IOT Samsara Inc.

BEARISH Impact: 6/10 Insider Cluster (4 insiders)
Horizon days Filed Apr 13, 2026 Processed 1mo ago
Insider cluster: 4 insiders, $1.5M total
Latest settled — T+20d
IOT ▲ +9.33% at T+20d
SHORT call ✗ call lost -9.33% · α vs SPY -1.60% · entry $26.59 → $29.07
Next anchor: T+60d in 24d
Currently $33.66 · -26.59% from $26.59 entry (call sign-flipped)
Entry anchored
Apr 10, 03:59 PM ET
via Databento tick
T+1d
-0.30%
call +0.30% · α +1.51%
$26.51
settled 2mo ago
T+5d
+15.87%
call -15.87% · α -12.57%
$30.81
settled 8w ago
T+20d
+9.33%
call -9.33% · α -1.60%
$29.07
settled 5w ago
T+60d
call — · α —
in 24d

Price Chart

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Executive Summary

Four corporate insiders at Samsara Inc. (IOT) sold shares in the past week, including CEO Sanjit Biswas and other executives, generating approximately $1.49 million in open-market transactions. The sales are part of a broader pattern of insider selling, with $14.8 million in insider sales over the last 30 days. While the transactions appear to be planned under Rule 10b5-1, the participation of the CEO raises some scrutiny.

Key Financial Metrics

Direction
selling
Total Value
$1.5M
Insiders
4

Actionable Insight

Monitor upcoming 10-Q filings and management commentary for signs of weakening fundamentals or guidance changes. While Rule 10b5-1 plans explain some selling, sustained executive divestment — especially by the CEO — could signal caution to investors. Compare future insider activity against revenue growth and margin trends.

Key Facts

  • Four insiders sold a total of ~53,400 shares worth $1.49 million in the 7-day window from April 13–20, 2026.
  • CEO Sanjit Biswas sold 19,800 shares for $546,000, the largest individual transaction in this cluster.
  • Total recent insider selling over the last 30 days amounts to $14.8 million, indicating sustained divestment.
  • All transactions were open-market sales (code S), suggesting pre-arranged trading plans.
  • Total cluster value represents only 0.008% of IOT's $17.9B market cap — not material in size but notable due to executive involvement.

Financial Impact

$1.49 million in insider sales over 7 days; $14.8 million over 30 days

insider ownershipmarket sentimentdilution

Risk Factors

  • Perception of insider lack of confidence, especially given CEO participation
  • Potential for negative market reaction if selling trend accelerates or coincides with weak earnings

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Integrated Systems Design

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-IOT-1776803944369
18 reports for IOT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IOT — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 4/10
$33.67 awaiting T+1awaiting T+1$33.66 (−0.03%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 4/10
$34.07 awaiting T+1awaiting T+1$33.66 (−1.20%)
Jun 4, 2026
8d ago
8-K
NEUTRAL ★ 5/10
$36.00 awaiting T+1awaiting T+1$33.66 (−6.50%)
Jun 1, 2026
11d ago
DEFA14A
NEUTRAL ★ 2/10
$37.36 $36.34▼ −2.73%▼ −2.01%$33.66 (−9.90%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
$34.99 $38.55▲ +10.17%▲ +9.90%$33.66 (−3.80%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 4/10
$34.99 $38.55▲ +10.17%▲ +9.90%$33.66 (−3.80%)
May 21, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$31.15 $31.16▲ +0.03%▼ −0.55%$33.66 (+8.06%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$28.74 $30.49▲ +6.09%▲ +5.87%$33.66 (+17.12%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$29.33 $29.37▲ +0.14%▲ +0.15%$33.66 (+14.76%)
Apr 13, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$26.59 $26.51▲ +0.30%▲ +1.51%$33.66 (−26.59%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (48h 48m)

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