ZD ZIFF DAVIS, INC.

NEUTRAL Impact: 2/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 8, 2026 Processed 1d 5h ago
Insider cluster: 4 insiders, $0.7M total

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Executive Summary

Four ZD insiders (EVP/GC and three directors) collectively sold $660K in open-market shares over a 7-day period through June 8, 2026, at prices between $44.51 and $47.00. At 0.04% of the $1.7B market cap, the dollar value is immaterial and consistent with routine portfolio diversification and tax planning — not an informed bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$659.7K
Insiders
4

Actionable Insight

The dollar amount is too small (0.04% of cap) to warrant a bearish read-through. Jeremy Rossen's $376K EVP-level sale is the largest but still immaterial relative to his total likely equity position. Monitor the next 8-K or earnings release for any operational update that could have motivated these sales — otherwise treat as noise. Per the historical calibration, this segment's average net alpha at T+20 is -1.97% (after costs), so directional bets on this filing alone would be negative-expected-value.

Key Facts

  • Total insider sales of $659,694 across four separate open-market transactions (June 2–8, 2026)
  • Only one C-suite participant — EVP/General Counsel Jeremy Rossen ($376K sale); remaining three are directors
  • Sales represent 0.04% of ZD's $1.7B market cap — well below the 0.1% materiality threshold
  • No insider purchases exist in the cluster to offset or contextualize the sales
  • Pattern shows no repeated timing or size clustering that would suggest a coordinated informed sell-off

Financial Impact

Total insider sales of $660K vs. $1.7B market cap — 0.04% — immaterial

Risk Factors

  • Model calibration data shows this filing segment has a negative average net alpha (-1.97% at T+20 after costs), suggesting low predictive value for directional trades
  • All four insiders sold and none bought — while dollar amounts are small, unanimity in direction could prelude modest share-price softness if broader market sentiment is negative
  • EVP/GC selling $376K within a 7-day window of other directors' sales may create a negative optics headline despite economic immateriality

Market Snapshot

Exchange
Nasdaq
Sector
Telegraph & Other Message Communications
Analyst Consensus
71% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ZD-1780955073098
5 reports for ZD
Performance horizon
Filters
Rows
Reports for ZD — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.62 awaiting T+1awaiting T+1$46.37 (−0.54%)
Jun 5, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
$46.19 awaiting T+1awaiting T+1$46.37 (+0.40%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$44.54 $47.95▲ +7.66%▲ +7.26%$46.37 (+4.11%)
Mar 26, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$41.64 $41.92▲ +0.67%▲ +1.03%$46.37 (+11.36%)
Feb 26, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$27.65 $27.08▼ −2.06%▼ −1.61%$46.37 (+67.70%)
Showing 5 of 5

US Market Status

Market Closed — Opens Thu (9h 56m)

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