RELY Remitly Global, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 29, 2026 Processed 11d 12h ago
Insider cluster: 3 insiders, $1.0M total
Latest settled — T+5d ⚠ clustered
RELY ▼ -10.75% at T+5d
NEUTRAL call ✗ call lost -10.75% · α vs SPY -8.00% · entry $21.03 → $18.77
Next anchor: T+20d in 19d
Last close $18.45 (close Jun 8) · -12.27% from $21.03 entry
Entry anchored
May 29, 2026
via day open
T+1d
-4.56%
call -4.56% · α -4.71%
$20.07
settled 9d ago
T+5d
-10.75%
call -10.75% · α -8.00%
$18.77
settled 5d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Three C-suite insiders at Remitly (CFO, CPTO, CBO) sold a total of $1.01M in open-market sales over a 3-day window, with CFO Mehta and CPTO Sinha selling on May 26 and CBO Sharma selling on May 28. The cluster is notable for involving the top three executives, but the total value represents only ~0.024% of the $4.2B market cap, falling well below the 0.1% materiality threshold. Tax-withholding transactions on May 26 (CEO Gunningham, CFO Mehta, CPTO Sinha, CBO Sharma) totaling $1.79M are non-cash events tied to vesting and carry no informational signal.

Key Financial Metrics

Direction
selling
Total Value
$1.0M
Insiders
3

Actionable Insight

The cluster is too small relative to market cap to warrant a bearish read. The sales coincide with vesting-related tax-withholding events, suggesting liquidity-driven diversification rather than informed selling. Monitor next earnings for any guidance revision, but no immediate action needed.

Key Facts

  • CFO Vikas Mehta sold 25,000 shares at $21.07 for $527K on May 26
  • CPTO Ankur Sinha sold 7,596 shares at $21.07 for $160K on May 26
  • CBO Pankaj Sharma sold 16,000 shares at $20.01 for $320K on May 28
  • Total open-market sales: $1.01M, representing ~0.024% of $4.2B market cap
  • CEO Sebastian Gunningham had tax-withholding surrender of 22,851 shares ($493K) on May 26 — non-cash event
  • All three C-suite sellers also had tax-withholding events on May 26, suggesting sales may be tied to post-vesting diversification
  • Recent 30-day insider activity shows 6 prior sales totaling $1.4M, consistent with routine selling pattern

Financial Impact

Open-market sales of $1.01M represent 0.024% of market cap — trivial relative to company size

insider ownershipfloat

Risk Factors

  • C-suite selling at current levels could indicate lack of conviction if it accelerates beyond routine patterns
  • Historical calibration shows past RELY cluster reports with score 6 had only 30% observed up-move probability at T+20, but this cluster is far smaller in magnitude

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
94% bullish (17 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RELY-1780090413241
20 reports for RELY
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+5▲ +10.75%May 29, 2026
Filters
Rows
Reports for RELY — sortable, filterable
Type Now
Jun 8, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$18.46 awaiting T+5awaiting T+5$18.45 (−0.03%)
May 29, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$21.03 $18.77▼ −10.75%▼ −8.00%$18.45 (−12.27%)
May 29, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$21.03 $18.77▲ +10.75%▲ +8.00%$18.45 (+12.27%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$20.00 $19.73▼ −1.35%▼ −1.30%$18.45 (−7.75%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
$21.58 $21.03▼ −2.55%▼ −4.21%$18.45 (−14.50%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$21.44 $20.39▼ −4.90%▼ −6.52%$18.45 (−13.95%)
Apr 27, 2026
6w ago
144
NEUTRAL ★ 2/10
$21.61 $23.78▲ +10.04%▲ +8.35%$18.45 (−14.62%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$21.26 $23.78▲ +11.85%▲ +11.45%$18.45 (−13.22%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$21.26 $23.78▲ +11.85%▲ +11.45%$18.45 (−13.22%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$21.26 $23.78▲ +11.85%▲ +11.45%$18.45 (−13.22%)
Showing 10 of 20

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