BAND Bandwidth Inc.

NEUTRAL Impact: 3/10 Insider Cluster (7 insiders)
Horizon days Filed Jun 3, 2026 Processed 9d 12h ago
Insider cluster: 7 insiders, $0.7M total
Latest settled — T+1d
BAND ▼ -1.35% at T+1d
NEUTRAL call ✗ call lost -1.35% · α vs SPY +1.22% · entry $73.19 → $72.20
Next anchor: T+5d due 3d ago
Currently $65.34 · -10.73% from $73.19 entry
Entry anchored
Jun 3, 03:59 PM ET
via Databento tick
T+1d
-1.35%
call -1.35% · α +1.22%
$72.20
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Seven Bandwidth insiders, including the CEO, CFO, and COO, sold a total of $741K in open-market shares over a 7-day window ending June 1, 2026. The cluster is concentrated among C-suite executives and coincides with derivative exercises by the CEO and directors, suggesting the sales are primarily for tax withholding and liquidity rather than a coordinated bearish signal. At 0.03% of the $2.2B market cap, the dollar value is trivial and does not warrant a directional read.

Key Financial Metrics

Direction
selling
Total Value
$741.0K
Insiders
7

Actionable Insight

The cluster is routine and non-informative — derivative exercises and small C-suite sales at 0.03% of market cap are typical post-vesting liquidity. No bearish signal. Monitor next 10-Q for any fundamental deterioration, but this filing alone does not warrant action.

Key Facts

  • 7 insiders sold $741K in open-market shares over 7 days (May 29–June 1, 2026)
  • CEO David Morken sold $154K; CFO Daryl Raiford sold $484K across three trades; COO Devesh Agarwal sold $136K
  • CEO and three directors also exercised non-cash derivatives (zero-dollar transactions) on May 28, indicating vesting-driven sales
  • Total open-market sales represent ~0.03% of Bandwidth's $2.2B market cap — well below the 0.1% materiality threshold
  • Prior 30-day insider activity showed 8 sells totaling $1.0M, consistent with routine pattern

Financial Impact

$741K in open-market sales, 0.03% of market cap

insider holdings

Risk Factors

  • Insider sales could accelerate if stock continues to rise, but current pattern is normal
  • No evidence of informed selling — risk of misinterpreting routine vesting as bearish

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
82% bullish (11 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BAND-1780517446777
14 reports for BAND
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+60▲ +304.90%Feb 28, 2026
Filters
Rows
Reports for BAND — sortable, filterable
Type Now
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$73.19 $72.20▼ −1.35%▲ +1.22%$65.34 (−10.73%)
Jun 1, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$67.87 $65.60▼ −3.34%▼ −2.62%$65.34 (−3.73%)
May 28, 2026
16d ago
144
NEUTRAL ★ 3/10
$57.66 $64.97▲ +12.68%▲ +12.44%$65.34 (+13.32%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$51.01 $51.01· 0.00%▲ +0.00%$65.34 (+28.09%)
May 11, 2026
4w ago
Insider Cluster
BEARISH ★ 5/10
$49.95 $49.44▲ +1.02%▲ +0.88%$65.34 (−30.81%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$52.10 $53.97▲ +3.59%▲ +4.82%$65.34 (+25.41%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$46.45 $48.58▲ +4.59%▲ +4.92%$65.34 (+40.67%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$36.81 $44.86▲ +21.87%▲ +21.65%$65.34 (+77.51%)
Apr 17, 2026
8w ago
144
NEUTRAL ★ 3/10
$23.01 $24.13▲ +4.87%▲ +5.06%$65.34 (+183.96%)
Mar 4, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$16.45 $16.15▲ +1.82%▲ +1.25%$65.34 (−297.20%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (53h 15m)

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