LQDA Liquidia Corp

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 3, 2026 Processed 9d 12h ago
Insider cluster: 3 insiders, $1.3M total
Latest settled — T+1d
LQDA ▼ -1.10% at T+1d
NEUTRAL call ✗ call lost -1.10% · α vs SPY +1.50% · entry $62.54 → $61.85
Next anchor: T+5d due 3d ago
Currently $71.23 · +13.90% from $62.54 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-1.10%
call -1.10% · α +1.50%
$61.85
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Three Liquidia Corp insiders sold a total of ~$1.32M in open-market transactions over a one-week window ending June 1, 2026. The selling is concentrated (CEO and two directors/executives) and represents ~0.027% of the company's $4.9B market cap — a trivial proportion. Given the small size relative to market cap, the cluster is not material; the CEO sale ($400K) could be routine portfolio diversification, and the director sales may be tax-related. This does not signal bearish conviction at a meaningful scale.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
3

Actionable Insight

Insider selling at this scale is routine and does not indicate coordinated bearish conviction. The CEO's $400K sale is small relative to his likely total holdings. However, the cumulative $8.5M in insider sales over the past 30 days should be monitored for acceleration. If total monthly open-market sales exceed ~$20M (0.4% of market cap), that would warrant a more cautious read. For now, no action needed — the stock trades at a high multiple with 93% analyst bullishness, and this cluster does not challenge that thesis.

Key Facts

  • Total insider selling: ~$1.32M over 7 days (June 1-3, 2026)
  • CEO Roger Jeffs sold 6.4K shares at $62.18 for ~$400K on May 27
  • Director Arthur S. Kirsch sold 30K total across three trades ($548K + $280K + $903K = $1.73M, but only $903K falls in the cluster window; the others extend to June 3)
  • CHRO Sarah Krepp sold 276 shares at $60.87 for ~$17K on June 1
  • Total sales represent ~0.027% of $4.9B market cap — far below the 0.1% materiality threshold
  • Recent 30d insider activity shows 9 other sells totaling $8.5M, suggesting a pattern of routine selling

Financial Impact

Insider sales of ~$1.32M represent a de minimis 0.027% of market cap — no material impact on stock supply or ownership structure

dilutioninsider_ownership

Risk Factors

  • Insider selling could accelerate if the stock continues to trade near $60+ levels, potentially signaling a top
  • CEO selling, while small, could be followed by larger sales if lock-up or 10b5-1 plans permit
  • Given the positive historical performance on LQDA calls (80% win rate, +28% avg T+20), the market is resilient — but insider selling is a contrarian data point to watch

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LQDA-1780518826205
32 reports for LQDA
Performance horizon
82% Hit rate 9 of 11 directional calls best @ T+60▲ +70.18%Mar 5, 2026
Filters
Rows
Reports for LQDA — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
BULLISH ★ 5/10
$65.50 awaiting T+1awaiting T+1$71.23 (+8.75%)
Jun 10, 2026
2d ago
144
BEARISH ★ 5/10
$65.21 awaiting T+1awaiting T+1$71.23 (−9.23%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$63.94 awaiting T+1awaiting T+1$71.23 (+11.40%)
Jun 8, 2026
4d ago
CLUSTER / 8-K
NEUTRAL ★ 5/10
$63.94 awaiting T+1awaiting T+1$71.23 (+11.40%)
Jun 4, 2026
8d ago
144
BEARISH ★ 6/10
$62.76 awaiting T+1awaiting T+1$71.23 (−13.50%)
Jun 4, 2026
8d ago
144
BEARISH ★ 5/10
$62.76 awaiting T+1awaiting T+1$71.23 (−13.50%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$62.54 $61.85▼ −1.10%▲ +1.50%$71.23 (+13.90%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 4/10
$58.75 $55.11▼ −6.20%▼ −6.34%$71.23 (+21.24%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 4/10
$62.03 $62.03· 0.00%▼ −0.55%$71.23 (+14.83%)
May 21, 2026
23d ago
Insider Cluster
MIXED ★ 5/10
$61.97 $60.98▼ −1.60%▼ −2.04%$71.23 (+14.94%)
Showing 10 of 32

US Market Status

Market Closed — Opens Mon (52h 24m)

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