IOT Samsara Inc.
Price Chart
Executive Summary
CEO Sanjit Biswas and executive John Bicket sold a combined $4.05M in open-market sales over two days, with each selling roughly equal amounts at ~$29.50/share. This is the second cluster in a week, bringing total insider selling to $12.0M in 7 days — 0.07% of market cap, which is trivial relative to the $17.1B valuation. The sales are routine diversification for top executives at a company with strong analyst consensus (78% bullish) and no disclosed negative catalyst.
Key Financial Metrics
Actionable Insight
CEO Sanjit Biswas and executive John Bicket sold a combined $4.05M in open-market sales over two days, with each selling roughly equal amounts at ~$29.50/share. This is the second cluster in a week, bringing total insider selling to $12.0M in 7 days — 0.07% of market cap, which is trivial relative to the $17.1B valuation. The sales are routine diversification for top executives at a company with strong analyst consensus (78% bullish) and no disclosed negative catalyst.
Key Facts
- CEO Sanjit Biswas sold 137,142 shares for $3.93M across April 28-30
- Executive John Bicket sold 134,123 shares for $3.93M across April 28-30
- Total cluster value: $4.05M (0.024% of $17.1B market cap)
- Second insider cluster in 7 days brings combined total to $12.0M
- All transactions were open-market sales (code S) — no option exercises or grants
- 78% of analysts rate the stock Buy or Strong Buy
Financial Impact
Total insider sales of $4.05M represent 0.024% of market cap — immaterial
Risk Factors
- CEO selling could be misinterpreted by retail as bearish signal
- Historical calibration shows IOT insider cluster reports have negative T+20 alpha (-6.4% avg), suggesting the market often overreacts to these filings
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1777590787270 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
144
| $34.07 awaiting T+1 | awaiting T+1 | — | $34.06 (−0.03%) |
|
Jun 4, 2026
5d ago
|
8-K
| $36.00 awaiting T+1 | awaiting T+1 | — | $34.06 (−5.39%) |
|
Jun 1, 2026
8d ago
|
DEFA14A
| $37.36 $36.34 | ▼ −2.73% | ▼ −2.01% | $34.06 (−8.83%) |
|
May 28, 2026
12d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $34.06 (−2.66%) |
|
May 28, 2026
12d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $34.06 (−2.66%) |
|
May 21, 2026
19d ago
|
Insider Cluster
| $31.15 $31.16 | ▲ +0.03% | ▼ −0.55% | $34.06 (+9.34%) |
|
Apr 30, 2026
5w ago
|
Insider Cluster
| $28.74 $30.49 | ▲ +6.09% | ▲ +5.87% | $34.06 (+18.51%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $29.33 $29.37 | ▲ +0.14% | ▲ +0.15% | $34.06 (+16.13%) |
|
Apr 13, 2026
8w ago
|
Insider Cluster
| $26.59 $26.51 | ▲ +0.30% | ▲ +1.51% | $34.06 (−28.09%) |
|
Apr 13, 2026
8w ago
|
Insider Cluster
| $26.59 $26.51 | ▼ −0.30% | ▼ −1.51% | $34.06 (+28.09%) |
US Market Status
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