BE CLUSTER SEC Filing Analysis

Latest settled — T+20d

BE ▲ +29.63% at T+20d

SHORT call ✗ call lost -29.63% · α vs SPY -23.33% · entry $219.03 → $283.92

Next anchor: T+60d in 28d

Currently $259.61 · -18.53% from $219.03 entry (call sign-flipped)

Entry anchored
Apr 13, 07:52 PM ET
via Databento tick

T+1d

-2.37%

call +2.37% · α +3.14%

$213.84

settled 8w ago

T+5d

+0.86%

call -0.86% · α +0.54%

$220.91

settled 7w ago

T+20d

+29.63%

call -29.63% · α -23.33%

$283.92

settled 4w ago

T+60d

—

call — · α —

—

in 28d

Price Chart

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Executive Summary

Two Bloom Energy insiders sold $9.71 million in shares over two days, including COO Chitoori Satish and Soderberg Shawn Marie, just days after a material partnership with Oracle was announced. The sales coincide with an unregistered equity issuance that dilutes shareholders, suggesting insiders may be capitalizing on short-term price strength.

Key Financial Metrics

Direction

selling

Total Value

$9.7M

Insiders

2

Actionable Insight

Traders should watch for continued insider selling and assess whether the Oracle partnership drives actual revenue growth. The combination of material insider dispositions and recent equity dilution suggests caution, particularly if near-term fundamentals do not improve.

Key Facts

COO Chitoori Satish sold $4.08 million in stock, signaling potential lack of confidence despite recent corporate developments.
Soderberg Shawn Marie sold $5.63 million in open-market transactions over two days, with the larger sale occurring after the Oracle deal announcement.
Total insider sales in the cluster amount to $9.71 million, representing approximately 0.016% of Bloom Energy's $60.4B market cap — a notable but not extreme level of selling.
Sales occurred immediately following an 8-K disclosing a dilutive warrant issuance to Oracle, raising concerns about insider timing and motivation.

Financial Impact

$9.71 million in insider sales; $19.5 million in total insider selling over the past 30 days

dilutioninsider ownershipmarket sentiment

Risk Factors

Perception of insider selling ahead of potentially overhyped partnership benefits
Dilution from unregistered warrant issuance to Oracle could pressure share price long-term

Market Snapshot

Exchange

NYSE

Sector

Electrical Industrial Apparatus

Documents Analyzed

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

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-BE-1776380808600

19 reports for BE

T+1T+5T+20T+60

67% Hit rate 4 of 6 directional calls best @ T+20▲ +12.23%Feb 24, 2026

Filters

Reports for BE — sortable, filterable
	Type				Now
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$261.34 $302.01	▲ +15.56%	▲ +13.32%	$259.61 (−0.66%)
May 18, 2026 22d ago	Insider Cluster BEARISH ★ 4/10	$261.34 $302.01	▼ −15.56%	▼ −13.32%	$259.61 (+0.66%)
May 18, 2026 22d ago	Insider Cluster BEARISH ★ 4/10	$261.34 $302.01	▼ −15.56%	▼ −13.32%	$259.61 (+0.66%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 3/10	$261.34 $299.82	▲ +14.72%	▲ +12.48%	$259.61 (−0.66%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$261.34 $299.82	▲ +14.72%	▲ +12.48%	$259.61 (−0.66%)
May 14, 2026 26d ago	144 NEUTRAL ★ 2/10	$275.95 $302.49	▲ +9.62%	▲ +8.65%	$259.61 (−5.92%)
May 8, 2026 4w ago	144 NEUTRAL ★ 3/10	$261.03 $303.41	▲ +16.24%	▲ +14.77%	$259.61 (−0.54%)
May 7, 2026 4w ago	Insider Cluster NEUTRAL ★ 2/10	$258.64 $303.41	▲ +17.31%	▲ +15.01%	$259.61 (+0.38%)
Apr 28, 2026 6w ago	8-K BULLISH ★ 8/10	$287.97 $295.25	▲ +2.53%	▼ −0.58%	$259.61 (−9.85%)
Apr 27, 2026 6w ago	8-K NEUTRAL ★ 2/10	$234.68 $288.64	▲ +22.99%	▲ +22.59%	$259.61 (+10.62%)

US Market Status

Market Closed — Opens Thu (10h 58m)

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