GM General Motors Co

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed May 28, 2026 Processed 12d 9h ago
Insider cluster: 3 insiders, $11.0M total
Latest settled — T+5d ⚠ clustered
GM ▼ -1.41% at T+5d
NEUTRAL call ✗ call lost -1.41% · α vs SPY +1.12% · entry $83.26 → $82.09
Next anchor: T+20d in 16d
Last close $83.77 (close Jun 8) · +0.62% from $83.26 entry
Entry anchored
May 28, 2026
via day open
T+1d
-0.70%
call -0.70% · α -0.95%
$82.68
settled 12d ago
T+5d
-1.41%
call -1.41% · α +1.12%
$82.09
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Mary Barra, CFO Paul Jacobson, and EVP Rory Harvey sold a combined ~$11.0M in open-market GM shares over a 5-day window (May 22–26), with Barra alone accounting for ~$7.35M. All sales were executed after exercising stock options at $0 or $41.40 strike, consistent with routine option-vesting and tax-liquidation patterns. At $75.8B market cap, the cluster represents ~0.015% of market cap — well below the 0.1% materiality threshold — and is not indicative of a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$11.0M
Insiders
3

Actionable Insight

The cluster is routine and non-informative: sales are tied to option exercises and represent a trivial fraction of market cap. No bearish signal. Monitor GM's next earnings (likely late July) for any guidance changes, but this insider activity does not warrant action.

Key Facts

  • CEO Mary Barra sold 91,843 shares at $80.01 for $7.35M on May 26, after exercising options at $0 and $41.40
  • CFO Paul Jacobson sold 40,000 shares at $80.00 for $3.20M on May 26
  • EVP Rory Harvey sold 5,652 shares at $79.57 for $450K on May 22, after exercising options at $0 and $41.40
  • Total open-market sales: ~$11.0M across 3 insiders, representing ~0.015% of GM's $75.8B market cap
  • All sales followed option exercises — consistent with routine vesting and tax-related liquidation, not discretionary bearish conviction
  • No open-market purchases were made by any insider in the cluster

Financial Impact

Total insider sales of ~$11.0M, or ~0.015% of market cap — immaterial relative to company size

insider holdingsdilution

Risk Factors

  • Insider sales could increase if more option tranches vest in coming months, but this is expected and non-informative
  • GM faces secular headwinds in EV transition and tariff exposure, but this filing does not alter that thesis

Market Snapshot

Exchange
NYSE
Sector
Motor Vehicles & Passenger Car Bodies
Analyst Consensus
74% bullish (39 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GM-1780006231763
12 reports for GM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GM — sortable, filterable
Type Now
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.69 $83.21▲ +1.86%▲ +1.46%$83.77 (+2.55%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$83.26 $82.68▼ −0.70%▼ −0.95%$83.77 (+0.62%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$83.26 $82.68▼ −0.70%▼ −0.95%$83.77 (+0.62%)
May 11, 2026
4w ago
Court Ruling
BULLISH ★ 7/10
$75.26 $76.45▲ +1.58%▲ +1.72%$83.77 (+11.31%)
Apr 20, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$79.02 $78.98▼ −0.05%▼ −1.07%$83.77 (+6.02%)
Apr 13, 2026
8w ago
Court Ruling
NEUTRAL ★ 1/10
$76.81 $79.44▲ +3.42%▲ +2.21%$83.77 (+9.07%)
Jan 28, 2026
19w ago
Court Ruling
NEUTRAL ★ 2/10
$84.71 $86.18▲ +1.74%▲ +1.92%$83.77 (−1.11%)
Jan 28, 2026
19w ago
Court Ruling
NEUTRAL ★ 1/10
$84.71 $86.18▲ +1.74%▲ +1.92%$83.77 (−1.11%)
Jan 26, 2026
19w ago
Court Ruling
NEUTRAL ★ 2/10
$79.13 $86.14▲ +8.86%▲ +8.46%$83.77 (+5.87%)
Jan 23, 2026
19w ago
Court Ruling
NEUTRAL ★ 1/10
$79.64 $79.13▼ −0.64%▼ −1.18%$83.77 (+5.19%)
Showing 10 of 12

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