STUB StubHub Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 15, 2026 Processed 25d 8h ago
Insider cluster: 2 insiders, $2.1M total
Latest settled — T+5d
STUB ▲ +4.29% at T+5d
NEUTRAL call ✓ call won +4.29% · α vs SPY +2.67% · entry $9.33 → $9.73
Next anchor: T+20d in 5d
Last close $10.01 (close Jun 8) · +7.29% from $9.33 entry
Entry anchored
May 15, 2026
via day open
T+1d
+2.25%
call +2.25% · α +2.90%
$9.54
settled 23d ago
T+5d
+4.29%
call +4.29% · α +2.67%
$9.73
settled 19d ago
T+20d
call — · α —
in 5d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two insiders at StubHub sold shares post-Q1 earnings, with the CFO Mark Streams executing a $2.1M open-market sale. The cluster is dominated by Streams' sale, which represents ~0.07% of market cap — below the materiality threshold. The PAO's sale is trivial ($12K), and his grant of 92K shares is non-cash. The timing follows strong Q1 results (revenue +12%, net income swing to $48M), suggesting the sales are likely liquidity-driven rather than signaling deterioration.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
2

Actionable Insight

The CFO's $2.1M sale is notable in absolute terms but trivial relative to market cap and follows a strong earnings beat. No bearish signal — likely routine diversification after positive results. Monitor for any additional insider sales in the next 30 days, but no immediate action warranted.

Key Facts

  • CFO Mark Streams sold 232,567 shares at $9.04 for $2.1M on 2026-05-14
  • Principal Accounting Officer Scott Fitzgerald sold 1,613 shares at $7.57 for $12K on 2026-05-11
  • Fitzgerald also received a grant of 92,453 shares at $0 (non-cash) on 2026-05-11
  • Total cluster value of $2.11M is ~0.07% of $3.2B market cap — trivial
  • Q1 2026 earnings reported 2 days prior showed strong results: revenue $446M (+12% YoY), net income $48M vs -$22M loss, Adj. EBITDA +50% to $72.1M

Financial Impact

Total insider sales of $2.11M represent 0.07% of market cap — immaterial

insider ownershipfloat

Risk Factors

  • CFO selling $2.1M post-earnings could be misinterpreted by the market as lack of confidence
  • If additional insider sales emerge in coming weeks, the cluster pattern would strengthen

Market Snapshot

Exchange
NYSE
Sector
Services-Miscellaneous Amusement & Recreation
Analyst Consensus
52% bullish (21 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-STUB-1778882445579
4 reports for STUB
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for STUB — sortable, filterable
Type Now
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$9.33 $9.73▲ +4.29%▲ +2.67%$10.01 (+7.29%)
May 13, 2026
27d ago
8-K
BULLISH ★ 7/10
$8.55 $9.84▲ +15.09%▲ +15.81%$10.01 (+17.08%)
Apr 30, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$7.63 $7.67▲ +0.52%▼ −1.82%$10.01 (+31.19%)
Mar 4, 2026
13w ago
8-K
BULLISH ★ 8/10
$8.91 $7.89▼ −11.45%▼ −9.21%$10.01 (+12.35%)
Showing 4 of 4

US Market Status

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