DASH DoorDash, Inc.
Price Chart
Executive Summary
Two insider clusters at DASH: a large 8-insider sell cluster ($8.6M, Feb 16-23) at ~$175.50, with CFO, COO, CBO, and GC all selling on the same day; plus a follow-up director sell ($747K open-market) on June 2 at $155.69. The Feb cluster is 0.013% of $68.3B market cap — trivial in proportional terms. The historical calibration shows a strong negative T+20 win rate (11%) on prior DASH reports, and the score-6 observed P is 31% with a net segment alpha of -2.25%. Per the asymmetry rule, cluster sells are not amplified. Net direction is mixed due to a nominal buy (20 shares, $3K). The cross-filing amplifier pair cluster-insider-trades + cluster-offering-context fires but no actual offering is present in provided documents, so I do not apply it. Sentiment is neutral with low impact.
Key Financial Metrics
Actionable Insight
The Feb sell cluster is routine in scale (0.013% of mkt cap) and likely tied to vesting/blackout window opening — not a bearish signal. The June 2 director sell is also small relative to cap. No material directional edge from this insider activity. Monitor upcoming Q2 earnings for fundamentals.
Key Facts
- 8-insider sell cluster on Feb 20, 2026, at ~$175.50/share: CFO, COO, CBO, GC, CAO and 2 directors sold
- Total open-market sell value: $8.59M — 0.013% of $68.3B market cap (trivial proportionality)
- Director Stanley Tang sold $746,547 open-market on June 2, 2026, at $155.69 (separate smaller cluster)
- One nominal buy of 20 shares ($3K) by director Milan Kovac on Feb 23, 2026
- Per academic literature, cluster sells are weak predictors (liquidity-driven, not informational); no amplification applied
Financial Impact
$9.34M total open-market insider selling across both clusters
Risk Factors
- All insider sells occurred near the stock's high (~$175), now ~$156 — selling at lower prices could signal reduced conviction
- CFO, COO, and CBO all selling on same day may be vesting-related, but the coordination warrants monitoring for any fundamental change
- Historical DASH reports show poor T+20 performance (11% win rate), suggesting model over-scores on this ticker
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DASH-1780949444754 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $152.47 awaiting T+5 | awaiting T+5 | — | $152.49 (+0.01%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $202.32 $195.98 | ▼ −3.13% | ▼ −5.79% | $152.49 (−24.63%) |
|
May 27, 2026
13d ago
|
ANALYST-UPGRADE
| $174.06 $172.57 | ▼ −0.86% | ▼ −1.26% | $152.49 (−12.39%) |
|
May 22, 2026
18d ago
|
Insider Cluster
| $154.00 $164.78 | ▲ +7.00% | ▲ +5.92% | $152.49 (−0.98%) |
|
May 6, 2026
4w ago
|
10-K/A
| $171.35 $149.07 | ▼ −13.00% | ▼ −14.51% | $152.49 (−11.01%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $202.32 $195.98 | ▼ −3.13% | ▼ −5.79% | $152.49 (−24.63%) |
|
Apr 27, 2026
6w ago
|
ANALYST-UPGRADE
| $174.06 $172.57 | ▼ −0.86% | ▼ −1.26% | $152.49 (−12.39%) |
|
Apr 20, 2026
7w ago
|
DEFA14A
| $182.45 $171.97 | ▼ −5.74% | ▼ −6.83% | $152.49 (−16.42%) |
|
Apr 15, 2026
7w ago
|
144
| $179.33 $177.00 | ▼ −1.30% | ▼ −2.28% | $152.49 (−14.97%) |
|
Feb 28, 2026
14w ago
|
Institutional Cluster
| $176.41 $176.59 | ▼ −0.10% | ▼ −1.31% | $152.49 (+13.56%) |
US Market Status
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