NFLX NETFLIX INC

NEUTRAL Impact: 3/10 144
Horizon days Filed Jun 1, 2026 Processed 4d ago SEC 0001628280-26-039481
Form 144 — notice of proposed sale of securities

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Executive Summary

Co-founder and Executive Chairman Reed Hastings filed a Form 144 notice of intent to sell 386,700 shares of Netflix common stock, with an approximate market value of $33.2 million based on the filing date. The shares were acquired through the exercise of stock options on June 1, 2026, and the sale is planned through Merrill Lynch. While this is a large absolute dollar amount, Hastings has been a routine seller under a pre-arranged 10b5-1 plan (noted from prior sales in March, April, and May 2026), and the filing is consistent with his established pattern of diversification.

Actionable Insight

This is a routine, pre-planned diversification sale by the co-founder — not a signal of deteriorating fundamentals. Hastings has sold similar amounts in each of the prior three months. The filing is neutral for the stock; no immediate trading action warranted. Monitor for any acceleration in selling volume or change in pattern.

Key Facts

  • Reed Hastings (co-founder, Executive Chairman) filed Form 144 on June 1, 2026
  • Proposed sale of 386,700 shares of common stock
  • Approximate market value: $33.2 million (based on filing date price ~$85.90)
  • Shares acquired via exercise of stock options on June 1, 2026
  • Prior sales: 407,550 shares in May, 420,550 in April, 410,550 in March 2026 — consistent pattern
  • Sale is planned through Merrill Lynch; no 10b5-1 plan explicitly stated but pattern suggests pre-arranged trading

Financial Impact

Proposed sale of ~$33.2M worth of NFLX common stock, representing roughly 0.009% of market cap

dilutioninsider selling

Risk Factors

  • If Hastings were to materially increase the pace or size of sales beyond the established pattern, it could signal reduced confidence
  • Insider selling by a co-founder always carries some headline risk, though this filing is consistent with past behavior

Market Snapshot

Exchange
Nasdaq
Sector
Services-Video Tape Rental
Analyst Consensus
78% bullish (58 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001628280-26-039481
Document: 0001628280-26-039481-index.html0001628280-26-039481
Document: 0001628280-26-039481.txt0001628280-26-039481
15 reports for NFLX
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+5▲ +4.22%May 6, 2026
Filters
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Reports for NFLX — sortable, filterable
Type Now
Jun 5, 2026
today
ANALYST-UPGRADE
BULLISH ★ 4/10
$98.93 $103.10▲ +4.22%▲ +0.08%$82.18 (−16.93%)
Jun 1, 2026
4d ago
144
NEUTRAL ★ 3/10
awaiting T+5
May 31, 2026
5d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$99.04 $95.33▼ −3.75%▼ −2.22%$82.18 (−17.02%)
May 12, 2026
24d ago
Court Ruling
BULLISH ★ 6/10
$87.65 $89.65▲ +2.29%▲ +2.21%$82.18 (−6.24%)
May 7, 2026
29d ago
144
NEUTRAL ★ 2/10
$87.45 $86.94▼ −0.58%▼ −2.04%$82.18 (−6.02%)
May 6, 2026
4w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$98.93 $103.10▲ +4.22%▲ +0.08%$82.18 (−16.93%)
May 1, 2026
5w ago
144
NEUTRAL ★ 4/10
$91.03 $85.42▼ −6.16%▼ −9.10%$82.18 (−9.72%)
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$99.04 $95.33▼ −3.75%▼ −2.22%$82.18 (−17.02%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.05 $88.25▼ −4.12%▼ −6.47%$82.18 (−10.72%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.05 $88.25▼ −4.12%▼ −6.47%$82.18 (−10.72%)
Showing 10 of 15

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