NET Cloudflare, Inc.
NEUTRAL
Impact: 2/10
Insider Cluster (3 insiders)
Insider cluster: 2 insiders, $3.6M total
Latest settled — T+5d
NET ▲ +18.06% at T+5d
NEUTRAL call ✓ call won +18.06% · α vs SPY +15.72% · entry $217.50 → $256.79
Last close $216.17 (close May 22) · -0.61% from $217.50 entry
T+1d
+3.07%
call +3.07% · α +3.41%
$224.17
settled 23d ago
T+5d
+18.06%
call +18.06% · α +15.72%
$256.79
settled 17d ago
T+20d
—
call — · α —
—
in 5d
T+60d
—
call — · α —
—
in 2mo
Price Chart
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Executive Summary
Three directors sold a total of $4.7M in Cloudflare stock over a week, but the amount is trivial (0.006% of market cap) and unremarkable. The only insider buying was a non-cash grant to the CLO. No material implications for the stock.
Key Financial Metrics
Direction
selling
Total Value
$4.7M
Insiders
3
Actionable Insight
This cluster is too small to drive price action. Watch for any filing of material news (e.g., earnings, guidance) that might explain the sales, but no action needed.
Key Facts
- Director Ledbetter sold 20,009 shares for $4.65M (two transactions).
- Director Hawkins sold 133 shares for $28K.
- Chief Legal Officer received a 63,305-share grant ($0 value).
- Total open-market sales: $4.68M, representing 0.006% of market cap.
Financial Impact
Total insider sales of $4.68M; immaterial relative to $78.9B market cap.
Market Snapshot
Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
70% bullish (40 analysts)
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-NET-1778019380032 |
15 reports for NET
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
2d ago
|
Insider Cluster
| $211.56 awaiting T+5 | awaiting T+5 | — | $216.17 (+2.18%) |
|
May 19, 2026
4d ago
|
Insider Cluster
| $206.65 awaiting T+5 | awaiting T+5 | — | $216.17 (+4.61%) |
|
May 15, 2026
8d ago
|
ANALYST-UPGRADE
| $178.60 awaiting T+5 | awaiting T+5 | — | $216.17 (+21.04%) |
|
May 1, 2026
22d ago
|
ANALYST-UPGRADE
| $166.88 $189.41 | ▲ +13.50% | ▲ +12.66% | $216.17 (+29.54%) |
|
May 1, 2026
23d ago
|
Insider Cluster
| $217.50 $256.79 | ▲ +18.06% | ▲ +15.72% | $216.17 (−0.61%) |
|
Apr 28, 2026
26d ago
|
Insider Cluster
| $208.50 $224.17 | ▲ +7.52% | ▲ +5.82% | $216.17 (+3.68%) |
|
Apr 22, 2026
4w ago
|
Insider Cluster
| $207.56 $211.97 | ▲ +2.12% | ▲ +2.07% | $216.17 (+4.15%) |
|
Apr 22, 2026
4w ago
|
Insider Cluster
| — | awaiting T+5 | — | — |
|
Apr 17, 2026
5w ago
|
144
| $204.81 $212.36 | ▲ +3.69% | ▲ +2.77% | $216.17 (+5.55%) |
|
Apr 1, 2026
7w ago
|
144
| $211.69 $166.99 | ▼ −21.12% | ▼ −24.73% | $216.17 (+2.12%) |
Showing 10 of 15
US Market Status
Market Closed — Opens Tue (34h 53m)
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