ELF e.l.f. Beauty, Inc.
Price Chart
Executive Summary
Six insiders at e.l.f. Beauty sold a total of $2.65M in open-market transactions over a 7-day window, with five executives selling on the same day (June 4, 2026) at $51.94. The cluster includes the CEO receiving a large grant (non-cash) the prior day, but the open-market sales by the CCO, SVP, and other senior leaders represent 0.09% of the $3.1B market cap — below the 0.1% materiality threshold. The timing aligns with a vesting/grant event on June 3, suggesting these sales are liquidity-driven rather than signaling a bearish view.
Key Financial Metrics
Actionable Insight
The cluster is likely vesting-driven (grants on June 3 followed by sales on June 4). Monitor next 10-Q for any fundamental deterioration, but this insider activity alone does not warrant a bearish stance. The historical calibration suggests over-scoring on ELF has been costly — maintain a neutral posture here.
Key Facts
- Six insiders sold a combined $2.65M in open-market sales over 7 days (May 28 – June 4, 2026)
- Five insiders sold on June 4, 2026, at $51.94/share, totaling $2.22M
- Total open-market sales represent ~0.09% of ELF's $3.1B market cap — below the 0.1% materiality threshold
- CEO Tarang Amin received a non-cash grant of 71,167 shares on June 3, 2026 ($0 value)
- Four other insiders received non-cash grants of 42,315 shares each on June 3, 2026 ($0 value)
- The June 4 sales follow a large vesting/grant event on June 3, consistent with share withholding for tax or liquidity purposes
- Historical performance on ELF reports shows a 25% win rate at T+20 with average alpha of -3.52%, suggesting prior calls have been over-scored
Financial Impact
Open-market sales of $2.65M represent 0.09% of market cap — immaterial relative to company size
Risk Factors
- Insider sales could accelerate if the stock continues to decline (current price $51.94 vs. recent highs)
- The CEO's large grant (71,167 shares) may create future overhang if sold in subsequent quarters
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ELF-1780690273971 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 5, 2026
4d ago
|
Insider Cluster
| $49.59 awaiting T+5 | awaiting T+5 | — | $52.28 (+5.42%) |
|
May 20, 2026
20d ago
|
8-K
| $53.12 $57.40 | ▲ +8.06% | ▲ +6.46% | $52.28 (−1.58%) |
|
Apr 27, 2026
6w ago
|
Insider Cluster
| $63.72 $61.85 | ▲ +2.93% | ▲ +3.33% | $52.28 (+17.95%) |
|
Apr 27, 2026
6w ago
|
Insider Cluster
| $61.08 $61.43 | ▲ +0.57% | ▼ −2.54% | $52.28 (−14.41%) |
|
Apr 27, 2026
6w ago
|
Insider Cluster
| $63.72 $61.85 | ▼ −2.93% | ▼ −3.33% | $52.28 (−17.95%) |
|
Apr 1, 2026
9w ago
|
144
| $61.16 $65.13 | ▼ −6.49% | ▼ −2.87% | $52.28 (+14.52%) |
US Market Status
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