IOT Samsara Inc.
Price Chart
Executive Summary
Four Samsara insiders, including CEO Sanjit Biswas and CFO John Bicket, sold a total of $5.09M in open-market transactions over the past week. The CEO and CFO sales alone account for $4.89M, or ~0.027% of the company's $17.8B market cap. While the cluster involves top executives, the dollar value is de minimis relative to market cap and the sellers are executing sales at regular intervals (consistent with 10b5-1 plans), making this a routine liquidity event rather than an informed sell signal.
Key Financial Metrics
Actionable Insight
Insider sales are quantitatively immaterial relative to company size and follow patterns consistent with pre-arranged 10b5-1 plans. Historical performance on IOT shows negative average call P&L T+20 (-5.85%) with a 25% win rate but the calibration block confirms score-2 events in this segment are clustered at low observed positive rates, consistent with neutral. No trading signal from this cluster — ignore for position-taking.
Key Facts
- Four insiders sold a combined total of ~185K shares worth $5.09M from May 13-20, 2026.
- CEO Sanjit Biswas sold 89.1K shares for $2.45M; CFO John Bicket sold 88.7K shares for $2.44M.
- Total sales represent approximately 0.029% of Samsara's $17.8B market cap — well below the 0.1% materiality threshold.
- Routine, pattern-aligned sales by C-suite are commonly associated with 10b5-1 trading plans and diversification, not negative information.
Financial Impact
Total insider selling of $5.09M is economically trivial relative to a market cap of $17.8B (0.029%).
Risk Factors
- Insider sales at a higher cadence than in prior quarters could signal lack of conviction, but current volumes do not support this.
- The cross-filing actuarial data shows cluster-insider-trades + cluster-offering-context as an amplifier, but no offering context is present here — the amplification is not triggered.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1779399827636 |
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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