The CEO's sale is the largest in the cluster, but the dollar amount is immaterial relative to market cap. Without a catalyst or pattern of sustained selling, this is likely routine portfolio diversification. Monitor for any subsequent Form 4 filings from the CEO or other C-suite executives for a broader trend; a single day of sales does not warrant action.
Price Chart
Executive Summary
Two insiders at ServiceTitan, including CEO Ara Mahdessian, sold a combined $2.32M in open-market sales on July 7, 2026. The CEO's $1.92M sale represents the bulk of the cluster and is notable given the company's $7.5B market cap, though the total is only ~0.03% of market cap, which is trivial. No recent insider buying or other material cross-filings provide a counter-signal, and the sales lack a clear catalyst, making this a low-conviction bearish signal.
Key Financial Metrics
Key Facts
- CEO Ara Mahdessian sold 23,700 shares for $1.92M on July 7, 2026.
- CAO Michele O'Connor sold 4,900 shares for $397K on the same day.
- Total insider sales of $2.32M represent ~0.03% of TTAN's $7.5B market cap.
- No insider purchases occurred in the cluster window; net direction is selling.
- No recent cross-filings (earnings, M&A, or other material events) accompany the sales.
Financial Impact
Total insider sales of $2.32M, or ~0.03% of market cap, are economically trivial.
Risk Factors
- CEO selling could signal personal bearishness, but the small size relative to market cap limits conviction.
- No recent earnings or material corporate events to contextualize the sales.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TTAN-1784235689736 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $78.26 | awaiting T+60 | — | $83.12 (+6.21%) |
Sep 23, 2026 4w ago | Insider Cluster | $59.98 | awaiting T+60 | — | $83.12 (−38.58%) |
Sep 21, 2026 5w ago | Insider Cluster | $61.56 | awaiting T+60 | — | $83.12 (−35.02%) |
Sep 17, 2026 5w ago | 144 | $55.04 | awaiting T+60 | — | $83.12 (+51.02%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.11 | awaiting T+60 | — | $83.12 (−8.77%) |
Aug 13, 2026 10w ago | Insider Cluster | $90.40 | awaiting T+60 | — | $83.12 (−8.05%) |
Jul 16, 2026 14w ago | 144 | $76.00 $72.28 | ▼ −4.89% | ▼ −9.58% | $83.12 (+9.37%) |
Jul 16, 2026 14w ago | 144 / CLUSTER | $76.00 $72.28 | ▲ +4.89% | ▲ +9.58% | $83.12 (−9.37%) |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▲ +15.55% | ▲ +17.93% | $83.12 (−4.63%) |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▼ −15.55% | ▼ −17.93% | $83.12 (+4.63%) |
US Market Status
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