RSI Rush Street Interactive, Inc.

BEARISH Impact: 5/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 5, 2026 Processed 7d 10h ago
Insider cluster: 3 insiders, $2.3M total

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Executive Summary

Three top executives at Rush Street Interactive (CEO, CFO, COO) sold a combined $2.31M in open-market sales over a 3-day window, with the CEO alone selling $1.21M. This is a material cluster of insider selling at a $6.1B market cap company, representing ~0.04% of market cap — below the 0.1% threshold for materiality, but the involvement of all three C-suite officers in a tight cluster warrants attention. The historical calibration shows this segment has a net negative alpha at T+20 (-1.24%), and the model's past bullish/long calls on RSI have underperformed (25% win rate), suggesting caution.

Key Financial Metrics

Direction
selling
Total Value
$2.3M
Insiders
3

Actionable Insight

The cluster of C-suite selling at similar prices ($25.44-$25.63) without any disclosed 10b5-1 plan or vesting-driven pattern raises a caution flag. Monitor for upcoming earnings or material news — the CEO's $1.21M sale is the largest single insider transaction in the cluster. Given the model's poor historical win rate on RSI (25% at T+20), avoid taking a directional position solely on this signal, but consider it as a negative data point in a broader thesis.

Key Facts

  • CEO Richard Todd Schwartz sold 47,222 shares at $25.58 for $1.21M on June 1, 2026
  • CFO Kyle Sauers sold 23,000 shares at $25.44 for $585K on June 3, 2026
  • COO Mattias Stetz sold 20,000 shares at $25.63 for $513K on June 1, 2026
  • Total open-market sales by C-suite: $2.31M over 3 days
  • Director Thomas Winter had a tax withholding transaction (non-cash, 3,296 shares) on June 3
  • CEO also had non-cash derivative conversions and dispositions on June 1 (no economic value)
  • Market cap: $6.1B; insider sales represent ~0.04% of market cap

Financial Impact

C-suite open-market sales of $2.31M, representing ~0.04% of $6.1B market cap

insider sellingdilution

Risk Factors

  • Insider sales may be liquidity-driven or part of pre-arranged 10b5-1 plans not disclosed in this filing
  • Historical calibration shows net negative alpha at T+20 (-1.24%) for this segment, suggesting limited predictive power
  • The $2.31M total is only 0.04% of market cap — below the 0.1% materiality threshold for most institutional investors

Market Snapshot

Exchange
NYSE
Sector
Services-Miscellaneous Amusement & Recreation
Analyst Consensus
87% bullish (15 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RSI-1780698158163
19 reports for RSI
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +8.89%May 6, 2026
Filters
Rows
Reports for RSI — sortable, filterable
Type Now
Jun 12, 2026
today
Institutional Cluster
BULLISH ★ 5/10
$29.32 awaiting T+1awaiting T+1$29.60 (+0.95%)
Jun 5, 2026
7d ago
Insider Cluster
BEARISH ★ 5/10
$26.42 awaiting T+1awaiting T+1$29.60 (−12.04%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$26.23 $26.14▼ −0.34%▲ +2.26%$29.60 (+12.85%)
Jun 3, 2026
9d ago
144
NEUTRAL ★ 2/10
$25.42 $26.23▲ +3.19%▲ +2.79%$29.60 (+16.44%)
May 8, 2026
5w ago
DEFA14A
NEUTRAL ★ 2/10
$28.13 $27.51▼ −2.20%▼ −2.07%$29.60 (+5.23%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$27.74 $28.13▲ +1.41%▲ +1.17%$29.60 (+6.71%)
May 6, 2026
5w ago
424B4
BEARISH ★ 6/10
$27.90 $27.90· 0.00%▲ +0.83%$29.60 (−6.09%)
May 6, 2026
5w ago
Press Release
NEUTRAL ★ 5/10
$27.86 $27.90▲ +0.14%▲ +0.47%$29.60 (+6.25%)
May 4, 2026
5w ago
144
NEUTRAL ★ 2/10
$27.75 $29.17▲ +5.12%▲ +4.32%$29.60 (+6.67%)
Apr 29, 2026
6w ago
Insider Cluster
MIXED ★ 7/10
$27.98 $28.10▲ +0.43%▼ −0.59%$29.60 (+5.79%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (52h 24m)

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