TWST Twist Bioscience Corp

NEUTRAL Impact: 3/10 Insider Cluster (8 insiders)
Horizon days Filed May 26, 2026 Processed 10d 6h ago
Insider cluster: 2 insiders, $296K total
Latest settled — T+5d
TWST ▲ +9.32% at T+5d
NEUTRAL call ✓ call won +9.32% · α vs SPY +8.11% · entry $64.17 → $70.15
Next anchor: T+20d in 18d
Currently $69.22 · +7.87% from $64.17 entry
Entry anchored
May 26, 03:59 PM ET
via Databento tick
T+1d
+7.57%
call +7.57% · α +7.03%
$69.03
settled 10d ago
T+5d
+9.32%
call +9.32% · α +8.11%
$70.15
settled 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Six TWST insiders—including the CEO, CFO, and COO—collectively sold 16,796 shares for ~$807K on May 21, 2026, all at $53.257. While this represents only ~0.02% of the $3.8B market cap (well below the 0.1% materiality threshold), the uniformity of execution on a single day at an identical price suggests a coordinated liquidity event (e.g., share settlement upon vesting) rather than opportunistic selling. However, the simultaneous sale by the entire C-suite introduces modest cautionary color, especially given the stock's recent run-up.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
8

Actionable Insight

The lack of material dollar amounts relative to $3.8B market cap means this cluster is unlikely to move the stock on its own. However, if TWST is near a catalyst event (earnings, pipeline data, or M&A), the simultaneous C-suite liquidation could amplify bearish positioning. Monitor for any subsequent 8-K or Form 144 filings that might indicate the sales were part of a larger block trade. With the cross-filing amplifiers triggered (cluster + earnings/agreement/press context), any forthcoming material announcement should be viewed through the lens of insider selling having preceded it.

Key Facts

  • Six insiders sold on May 21, 2026, at $53.257/share: CEO (6,888 sh), CFO (2,019 sh), COO (4,160 sh), CAO (688 sh), SVP HR (1,399 sh), and a VP-level executive (1,642 sh)
  • Total cluster value is ~$807K, representing ~0.02% of TWST's $3.8B market cap
  • All six trades executed on the same day at an identical price, consistent with a pre-arranged 10b5-1 plan or tax-related share withholding on a vesting event
  • No open-market purchases occurred in this cluster
  • The cluster sale value is trivial relative to market cap (0.02%), falling below the 0.1% floor for material insider selling

Financial Impact

~$807K total insider sales, or ~0.02% of market cap — immaterial by both absolute and relative measures

dilutioninsider ownership

Risk Factors

  • If the May 21 sales were opportunistic rather than 10b5-1-scheduled, the identical-price same-day cluster signals potential shared negative information among the C-suite
  • Back-to-back insider selling by different cohorts (this cluster + the 8 trades for $1.9M in the prior 30 days) could pressure sentiment even at small dollar amounts

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
88% bullish (16 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TWST-1779826026297
11 reports for TWST
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +20.77%May 4, 2026
Filters
Rows
Reports for TWST — sortable, filterable
Type Now
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$72.33 $73.93▲ +2.21%▲ +1.81%$69.22 (−4.30%)
Jun 1, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$70.15 $72.33▲ +3.11%▲ +3.80%$69.22 (−1.33%)
May 28, 2026
8d ago
Insider Cluster
BEARISH ★ 5/10
$66.87 $67.86▼ −1.48%▼ −1.21%$69.22 (−3.51%)
May 26, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$64.17 $69.03▲ +7.57%▲ +7.03%$69.22 (+7.87%)
May 4, 2026
4w ago
8-K
BULLISH ★ 7/10
$56.19 $56.70▲ +0.91%▲ +0.11%$69.22 (+23.19%)
Apr 17, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$59.81 $61.88▲ +3.46%▲ +3.65%$69.22 (+15.73%)
Mar 17, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$47.28 $44.46▼ −5.96%▼ −4.57%$69.22 (+46.40%)
Mar 6, 2026
13w ago
Insider Cluster
BEARISH ★ 5/10
$46.94 $48.33▼ −2.96%▼ −2.12%$69.22 (−47.46%)
Feb 23, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$48.09 $48.54▼ −0.94%▼ −0.20%$69.22 (−43.94%)
Feb 23, 2026
14w ago
Insider Cluster
BEARISH ★ 7/10
$48.09 $48.54▼ −0.94%▼ −0.20%$69.22 (−43.94%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (35h 19m)

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