FLYW Flywire Corp

NEUTRAL Impact: 3/10 Insider Cluster (5 insiders)
Horizon days Filed May 6, 2026 Processed 29d 5h ago
Insider cluster: 5 insiders, $1.2M total
Latest settled — T+20d ⚠ clustered
FLYW ▼ -16.56% at T+20d
NEUTRAL call ✗ call lost -16.56% · α vs SPY -19.34% · entry $17.51 → $14.61
Next anchor: T+60d in 7w
Currently $14.13 · -19.30% from $17.51 entry
Entry anchored
May 5, 07:42 PM ET
via Databento tick
T+1d
+1.26%
call +1.26% · α +1.59%
$17.73
settled 5w ago
T+5d
-4.85%
call -4.85% · α -5.99%
$16.66
settled 29d ago
T+20d
-16.56%
call -16.56% · α -19.34%
$14.61
settled 7d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Five Flywire insiders, including the CEO and CFO, sold a total of ~$1.16M in open-market sales within days of a massive Q1 2026 earnings beat and raised guidance. The selling is concentrated at the top of the C-suite and represents ~0.055% of the $2.1B market cap, which is trivial in proportion. The cluster follows a bullish earnings report, and the sales are likely routine post-earnings window trading rather than a signal of deteriorating fundamentals.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
5

Actionable Insight

The insider selling is routine in dollar terms and follows a strong earnings report. No bearish signal — the cluster is likely post-earnings window selling by insiders exercising pre-planned 10b5-1 plans or taking profits. Monitor for any subsequent Form 4 filings that show a material increase in selling volume or a change in pattern (e.g., CEO selling >$1M).

Key Facts

  • Five insiders sold shares totaling ~$1.16M in open-market transactions from May 6-7, 2026.
  • CEO Michael Massaro sold 11,830 shares for ~$185K; CFO Cosmin Pitigoi sold 35,000 shares for ~$608K.
  • Director Phillip Riese exercised non-cash derivative transactions (no economic value) alongside a small open-market sale.
  • Total open-market sales represent ~0.055% of Flywire's $2.1B market cap — well below the 0.1% materiality threshold.
  • The cluster occurred 1-2 days after Flywire reported Q1 2026 revenue of $188.1M (+41% YoY) and raised FY2026 guidance.

Financial Impact

Total insider sales of ~$1.16M, or ~0.055% of market cap — immaterial relative to company size.

dilution

Risk Factors

  • Insider selling could accelerate if the stock continues to rally post-earnings, but current levels are not alarming.
  • If future filings reveal a 10b5-1 plan termination or unplanned selling by multiple C-suite members, reassess.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
73% bullish (22 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FLYW-1778531184866
14 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 9, 2026
today
Insider Cluster
BEARISH ★ 5/10
awaiting T+1
Jun 9, 2026
today
Press Release
NEUTRAL ★ 4/10
$14.05 awaiting T+1awaiting T+1$14.13 (+0.56%)
Jun 4, 2026
5d ago
Insider Cluster
BEARISH ★ 5/10
$14.55 awaiting T+1awaiting T+1$14.13 (+2.89%)
Jun 4, 2026
5d ago
Insider Cluster
BEARISH ★ 5/10
$14.55 awaiting T+1awaiting T+1$14.13 (+2.89%)
Jun 4, 2026
5d ago
144
NEUTRAL ★ 2/10
$14.58 $14.40▼ −1.23%▲ +1.36%$14.13 (−3.09%)
Jun 2, 2026
7d ago
144
NEUTRAL ★ 2/10
$15.14 $14.61▼ −3.50%▼ −2.81%$14.13 (−6.67%)
May 20, 2026
20d ago
Press Release
NEUTRAL ★ 4/10
$15.91 $16.16▲ +1.57%▲ +1.38%$14.13 (−11.19%)
May 15, 2026
25d ago
8-K
BULLISH ★ 6/10
$16.06 $16.02▼ −0.25%▼ −0.19%$14.13 (−12.02%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.13 (−19.30%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.51 $17.73▲ +1.26%▲ +1.59%$14.13 (−19.30%)
Showing 10 of 14

US Market Status

Market Closed — Opens Thu (11h 20m)

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