IOT Samsara Inc.
NEUTRAL
Impact: 2/10
Insider Cluster (3 insiders)
Insider cluster: 3 insiders, $4.7M total
Latest settled — T+20d
IOT ▲ +9.85% at T+20d
NEUTRAL call ✓ call won +9.85% · α vs SPY +4.88% · entry $28.74 → $31.57
Currently $33.66 · +17.12% from $28.74 entry
T+1d
+6.09%
call +6.09% · α +5.87%
$30.49
settled 6w ago
T+5d
+0.63%
call +0.63% · α -1.10%
$28.92
settled 5w ago
T+20d
+9.85%
call +9.85% · α +4.88%
$31.57
settled 16d ago
T+60d
—
call — · α —
—
in 6w
Price Chart
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Executive Summary
Three Samsara insiders (including CEO Sanjit Biswas) sold a combined $4.74M in stock over a 5-day window ending May 1, 2026. The total is negligible at ~0.027% of market cap ($17.7B), indicating routine portfolio management rather than a material signal.
Key Financial Metrics
Direction
selling
Total Value
$4.7M
Insiders
3
Actionable Insight
The selling is too small to justify a bearish read-through. Monitor upcoming earnings (expected mid-June) for any fundamental changes, but this cluster alone does not warrant action.
Key Facts
- CEO Sanjit Biswas sold ~$4.0M (two trades on Apr 28-30), John Bicket sold ~$6.0M (three trades Apr 28-30), Dominic Phillips sold $586K (one trade May 1).
- Total cluster value of $4.74M represents only 0.027% of IOT's $17.7B market cap.
- All transactions were open-market sales (Form 4 code S). No insider purchases were filed.
Financial Impact
Total insider sales of $4.74M, immaterial relative to $17.7B market cap.
Risk Factors
- Insider selling could accelerate if fundamental headwinds emerge, but current volume is routine.
- Historical calibration on IOT filings shows poor predictive accuracy (20% win rate at T+20).
Market Snapshot
Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
78% bullish (27 analysts)
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1777932880923 |
18 reports for IOT
100%
Hit rate
best @ T+5▲ +15.67%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
Insider Cluster
| $33.67 awaiting T+1 | awaiting T+1 | — | $33.66 (−0.03%) |
|
Jun 8, 2026
4d ago
|
144
| $34.07 awaiting T+1 | awaiting T+1 | — | $33.66 (−1.20%) |
|
Jun 4, 2026
8d ago
|
8-K
| $36.00 awaiting T+1 | awaiting T+1 | — | $33.66 (−6.50%) |
|
Jun 1, 2026
11d ago
|
DEFA14A
| $37.36 $36.34 | ▼ −2.73% | ▼ −2.01% | $33.66 (−9.90%) |
|
May 28, 2026
15d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $33.66 (−3.80%) |
|
May 28, 2026
15d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $33.66 (−3.80%) |
|
May 21, 2026
22d ago
|
Insider Cluster
| $31.15 $31.16 | ▲ +0.03% | ▼ −0.55% | $33.66 (+8.06%) |
|
Apr 30, 2026
6w ago
|
Insider Cluster
| $28.74 $30.49 | ▲ +6.09% | ▲ +5.87% | $33.66 (+17.12%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $29.33 $29.37 | ▲ +0.14% | ▲ +0.15% | $33.66 (+14.76%) |
|
Apr 13, 2026
8w ago
|
Insider Cluster
| $26.59 $26.51 | ▲ +0.30% | ▲ +1.51% | $33.66 (−26.59%) |
Showing 10 of 18
US Market Status
Market Closed — Opens Mon (49h 37m)
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