IOT Samsara Inc.
Price Chart
Executive Summary
A cluster of insider sales at Samsara (IOT) totaling $778K over a 7-day window, led by CEO Sanjit Biswas and co-founder John Bicket, with additional sales by director Adam Eltoukhy. While the dollar value is modest relative to the $17.2B market cap (0.0045%), the concentration of C-suite and co-founder selling at similar prices and times warrants attention, though the historical calibration for this ticker shows past directional calls have underperformed.
Key Financial Metrics
Actionable Insight
The cluster is too small relative to market cap to be a standalone bearish signal. However, the persistent selling by the CEO and co-founder over multiple days at similar prices suggests routine diversification or 10b5-1 plan execution rather than a reaction to imminent negative news. Monitor for any subsequent 8-K filings or earnings pre-announcements that could explain the pattern. The historical calibration for IOT shows past directional calls have been net negative at T+20, so avoid over-interpreting this cluster.
Key Facts
- CEO Sanjit Biswas sold 10,611 shares on 2026-05-26 at ~$30.40 for $323K
- Co-founder John Bicket sold 10,636 shares on 2026-05-26 at ~$30.40 for $323K
- Director Adam Eltoukhy sold 4,400 shares on 2026-05-20 at ~$30.13 for $132K
- Total cluster value of $778K represents ~0.0045% of IOT's $17.2B market cap
- All transactions are open-market sales (code S); no buys in the cluster
- Prior 30-day insider activity shows 10 sells totaling $10.6M, indicating a persistent selling pattern
Financial Impact
Total insider sales of $778K, or 0.0045% of market cap — trivial relative to company size
Risk Factors
- Insider selling could accelerate if the stock price rises, creating overhang
- The cluster may be part of a pre-arranged 10b5-1 plan, reducing informational content
- Historical performance on IOT reports shows a 33% win rate at T+20, suggesting the market often moves against the implied signal
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IOT-1779999940739 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
2d ago
|
Insider Cluster
| $33.67 awaiting T+1 | awaiting T+1 | — | $33.66 (−0.03%) |
|
Jun 8, 2026
6d ago
|
144
| $34.07 awaiting T+1 | awaiting T+1 | — | $33.66 (−1.20%) |
|
Jun 4, 2026
10d ago
|
8-K
| $36.00 awaiting T+1 | awaiting T+1 | — | $33.66 (−6.50%) |
|
Jun 1, 2026
13d ago
|
DEFA14A
| $37.36 $36.34 | ▼ −2.73% | ▼ −2.01% | $33.66 (−9.90%) |
|
May 28, 2026
17d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $33.66 (−3.80%) |
|
May 28, 2026
17d ago
|
Insider Cluster
| $34.99 $38.55 | ▲ +10.17% | ▲ +9.90% | $33.66 (−3.80%) |
|
May 21, 2026
24d ago
|
Insider Cluster
| $31.15 $31.16 | ▲ +0.03% | ▼ −0.55% | $33.66 (+8.06%) |
|
Apr 30, 2026
6w ago
|
Insider Cluster
| $28.74 $30.49 | ▲ +6.09% | ▲ +5.87% | $33.66 (+17.12%) |
|
Apr 28, 2026
6w ago
|
Insider Cluster
| $29.33 $29.37 | ▲ +0.14% | ▲ +0.15% | $33.66 (+14.76%) |
|
Apr 13, 2026
9w ago
|
Insider Cluster
| $26.59 $26.51 | ▲ +0.30% | ▲ +1.51% | $33.66 (−26.59%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access