EA ELECTRONIC ARTS INC.

NEUTRAL Impact: 3/10 Insider Cluster (5 insiders)
Horizon days Filed May 22, 2026 Processed 21d 17h ago
Insider cluster: 5 insiders, $2.5M total
Latest settled — T+5d ⚠ clustered
EA ▲ +0.34% at T+5d
NEUTRAL call ✓ call won +0.34% · α vs SPY -0.87% · entry $200.94 → $201.62
Next anchor: T+20d in 10d
Currently $203.27 · +1.16% from $200.94 entry
Entry anchored
May 22, 2026
via day open
T+1d
-0.34%
call -0.34% · α -0.36%
$200.25
settled 18d ago
T+5d
+0.34%
call +0.34% · α -0.87%
$201.62
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Five EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a 7-day window. The sales are small relative to EA's $50.6B market cap (0.005%) and are accompanied by large non-cash derivative exercises and tax-withholding transactions, suggesting the sales are primarily for tax obligations and liquidity rather than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$2.5M
Insiders
5

Actionable Insight

Insider selling is routine and immaterial relative to market cap. The cluster is dominated by non-cash derivative exercises and tax-withholding transactions, with open-market sales likely for tax coverage. No bearish signal. Monitor for any unexpected insider buying or a material increase in sale volume as a potential warning sign.

Key Facts

  • Total open-market sales: $2.50M across 5 insiders (CEO, CFO, EVP/CLO, President of EA Entertainment, Chief People Officer)
  • Sales represent ~0.005% of EA's $50.6B market cap — well below the 0.1% materiality threshold
  • All sales occurred alongside derivative exercises (non-cash) and tax-withholding share surrenders totaling ~$13.1M, indicating the sales are likely for tax coverage
  • CEO Andrew Wilson sold $450K on May 18; CFO Stuart Canfield sold $302K on May 20
  • No 10b5-1 plan information provided, but the pattern of exercise-and-sell is consistent with routine post-vesting liquidity

Financial Impact

Open-market sales of $2.50M vs. $50.6B market cap — trivial in size

insider ownershipfloat

Risk Factors

  • If future filings show a sustained increase in open-market sales without offsetting exercises, it could signal insider concern
  • EA's upcoming earnings (next expected late July 2026) could introduce volatility; insider activity ahead of that print should be watched

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
34% bullish (32 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EA-1779486048355
14 reports for EA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EA — sortable, filterable
Type Now
May 29, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.96 $203.00▲ +0.52%▲ +3.27%$203.27 (+0.65%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$200.94 $201.62▲ +0.34%▼ −0.87%$203.27 (+1.16%)
May 21, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $201.69▼ −0.05%▼ −1.90%$203.27 (+0.73%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$201.67 $201.20▼ −0.23%▼ −2.47%$203.27 (+0.80%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (45h 52m)

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