FROG JFrog Ltd

NEUTRAL Impact: 2/10 Insider Cluster (8 insiders)
Horizon days Filed May 18, 2026 Processed 15d 4h ago
Insider cluster: 2 insiders, $1.4M total

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Executive Summary

JFrog insider cluster shows mixed activity: the CTO and a director sold $1.43M in open-market sales on May 14 (0.016% of market cap), while on May 21 six directors and the CTO received restricted stock grants with zero cash value. The sales are trivially small relative to the $8.7B market cap and likely driven by standard portfolio diversification rather than negative conviction. The grants are routine compensation events. Per calibration, cluster-sales patterns have weak predictive power, and the size is immaterial. Net neutral.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
8

Actionable Insight

Sales are immaterial relative to market cap. The CTO's $363K sale and the director's $1.07M sale are routine liquidity events, not informed selling. The restricted stock grants are standard compensation alignment. No bearish signal. Monitor JFrog's next earnings for any guidance change, but this filing provides no actionable trade edge.

Key Facts

  • CTO Yoav Landman sold 5,800 shares for ~$363K on May 14 at $62.61
  • Director Frederic Simon sold 17,100 shares for ~$1.07M on May 14 at $62.64
  • Total open-market sales = $1.43M, or ~0.016% of $8.7B market cap
  • Six directors and the CTO received restricted stock awards on May 21 totaling ~103,500 shares at $0 consideration
  • CRO Tali Notman made a $0 gift of 1,100 shares on May 19
  • No evidence of a 10b5-1 pattern — sales appear opportunistic but de minimis

Financial Impact

$1.43M in insider sales, less than 0.02% of market cap

insider holdingsdilution (grants)

Risk Factors

  • CTO selling alongside a director could signal personal diversification, not company-specific concern
  • Zero-dollar grants create no cash outflow but dilute existing holders modestly

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-1779480960103
16 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 4, 2026
2d ago
Insider Cluster
BEARISH ★ 6/10
$86.19 awaiting T+5awaiting T+5$84.00 (+2.54%)
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 22, 2026
15d ago
144
NEUTRAL ★ 1/10
awaiting T+5
May 18, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 18, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
$70.63 $71.71▲ +1.53%▼ −0.71%$84.00 (+18.93%)
May 18, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 1, 2026
5w ago
144
NEUTRAL ★ 1/10
$52.58 $69.01▲ +31.25%▲ +28.31%$84.00 (+59.76%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$49.89 $70.55▲ +41.41%▲ +39.06%$84.00 (+68.37%)
Apr 7, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$46.66 $42.87▼ −8.12%▼ −11.64%$84.00 (+80.03%)
Apr 7, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$49.08 $44.36▲ +9.62%▲ +14.95%$84.00 (−71.15%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (12h 18m)

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