CRCL Circle Internet Group, Inc.

MIXED Impact: 6/10 Insider Cluster (7 insiders)
Horizon days Filed Feb 26, 2026 Processed 3mo ago
Insider cluster: 6 insiders, $8.4M total
Final — all horizons settled through T+60d
CRCL ▲ +31.73% at T+60d
NEUTRAL call ✓ call won +31.73% · α vs SPY +23.98% · entry $87.21 → $114.88
Currently $77.84 · -10.74% from $87.21 entry
Entry anchored
Feb 25, 05:10 PM ET
via Databento tick
T+1d
-4.32%
call -4.32% · α -3.87%
$83.44
settled 4mo ago
T+5d
+21.25%
call +21.25% · α +22.37%
$105.74
settled 3mo ago
T+20d
+12.68%
call +12.68% · α +19.08%
$98.27
settled 3mo ago
T+60d
+31.73%
call +31.73% · α +23.98%
$114.88
settled 23d ago

Price Chart

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Executive Summary

Circle Internet Group insiders executed a mix of open-market sales and non-cash equity events over the past week. The CFO, CCO, and Chief Accounting Officer sold a combined $4.8 million in shares, while top executives including the CEO and C-suite received non-cash stock awards totaling over 700,000 shares.

Key Financial Metrics

Direction
selling
Total Value
$4.8M
Insiders
7

Actionable Insight

The $4.8M in open-market sales by key financial and commercial leaders is notable and may signal profit-taking, especially given the high price point. However, the broad-based awards suggest ongoing confidence in long-term equity value. Monitor for further selling and upcoming earnings for context.

Key Facts

  • Chief Commercial Officer Hossein Razzaghi sold $4.31M in open-market transactions.
  • CFO Jeremy Fox-Geen sold $394K and Chief Accounting Officer Tamara Schulz sold $125K in open-market sales.
  • CEO Jeremy Allaire and other C-suite executives received over 700,000 shares in non-cash awards (no economic value).
  • Michele Burns exercised derivatives for 190,000 shares at $0.08/share ($15.2K total).
  • Schulz surrendered 1,392 shares ($116K) for tax withholding, a non-cash event.

Financial Impact

$4.8 million in open-market insider selling, offset by large non-cash grants

insider sentimentshareholder dilution (potential)insider ownership

Risk Factors

  • Selling by CFO and CCO could be perceived as lack of confidence near-term.
  • Future dilution possible from newly awarded shares, though not immediate.

Market Snapshot

Exchange
NYSE

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (13 trades, 7d window)cluster-CRCL-1772748669813
42 reports for CRCL
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +34.26%Feb 25, 2026
Filters
Rows
Reports for CRCL — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
BEARISH ★ 6/10
$78.25 awaiting T+1awaiting T+1$77.84 (+0.52%)
Jun 12, 2026
today
8-K
NEUTRAL ★ 2/10
$78.25 awaiting T+1awaiting T+1$77.84 (−0.52%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
$82.78 awaiting T+1awaiting T+1$77.84 (−5.97%)
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 3/10
$81.00 awaiting T+1awaiting T+1$77.84 (−3.90%)
Jun 10, 2026
2d ago
Insider Cluster
BEARISH ★ 5/10
$78.51 awaiting T+1awaiting T+1$77.84 (+0.85%)
Jun 9, 2026
3d ago
Insider Cluster
BEARISH ★ 5/10
$81.15 awaiting T+1awaiting T+1$77.84 (+4.08%)
Jun 9, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.15 awaiting T+1awaiting T+1$77.84 (−4.08%)
Jun 9, 2026
3d ago
144
NEUTRAL ★ 2/10
$81.07 awaiting T+1awaiting T+1$77.84 (−3.98%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 2/10
$82.47 awaiting T+1awaiting T+1$77.84 (−5.61%)
Jun 5, 2026
7d ago
144
BEARISH ★ 6/10
$80.28 awaiting T+1awaiting T+1$77.84 (+3.04%)
Showing 10 of 42

US Market Status

Market Closed — Opens Mon (49h 14m)

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