RBRK Rubrik, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 4, 2026 Processed 7d 10h ago
Insider cluster: 3 insiders, $0.1M total
Latest settled — T+1d ⚠ clustered
RBRK ▼ -4.66% at T+1d
NEUTRAL call ✗ call lost -4.66% · α vs SPY -2.06% · entry $77.00 → $73.41
Next anchor: T+5d due 3d ago
Currently $68.19 · -11.44% from $77.00 entry
Entry anchored
Jun 3, 04:49 PM ET
via Databento tick
T+1d
-4.66%
call -4.66% · α -2.06%
$73.41
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 Rubrik insiders (CTO, two directors) sold a total of ~$145K in open-market sales over three days, immediately following the company's Q1 FY2027 earnings beat and raised guidance. The dollar amount is trivial relative to Rubrik's $15.8B market cap (~0.0009%), and the sales are likely liquidity-driven after derivative conversions and equity grants. The cluster is not informative — the CTO's sales follow large derivative exercises, and director sales are small and routine.

Key Financial Metrics

Direction
selling
Total Value
$145.0K
Insiders
3

Actionable Insight

These sales are routine post-earnings, post-vesting liquidity events with no informational content. The CTO's sales follow large derivative exercises and are typical for tax/planning purposes. Monitor for any 10b5-1 plan adoption or larger C-suite sales in the next 30 days, but this cluster alone does not warrant action.

Key Facts

  • Total open-market sales: ~$145K across 3 insiders (CTO + 2 directors)
  • Sales represent ~0.0009% of Rubrik's $15.8B market cap — trivial
  • CTO Nithrakashyap sold ~$559K total but after converting ~97,453 shares from derivatives (non-cash)
  • Director Thompson sold only 100 shares ($8K) after exercising 22,000 options
  • Director Wassenaar sold 721 shares ($58K) after converting derivatives and receiving a grant
  • All sales occurred 1-2 days after Rubrik reported Q1 FY2027 revenue of $387.1M (+39% YoY) and raised full-year guidance
  • Historical calibration shows score-6/7/8 filings in this segment have <33% observed up-move probability at T+20

Financial Impact

Total insider sales of ~$145K, or ~0.0009% of market cap — immaterial

insider ownershipdilution

Risk Factors

  • Insider sales could accelerate if the stock continues its post-earnings rally
  • CTO holds significant unexercised options — future exercises may lead to additional sales

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
97% bullish (35 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RBRK-1780700346946
11 reports for RBRK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RBRK — sortable, filterable
Type Now
Jun 12, 2026
today
Institutional Cluster
NEUTRAL ★ 5/10
$71.76 awaiting T+1awaiting T+1$68.19 (−4.97%)
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 2/10
$71.40 awaiting T+1awaiting T+1$68.19 (−4.50%)
Jun 4, 2026
8d ago
8-K
BULLISH ★ 7/10
$82.00 awaiting T+1awaiting T+1$68.19 (−16.84%)
Jun 4, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$77.00 $73.41▼ −4.66%▼ −2.06%$68.19 (−11.44%)
Jun 4, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$77.00 $73.41▼ −4.66%▼ −2.06%$68.19 (−11.44%)
Jun 4, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$77.00 $73.41▼ −4.66%▼ −2.06%$68.19 (−11.44%)
May 29, 2026
14d ago
144
NEUTRAL ★ 2/10
$85.07 $82.33▼ −3.22%▼ −3.37%$68.19 (−19.84%)
May 1, 2026
6w ago
144
NEUTRAL ★ 2/10
$57.93 $57.93· 0.00%▼ −0.80%$68.19 (+17.71%)
Apr 15, 2026
8w ago
DEFA14A
NEUTRAL ★ 2/10
$51.94 $52.34▲ +0.77%▼ −0.44%$68.19 (+31.29%)
Mar 24, 2026
11w ago
Insider Cluster
MIXED ★ 5/10
$48.07 $47.18▼ −1.85%▼ −2.42%$68.19 (+41.86%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (52h 23m)

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