INSM INSMED Inc

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 5, 2026 Processed 1d 2h ago
Insider cluster: 3 insiders, $1.3M total

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Executive Summary

Three top INSM insiders—CEO, CFO, and CMO—collectively sold $1.29M in open-market sales over a 7-day window. The total value is ~0.006% of INSM's $22.7B market cap, well below the 0.1% materiality threshold, making this a routine liquidity-driven cluster. Historical calibration shows prior INSM reports have underperformed significantly (avg T+20 alpha -21.65%), reinforcing that this filing warrants a neutral, low-impact read.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
3

Actionable Insight

This cluster is too small relative to market cap to warrant a directional trade. Monitor for any upcoming INSM earnings or pipeline catalysts that could explain the timing, but treat these sales as routine portfolio diversification. No bearish signal.

Key Facts

  • CEO Lewis William sold 7,605 shares for ~$778K on June 3, 2026
  • CFO Bonstein Sara sold 2,404 shares for ~$246K on June 3, 2026
  • CMO Flammer Martina sold 4,424 shares total (~$455K) across June 3 and June 5, 2026
  • Total cluster value of $1.29M represents ~0.006% of INSM's $22.7B market cap
  • All sales were open-market (code S), with no 10b5-1 plan disclosure in the filing

Financial Impact

Total insider sales of $1.29M, equivalent to ~0.006% of market cap — immaterial

insider ownershipfloat

Risk Factors

  • Insider sales could accelerate if a negative catalyst (e.g., FDA setback) emerges, but current volume is negligible
  • Historical INSM reports show poor predictive accuracy (0% win rate at T+20), so even a larger cluster would need independent confirmation

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
97% bullish (29 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-INSM-1780690509017
19 reports for INSM
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+20▲ +12.95%Apr 7, 2026
Filters
Rows
Reports for INSM — sortable, filterable
Type Now
Jun 5, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$94.15 awaiting T+5awaiting T+5$94.22 (+0.07%)
Jun 5, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 16, 2026
21d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$153.32 $163.03▲ +6.33%▲ +2.03%$94.22 (−38.55%)
May 15, 2026
22d ago
S-3ASR
NEUTRAL ★ 3/10
$107.15 $108.87▲ +1.61%▼ −0.01%$94.22 (−12.07%)
May 15, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 13, 2026
24d ago
144
NEUTRAL ★ 2/10
awaiting T+5
May 7, 2026
4w ago
8-K
BULLISH ★ 6/10
$105.00 $117.99▲ +12.37%▲ +10.87%$94.22 (−10.27%)
May 4, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$140.01 $103.89▼ −25.80%▼ −28.73%$94.22 (−32.70%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$142.79 $143.83▲ +0.73%▼ −0.26%$94.22 (−34.01%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
MIXED ★ 6/10
$142.79 $143.83▲ +0.73%▼ −0.26%$94.22 (−34.01%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (14h 51m)

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