YELP YELP INC

NEUTRAL Impact: 3/10 Insider Cluster (7 insiders)
Horizon days Filed Mar 2, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $87K total
Latest settled — T+20d
YELP ▲ +9.78% at T+20d
NEUTRAL call ✓ call won +9.78% · α vs SPY +17.72% · entry $22.60 → $24.81
Next anchor: T+60d in 2d
Last close $22.39 (close May 22) · -0.93% from $22.60 entry
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
+2.57%
call +2.57% · α +3.48%
$23.18
settled 3mo ago
T+5d
+7.17%
call +7.17% · α +8.38%
$24.22
settled 3mo ago
T+20d
+9.78%
call +9.78% · α +17.72%
$24.81
settled 8w ago
T+60d
call — · α —
in 2d

Price Chart

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Executive Summary

Yelp insiders executed a mix of open-market sales and non-cash share grants over the past week. COO Nachman and Chief Product Officer Saldanha sold a combined $86.6K in shares, while executives including the CEO, CFO, and others received non-cash stock awards totaling over 100,000 shares. The sales represent a trivial fraction of Yelp's $1.4B market cap.

Key Financial Metrics

Direction
selling
Total Value
$86.6K
Insiders
7

Actionable Insight

The level of selling is minimal and within normal ranges for corporate insiders; the grants are part of routine compensation. Traders should monitor for larger or sustained selling patterns, but this cluster does not signal material concern.

Key Facts

  • COO Joseph Nachman sold $60,451 in shares on March 6, 2026, at $24.19 per share.
  • Chief Product Officer Craig Saldanha sold $26,136 in shares on March 2, 2026, at $21.78 per share.
  • CEO Jeremy Stoppelman, CFO David Schwarzbach, and other insiders received non-cash stock awards totaling 102,222 shares on March 4, 2026.
  • All grant transactions (A) are non-cash events with $0 economic outlay and do not represent open-market activity.
  • Total open-market sales in cluster: $86,587 — less than 0.01% of Yelp's $1.4B market cap.

Financial Impact

$86,587 in net open-market selling by insiders, primarily from two C-suite executives; offset by routine non-cash equity grants.

insider ownershipshare count (dilution from grants)

Risk Factors

  • Perception of insider selling, even if small, could be misinterpreted as lack of confidence.
  • Future dilution from equity grants, though typical for tech firms, may pressure shares if unaccompanied by growth.

Market Snapshot

Exchange
NYSE

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (7 trades, 7d window)cluster-YELP-1772838725410
5 reports for YELP
Performance horizon
Filters
Rows
Reports for YELP — sortable, filterable
Type Now
Apr 29, 2026
24d ago
8-K
NEUTRAL ★ 2/10
awaiting T+20
Apr 17, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$28.16 $21.79▼ −22.62%▼ −26.82%$22.39 (−20.49%)
Mar 6, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$24.53 $25.50▲ +3.95%▲ +6.00%$22.39 (−8.72%)
Mar 2, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$22.60 $24.81▲ +9.78%▲ +17.72%$22.39 (−0.93%)
Feb 23, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$20.20 $24.83▲ +22.92%▲ +26.87%$22.39 (+10.84%)
Showing 5 of 5

US Market Status

Market Closed — Opens Tue (34h 50m)

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