FSLY Fastly, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 2, 2026 Processed 9d 11h ago
Insider cluster: 4 insiders, $0.7M total
Latest settled — T+1d ⚠ clustered
FSLY ▼ -4.42% at T+1d
NEUTRAL call ✗ call lost -4.42% · α vs SPY -4.82% · entry $20.83 → $19.91
Next anchor: T+5d due 6d ago
Last close $18.55 (close Jun 12) · -10.95% from $20.83 entry
Entry anchored
Jun 2, 04:11 PM ET
via Databento tick
T+1d
-4.42%
call -4.42% · α -4.82%
$19.91
settled 12d ago
T+5d
call — · α —
due 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Four Fastly insiders, including the CEO and CTO, sold a total of $710K in open-market sales on May 29, 2026, at $16.96 per share. Three directors received non-cash stock grants on June 3, 2026, with no economic value. The cluster represents 0.02% of market cap — trivial in size — and the selling is likely liquidity-driven rather than signaling deterioration.

Key Financial Metrics

Direction
selling
Total Value
$710.0K
Insiders
4

Actionable Insight

The insider selling is tiny relative to market cap and likely reflects routine portfolio diversification or tax planning. No bearish signal. Monitor next quarterly earnings for any guidance revision, but this cluster alone does not warrant a trade.

Key Facts

  • CEO Charles Lacey Compton III sold 15,000 shares for $255K on May 29, 2026
  • CTO Artur Bergman sold 6,200 shares for $106K on May 29, 2026
  • President Scott R. Lovett sold 19,600 shares for $333K on May 29, 2026
  • Director Christopher B. Paisley sold 1,000 shares for $17K on May 29, 2026
  • Three directors received non-cash stock grants of 9,601 shares each on June 3, 2026
  • Total open-market sales: $710K, representing 0.02% of Fastly's $3.1B market cap
  • No insider purchases in the cluster window

Financial Impact

Total insider sales of $710K, or 0.02% of market cap — immaterial

dilution

Risk Factors

  • Insider selling could accelerate if fundamentals deteriorate, but current cluster is too small to indicate that
  • Historical performance shows past bearish calls on FSLY had negative T+20 alpha, suggesting the stock may not follow insider signals

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
53% bullish (17 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FSLY-1780693187837
14 reports for FSLY
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+60▲ +20.65%Mar 3, 2026
Filters
Rows
Reports for FSLY — sortable, filterable
Type Now
Jun 9, 2026
5d ago
8-K
NEUTRAL ★ 2/10
$18.64 awaiting T+1awaiting T+1$18.55 (−0.46%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$18.07 awaiting T+1awaiting T+1$18.55 (+2.66%)
Jun 2, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$20.83 $19.91▼ −4.42%▼ −4.82%$18.55 (−10.95%)
Jun 2, 2026
12d ago
Insider Cluster
BEARISH ★ 4/10
$20.83 $19.91▲ +4.42%▲ +4.82%$18.55 (+10.95%)
May 29, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$19.08 $20.77▲ +8.86%▲ +8.70%$18.55 (−2.78%)
May 29, 2026
16d ago
144
NEUTRAL ★ 2/10
$17.77 $19.08▲ +7.40%▲ +7.13%$18.55 (+4.42%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$16.40 $16.32▼ −0.49%▼ −0.93%$18.55 (+13.11%)
Apr 22, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$24.96 $23.76▼ −4.81%▼ −5.59%$18.55 (−25.68%)
Mar 11, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$24.05 $24.22▼ −0.71%▼ −2.19%$18.55 (+22.87%)
Mar 5, 2026
14w ago
8-K
MIXED ★ 6/10
$20.44 $20.14▼ −1.47%▼ −0.15%$18.55 (−9.25%)
Showing 10 of 14

US Market Status

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