Ives Robbins
02-23 08:32

$Palantir Technologies Inc.(PLTR)$ To address Paisley's point, I thought I'd share my perspective.

Looking at recent filings, several Palantir insiders, including CEO Alex Karp, executives like Shyam Sankar and Ryan Taylor, and directors such as Stephen Cohen, David Glazer, Lauren Stat, and Alexander Moore, have filed Form 144 notices for planned stock sales. Over the past period, these insiders have sold relatively modest amounts of shares — generally in the tens of thousands — with gross proceeds ranging from a few hundred thousand dollars to several million.

Regarding the planned sales, some filings are larger. For instance, Karp has a planned sale of over 400,000 shares, and Cohen over 327,000 shares. However, even the largest planned sales are very small relative to Palantir’s total outstanding shares (~2.29 billion), amounting to less than 0.02% per insider.

Most of these sales are routine liquidity events, involving vesting of restricted stock units (RSUs) or exercise of stock options, often executed under pre-established 10b5-1 trading plans. This indicates the sales were scheduled in advance, which reduces any concern that insiders are reacting to non-public negative information.

Overall, I tend to view the filings as neutral to mildly positive. Insiders are diversifying personal holdings as part of normal financial planning, not signaling any concern about the company’s fundamentals. There is no evidence of mass liquidation or panic selling — all signs point to standard, healthy insider activity.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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