COP CONOCOPHILLIPS

NEUTRAL Impact: 5/10 Insider Cluster (3 insiders)
Horizon days Filed Mar 6, 2026 Processed 2mo ago
Insider cluster: 4 insiders, $8.7M total
Latest settled — T+20d
COP ▲ +12.43% at T+20d
NEUTRAL call ✓ call won +12.43% · α vs SPY +14.47% · entry $116.99 → $131.53
Next anchor: T+60d in 11d
Currently $122.10 · +4.37% from $116.99 entry
Entry anchored
Mar 5, 03:59 PM ET
via Databento tick
T+1d
-0.01%
call -0.01% · α -0.85%
$116.98
settled 3mo ago
T+5d
+4.02%
call +4.02% · α +5.55%
$121.69
settled 2mo ago
T+20d
+12.43%
call +12.43% · α +14.47%
$131.53
settled 7w ago
T+60d
call — · α —
in 11d

Price Chart

Loading chart...

Executive Summary

Seven open-market share sales by two ConocoPhillips executives (Nicholas Olds and Andrew Lundquist) generated over $8.5 million in proceeds over the past week. These transactions were preceded by derivative exercises, with some at zero cost and others at a fixed price, indicating pre-planned compensation realization. The scale of selling is notable but consistent with routine post-exercise dispositions.

Key Financial Metrics

Direction
selling
Total Value
$8.5M
Insiders
3

Actionable Insight

Monitor for additional selling in coming days; while this cluster is large in dollar terms, it reflects routine post-vesting sales rather than a signal of distress. Compare with historical Form 4 patterns for these executives.

Key Facts

  • Senior Vice President Andrew Lundquist sold 34,500 shares for $4.13M after exercising derivatives (34,500 at $0 and 34,500 at $49.755).
  • Executive Vice President Nicholas Olds sold 26,672 shares for $3.15M following derivative exercises totaling 24,300 shares (12,150 at $0, 12,150 at $49.755).
  • VP & Controller Kontessa Haynes sold 10,339 shares for $1.24M in open-market transactions.
  • Total open-market sales: 71,511 shares, valued at $8,514,746.77.
  • All derivative exercises appear to be non-cash or at predetermined prices, typical of equity compensation plans.

Financial Impact

$8.51 million in insider sales over 7 days

insider ownershipmarket sentiment

Risk Factors

  • Perception of insider pessimism if no clear pattern of routine sales exists historically.
  • Potential short-term downward pressure if retail investors interpret sales as negative.

Market Snapshot

Exchange
NYSE
Analyst Consensus
73% bullish (33 analysts)

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (8 trades, 7d window)cluster-COP-1773691264600
8 reports for COP
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +8.09%Mar 20, 2026
Filters
Rows
Reports for COP — sortable, filterable
Type Now
Mar 30, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$132.86 $124.27▼ −6.47%▼ −19.06%$122.10 (−8.10%)
Mar 20, 2026
8w ago
Insider Cluster
BEARISH ★ 8/10
$126.70 $116.45▲ +8.09%▲ +17.41%$122.10 (+3.63%)
Mar 20, 2026
8w ago
Insider Cluster
NEUTRAL ★ 5/10
$126.70 $116.45▼ −8.09%▼ −17.41%$122.10 (−3.63%)
Mar 13, 2026
9w ago
Insider Cluster
BEARISH ★ 7/10
$121.69 $123.58▼ −1.55%▲ +2.04%$122.10 (−0.34%)
Mar 9, 2026
10w ago
Insider Cluster
NEUTRAL ★ 5/10
$116.98 $131.50▲ +12.41%▲ +15.22%$122.10 (+4.38%)
Mar 6, 2026
10w ago
Insider Cluster
NEUTRAL ★ 5/10
$116.99 $131.53▲ +12.43%▲ +14.47%$122.10 (+4.37%)
Mar 6, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$116.99 $131.53▲ +12.43%▲ +14.47%$122.10 (+4.37%)
Mar 6, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$116.99 $131.53▼ −12.43%▼ −14.47%$122.10 (−4.37%)
Showing 8 of 8

US Market Status

Market Open — Closes in 3h 51m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access