FIG Figma, Inc.

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 3, 2026 Processed 9d 12h ago
Insider cluster: 2 insiders, $4.4M total
Latest settled — T+1d ⚠ clustered
FIG ▼ -3.38% at T+1d
SHORT call ✓ call won +3.38% · α vs SPY +0.80% · entry $22.51 → $21.75
Next anchor: T+5d due 3d ago
Currently $18.54 · +17.64% from $22.51 entry (call sign-flipped)
Entry anchored
Jun 3, 03:59 PM ET
via Databento tick
T+1d
-3.38%
call +3.38% · α +0.80%
$21.75
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

A cluster of insider selling at Figma, led by CEO Dylan Field's $4.37M open-market sale alongside tax-withholding transactions by other executives, signals potential bearish sentiment from management. The total open-market sales of ~$4.41M represent about 0.03% of Figma's $12.8B market cap, which is trivial in proportion, but the CEO's sale is notable for its size and timing, occurring after a derivative conversion. The cluster is amplified by cross-filing context suggesting insider trades often precede material events, though historical performance on FIG shows poor T+20 win rates (25%), tempering conviction.

Key Financial Metrics

Direction
selling
Total Value
$4.4M
Insiders
2

Actionable Insight

The CEO's $4.37M sale, while small relative to market cap, is the largest insider sale at Figma in the past 30 days and follows a derivative conversion. Monitor for any upcoming earnings, guidance changes, or material agreements—cross-filing amplifiers suggest insider trades often precede such events. Given the poor historical T+20 performance on FIG (25% win rate), avoid aggressive short positioning; instead, watch for additional insider filings or corporate disclosures in the next 2-4 weeks.

Key Facts

  • CEO Dylan Field sold 174,430 shares on 2026-05-29 for $4.37M, following a derivative conversion at $0.
  • Chief Accounting Officer Herb Tyler sold 1,850 shares on 2026-06-01 for $48,840.
  • Total open-market sales in the cluster: ~$4.41M, or ~0.03% of Figma's $12.8B market cap.
  • Tax-withholding transactions (non-cash) occurred for 5 executives on 2026-06-01, totaling ~$885K in shares surrendered.
  • Director Mamoon Amjad Hamid acquired 5.8M shares via non-cash 'other' transaction on 2026-05-28.
  • Historical performance on FIG shows a 25% win rate at T+20 across 8 settled reports, with average alpha of -3.96% vs SPY.

Financial Impact

CEO sale of $4.37M represents ~0.03% of market cap; total cluster open-market sales of $4.41M are trivial relative to $12.8B market cap.

insider sellingCEO disposition

Risk Factors

  • CEO sale may signal management's view of overvaluation or upcoming headwinds.
  • Tax-withholding transactions are routine and non-informative, but their clustering with CEO sale raises optics.
  • Historical T+20 performance on FIG is poor (25% win rate, avg alpha -3.96%), suggesting the stock may not follow bearish signals reliably.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
35% bullish (17 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FIG-1780519089600
14 reports for FIG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FIG — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$19.90 awaiting T+1awaiting T+1$18.54 (−6.83%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
9d ago
Insider Cluster
BEARISH ★ 5/10
$22.51 $21.75▲ +3.38%▲ +0.80%$18.54 (+17.64%)
May 21, 2026
22d ago
Insider Cluster
NEUTRAL ★ 4/10
$22.71 $21.96▼ −3.30%▼ −3.89%$18.54 (−18.36%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$21.59 $22.71▲ +5.19%▲ +4.74%$18.54 (−14.13%)
Feb 25, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$31.24 $30.22▼ −3.27%▼ −2.72%$18.54 (−40.65%)
Feb 23, 2026
15w ago
Insider Cluster
MIXED ★ 5/10
$24.75 $27.43▲ +10.83%▲ +10.09%$18.54 (−25.09%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (52h 26m)

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