FROG JFrog Ltd

NEUTRAL Impact: 2/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 2, 2026 Processed 10d 12h ago
Insider cluster: 3 insiders, $4.0M total
Latest settled — T+1d
FROG ▲ +2.74% at T+1d
NEUTRAL call ✓ call won +2.74% · α vs SPY +2.34% · entry $83.86 → $86.16
Next anchor: T+5d due 4d ago
Currently $77.74 · -7.30% from $83.86 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
+2.74%
call +2.74% · α +2.34%
$86.16
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Shlomi Ben Haim sold $3.84M in open-market stock, joined by two directors selling $149K total, creating a $3.99M insider selling cluster. At 0.04% of FROG's $10.7B market cap, the dollar value is trivial and does not signal material bearish conviction. The CEO's sale may be liquidity-driven, and the cluster is not amplified by the calibration rules.

Key Financial Metrics

Direction
selling
Total Value
$4.0M
Insiders
4

Actionable Insight

The CEO's $3.84M sale is large in absolute terms but trivial relative to FROG's $10.7B market cap. Without a 10b5-1 plan disclosure or pattern of repeated sales, this appears to be routine liquidity or diversification. Monitor for any subsequent Form 4 filings or a pattern of sustained selling that could signal a change in conviction.

Key Facts

  • CEO Shlomi Ben Haim sold 51,237 shares at $75.02 for $3.84M on 2026-05-29
  • Directors Steele Elisa and Yvonne Wassenaar sold $50K and $99K respectively on 2026-05-22
  • Director Vitus Andrew L. gifted 6,800 shares ($0 value) on 2026-05-27
  • Total cluster value of $3.99M represents ~0.04% of FROG's $10.7B market cap
  • All sales are open-market; no 10b5-1 plan information provided

Financial Impact

Total insider selling of $3.99M, or ~0.04% of market cap — immaterial relative to company size

insider ownership

Risk Factors

  • CEO may continue selling, creating cumulative overhang
  • No 10b5-1 plan disclosed — sale could be discretionary
  • Insider selling at all-time or near-high stock price may indicate valuation concerns

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
93% bullish (29 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FROG-1780431436460
18 reports for FROG
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+5▲ +9.62%Apr 7, 2026
Filters
Rows
Reports for FROG — sortable, filterable
Type Now
Jun 10, 2026
2d ago
Insider Cluster
BEARISH ★ 4/10
$80.34 awaiting T+1awaiting T+1$77.74 (+3.24%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 2/10
$85.70 awaiting T+1awaiting T+1$77.74 (−9.28%)
Jun 4, 2026
8d ago
Insider Cluster
BEARISH ★ 6/10
$86.19 awaiting T+1awaiting T+1$77.74 (+9.80%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 2/10
$83.86 $86.16▲ +2.74%▲ +2.34%$77.74 (−7.30%)
May 22, 2026
21d ago
144
NEUTRAL ★ 1/10
$73.01 $71.38▼ −2.23%▼ −2.25%$77.74 (+6.48%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$73.01 $71.38▼ −2.23%▼ −2.25%$77.74 (+6.48%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$70.63 $73.43▲ +3.96%▲ +2.92%$77.74 (+10.07%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$70.63 $73.43▲ +3.96%▲ +2.92%$77.74 (+10.07%)
May 1, 2026
6w ago
144
NEUTRAL ★ 1/10
$52.58 $54.41▲ +3.48%▲ +2.69%$77.74 (+47.85%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$49.89 $52.58▲ +5.39%▲ +5.73%$77.74 (+55.82%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (52h 27m)

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