FLD Fold Holdings, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 30, 2026 Processed 16d 9h ago
Insider cluster: 2 insiders, $18K total
Latest settled — T+5d ⚠ clustered
FLD ▼ -31.37% at T+5d
NEUTRAL call ✗ call lost -31.37% · α vs SPY -28.62% · entry $0.9500 → $0.6520
Next anchor: T+20d in 14d
Last close $0.5820 (close Jun 12) · -38.74% from $0.9500 entry
Entry anchored
May 29, 2026
via day open
T+1d
-8.42%
call -8.42% · α -8.57%
$0.8700
settled 14d ago
T+5d
-31.37%
call -31.37% · α -28.62%
$0.6520
settled 10d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Fold Holdings CEO Reeves Poppic sold ~$27K in open-market sales over three days (May 26-28), while Director Young Bracebridge Jr. bought $10K on May 27, creating a mixed insider cluster. The CEO's sales are small relative to the $51M market cap (0.05%) and may be liquidity-driven, but the director's purchase provides a modest counterweight. The cluster occurs amid multiple cross-filing amplifiers (earnings, offering, press contexts) that historically amplify insider-trade signals, but the dollar amounts are too trivial to warrant a directional call.

Key Financial Metrics

Direction
mixed
Total Value
$36.9K
Insiders
2

Actionable Insight

The CEO's three-day selling streak is notable for its consistency but too small in dollar terms to signal material deterioration. The director's buy offsets some concern. Monitor for any 8-K filing (earnings, offering, or agreement) that may have triggered the sales — the cross-filing amplifiers suggest these trades may be informed by upcoming corporate events. No immediate action warranted.

Key Facts

  • CEO Reeves Poppic sold 26,175 shares total ($26,568) on May 26-28 at prices between $0.985-$1.064
  • Director Young Bracebridge Jr. purchased 10,000 shares ($10,303) on May 27 at $1.0303
  • Total cluster value is ~$37K, representing 0.07% of FLD's $51M market cap
  • All CEO sales are open-market (code S); director purchase is open-market (code P)
  • No 10b5-1 plan or vesting pattern disclosed — sales appear discretionary

Financial Impact

Total insider activity of ~$37K is immaterial relative to $51M market cap (0.07%)

insider ownershipliquidity

Risk Factors

  • CEO selling into potential negative catalysts not yet disclosed
  • Small market cap ($51M) amplifies impact of any insider selling pattern
  • Historical calibration shows score-3/4 neutral calls on FLD have mixed T+20 outcomes (avg alpha -8.5% on one neutral-4 call)

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FLD-1780104641568
21 reports for FLD
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+60▲ +31.21%Feb 27, 2026
Filters
Rows
Reports for FLD — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$0.6830 awaiting T+5awaiting T+5$0.5820 (−14.79%)
May 30, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$0.9500 $0.6520▼ −31.37%▼ −28.62%$0.5820 (−38.74%)
May 30, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$0.9500 $0.6520▼ −31.37%▼ −28.62%$0.5820 (−38.74%)
May 30, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$0.9500 $0.6520▼ −31.37%▼ −28.62%$0.5820 (−38.74%)
May 29, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$0.9660 $0.6520▼ −32.51%▼ −29.98%$0.5820 (−39.75%)
May 27, 2026
18d ago
Press Release
BULLISH ★ 6/10
$1.01 $0.8700▼ −13.86%▼ −15.07%$0.5820 (−42.38%)
May 27, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
$1.01 $0.7280▼ −27.92%▼ −28.39%$0.5820 (−42.38%)
May 21, 2026
25d ago
Insider Cluster
BEARISH ★ 5/10
$1.25 $0.9960▲ +20.32%▲ +21.92%$0.5820 (+53.44%)
May 21, 2026
25d ago
Insider Cluster
BEARISH ★ 5/10
$1.25 $0.9660▲ +22.72%▲ +24.57%$0.5820 (+53.44%)
May 20, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$1.27 $0.9960▲ +21.57%▲ +23.38%$0.5820 (+54.17%)
Showing 10 of 21

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