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Insider Cluster (2 insiders) ·Filed Sep 21, 2026

ULTA

Ulta Beauty, Inc.
BEARISH
Impact 4/10
Horizonweeks Processed1mo ago
Insider cluster: 2 insiders, $1.4M total
Actionable Insight ▼ Bearish

CEO Steelman's open-market sale without a disclosed 10b5-1 plan is the most notable signal in this cluster. Monitor for any upcoming earnings pre-announcement or guidance revision, as insider sales of this size by the CEO often precede material company news.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d
ULTA ▲ +8.85% at T+20d
SHORT call ✗ call lost -8.85% · α vs SPY -9.41% · entry $553.86 → $602.90
Next anchor: T+60d in 7w
Latest observation: T+23 -6.96% FF3 residual α
Entry = T+0 close
Sep 21, 2026
via day close
T+1d
-1.81%
call +1.81% · α +1.09%
$543.81
settled 5w ago
T+5d
-1.08%
call +1.08% · α -0.11%
$547.89
settled 4w ago
T+20d
+8.85%
call -8.85% · α -9.41%
$602.90
settled 9d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Two Ulta Beauty insiders, including CEO Kecia Steelman, sold a combined $1.41M in open-market sales over a one-week window. The CEO's $1.09M sale is the dominant event, representing a modest but notable insider disposition relative to the company's market cap.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
2

Key Facts

  • CEO Kecia Steelman sold 2,000 shares at $545.88 for $1.09M on 2026-09-17
  • Director Lorna Nagler sold 600 shares at $537.31 for $322K on 2026-09-11
  • Total insider sales of $1.41M over 7-day window
  • No 10b5-1 plan indicated for either sale

Financial Impact

Total insider sales of $1.41M represent approximately 0.07% of Ulta Beauty's ~$2B market cap (estimated from ~$540 share price and ~37M shares outstanding)

insider holdings

Risk Factors

  • CEO sale could signal management's view that shares are fully valued or that near-term headwinds exist
  • No disclosed 10b5-1 plan increases the informational content of the sale

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ULTA-1790025403069
7 reports for ULTA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ULTA — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
BULLISH ★ 4/10
$624.46 $625.33▲ +0.14%▼ −0.57%$626.88 (+0.39%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$553.86 $543.81▲ +1.81%▲ +1.09%$626.88 (−13.18%)
Aug 17, 2026
10w ago
8-K
NEUTRAL ★ 2/10
$493.33 $516.74▲ +4.75%▲ +5.42%$626.88 (+27.07%)
Jun 15, 2026
19w ago
144
NEUTRAL ★ 1/10
$463.68 $450.75▼ −2.79%▼ −1.54%$626.88 (+35.20%)
Jun 9, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$470.75 $476.42▲ +1.20%▼ −0.50%$626.88 (+33.17%)
Jun 2, 2026
21w ago
8-K
BULLISH ★ 7/10
$470.81 $461.16▼ −2.05%▼ −2.45%$626.88 (+33.15%)
May 19, 2026
23w ago
Court Ruling
NEUTRAL ★ 2/10
$493.12 $504.05▲ +2.22%▲ +2.02%$626.88 (+27.13%)
Showing 7 of 7

US Market Status

Market Closed — Opens Thu (10h 8m)

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Report published Sep 21, 2026