FROG JFrog Ltd

NEUTRAL Impact: 2/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 2, 2026 Processed 3d 3h ago
Insider cluster: 3 insiders, $4.0M total

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Executive Summary

CEO Shlomi Ben Haim sold $3.84M in open-market stock, joined by two directors selling $149K total, creating a $3.99M insider selling cluster. At 0.04% of FROG's $10.7B market cap, the dollar value is trivial and does not signal material bearish conviction. The CEO's sale may be liquidity-driven, and the cluster is not amplified by the calibration rules.

Key Financial Metrics

Direction
selling
Total Value
$4.0M
Insiders
4

Actionable Insight

The CEO's $3.84M sale is large in absolute terms but trivial relative to FROG's $10.7B market cap. Without a 10b5-1 plan disclosure or pattern of repeated sales, this appears to be routine liquidity or diversification. Monitor for any subsequent Form 4 filings or a pattern of sustained selling that could signal a change in conviction.

Key Facts

  • CEO Shlomi Ben Haim sold 51,237 shares at $75.02 for $3.84M on 2026-05-29
  • Directors Steele Elisa and Yvonne Wassenaar sold $50K and $99K respectively on 2026-05-22
  • Director Vitus Andrew L. gifted 6,800 shares ($0 value) on 2026-05-27
  • Total cluster value of $3.99M represents ~0.04% of FROG's $10.7B market cap
  • All sales are open-market; no 10b5-1 plan information provided

Financial Impact

Total insider selling of $3.99M, or ~0.04% of market cap — immaterial relative to company size

insider ownership

Risk Factors

  • CEO may continue selling, creating cumulative overhang
  • No 10b5-1 plan disclosed — sale could be discretionary
  • Insider selling at all-time or near-high stock price may indicate valuation concerns

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
93% bullish (29 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FROG-1780431436460
16 reports for FROG
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+5▲ +9.62%Apr 7, 2026
Filters
Rows
Reports for FROG — sortable, filterable
Type Now
Jun 4, 2026
1d ago
Insider Cluster
BEARISH ★ 6/10
$86.19 awaiting T+5awaiting T+5$84.00 (+2.54%)
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 22, 2026
14d ago
144
NEUTRAL ★ 1/10
awaiting T+5
May 18, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 18, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$70.63 $71.71▲ +1.53%▼ −0.71%$84.00 (+18.93%)
May 18, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 1, 2026
5w ago
144
NEUTRAL ★ 1/10
$52.58 $69.01▲ +31.25%▲ +28.31%$84.00 (+59.76%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$49.89 $70.55▲ +41.41%▲ +39.06%$84.00 (+68.37%)
Apr 7, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$46.66 $42.87▼ −8.12%▼ −11.64%$84.00 (+80.03%)
Apr 7, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$49.08 $44.36▲ +9.62%▲ +14.95%$84.00 (−71.15%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (37h 58m)

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