U Unity Software Inc.

NEUTRAL Impact: 2/10 144
Horizon days Filed May 26, 2026 Processed 14d 10h ago SEC 0001921094-26-000551
Form 144 — notice of proposed sale of securities
Latest settled — T+5d ⚠ clustered
U ▲ +5.26% at T+5d
NEUTRAL call ✓ call won +5.26% · α vs SPY +4.79% · entry $27.76 → $29.22
Next anchor: T+20d in 14d
Last close $28.80 (close Jun 8) · +3.75% from $27.76 entry
Entry anchored
May 26, 2026
via day open
T+1d
+7.85%
call +7.85% · α +7.30%
$29.94
settled 14d ago
T+5d
+5.26%
call +5.26% · α +4.79%
$29.22
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CEO Matthew S. Bromberg filed a Form 144 to sell 138,993 shares of Unity Software (~$3.78M), a mandatory sell-to-cover transaction for tax withholding on vested restricted stock units. This is a routine administrative sale tied to equity compensation, not a discretionary insider reduction. The size is trivial relative to a $11.2B market cap.

Actionable Insight

No actionable signal. This is a purely administrative tax-withholding sale, not a discretionary cut. Monitor for any subsequent Form 4 filings by Bromberg that show voluntary open-market sales, which would carry more signal.

Key Facts

  • CEO Matthew S. Bromberg filed Form 144 to sell 138,993 shares for about $3.78M
  • Sale is explicitly a mandatory sell-to-cover for tax obligations upon RSU vesting
  • Shares acquired via equity compensation on May 26, 2026
  • Broker: Charles Schwab & Co., Inc.
  • Market cap is $11.2B; sale is ~0.034% of outstanding shares
  • No recent Form 4 insider purchases or sales reported in the last 30 days

Financial Impact

$3.78M CEO sale, mandatory cover, no economic signal

dilution

Risk Factors

  • None from this filing — CEO retains substantial position after tax-cover sale

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
72% bullish (36 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001921094-26-000551
Document: 0001921094-26-000551-index.html0001921094-26-000551
Document: 0001921094-26-000551.txt0001921094-26-000551
7 reports for U
Performance horizon
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Reports for U — sortable, filterable
Type Now
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$30.47 $29.22▼ −4.10%▼ −3.81%$28.80 (−5.48%)
May 26, 2026
14d ago
144
NEUTRAL ★ 2/10
$27.76 $29.22▲ +5.26%▲ +4.79%$28.80 (+3.75%)
May 26, 2026
14d ago
144
NEUTRAL ★ 2/10
$27.76 $29.22▲ +5.26%▲ +4.79%$28.80 (+3.75%)
May 6, 2026
5w ago
3
NEUTRAL ★ 2/10
$27.28 $26.84▼ −1.61%▼ −2.74%$28.80 (+5.57%)
Mar 27, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$20.54 $22.01▲ +7.16%▲ +2.86%$28.80 (+40.21%)
Feb 27, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.23 $19.85▲ +8.89%▲ +10.87%$28.80 (+57.98%)
Feb 25, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.58 $20.38▲ +9.69%▲ +10.79%$28.80 (+55.01%)
Showing 7 of 7

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