The $2.07M in insider sales is too small relative to TDW's $4.7B market cap to warrant a bearish read. Monitor for any upcoming 8-K filings (earnings, guidance, or material agreements) that could explain the timing, but standalone this cluster is noise. The stock's 57% bullish analyst consensus and strong institutional ownership (BlackRock $503M) suggest no fundamental concern.
Price Chart
Executive Summary
CFO Samuel Rubio and General Counsel Daniel Hudson sold a combined $2.07M in TDW stock over three days, with the CFO's $1.62M sale being the largest. At 0.04% of market cap, the dollar value is trivial and likely reflects routine portfolio diversification or tax planning rather than a bearish signal.
Key Financial Metrics
Key Facts
- CFO Samuel Rubio sold 17,705 shares for $1.62M at $91.56 on 2026-08-12
- General Counsel Daniel Hudson sold 5,000 shares for $445K at $89.01 on 2026-08-10
- Total insider sales of $2.07M represent only 0.04% of TDW's $4.7B market cap
- Both transactions were open-market sales, not tax-withholding or derivative exercises
- No insider buying activity in the cluster window
Financial Impact
Total insider sales of $2.07M, or 0.04% of market cap — immaterial relative to company size
Risk Factors
- Insider sales could accelerate if the stock continues to rise, but current volume is routine
- No cross-filing context (earnings, restructuring, or late filing) was provided to elevate the signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TDW-1786774832494 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | 8-K | $83.93 | awaiting T+60 | — | $85.90 (+2.35%) |
Sep 3, 2026 7w ago | Insider Cluster | $94.26 | awaiting T+60 | — | $85.90 (−8.87%) |
Aug 14, 2026 10w ago | Insider Cluster | $93.97 | awaiting T+60 | — | $85.90 (−8.59%) |
Jun 18, 2026 18w ago | 8-K | $66.35 $91.79 | ▲ +38.34% | ▲ +36.60% | $85.90 (+29.46%) |
Mar 5, 2026 33w ago | Insider Cluster | $80.28 $74.56 | ▲ +7.13% | ▲ +18.43% | $85.90 (−7.00%) |
US Market Status
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