INOD INNODATA INC

NEUTRAL Impact: 5/10 Insider Cluster (2 insiders)
Horizon days Filed May 12, 2026 Processed 27d 5h ago
Insider cluster: 2 insiders, $23.2M total
Latest settled — T+5d
INOD ▼ -4.24% at T+5d
NEUTRAL call ✗ call lost -4.24% · α vs SPY -3.64% · entry $92.09 → $88.19
Next anchor: T+20d due 18h ago
Last close $102.79 (close Jun 8) · +11.62% from $92.09 entry
Entry anchored
May 11, 07:45 PM ET
via Databento tick
T+1d
-2.32%
call -2.32% · α -2.90%
$89.95
settled 29d ago
T+5d
-4.24%
call -4.24% · α -3.64%
$88.19
settled 23d ago
T+20d
call — · α —
due 18h ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Two insiders (COO and a director) sold a total of ~$23.2M in open-market sales on May 12, 2026, just six days after Innodata reported a record Q1 with revenue up 54% YoY and raised full-year guidance. The sales follow the exercise of stock options at near-zero cost, suggesting a routine post-earnings lockup expiration and diversification rather than a bearish signal, but the dollar amount is material at ~0.8% of market cap.

Key Financial Metrics

Direction
selling
Total Value
$23.2M
Insiders
2

Actionable Insight

The cluster is overwhelmingly driven by the COO's large sale, which is typical post-earnings lockup expiration and option exercise. With the company reporting strong fundamentals and raised guidance, these sales are likely liquidity-driven rather than signaling deterioration. Monitor for any follow-on sales by other C-suite executives in the next 30 days; if absent, the signal is noise.

Key Facts

  • COO Ashok Mishra sold 234,000 shares at $90.02 for ~$21.1M, after exercising options at $0 and $4.99.
  • Director Louise Forlenza sold 24,641 shares at $88.19 for ~$2.2M, after exercising options at $0 and $1.07.
  • Total open-market sales: ~$23.2M, representing ~0.8% of INOD's $3.0B market cap.
  • Sales occurred 6 days after a record Q1 earnings beat (revenue +54% YoY, Adj. EBITDA +96%) and raised guidance.
  • No open-market purchases were made by any insider in the cluster.

Financial Impact

~$23.2M in insider sales, or ~0.8% of market cap

dilution

Risk Factors

  • COO sold ~$21M worth of stock, which could indicate personal diversification but also reduces insider alignment.
  • No insider buying to offset the selling — a one-sided cluster.
  • Historical calibration shows score-6 and score-7 reports on INOD have sub-30% observed positive outcomes at T+20, suggesting the market may not react strongly to insider clusters here.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Processing & Data Preparation
Analyst Consensus
90% bullish (10 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-INOD-1778717698254
11 reports for INOD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for INOD — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$112.52 awaiting T+1awaiting T+1$102.79 (−8.65%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$112.52 awaiting T+1awaiting T+1$102.79 (−8.65%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$108.27 $121.50▲ +12.22%▲ +11.82%$102.79 (−5.06%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 4/10
$89.00 $99.35▲ +11.63%▲ +11.08%$102.79 (+15.49%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
$95.48 $95.91▲ +0.45%▼ −0.14%$102.79 (+7.66%)
May 20, 2026
20d ago
Insider Cluster
NEUTRAL ★ 4/10
$98.53 $95.48▼ −3.10%▼ −3.54%$102.79 (+4.32%)
May 18, 2026
22d ago
Insider Cluster
BEARISH ★ 6/10
$88.19 $94.71▼ −7.39%▼ −6.35%$102.79 (−16.56%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 5/10
$88.19 $94.71▲ +7.39%▲ +6.35%$102.79 (+16.56%)
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 5/10
$92.09 $89.95▼ −2.32%▼ −2.90%$102.79 (+11.62%)
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 5/10
$92.09 $89.95▼ −2.32%▼ −2.90%$102.79 (+11.62%)
Showing 10 of 11

US Market Status

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