LQDA Liquidia Corp

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 3, 2026 Processed 13d 11h ago
Insider cluster: 3 insiders, $1.3M total
Latest settled — T+5d
LQDA ▲ +14.53% at T+5d
NEUTRAL call ✓ call won +14.53% · α vs SPY +17.09% · entry $62.54 → $71.63
Next anchor: T+20d in 15d
Currently $68.01 · +8.75% from $62.54 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-1.10%
call -1.10% · α +1.50%
$61.85
settled 13d ago
T+5d
+14.53%
call +14.53% · α +17.09%
$71.63
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three Liquidia Corp insiders sold a total of ~$1.32M in open-market transactions over a one-week window ending June 1, 2026. The selling is concentrated (CEO and two directors/executives) and represents ~0.027% of the company's $4.9B market cap — a trivial proportion. Given the small size relative to market cap, the cluster is not material; the CEO sale ($400K) could be routine portfolio diversification, and the director sales may be tax-related. This does not signal bearish conviction at a meaningful scale.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
3

Actionable Insight

Insider selling at this scale is routine and does not indicate coordinated bearish conviction. The CEO's $400K sale is small relative to his likely total holdings. However, the cumulative $8.5M in insider sales over the past 30 days should be monitored for acceleration. If total monthly open-market sales exceed ~$20M (0.4% of market cap), that would warrant a more cautious read. For now, no action needed — the stock trades at a high multiple with 93% analyst bullishness, and this cluster does not challenge that thesis.

Key Facts

  • Total insider selling: ~$1.32M over 7 days (June 1-3, 2026)
  • CEO Roger Jeffs sold 6.4K shares at $62.18 for ~$400K on May 27
  • Director Arthur S. Kirsch sold 30K total across three trades ($548K + $280K + $903K = $1.73M, but only $903K falls in the cluster window; the others extend to June 3)
  • CHRO Sarah Krepp sold 276 shares at $60.87 for ~$17K on June 1
  • Total sales represent ~0.027% of $4.9B market cap — far below the 0.1% materiality threshold
  • Recent 30d insider activity shows 9 other sells totaling $8.5M, suggesting a pattern of routine selling

Financial Impact

Insider sales of ~$1.32M represent a de minimis 0.027% of market cap — no material impact on stock supply or ownership structure

dilutioninsider_ownership

Risk Factors

  • Insider selling could accelerate if the stock continues to trade near $60+ levels, potentially signaling a top
  • CEO selling, while small, could be followed by larger sales if lock-up or 10b5-1 plans permit
  • Given the positive historical performance on LQDA calls (80% win rate, +28% avg T+20), the market is resilient — but insider selling is a contrarian data point to watch

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LQDA-1780518826205
32 reports for LQDA
Performance horizon
67% Hit rate 10 of 15 directional calls best @ T+60▲ +70.18%Mar 5, 2026
Filters
Rows
Reports for LQDA — sortable, filterable
Type Now
Jun 11, 2026
5d ago
Institutional Cluster
BULLISH ★ 5/10
$71.63 $71.23▼ −0.55%▼ −1.09%$68.01 (−5.05%)
Jun 10, 2026
6d ago
144
BEARISH ★ 5/10
$71.63 $71.23▲ +0.55%▲ +1.09%$68.01 (+5.05%)
Jun 8, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
$64.01 $65.25▲ +1.94%▲ +3.51%$68.01 (+6.25%)
Jun 8, 2026
8d ago
CLUSTER / 8-K
NEUTRAL ★ 5/10
$64.01 $65.25▲ +1.94%▲ +3.51%$68.01 (+6.25%)
Jun 4, 2026
12d ago
144
BEARISH ★ 6/10
$61.85 $63.90▼ −3.31%▼ −3.09%$68.01 (−9.96%)
Jun 4, 2026
12d ago
144
BEARISH ★ 5/10
$61.85 $63.90▼ −3.31%▼ −3.09%$68.01 (−9.96%)
Jun 3, 2026
13d ago
Insider Cluster
NEUTRAL ★ 3/10
$62.54 $61.85▼ −1.10%▲ +1.50%$68.01 (+8.75%)
Jun 1, 2026
15d ago
144
NEUTRAL ★ 4/10
$58.75 $55.11▼ −6.20%▼ −6.34%$68.01 (+15.76%)
May 26, 2026
21d ago
Insider Cluster
NEUTRAL ★ 4/10
$62.03 $62.03· 0.00%▼ −0.55%$68.01 (+9.64%)
May 21, 2026
27d ago
Insider Cluster
MIXED ★ 5/10
$61.97 $60.98▼ −1.60%▼ −2.04%$68.01 (+9.75%)
Showing 10 of 32

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