BLLN BillionToOne, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 11, 2026 Processed 2d 17h ago
Insider cluster: 3 insiders, $0.9M total

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Executive Summary

A cluster of insider transactions at BillionToOne shows small open-market selling totaling $857K, representing only 0.02% of the $4.6B market cap. The selling is led by a Chief Product Officer and a VP-level executive, while the bulk of filings are non-cash director grants and derivative conversions. The dollar amounts are immaterial relative to company size, offering no meaningful directional signal.

Key Financial Metrics

Direction
selling
Total Value
$857.0K
Insiders
3

Actionable Insight

Insider selling is too small to warrant action; monitor for any follow-on secondary offerings given the large derivative conversions by large holders. No immediate trading signal.

Key Facts

  • Total open-market selling by 3 insiders: $857K (0.02% of market cap)
  • Chief Product Officer Sakakibara sold $386K on June 8; VP Johnson sold $463K on June 9
  • Four directors received non-cash grants of 3,017 shares each on June 10
  • Two large non-cash conversions of 129,780 shares each by a director and a venture fund on June 9
  • Historical calibration shows bullish calls on BLLN have underperformed (T+20 up-move rate <40% for scores 6-8)

Financial Impact

Negligible — open-market sales of $857K are ~0.02% of $4.6B market cap

dilutioninsider ownership

Risk Factors

  • Potential future secondary offering if converted shares are sold
  • Insider selling pattern remains low — no material risk

Market Snapshot

Exchange
Nasdaq
Sector
Services-Medical Laboratories
Analyst Consensus
79% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BLLN-1781283306837
7 reports for BLLN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BLLN — sortable, filterable
Type Now
Jun 11, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$98.98 awaiting T+20awaiting T+20$101.12 (+2.16%)
Jun 11, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$98.98 awaiting T+20awaiting T+20$101.12 (+2.16%)
Jun 11, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$98.98 awaiting T+20awaiting T+20$101.12 (+2.16%)
Jun 8, 2026
6d ago
144
NEUTRAL ★ 2/10
$94.81 awaiting T+20awaiting T+20$101.12 (+6.66%)
Apr 15, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$80.61 $94.23▲ +16.90%▲ +10.85%$101.12 (+25.44%)
Mar 4, 2026
14w ago
8-K
BULLISH ★ 8/10
$72.17 $79.36▲ +9.96%▲ +13.75%$101.12 (+40.11%)
Mar 4, 2026
14w ago
Press Release
BULLISH ★ 8/10
$72.17 $79.36▲ +9.96%▲ +13.75%$101.12 (+40.11%)
Showing 7 of 7

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