GM General Motors Co

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 28, 2026 Processed 8d 1h ago
Insider cluster: 2 insiders, $3.6M total

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Executive Summary

GM's CFO and an EVP sold a combined $3.65M in open-market sales over a 5-day window. CFO Paul Jacobson's $3.2M sale is notable in absolute terms but represents only ~0.0048% of GM's $75.8B market cap — well below the 0.1% materiality threshold. Harvey's sales follow a derivative exercise and are partially routine tax/vesting-related. The cluster is entirely selling, but the dollar amounts are trivial relative to company size.

Key Financial Metrics

Direction
selling
Total Value
$3.6M
Insiders
2

Actionable Insight

The cluster is too small to drive a directional trade. CFO selling is often watched for sentiment, but $3.2M at an $80B company is routine diversification. No open-market purchases to counterbalance. Monitor upcoming earnings or capital markets events for real catalysts — this filing alone does not warrant action.

Key Facts

  • CFO Paul Jacobson sold 40,000 shares at $80.00 for $3.2M on 2026-05-26 — his only trade in the window.
  • EVP Rory Harvey sold a combined 19,234 shares over two trades ($1.58M total), including 5,652 shares at $79.57 from a same-day derivative exercise.
  • Total cluster value of $3.65M represents ~0.0048% of GM's $75.8B market cap — economically negligible.
  • All transactions were open-market sales (S code); no open-market purchases occurred.
  • Historical calibration shows score-2/neutral reports on GM have mixed T+20 outcomes but no persistent directional bias.
  • Cross-filing actuarial verdicts flagged multiple amplifier combos, but none apply here as the base event's standalone materiality is too low to amplify.

Financial Impact

$3.65M total insider sales, or ~0.0048% of market cap — immaterial

Risk Factors

  • CFO selling before a material adverse event is always a tail risk, but the amount is too small to suggest informed selling on its own.
  • Insider sales may continue if blackout windows open or share price appreciates further, but this cluster provides no new signal.

Market Snapshot

Exchange
NYSE
Sector
Motor Vehicles & Passenger Car Bodies
Analyst Consensus
74% bullish (39 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GM-1780006051570
11 reports for GM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GM — sortable, filterable
Type Now
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 28, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 28, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 11, 2026
25d ago
Court Ruling
BULLISH ★ 7/10
$75.26 $73.09▼ −2.88%▼ −2.80%$82.11 (+9.11%)
Apr 20, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$79.02 $78.80▼ −0.28%▼ −1.36%$82.11 (+3.91%)
Apr 13, 2026
7w ago
Court Ruling
NEUTRAL ★ 1/10
$76.81 $80.51▲ +4.82%▲ +1.52%$82.11 (+6.90%)
Jan 28, 2026
18w ago
Court Ruling
NEUTRAL ★ 1/10
$84.71 $86.21▲ +1.77%▲ +3.10%$82.11 (−3.07%)
Jan 26, 2026
18w ago
Court Ruling
NEUTRAL ★ 2/10
$79.13 $84.28▲ +6.51%▲ +6.12%$82.11 (+3.77%)
Jan 23, 2026
19w ago
Court Ruling
NEUTRAL ★ 1/10
$79.64 $83.98▲ +5.45%▲ +5.07%$82.11 (+3.11%)
Jan 23, 2026
19w ago
Court Ruling
NEUTRAL ★ 1/10
$79.64 $83.98▲ +5.45%▲ +5.07%$82.11 (+3.11%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (37h 55m)

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