U Unity Software Inc.

NEUTRAL Impact: 2/10 144
Horizon immediate Filed May 26, 2026 Processed 14d 10h ago SEC 0001921094-26-000552
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

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Executive Summary

Unity Software's CFO Jarrod Yahes filed a Form 144 to sell 24,021 common shares worth approximately $653,000. The sale is described as covering tax obligations from vested RSUs, a routine post-vest disposition. The dollar amount is modest relative to a $11.2B market cap but notable as it is the CFO selling.

Actionable Insight

This is a routine tax-withholding sale tied to RSU vesting, not a discretionary cash-out. The size is immaterial. No actionable trading signal — monitor if CFO accelerates selling pattern beyond vesting obligations.

Key Facts

  • CFO Jarrod Yahes filed Form 144 to sell 24,021 shares.
  • Approximate market value at filing was $652,969.
  • Sale is described as 'shares sold to cover tax obligation from settlement of vested Restricted Stock Units.'
  • Yahes is the Chief Financial Officer (Officer).
  • Previous sale on 03/05/2026: 6,205 shares sold for $130,509 (tax-related).
  • No other insider selling context or cross-filings provided.

Financial Impact

~$653K sale by CFO, ~0.006% of market cap.

insider sellingshare countcash flow (tax withholding)

Risk Factors

  • Risk of being misinterpreted as insider pessimism ahead of earnings.
  • Risk that CFO may increase selling beyond scheduled tax sales.

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)0001921094-26-000552
Document: 0001921094-26-000552-index.html0001921094-26-000552
Document: 0001921094-26-000552.txt0001921094-26-000552
7 reports for U
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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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