FOX Fox Corp

MIXED Impact: 6/10 Insider Cluster (2 insiders)
Horizon days Filed Mar 11, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $27.7M total
Final — all horizons settled through T+60d
FOX ▲ +8.85% at T+60d
NEUTRAL call ✓ call won +8.85% · α vs SPY -2.67% · entry $52.77 → $57.44
Currently $60.90 · +15.41% from $52.77 entry
Entry anchored
Mar 10, 03:59 PM ET
via Databento tick
T+1d
-0.55%
call -0.55% · α +0.94%
$52.48
settled 3mo ago
T+5d
-1.19%
call -1.19% · α +0.99%
$52.14
settled 3mo ago
T+20d
+6.06%
call +6.06% · α +5.54%
$55.97
settled 2mo ago
T+60d
+8.85%
call +8.85% · α -2.67%
$57.44
settled 6d ago

Price Chart

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Executive Summary

Fox Corp's CEO Lachlan Murdoch and COO John Nallen engaged in a complex series of derivative exercises and open-market trades over three days, including $10.6M in open-market purchases by Murdoch but $36.3M in combined open-market sales by both executives. The activity appears tied to option expirations and tax management, with significant non-cash derivative exercises.

Key Financial Metrics

Direction
selling
Total Value
$25.7M
Insiders
2

Actionable Insight

The net $25.7M in open-market selling by top executives after option exercises may signal limited conviction in near-term upside, despite the CEO's concurrent $10.6M purchase. Traders should watch for continued selling pressure or commentary around capital allocation.

Key Facts

  • CEO Lachlan Murdoch purchased 175,372 shares in the open market for $10.6M at $60.63 per share on March 13, 2026.
  • Murdoch and COO John Nallen collectively sold 843,289 shares in the open market for $36.3M at prices between $56.65 and $57.73.
  • Both executives exercised in-the-money stock options, with Murdoch exercising options on 576,701 shares and Nallen on 509,115 shares, all at strike prices between $36 and $40.26.
  • Total open-market sales ($36.3M) represent 0.16% of Fox Corp's $22.3B market cap — modest but notable.
  • Non-cash derivative exercises (codes M) totaled over $38.9M in value but do not reflect open-market activity or liquidity pressure.

Financial Impact

$36.3M in open-market sales offset by $10.6M in CEO buying; $38.9M in non-cash option exercises

insider ownershipmarket sentimentfloat

Risk Factors

  • Perception of insider selling could weigh on sentiment despite the CEO's purchase.
  • Further sales may follow if executives continue to monetize exercised shares.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (17 trades, 7d window)cluster-FOX-1773446522105
3 reports for FOX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FOX — sortable, filterable
Type Now
May 11, 2026
29d ago
8-K
MIXED ★ 5/10
$61.18 $58.99▼ −3.58%▼ −3.49%$60.90 (−0.46%)
May 7, 2026
4w ago
Court Ruling
BEARISH ★ 7/10
$56.50 $59.47▼ −5.26%▼ −3.75%$60.90 (−7.79%)
Mar 11, 2026
13w ago
Insider Cluster
MIXED ★ 6/10
$52.77 $52.14▼ −1.19%▲ +0.99%$60.90 (+15.41%)
Showing 3 of 3

US Market Status

Market Closed — Opens Thu (10h 33m)

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