20d
+23.26%
call +23.26% · α +21.68%
$11.50
settled 4mo ago
T+60d
-8.47%
call -8.47% · α -13.32%
$8.54
settled 3mo ago

Price Chart

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Executive Summary

Two insiders at StubHub sold shares post-Q1 earnings, with the CFO Mark Streams executing a $2.1M open-market sale. The cluster is dominated by Streams' sale, which represents ~0.07% of market cap — below the materiality threshold. The PAO's sale is trivial ($12K), and his grant of 92K shares is non-cash. The timing follows strong Q1 results (revenue +12%, net income swing to $48M), suggesting the sales are likely liquidity-driven rather than signaling deterioration.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
2

Key Facts

  • CFO Mark Streams sold 232,567 shares at $9.04 for $2.1M on 2026-05-14
  • Principal Accounting Officer Scott Fitzgerald sold 1,613 shares at $7.57 for $12K on 2026-05-11
  • Fitzgerald also received a grant of 92,453 shares at $0 (non-cash) on 2026-05-11
  • Total cluster value of $2.11M is ~0.07% of $3.2B market cap — trivial
  • Q1 2026 earnings reported 2 days prior showed strong results: revenue $446M (+12% YoY), net income $48M vs -$22M loss, Adj. EBITDA +50% to $72.1M

Financial Impact

Total insider sales of $2.11M represent 0.07% of market cap — immaterial

insider ownershipfloat

Risk Factors

  • CFO selling $2.1M post-earnings could be misinterpreted by the market as lack of confidence
  • If additional insider sales emerge in coming weeks, the cluster pattern would strengthen

Market Snapshot

Exchange
NYSE
Sector
Services-Miscellaneous Amusement & Recreation
Analyst Consensus
52% bullish (21 analysts)

Investment Themes

Services

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-STUB-1778882445579
18 reports for STUB
Performance horizon
80% Hit rate @ T+20 4 of 5 directional calls Went positive at some point 6 of 6 best @ T+20▲ +34.04%May 13, 2026
Filters
Rows
Reports for STUB — sortable, filterable
TypeNow
Oct 20, 2026
7d ago
8-K
NEUTRAL ★ 2/10
$5.94awaiting T+20—$5.58 (−6.06%)
Oct 14, 2026
12d ago
8-K
BULLISH ★ 6/10
$5.76awaiting T+20—$5.58 (−3.13%)
Sep 4, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$6.11 $5.73▼ −6.22%▼ −7.93%$5.58 (−8.67%)
Aug 28, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$6.38 $5.31▼ −16.77%▼ −16.40%$5.58 (−12.54%)
Aug 27, 2026
8w ago
Insider Cluster
BEARISH ★ 4/10
$6.55 $5.30▲ +19.08%▲ +19.34%$5.58 (+14.81%)
Aug 27, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$6.55 $5.30▲ +19.08%▲ +18.60%$5.58 (+14.81%)
Aug 25, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$6.58 $5.39▼ −18.09%▼ −18.31%$5.58 (−15.20%)
Aug 20, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$6.68 $5.95▲ +10.93%▲ +10.40%$5.58 (+16.47%)
Jul 9, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$11.10 $8.95▼ −19.37%▼ −21.79%$5.58 (−49.73%)
Jul 6, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$13.53 $8.98▼ −33.63%▼ −34.96%$5.58 (−58.76%)
Showing 10 of 18

US Market Status

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Report published May 15, 2026