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Insider Cluster (3 insiders) ·Filed Jun 3, 2026

TDUP

ThredUp Inc.
BEARISH
Impact 5/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $207K total
Actionable Insight ▼ Bearish

The simultaneous sale by CEO, COO, and CFO after option exercises is a cautionary signal, though the dollar amount is small relative to market cap. Monitor for upcoming earnings or material news that may have prompted this coordinated selling.

DirectionBearish
Confidencemedium
Horizondays
Final — all horizons settled through T+60d
TDUP ▼ -43.33% at T+60d
SHORT call ✓ call won +43.33% · α vs SPY +45.21% · entry $4.80 → $2.72
Entry = T+0 close
Jun 3, 2026
via day close
T+1d
+0.42%
call -0.42% · α -3.02%
$4.82
settled 5mo ago
T+5d
+3.33%
call -3.33% · α -5.89%
$4.96
settled 5mo ago
T+20d
+46.46%
call -46.46% · α -47.83%
$7.03
settled 4mo ago
T+60d
-43.33%
call +43.33% · α +45.21%
$2.72
settled 2mo ago

Price Chart

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Executive Summary

ThredUp's CEO, COO, and CFO sold a combined ~$598K in open-market shares on June 2, 2026, following the exercise of stock options on June 1. The sales represent ~0.1% of market cap and are likely liquidity-driven after option exercises, but the cluster of all three top executives selling on the same day at the same price warrants attention.

Key Financial Metrics

Direction
selling
Total Value
$598.0K
Insiders
3

Key Facts

  • CEO Reinhart sold 88,163 shares for ~$391K on June 2, 2026.
  • COO Homer sold 27,229 shares for ~$121K on June 2, 2026.
  • CFO Sobers sold 19,397 shares for ~$86K on June 2, 2026.
  • All three executives exercised stock options on June 1, 2026 (non-cash transactions).
  • Total open-market sales of ~$598K represent ~0.1% of ThredUp's $581M market cap.
  • Prior 30-day insider activity included 3 sells totaling $598K (same cluster).

Financial Impact

Total insider sales of ~$598K, ~0.1% of market cap — modest in absolute terms but notable for involving the entire C-suite.

insider holdingsmarket sentiment

Risk Factors

  • Insider sales may signal management's lack of confidence in near-term prospects.
  • The cluster of all three top executives selling on the same day could precede negative news.
  • ThredUp's stock has been volatile; prior reports show significant downside risk.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
85% bullish (13 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TDUP-1780518845910
9 reports for TDUP
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +21.35%Mar 2, 2026
Filters
Rows
Reports for TDUP — sortable, filterable
TypeNow
Oct 26, 2026
today
Press Release
NEUTRAL ★ 2/10
$2.00awaiting T+60—$1.99 (−0.50%)
Sep 2, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.67awaiting T+60—$1.99 (−25.47%)
Jun 3, 2026
20w ago
Insider Cluster
BEARISH ★ 5/10
$4.80 $2.72▲ +43.33%▲ +45.21%$1.99 (+58.54%)
May 4, 2026
25w ago
Press Release
BULLISH ★ 6/10
$5.01 $5.87▲ +17.17%▲ +14.43%$1.99 (−60.28%)
Apr 7, 2026
28w ago
DEFA14A
NEUTRAL ★ 3/10
$3.74 $7.03▲ +87.97%▲ +77.51%$1.99 (−46.79%)
Apr 6, 2026
29w ago
Press Release
NEUTRAL ★ 1/10
$3.50 $7.03▲ +100.86%▲ +87.59%$1.99 (−43.14%)
Mar 3, 2026
34w ago
Insider Cluster
NEUTRAL ★ 3/10
$3.84 $4.66▲ +21.35%▲ +11.04%$1.99 (−48.18%)
Mar 3, 2026
34w ago
Insider Cluster
BEARISH ★ 7/10
$3.84 $4.66▼ −21.35%▼ −11.04%$1.99 (+48.18%)
Mar 2, 2026
34w ago
Press Release
BULLISH ★ 7/10
$3.84 $4.66▲ +21.35%▲ +11.04%$1.99 (−48.18%)
Showing 9 of 9

US Market Status

Market Closed — Opens in 3h 7m

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Report published Jun 3, 2026