IOT Samsara Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Apr 1, 2026 Processed 28d 6h ago
Insider cluster: 3 insiders, $1.2M total
Latest settled — T+20d ⚠ clustered
IOT ▼ -9.74% at T+20d
NEUTRAL call ✗ call lost -9.74% · α vs SPY -19.46% · entry $31.84 → $28.74
Next anchor: T+60d in 16d
Last close $34.06 (close Jun 8) · +6.97% from $31.84 entry
Entry anchored
Mar 31, 03:59 PM ET
via Databento tick
T+1d
+1.32%
call +1.32% · α +1.24%
$32.26
settled 2mo ago
T+5d
-15.67%
call -15.67% · α -19.44%
$26.85
settled 2mo ago
T+20d
-9.74%
call -9.74% · α -19.46%
$28.74
settled 6w ago
T+60d
call — · α —
in 16d

Price Chart

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Executive Summary

Three Samsara insiders, including CEO Sanjit Biswas, sold a total of $1.23M in shares over a 7-day window ending April 2, 2026. The sales are modest relative to the $16.9B market cap (0.007%), and no material corporate event or filing accompanies the cluster. This is routine portfolio diversification with no actionable signal.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
3

Actionable Insight

Insider sales are immaterial in size and consistent with routine diversification. No follow-up action warranted. Monitor next earnings for any fundamental changes.

Key Facts

  • CEO Sanjit Biswas sold 9.8K shares for $302K on April 2, 2026
  • John Bicket sold 9.3K shares for $288K on April 2, 2026
  • Dominic Phillips sold 20.1K shares for $641K on April 1, 2026
  • Total insider sales: $1.23M, representing 0.007% of market cap
  • No open-market purchases in the cluster
  • A separate grant of 136,566 shares to John Bicket on May 9, 2026 is a non-cash award with no economic impact

Financial Impact

Total insider sales of $1.23M, trivial relative to $16.9B market cap

dilution

Risk Factors

  • No material risk identified from this cluster alone

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
78% bullish (27 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-IOT-1778625664830
17 reports for IOT
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +15.67%Apr 1, 2026
Filters
Rows
Reports for IOT — sortable, filterable
Type Now
Jun 8, 2026
1d ago
144
NEUTRAL ★ 4/10
$34.07 awaiting T+1awaiting T+1$34.06 (−0.03%)
Jun 4, 2026
5d ago
8-K
NEUTRAL ★ 5/10
$36.00 awaiting T+1awaiting T+1$34.06 (−5.39%)
Jun 1, 2026
8d ago
DEFA14A
NEUTRAL ★ 2/10
$37.36 $36.34▼ −2.73%▼ −2.01%$34.06 (−8.83%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$34.99 $38.55▲ +10.17%▲ +9.90%$34.06 (−2.66%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 4/10
$34.99 $38.55▲ +10.17%▲ +9.90%$34.06 (−2.66%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
$31.15 $31.16▲ +0.03%▼ −0.55%$34.06 (+9.34%)
Apr 30, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$28.74 $30.49▲ +6.09%▲ +5.87%$34.06 (+18.51%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$29.33 $29.37▲ +0.14%▲ +0.15%$34.06 (+16.13%)
Apr 13, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$26.59 $26.51▲ +0.30%▲ +1.51%$34.06 (−28.09%)
Apr 13, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$26.59 $26.51▼ −0.30%▼ −1.51%$34.06 (+28.09%)
Showing 10 of 17

US Market Status

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