FROG JFrog Ltd
Price Chart
Executive Summary
JFrog CEO Shlomi Ben Haim and CFO Eduard Grabscheid sold a total of $4.66M in open-market sales over a 5-day window. CEO Ben Haim alone sold ~94K shares worth $7.57M when including a slightly earlier trade, making this a significant insider sell cluster at a $10.2B market cap company.
Key Financial Metrics
Actionable Insight
CEO selling nearly $8M in a concentrated window, 3 weeks after FROG's strong YTD run, suggests possible bearish positioning ahead of next earnings. Monitor Q2 guidance and any 10b5-1 amendments. The CRO and CFO joining the sell cluster adds weight.
Key Facts
- CEO Shlomi Ben Haim sold 94,293 shares total ($7.57M) between May 29 and June 2 at $75-$86.54.
- CFO Eduard Grabscheid sold 11,386 shares ($981K) on June 2-3.
- CRO Tali Notman sold 22,854 shares ($1.98M) on June 2.
- Total cluster value (explicit window): $4.66M; broader cluster (including May 29): $10.5M.
- Sales represent ~0.05% of $10.2B market cap, which is modest but concentrated in C-suite.
- 93% of analysts rate FROG a Buy; recent T+20 win rate on FROG reports is 89%.
- Score calibration shows modest observed p_obs at score=6 (30%), but CEO sell cluster is an asymmetric-strong signal per literature.
Financial Impact
C-suite sold ~$10.5M of stock in 5 days, representing ~0.1% of market cap. While the percentage is small, the concentration in the CEO is notable.
Risk Factors
- CEO sell cluster may signal near-term pessimism despite strong analyst sentiment
- Possible secondary offering or lockup expiration if insiders continue selling at pace
- Disconnect between bullish consensus (93%) and insider selling pattern
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FROG-1780604235943 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
2d ago
|
Insider Cluster
| $86.19 awaiting T+5 | awaiting T+5 | — | $84.00 (+2.54%) |
|
Jun 2, 2026
4d ago
|
Insider Cluster
| — | awaiting T+5 | — | — |
|
May 22, 2026
15d ago
|
144
| — | awaiting T+5 | — | — |
|
May 18, 2026
19d ago
|
Insider Cluster
| — | awaiting T+5 | — | — |
|
May 18, 2026
19d ago
|
Insider Cluster
| $70.63 $71.71 | ▲ +1.53% | ▼ −0.71% | $84.00 (+18.93%) |
|
May 18, 2026
19d ago
|
Insider Cluster
| — | awaiting T+5 | — | — |
|
May 1, 2026
5w ago
|
144
| $52.58 $69.01 | ▲ +31.25% | ▲ +28.31% | $84.00 (+59.76%) |
|
May 1, 2026
5w ago
|
Insider Cluster
| $49.89 $70.55 | ▲ +41.41% | ▲ +39.06% | $84.00 (+68.37%) |
|
Apr 7, 2026
8w ago
|
DEFA14A
| $46.66 $42.87 | ▼ −8.12% | ▼ −11.64% | $84.00 (+80.03%) |
|
Apr 7, 2026
8w ago
|
Insider Cluster
| $49.08 $44.36 | ▲ +9.62% | ▲ +14.95% | $84.00 (−71.15%) |
US Market Status
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