CRCL Circle Internet Group, Inc.
Price Chart
Executive Summary
Jeremy Allaire, co-founder and CEO of Circle Internet Group, filed a Form 144 notice of intent to sell up to 177,696 Class A shares worth approximately $16.1M. The shares are held through trusts and founder shares, with J.P. Morgan Securities acting as agent. This is a significant insider sale filing from the CEO, representing a material portion of his holdings, and comes amid a period where the stock has declined sharply (average -18% at T+20 across prior reports).
Actionable Insight
CEO Allaire's intent to sell $16M+ in shares is a bearish signal, especially given the stock's poor recent performance (T+20 avg -18%). Monitor for actual sales on Form 4 filings. If the sale executes quickly, it may pressure the stock further. Watch for any insider buying from other officers to offset this signal.
Key Facts
- Jeremy Allaire (co-founder, CEO, Director) filed Form 144 to sell 177,696 Class A shares
- Approximate sale value: $16,088,595.84 based on filing price reference
- Shares include those held by The Oak Trust, The Chestnut Trust, and directly by Allaire
- Acquisition dates back to August 2013 via founder shares and gifts
- Sale expected within next 3 months from filing date (June 5, 2026)
- J.P. Morgan Securities LLC is acting as agent and attorney-in-fact
Financial Impact
CEO selling ~$16.1M of stock, representing a notable portion of his holdings. Market cap is $22.5B, so this is ~0.07% of market cap but significant relative to insider's position.
Risk Factors
- CEO selling a large block could signal lack of confidence or personal liquidity needs
- Stock has been declining sharply (avg -18% T+20 across prior reports), and insider selling may accelerate the downtrend
- Sale may not fully execute, but the intent filing itself is a negative signal
Market Snapshot
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001968582-26-000553 |
| Document: 0001968582-26-000553-index.html | 0001968582-26-000553 |
| Document: 0001968582-26-000553.txt | 0001968582-26-000553 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
today
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Insider Cluster
| $78.25 awaiting T+1 | awaiting T+1 | — | $77.84 (+0.52%) |
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Jun 12, 2026
today
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8-K
| $78.25 awaiting T+1 | awaiting T+1 | — | $77.84 (−0.52%) |
|
Jun 11, 2026
1d ago
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Insider Cluster
| $82.78 awaiting T+1 | awaiting T+1 | — | $77.84 (−5.97%) |
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $81.00 awaiting T+1 | awaiting T+1 | — | $77.84 (−3.90%) |
|
Jun 10, 2026
2d ago
|
Insider Cluster
| $78.51 awaiting T+1 | awaiting T+1 | — | $77.84 (+0.85%) |
|
Jun 9, 2026
3d ago
|
Insider Cluster
| $81.15 awaiting T+1 | awaiting T+1 | — | $77.84 (+4.08%) |
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Jun 9, 2026
3d ago
|
Insider Cluster
| $81.15 awaiting T+1 | awaiting T+1 | — | $77.84 (−4.08%) |
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Jun 9, 2026
3d ago
|
144
| $81.07 awaiting T+1 | awaiting T+1 | — | $77.84 (−3.98%) |
|
Jun 8, 2026
4d ago
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144
| $82.47 awaiting T+1 | awaiting T+1 | — | $77.84 (−5.61%) |
|
Jun 5, 2026
7d ago
|
144
| $80.28 awaiting T+1 | awaiting T+1 | — | $77.84 (+3.04%) |
US Market Status
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