EA ELECTRONIC ARTS INC.

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon immediate Filed May 18, 2026 Processed 26d 10h ago
Insider cluster: 3 insiders, $1.7M total
Latest settled — T+5d ⚠ clustered
EA ▼ -0.23% at T+5d
NEUTRAL call ✗ call lost -0.23% · α vs SPY -2.47% · entry $201.67 → $201.20
Next anchor: T+20d tomorrow
Last close $203.27 (close Jun 12) · +0.80% from $201.67 entry
Entry anchored
May 18, 03:59 PM ET
via Databento tick
T+1d
-0.12%
call -0.12% · α -1.16%
$201.42
settled 27d ago
T+5d
-0.23%
call -0.23% · α -2.47%
$201.20
settled 20d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

Price Chart

Loading chart...

Executive Summary

Three senior EA executives (CEO Wilson, President Miele, Chief People Officer Singh) made open-market sales totaling $1.75M on May 15, 2026. The CFO and CAO also exercised stock options with tax withholding share surrenders on May 16-17 — non-cash transactions economically equivalent to covering tax obligations. The open-market sales amount to only ~0.0035% of EA's $50.4B market cap, placing them well below the 0.1% triviality threshold. Despite being a C-suite cluster, the dollar magnitude is noise relative to company size.

Key Financial Metrics

Direction
selling
Total Value
$1.8M
Insiders
5

Actionable Insight

These sales are routine transactions for a $50B company. The CEO's $1M sale is under 0.002% of his likely shareholding — no signal. Non-cash option exercises by CFO/CAO followed by tax withholding surrenders are mechanically tied to vesting, not trading on views. Do not read bearish signal into this activity.

Key Facts

  • CEO Andrew Wilson sold 5,000 shares for $1.00M on May 15 at ~$200.54
  • President Laura Miele sold 2,500 shares for $501K on May 15 at ~$200.54
  • CPO Vijayanthimala Singh sold 1,200 shares for $241K on May 15 at ~$200.81
  • Total open-market sales: $1.75M — only 0.0035% of EA's $50.4B market cap
  • CFO Canfield and CAO Kelly exercised options with tax-withholding share surrenders only — no open-market activity
  • CFO Canfield tax withholding: $938K in surrendered shares; CAO Kelly tax withholding: $175K in surrendered shares

Financial Impact

$1.75M in open-market sales, representing 0.0035% of market cap — immaterial

insider ownershipdilution from option exercises

Risk Factors

  • Insider selling at $200+ could accelerate if earnings growth decelerates in upcoming quarters
  • The stock is near the high end of its recent range — additional routine sales by other executives possible at these levels

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
34% bullish (32 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EA-1779226355985
14 reports for EA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EA — sortable, filterable
Type Now
May 29, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.96 $203.00▲ +0.52%▲ +3.27%$203.27 (+0.65%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 21, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $201.69▼ −0.05%▼ −1.90%$203.27 (+0.73%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
Showing 10 of 14

US Market Status

Market Closed — Opens in 5h 11m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access