SOFI SoFi Technologies, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (7 insiders)
Horizon days Filed Mar 17, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $2.2M total
Final — all horizons settled through T+60d
SOFI ▼ -5.18% at T+60d
NEUTRAL call ✗ call lost -5.18% · α vs SPY -15.04% · entry $17.37 → $16.47
Currently $16.58 · -4.55% from $17.37 entry
Entry anchored
Mar 16, 03:59 PM ET
via Databento tick
T+1d
-1.09%
call -1.09% · α +0.30%
$17.18
settled 3mo ago
T+5d
-3.86%
call -3.86% · α -1.20%
$16.70
settled 3mo ago
T+20d
+8.18%
call +8.18% · α +3.87%
$18.79
settled 2mo ago
T+60d
-5.18%
call -5.18% · α -15.04%
$16.47
settled 3d ago

Price Chart

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Executive Summary

SoFi insiders executed a cluster of transactions primarily tied to option exercises and tax withholding, with CEO Anthony Noto purchasing $500K in shares. The majority of share dispositions were non-cash tax withholdings, while a single open-market sale by CTO Jeremy Rishel totaled $1.66M.

Key Financial Metrics

Direction
selling
Total Value
$2.2M
Insiders
7

Actionable Insight

The CEO's open-market purchase is a positive signal, but the overall cluster is routine and not economically significant. Traders should focus on upcoming earnings or macro credit trends rather than this activity.

Key Facts

  • CEO Anthony Noto purchased 28,900 shares in the open market for $500,516.
  • CTO Jeremy Rishel sold 94,958 shares in the open market for $1,655,118.
  • Multiple executives exercised stock options (totaling over 1.2M shares) and surrendered shares to cover tax liabilities, generating $8.8M in non-cash dispositions.
  • All derivative exercises and tax withholdings are routine and non-cash events tied to vesting schedules.
  • Total open-market selling ($1.66M) represents just 0.007% of SoFi's $22.2B market cap — immaterial in scale.

Financial Impact

$1.66M in open-market selling, $500K in buying; $8.8M in non-cash tax withholding

insider ownershipshare countmarket sentiment

Risk Factors

  • Perception risk from large tax-related share dispositions, despite being non-cash and expected.
  • Potential for misinterpretation of CEO's net share increase (exercised 305K, kept ~56K after tax and sale)

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
48% bullish (29 analysts)

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (20 trades, 7d window)cluster-SOFI-1773879415413
7 reports for SOFI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SOFI — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 4/10
$16.20 awaiting T+5awaiting T+5$16.58 (+2.35%)
Jun 10, 2026
2d ago
144
NEUTRAL ★ 1/10
$15.88 awaiting T+5awaiting T+5$16.58 (+4.44%)
May 28, 2026
16d ago
Court Ruling
NEUTRAL ★ 1/10
$16.97 $16.68▼ −1.71%▼ −1.66%$16.58 (−2.30%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 7/10
$15.53 $16.02▲ +3.19%▲ +0.08%$16.58 (+6.80%)
Mar 17, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$17.37 $16.70▼ −3.86%▼ −1.20%$16.58 (−4.55%)
Mar 17, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$17.37 $16.70▼ −3.86%▼ −1.20%$16.58 (−4.55%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 7/10
$18.39 $18.79▲ +2.18%▲ +3.38%$16.58 (−9.84%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (48h 53m)

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