EXTR EXTREME NETWORKS INC

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 28, 2026 Processed 10d 9h ago
Insider cluster: 2 insiders, $2.8M total
Latest settled — T+5d
EXTR ▲ +8.60% at T+5d
NEUTRAL call ✓ call won +8.60% · α vs SPY +8.89% · entry $26.51 → $28.79
Next anchor: T+20d in 13d
Currently $31.11 · +17.35% from $26.51 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
+6.11%
call +6.11% · α +5.85%
$28.13
settled 15d ago
T+5d
+8.60%
call +8.60% · α +8.89%
$28.79
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Edward Meyercord sold $2.61M worth of EXTR stock in a single open-market transaction on May 26, 2026, while the Chief Legal Officer sold an additional $195K on the same day. The cluster totals $2.80M in selling, representing ~0.076% of EXTR's $3.7B market cap — a trivial proportion. The CEO's sale is part of a broader pattern of insider selling over the prior 30 days ($3.6M total), and the cluster includes non-cash grant/exercise/withholding transactions by the CFO that carry no economic signal.

Key Financial Metrics

Direction
selling
Total Value
$2.8M
Insiders
2

Actionable Insight

The selling is trivial relative to market cap and likely reflects routine diversification or pre-planned 10b5-1 sales. No bearish signal. Monitor EXTR's next earnings for any fundamental deterioration, but this cluster alone does not warrant action.

Key Facts

  • CEO Edward Meyercord sold 100,000 shares at $26.10 on May 26, 2026, for $2.61M
  • Chief Legal Officer Katayoun Motiey sold 7,500 shares at $26.00 on May 26, 2026, for $195K
  • Total cluster open-market selling: $2.80M, or ~0.076% of EXTR's $3.7B market cap
  • CFO Kevin Rhodes had non-cash grant/exercise/withholding transactions (no economic signal)
  • Prior 30-day insider selling totaled $3.6M, consistent with routine diversification/10b5-1 patterns
  • Historical performance on EXTR reports shows strong positive drift (+26.2% avg T+20), but this cluster is too small to drive a directional call

Financial Impact

Open-market selling of $2.80M, representing 0.076% of market cap — well below the 0.1% threshold for materiality

insider sellingdilution

Risk Factors

  • CEO selling could be misinterpreted by the market as a negative signal despite trivial size
  • If the selling continues to escalate above 0.5% of market cap, it would become more concerning

Market Snapshot

Exchange
Nasdaq
Sector
Computer Communications Equipment
Analyst Consensus
86% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EXTR-1780438955458
9 reports for EXTR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EXTR — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$31.10 awaiting T+1awaiting T+1$31.11 (+0.03%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$29.58 awaiting T+1awaiting T+1$31.11 (+5.19%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$28.79 $29.61▲ +2.85%▲ +2.45%$31.11 (+8.06%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$26.51 $28.13▲ +6.11%▲ +5.85%$31.11 (+17.35%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$26.51 $28.13▲ +6.11%▲ +5.85%$31.11 (+17.35%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$23.54 $23.48▼ −0.25%▼ −1.29%$31.11 (+32.16%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$22.29 $22.84▲ +2.47%▲ +2.81%$31.11 (+39.57%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$22.29 $22.84▲ +2.47%▲ +2.81%$31.11 (+39.57%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 7/10
$21.85 $22.09▲ +1.10%▲ +0.08%$31.11 (+42.38%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (53h 12m)

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