DASH DoorDash, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed Feb 24, 2026 Processed 2mo ago
Insider cluster: 3 insiders, $1.2M total
Final — all horizons settled through T+60d
DASH ▼ -5.92% at T+60d
NEUTRAL call ✗ call lost -5.92% · α vs SPY -12.67% · entry $164.38 → $154.65
Last close $160.25 (close May 22) · -2.51% from $164.38 entry
Entry anchored
Feb 23, 03:59 PM ET
via Databento tick
T+1d
+5.28%
call +5.28% · α +4.45%
$173.06
settled 3mo ago
T+5d
+6.74%
call +6.74% · α +7.77%
$175.46
settled 3mo ago
T+20d
-5.87%
call -5.87% · α -0.88%
$154.73
settled 2mo ago
T+60d
-5.92%
call -5.92% · α -12.67%
$154.65
settled 5d ago

Price Chart

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Executive Summary

DoorDash CFO exercised options for 1,017 shares worth $7,790, a non-cash event, while Chief Accounting Officer sold 2,173 shares in the open market for $382,861. The CFO's action is routine and carries no economic significance, while the CAO's sale is modest in dollar terms but notable given his C-suite role.

Key Financial Metrics

Direction
selling
Total Value
$382.9K
Insiders
2

Actionable Insight

Monitor for follow-up selling by other executives; isolated CAO sale is within normal range but CFO's lack of open-market buying may suggest muted conviction. Compare to historical patterns ahead of earnings or strategic announcements.

Key Facts

  • CFO Ravi Inukonda exercised derivative securities for 1,017 shares at $7.66, resulting in $7,790 in value (non-cash transaction).
  • Chief Accounting Officer Gordon S. Lee sold 2,173 shares in the open market for $382,861.
  • Total open-market sale value represents 0.0005% of DoorDash's $76.2B market cap — well below materiality threshold.
  • No open-market purchases in the cluster; CFO transaction (M) is non-cash and routine.

Financial Impact

$382,861 in net insider selling (0.0005% of market cap), $7,790 in non-cash option exercise

insider sentimentshare count (dilution from exercise)

Risk Factors

  • Perception of insider selling ahead of weak earnings or guidance, though no evidence yet.
  • CFO's option exercise could lead to future open-market selling to cover taxes or diversify holdings.

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
77% bullish (53 analysts)

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (2 trades, 7d window)cluster-DASH-1772658666203
13 reports for DASH
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+20▲ +16.10%Feb 28, 2026
Filters
Rows
Reports for DASH — sortable, filterable
Type Now
May 22, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$160.31 awaiting T+5awaiting T+5$160.25 (−0.04%)
May 6, 2026
17d ago
10-K/A
NEUTRAL ★ 2/10
$171.35 $149.07▼ −13.00%▼ −14.51%$160.25 (−6.48%)
May 1, 2026
22d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$202.32 $195.98▼ −3.13%▼ −5.79%$160.25 (−20.79%)
Apr 27, 2026
26d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$174.06 $172.57▼ −0.86%▼ −1.26%$160.25 (−7.93%)
Apr 20, 2026
4w ago
DEFA14A
NEUTRAL ★ 3/10
$182.45 $171.97▼ −5.74%▼ −6.83%$160.25 (−12.17%)
Apr 15, 2026
5w ago
144
NEUTRAL ★ 3/10
$179.33 $177.00▼ −1.30%▼ −2.28%$160.25 (−10.64%)
Feb 28, 2026
12w ago
Institutional Cluster
BEARISH ★ 7/10
$176.41 $176.59▼ −0.10%▼ −1.31%$160.25 (+9.16%)
Feb 25, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$173.06 $177.75▲ +2.71%▲ +3.81%$160.25 (−7.40%)
Feb 24, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$164.38 $175.46▲ +6.74%▲ +7.77%$160.25 (−2.51%)
Feb 20, 2026
13w ago
Insider Cluster
NEUTRAL ★ 4/10
$176.29 $176.47▲ +0.10%▲ +0.55%$160.25 (−9.10%)
Showing 10 of 13

US Market Status

Market Closed — Opens Tue (35h 13m)

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