The CEO's $10M open-market buy is a rare and strong signal of conviction, but the mixed cluster (SVP sold the next day) and the model's poor historical win rate (25% at T+20) on UBER calls suggest caution. Monitor for any upcoming material news (earnings, Waymo partnership updates, regulatory decisions) that could explain the insider activity. The buy is not large enough relative to market cap to be a standalone catalyst, but it adds to the bullish narrative.
Price Chart
Executive Summary
Uber CEO Dara Khosrowshahi made a $10M open-market purchase on 9/10, while SVP Jill Hazelbaker sold $2M the next day. The CEO buy is a strong signal of confidence, but the mixed cluster and historically poor model performance on UBER calls for caution. The net insider activity is positive but not overwhelming relative to the $148B market cap.
Key Financial Metrics
Key Facts
- CEO Dara Khosrowshahi purchased 141,000 shares for $10.01M on 9/10 (open-market buy)
- SVP Jill Hazelbaker sold 28,170 shares for $2.01M on 9/11 (open-market sale)
- Director Andrew Macdonald purchased 54,300 shares for $4.11M on 9/4 (open-market buy)
- Total cluster value: $16.12M across 3 insiders; net direction mixed but CEO buy dominates
- CEO buy represents ~0.007% of $148B market cap — small in absolute terms but large in insider conviction
Financial Impact
CEO purchase of $10M is the largest insider buy at Uber in the past 30 days; combined with Macdonald's $4.1M buy, total insider purchases of $14.1M vs. $2M in sales
Risk Factors
- SVP Hazelbaker's sale the day after the CEO buy creates a mixed signal and could indicate insider disagreement or planned liquidity
- Model's historical T+20 win rate on UBER is only 25% with avg -2.66% return — past bullish calls have underperformed
- CEO buy at ~$71 is near recent trading range; no immediate catalyst identified
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-UBER-1789511786971 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Insider Cluster | $70.97 $69.42 | ▼ −2.18% | ▼ −4.01% | $67.88 (−4.35%) |
Sep 11, 2026 21d ago | Court Ruling | $71.67 $70.50 | ▼ −1.63% | ▼ −1.41% | $67.88 (−5.29%) |
Sep 10, 2026 21d ago | Insider Cluster | $72.56 $70.87 | ▼ −2.33% | ▼ −1.83% | $67.88 (−6.45%) |
Sep 9, 2026 22d ago | ANALYST-UPGRADE | $71.08 $70.97 | ▼ −0.15% | ▲ +0.50% | $67.88 (−4.50%) |
Sep 1, 2026 4w ago | ANALYST-UPGRADE | $75.24 $71.08 | ▼ −5.53% | ▼ −5.61% | $67.88 (−9.78%) |
Aug 27, 2026 5w ago | Court Ruling | $76.95 $75.96 | ▼ −1.29% | ▼ −1.55% | $67.88 (−11.79%) |
Aug 24, 2026 5w ago | Court Ruling | $79.29 $75.65 | ▼ −4.59% | ▼ −5.06% | $67.88 (−14.39%) |
Aug 24, 2026 5w ago | Court Ruling | $79.29 $75.65 | ▼ −4.59% | ▼ −5.06% | $67.88 (−14.39%) |
Aug 21, 2026 6w ago | Court Ruling | $78.80 $78.82 | ▲ +0.03% | ▼ −0.45% | $67.88 (−13.86%) |
Aug 19, 2026 6w ago | Court Ruling | $78.04 $78.49 | ▲ +0.58% | ▲ +0.96% | $67.88 (−13.02%) |
US Market Status
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