GLUE Monte Rosa Therapeutics, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 2, 2026 Processed 10d 12h ago
Insider cluster: 3 insiders, $0.3M total
Latest settled — T+1d ⚠ clustered
GLUE ▼ -1.31% at T+1d
NEUTRAL call ✗ call lost -1.31% · α vs SPY -1.71% · entry $17.59 → $17.36
Next anchor: T+5d due 4d ago
Currently $18.24 · +3.67% from $17.59 entry
Entry anchored
Jun 2, 03:59 PM ET
via Databento tick
T+1d
-1.31%
call -1.31% · α -1.71%
$17.36
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three top executives at Monte Rosa Therapeutics (CEO, CSO, COO) sold a combined $260K in open-market sales over a 7-day window, with the CEO's sale occurring most recently. The total dollar value is only ~0.015% of the $1.7B market cap, making this a trivial cluster by proportionality standards. The sales coincide with option exercises, suggesting liquidity-driven diversification rather than a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$260.0K
Insiders
3

Actionable Insight

This cluster is routine and non-informative. The sales are small in dollar terms, tied to option exercises, and likely driven by vesting schedules and tax obligations. No bearish read-through is warranted. Monitor for any material news (pipeline updates, partnership announcements) that could move the stock, but this insider activity alone does not signal a change in outlook.

Key Facts

  • CEO Markus Warmuth sold 4,998 shares at $19.41 for $97K on June 1, 2026
  • CSO Sharon Townson sold 6,000 shares at $19.87 for $119K on May 29, 2026, after exercising options at $6.14/share
  • COO Jennifer Champoux sold 2,175 shares at $20.00 for $44K on May 27, 2026, after exercising options at $3.98/share
  • Total cluster value of $260K represents ~0.015% of Monte Rosa's $1.7B market cap
  • All three sales are accompanied by option exercises (non-cash or cash exercises), consistent with routine vesting and tax planning

Financial Impact

Total insider sales of $260K, or ~0.015% of market cap — immaterial relative to company size

dilution

Risk Factors

  • CEO's sale on June 1 is the most recent and could be misinterpreted by the market as a negative signal
  • Biotech sector volatility could amplify any perceived insider selling, even if immaterial

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
93% bullish (15 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GLUE-1780430795741
10 reports for GLUE
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +13.72%Mar 17, 2026
Filters
Rows
Reports for GLUE — sortable, filterable
Type Now
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$17.59 $17.36▼ −1.31%▼ −1.71%$18.24 (+3.67%)
Jun 2, 2026
10d ago
Press Release
NEUTRAL ★ 2/10
$17.59 $17.36▼ −1.31%▼ −1.71%$18.24 (+3.67%)
Jun 1, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$17.74 $17.59▼ −0.85%▼ −0.15%$18.24 (+2.79%)
May 7, 2026
5w ago
8-K
MIXED ★ 5/10
$19.81 $19.39▼ −2.12%▼ −2.95%$18.24 (−7.95%)
Apr 20, 2026
7w ago
Press Release
BULLISH ★ 7/10
$19.81 $20.89▲ +5.45%▲ +6.11%$18.24 (−7.95%)
Apr 9, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.05 $17.48▼ −3.16%▼ −3.10%$18.24 (+1.02%)
Mar 17, 2026
12w ago
Press Release
BULLISH ★ 8/10
$16.03 $15.76▼ −1.68%▼ −0.29%$18.24 (+13.76%)
Mar 16, 2026
12w ago
Press Release
MIXED ★ 6/10
$16.35 $16.03▼ −1.96%▼ −2.23%$18.24 (+11.53%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.50 $17.96▼ −2.92%▼ −2.00%$18.24 (−1.43%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 6/10
$18.50 $17.96▼ −2.92%▼ −2.00%$18.24 (−1.43%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (53h 11m)

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