FLYW Flywire Corp

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 4, 2026 Processed 2d 1h ago
Insider cluster: 2 insiders, $3.1M total

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Executive Summary

Flywire Corp (FLYW) insiders sold a net $3.12M in open-market transactions over the past week, dominated by President & COO Rob Orgel's $3.04M sale at $17/share. Six directors received non-cash stock grants, and multiple C-suite executives surrendered shares for tax withholding on June 1, suggesting a vesting event. The open-market sales represent ~0.17% of market cap, a modest but notable amount, and the cluster is amplified by the COO's large sale alongside tax-driven surrenders by the CEO, CFO, and other officers.

Key Financial Metrics

Direction
selling
Total Value
$3.1M
Insiders
2

Actionable Insight

The COO's $3M open-market sale is the largest insider sale at FLYW in the past 30 days and is not part of a routine 10b5-1 pattern (no prior regular sales visible). Combined with broad C-suite tax surrenders on the same date, this suggests a vesting event, but the COO's incremental cash-out above tax needs is a bearish signal. Monitor for any 8-K or press release in the next 2 weeks that could explain the timing. Historical calibration on FLYW warns that past bullish calls have been wrong — this cluster should be taken seriously as a potential negative signal.

Key Facts

  • President & COO Rob Orgel sold 178,980 shares for $3.04M on June 1 at $17.00/share
  • Director Riese Phillip John sold 4,800 shares for $73,894 on June 2 at $15.39/share
  • CEO Michael Massaro surrendered 39,799 shares for tax withholding ($661K), CFO Cosmin Pitigoi surrendered 18,890 shares ($314K)
  • Six directors received non-cash grants of 11,558 shares each on June 2
  • Total open-market sales: $3.12M, representing ~0.17% of FLYW's $1.8B market cap
  • Historical calibration shows past bullish/long calls on FLYW have underperformed (29% win rate at T+20, avg alpha -4.00%)

Financial Impact

Open-market sales of $3.12M (0.17% of market cap); tax-withholding surrenders of $1.89M (non-cash, no economic signal)

insider ownershipfloat

Risk Factors

  • COO's large sale could signal internal concerns about near-term performance or guidance
  • Cluster occurs ahead of potential Q2 2026 earnings; insider selling before a print is a red flag
  • Historical underperformance of bullish calls on FLYW suggests the stock may face continued headwinds

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
71% bullish (21 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FLYW-1780607707247
12 reports for FLYW
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +27.08%Feb 24, 2026
Filters
Rows
Reports for FLYW — sortable, filterable
Type Now
Jun 4, 2026
2d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+1
Jun 4, 2026
2d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+1
Jun 4, 2026
2d ago
144
NEUTRAL ★ 2/10
$14.58 $14.40▼ −1.23%▲ +1.36%$14.40 (−1.23%)
Jun 2, 2026
4d ago
144
NEUTRAL ★ 2/10
$15.14 $14.61▼ −3.50%▼ −2.81%$14.40 (−4.89%)
May 20, 2026
17d ago
Press Release
NEUTRAL ★ 4/10
$15.91 $16.16▲ +1.57%▲ +1.38%$14.40 (−9.49%)
May 15, 2026
22d ago
8-K
BULLISH ★ 6/10
$16.06 $16.02▼ −0.25%▼ −0.19%$14.40 (−10.34%)
May 6, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.40 (−17.76%)
May 6, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.40 (−17.76%)
May 5, 2026
4w ago
8-K
BULLISH ★ 8/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.40 (−17.76%)
Apr 29, 2026
5w ago
Press Release
BULLISH ★ 6/10
$13.68 $13.51▼ −1.24%▼ −2.27%$14.40 (+5.26%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (14h 55m)

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