TWST Twist Bioscience Corp

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 2, 2026 Processed 4d 2h ago
Insider cluster: 4 insiders, $1.3M total
Latest settled — T+1d
TWST ▲ +2.21% at T+1d
NEUTRAL call ✓ call won +2.21% · α vs SPY +1.81% · entry $72.33 → $73.93
Next anchor: T+5d in 3d
Currently $69.22 · -4.30% from $72.33 entry
Entry anchored
Jun 2, 03:59 PM ET
via Databento tick
T+1d
+2.21%
call +2.21% · α +1.81%
$73.93
settled 3d ago
T+5d
call — · α —
in 3d
T+20d
call — · α —
in 25d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Four insiders at Twist Bioscience sold a total of $1.31M in open-market sales over a 7-day window, including the CEO (via option exercise and sale) and the CFO. The cluster is dominated by a single large sale by Cho Dennis ($991K), and the total represents ~0.03% of market cap — well below the 0.1% threshold for materiality. The CEO's sales are tied to derivative exercises, a common liquidity pattern. This is a routine, low-significance cluster.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
4

Actionable Insight

Insider selling is routine and small relative to market cap. The CEO's option exercises and concurrent sales are standard liquidity/vesting activity. No bearish signal — monitor next earnings for fundamental trends.

Key Facts

  • 4 insiders sold shares totaling $1.31M in open-market transactions over 7 days
  • Total sales represent ~0.03% of Twist's $4.2B market cap — trivial
  • CEO Leproust exercised 83,000 options at $8.82 and sold a portion of the resulting shares
  • CFO Laponis sold $280K; Director Starovasnik sold $170K; CAO Werner sold $50K
  • No insider open-market purchases were reported in the cluster

Financial Impact

Total insider sales of $1.31M represent ~0.03% of market cap — immaterial

dilutioninsider ownership

Risk Factors

  • Insider selling could accelerate if stock continues to rise, but current levels are not alarming
  • No insider buying to offset — lack of bullish insider conviction is neutral, not bearish

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
93% bullish (15 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TWST-1780430803897
11 reports for TWST
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +20.77%May 4, 2026
Filters
Rows
Reports for TWST — sortable, filterable
Type Now
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$72.33 $73.93▲ +2.21%▲ +1.81%$69.22 (−4.30%)
Jun 1, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$70.15 $72.33▲ +3.11%▲ +3.80%$69.22 (−1.33%)
May 28, 2026
9d ago
Insider Cluster
BEARISH ★ 5/10
$66.87 $67.86▼ −1.48%▼ −1.21%$69.22 (−3.51%)
May 26, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$64.17 $69.03▲ +7.57%▲ +7.03%$69.22 (+7.87%)
May 4, 2026
4w ago
8-K
BULLISH ★ 7/10
$56.19 $56.70▲ +0.91%▲ +0.11%$69.22 (+23.19%)
Apr 17, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$59.81 $61.88▲ +3.46%▲ +3.65%$69.22 (+15.73%)
Mar 17, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$47.28 $44.46▼ −5.96%▼ −4.57%$69.22 (+46.40%)
Mar 6, 2026
13w ago
Insider Cluster
BEARISH ★ 5/10
$46.94 $48.33▼ −2.96%▼ −2.12%$69.22 (−47.46%)
Feb 23, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$48.09 $48.54▼ −0.94%▼ −0.20%$69.22 (−43.94%)
Feb 23, 2026
14w ago
Insider Cluster
BEARISH ★ 7/10
$48.09 $48.54▼ −0.94%▼ −0.20%$69.22 (−43.94%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (14h 55m)

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