FSLY Fastly, Inc.

BEARISH Impact: 6/10 Insider Cluster (5 insiders)
Horizon days Filed Feb 27, 2026 Processed 3mo ago
Insider cluster: 2 insiders, $91K total
Final — all horizons settled through T+60d ⚠ clustered
FSLY ▼ -7.95% at T+60d
SHORT call ✓ call won +7.95% · α vs SPY +17.34% · entry $19.12 → $17.60
Currently $18.55 · +2.98% from $19.12 entry (call sign-flipped)
Entry anchored
Feb 26, 03:59 PM ET
via Databento tick
T+1d
+10.72%
call -10.72% · α -10.67%
$21.17
settled 4mo ago
T+5d
+5.33%
call -5.33% · α -7.32%
$20.14
settled 3mo ago
T+20d
+43.46%
call -43.46% · α -51.02%
$27.43
settled 3mo ago
T+60d
-7.95%
call +7.95% · α +17.34%
$17.60
settled 22d ago

Price Chart

Loading chart...

Executive Summary

Multiple C-suite executives at Fastly, including the CEO, CFO, and CTO, conducted open-market share sales over the past week, totaling $475,000 in sales. These transactions coincide with routine stock award grants, but the selling activity is concentrated among top executives at current market prices.

Key Financial Metrics

Direction
selling
Total Value
$475.0K
Insiders
5

Actionable Insight

While the dollar amount is not large relative to market cap, the coordinated selling by the CEO, CFO, and CTO raises concerns about internal confidence, especially if not part of a pre-arranged 10b5-1 plan. Traders should monitor for further selling and upcoming earnings for potential downside risks.

Key Facts

  • CEO Compton sold $268,853 worth of shares, CTO Bergman sold $150,941, and CFO Wong sold $76,084 — all via open-market transactions.
  • Total open-market sales by insiders in the cluster amount to $475,000 over five days.
  • The total value of sales represents approximately 0.015% of Fastly's $3.2B market cap — modest in scale but notable due to concentration in C-suite.
  • Concurrent with sales, executives received non-cash stock awards totaling $0 value at grant date.
  • All sales occurred at or above $17.50 per share, with recent trades at $20.30.

Financial Impact

$475,000 in insider selling over 7 days

insider sentimentshareholder confidence

Risk Factors

  • Perception of lack of confidence from top leadership despite recent stock price improvement.
  • Potential for negative market reaction if selling continues or if no positive catalysts emerge.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (9 trades, 7d window)cluster-FSLY-1772658573006
14 reports for FSLY
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +20.65%Mar 3, 2026
Filters
Rows
Reports for FSLY — sortable, filterable
Type Now
Jun 9, 2026
3d ago
8-K
NEUTRAL ★ 2/10
$18.64 awaiting T+1awaiting T+1$18.55 (−0.46%)
Jun 5, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$18.07 awaiting T+1awaiting T+1$18.55 (+2.66%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$20.83 $19.91▼ −4.42%▼ −4.82%$18.55 (−10.95%)
Jun 2, 2026
10d ago
Insider Cluster
BEARISH ★ 4/10
$20.83 $19.91▲ +4.42%▲ +4.82%$18.55 (+10.95%)
May 29, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$19.08 $20.77▲ +8.86%▲ +8.70%$18.55 (−2.78%)
May 29, 2026
14d ago
144
NEUTRAL ★ 2/10
$17.77 $19.08▲ +7.40%▲ +7.13%$18.55 (+4.42%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$16.40 $16.32▼ −0.49%▼ −0.93%$18.55 (+13.11%)
Apr 22, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$24.96 $23.76▼ −4.81%▼ −5.59%$18.55 (−25.68%)
Mar 11, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$24.05 $24.22▼ −0.71%▼ −2.19%$18.55 (+22.87%)
Mar 5, 2026
14w ago
8-K
MIXED ★ 6/10
$20.44 $20.14▼ −1.47%▼ −0.15%$18.55 (−9.25%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (48h 49m)

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