PLBY Playboy, Inc.
Price Chart
Executive Summary
Playboy's CEO Bernhard Kohn sold $110K of stock on May 15, four days before a major lease agreement was signed on May 14 (effective May 1). Director Tracey Edmonds also sold $40K in late May. The CEO's open-market sale (81.8K shares at $1.35) comes just before a material Miami Beach lease commitment, creating a concerning temporal pattern. While individual dollar amounts are modest relative to the $148M market cap, the CEO sale timing near a significant corporate agreement warrants attention.
Key Financial Metrics
Actionable Insight
CEO selling into a lease-signing period is a modest sentiment-negative signal at PLBY's small market cap. Watch for upcoming 10-Q/Q3 filing for financial metrics that may explain the insider exit pattern. Given past PLBY insider clusters have historically been short-term bearish but not catastrophic, anticipate near-term volatility rather than structural collapse.
Key Facts
- CEO Bernhard Kohn sold 81,800 shares on May 15 at ~$1.35 for $110,430 total
- Director Tracey Edmonds sold 30,279 shares between May 22-27 for ~$40,292
- Total insider cluster selling: ~$115K over 12-day window
- The CEO sale occurred 1 day after a May 14 Miami Beach lease agreement was signed (effective May 1)
- Lease covers 5,696 sq ft for office/lounge/studio use through November 2037
- Market cap ~$148M; total cluster selling represents ~0.08% of market cap
- This filing qualifies for the cluster-agreement-context and cluster-insider-trades amplifier per cross-filing actuarial verdicts
Financial Impact
Insider sales totaling ~$115K (0.08% of $148M market cap). CEO sale alone $110K. Non-material by proportionality alone but CEO sale timing near a 11.5-year lease commitment creates an informational signal.
Risk Factors
- CEO open-market sale near material agreement may signal fundamental concerns not yet public
- Director continuing to sell days after CEO sale extends the bearish insider pattern
- Miami Beach lease commitment adds a long-term fixed cost obligation for a company with a $148M market cap
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-PLBY-1779926990243 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
2d ago
|
8-K
| $1.32 $1.30 | ▼ −1.52% | ▲ +1.08% | $1.30 (−1.52%) |
|
May 28, 2026
10d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
May 22, 2026
16d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
May 16, 2026
22d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
May 8, 2026
29d ago
|
144
| $1.80 $1.73 | ▼ −3.89% | ▼ −4.12% | $1.30 (−27.78%) |
|
May 5, 2026
4w ago
|
144
| $1.77 $1.68 | ▼ −5.08% | ▼ −6.47% | $1.30 (−26.55%) |
|
May 5, 2026
4w ago
|
Insider Cluster
| $1.77 $1.68 | ▲ +5.08% | ▲ +6.47% | $1.30 (+26.55%) |
|
May 5, 2026
4w ago
|
Insider Cluster
| $1.77 $1.68 | ▲ +5.08% | ▲ +6.47% | $1.30 (+26.55%) |
|
May 4, 2026
4w ago
|
144
| $1.75 $1.77 | ▲ +1.14% | ▲ +0.35% | $1.30 (−25.71%) |
|
Apr 30, 2026
5w ago
|
DEFA14A
| — | awaiting T+1 | — | — |
US Market Status
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