CRWD CrowdStrike Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 16, 2026 Processed 1mo ago
Insider cluster: 3 insiders, $5.8M total
Latest settled — T+5d
CRWD ▲ +8.52% at T+5d
NEUTRAL call ✓ call won +8.52% · α vs SPY +6.90% · entry $618.83 → $671.55
Next anchor: T+20d in 2h
Last close $682.80 (close Jun 12) · +10.34% from $618.83 entry
Entry anchored
May 15, 2026
via day open
T+1d
-0.32%
call -0.32% · α +0.33%
$616.88
settled 28d ago
T+5d
+8.52%
call +8.52% · α +6.90%
$671.55
settled 24d ago
T+20d
call — · α —
in 2h
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Three CrowdStrike insiders, including President Michael Sentonas and CEO George Kurtz, sold a total of $5.83M in open-market sales over a 7-day window. Sentonas alone accounted for $16.1M of the $16.56M total cluster value, with his two sales representing ~0.011% of CRWD's $147.6B market cap — a trivial proportion. The sales are routine in size relative to company scale and likely tied to pre-planned 10b5-1 programs or tax-related liquidity, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$16.6M
Insiders
3

Actionable Insight

The insider selling cluster is too small relative to CRWD's $147.6B market cap to warrant a bearish read. President Sentonas's sales are the largest but are likely pre-planned 10b5-1 transactions. Monitor upcoming quarterly earnings for any guidance changes, but this cluster alone does not signal deterioration.

Key Facts

  • Three insiders sold shares: President Michael Sentonas ($16.1M), Director Sameer Gandhi ($319K), CEO George Kurtz ($142K).
  • Total open-market sales of $16.56M represent ~0.011% of CRWD's $147.6B market cap — well below the 0.1% materiality threshold.
  • President Sentonas executed two large sales ($10.6M on May 11, $5.5M on May 12) at prices near $530-$550, consistent with routine 10b5-1 plan execution.
  • CEO Kurtz's sales were small ($142K total across 5 transactions), likely for tax withholding or personal liquidity.
  • No insider purchases were reported in the cluster window.

Financial Impact

Total insider sales of $16.56M represent 0.011% of market cap — immaterial relative to company size.

dilution

Risk Factors

  • Insider sales could accelerate if management perceives headwinds from cybersecurity spending shifts or competitive pressure.
  • CEO Kurtz's small but persistent selling pattern may indicate personal diversification, not company-specific concern.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
79% bullish (62 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRWD-1778892038744
33 reports for CRWD
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +47.72%Apr 27, 2026
Filters
Rows
Reports for CRWD — sortable, filterable
Type Now
Jun 12, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$693.00 awaiting T+1awaiting T+1$682.80 (−1.47%)
Jun 10, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$644.97 awaiting T+1awaiting T+1$682.80 (+5.87%)
Jun 6, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$696.74 awaiting T+1awaiting T+1$682.80 (−2.00%)
Jun 6, 2026
9d ago
144
NEUTRAL ★ 2/10
$696.74 awaiting T+1awaiting T+1$682.80 (−2.00%)
Jun 5, 2026
9d ago
144
NEUTRAL ★ 3/10
$680.05 awaiting T+1awaiting T+1$682.80 (+0.40%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
Jun 3, 2026
11d ago
8-K
BULLISH ★ 7/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
May 31, 2026
14d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$380.06 $390.41▲ +2.72%▼ −0.17%$682.80 (+79.66%)
May 30, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$782.17 $768.95▼ −1.69%▼ −1.84%$682.80 (−12.70%)
Showing 10 of 33

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