BAND Bandwidth Inc.

NEUTRAL Impact: 4/10 Insider Cluster (5 insiders)
Horizon days Filed May 5, 2026 Processed 27d 10h ago
Insider cluster: 5 insiders, $3.4M total
Latest settled — T+5d ⚠ clustered
BAND ▲ +12.36% at T+5d
NEUTRAL call ✓ call won +12.36% · α vs SPY +13.08% · entry $52.10 → $58.54
Next anchor: T+20d tomorrow
Last close $68.84 (close Jun 8) · +32.13% from $52.10 entry
Entry anchored
May 13, 2026
via day open
T+1d
+3.59%
call +3.59% · α +4.82%
$53.97
settled 27d ago
T+5d
+12.36%
call +12.36% · α +13.08%
$58.54
settled 21d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Five Bandwidth insiders sold a total of ~$3.42M in open-market transactions over a 7-day window ending May 12, 2026, following the company's strong Q1 2026 earnings beat and raised full-year guidance. The selling is concentrated among senior executives including the Chief People Officer ($2.50M), COO, CIO, and Controller, representing ~0.21% of market cap — modest but notable in the context of the stock's ~50% YTD rally and the cross-filing earnings catalyst.

Key Financial Metrics

Direction
selling
Total Value
$3.4M
Insiders
5

Actionable Insight

Insider selling is routine post-earnings and proportional to the stock's rally — not a red flag. The cluster is small relative to market cap and concentrated in one executive (CPO). Monitor for any acceleration in selling volume or C-suite departures, but no immediate bearish signal. The raised guidance and strong Q1 fundamentals remain the dominant narrative.

Key Facts

  • 5 insiders sold $3.42M total in open-market sales from May 5-12, 2026
  • Chief People Officer Rebecca Bottorff sold $2.50M (73% of cluster value) on May 12
  • COO Devesh Agarwal, CIO Kade Ross, Controller Devin Krupka, and Director Lukas Roush also sold
  • Sales follow Q1 2026 earnings: record revenue $209M (+20% YoY), Adj. EBITDA $26M (+17% YoY), raised FY2026 guidance
  • Cluster value is ~0.21% of BAND's $1.6B market cap — below the 0.5% materiality threshold
  • Stock has rallied significantly YTD (+50%+), providing a natural window for insider liquidity

Financial Impact

Total insider sales of $3.42M, or ~0.21% of market cap

insider ownershipfloat

Risk Factors

  • Insider selling could accelerate if stock continues to rally, creating overhang
  • CEO David Morken did not sell — his continued holding is a positive signal
  • Stock at elevated valuation post-rally may be vulnerable to any guidance miss

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-1778703015388
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
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$73.19 $72.20▼ −1.35%▲ +1.22%$68.84 (−5.94%)
Jun 1, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
$67.87 $65.60▼ −3.34%▼ −2.62%$68.84 (+1.43%)
May 28, 2026
13d ago
144
NEUTRAL ★ 3/10
$57.66 $64.97▲ +12.68%▲ +12.44%$68.84 (+19.39%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 3/10
$51.01 $51.01· 0.00%▲ +0.00%$68.84 (+34.95%)
May 11, 2026
4w ago
Insider Cluster
BEARISH ★ 5/10
$49.95 $49.44▲ +1.02%▲ +0.88%$68.84 (−37.82%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$52.10 $53.97▲ +3.59%▲ +4.82%$68.84 (+32.13%)
Apr 30, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$46.45 $48.58▲ +4.59%▲ +4.92%$68.84 (+48.20%)
Apr 30, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$36.81 $44.86▲ +21.87%▲ +21.65%$68.84 (+87.01%)
Apr 17, 2026
7w ago
144
NEUTRAL ★ 3/10
$23.01 $24.13▲ +4.87%▲ +5.06%$68.84 (+199.17%)
Mar 4, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$16.45 $16.15▲ +1.82%▲ +1.25%$68.84 (−318.48%)
Showing 10 of 14

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