Palo Alto Networks Inc
PANW · Computer Peripheral Equipment, NEC · 815.0M shares · +64%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$802M (gross $273M, SBC $1.1B)
Reference price $284.80 · est. market cap ~$232.1B — last insider sale, 2026-06-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Cybersecurity leader with elite operating cash flow and solid growth; thin liquidity and an earnings comp temper it.
Strengths
- Elite operating cash flow — OCF margin 40.3% (100th)
- Solid margins and growth — operating margin 13.5% (75th), revenue +14.9%
- Platform/consolidation strategy momentum — per 10-K
Risks
- Earnings comp — net income -56.0% (35th) vs a prior-year tax benefit
- Thin liquidity — current ratio 0.94 (12th)
- Competitive security market and valuation — per 10-K
Notable findings
- High convictionHigh conviction — notable institutional holders, insider buying, and a strong balance sheet
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC
- Weak liquidityCurrent ratio 0.94 (<1)
- Strong balance sheetStrong balance sheet — $8.5B cash & investments
- Insider buyingInsider buying — 2 open-market buy(s) by 1 insider(s) (~$10M, last 6mo) Form 4 ↗
- AccumulatingInstitutional holders rose 28→29 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, CITADEL ADVISORS LLC +3 more (as of 2026-03-31)
- Insider sellingInsider selling — 45 open-market sale(s) by 7 insider(s) (cluster of 7 insiders, ~$55M, last 6mo) Form 4 ↗
- New fund positionNotable fund(s) opened this quarter: Bridgewater Associates, LP, ARK Investment Management LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
73.4%
Operating margin
13.5%
Net margin
12.3%
Return on equity
14.5%
Return on assets
4.8%
Revenue growth (QoQ)
15.7%
Net-income growth
-56.0%
Current ratio
0.9×
EBITDA
$1.6B
Tangible book value
$2.5B
Cash & investments
$8.5B
Stock comp / revenue
14.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | Golechha Dipak | Sell | 300 | $284.80 |
| 2026-06-23 | Golechha Dipak | Sell | 886 | $291.07 |
| 2026-06-23 | Golechha Dipak | Sell | 2.1K | $290.03 |
| 2026-06-23 | Golechha Dipak | Sell | 1.3K | $288.96 |
| 2026-06-23 | Golechha Dipak | Sell | 200 | $286.68 |
| 2026-06-23 | Golechha Dipak | Sell | 214 | $291.84 |
| 2026-06-22 | Bawa Aparna | Sell | 345 | $290.17 |
| 2026-06-12 | GOETZ JAMES J | Sell | 4.8K | $278.89 |
| 2026-06-12 | GOETZ JAMES J | Sell | 7.1K | $279.88 |
| 2026-06-12 | GOETZ JAMES J | Sell | 5.2K | $280.89 |
| 2026-06-12 | GOETZ JAMES J | Sell | 1.5K | $281.64 |
| 2026-06-12 | GOETZ JAMES J | Sell | 1.4K | $277.89 |
| 2026-06-12 | Bawa Aparna | Sell | 536 | $280.00 |
| 2026-06-12 | Key John P. | Sell | 7.5K | $279.24 |
| 2026-06-11 | Bawa Aparna | Sell | 555 | $270.00 |
| 2026-06-10 | Bawa Aparna | Sell | 377 | $265.00 |
| 2026-06-01 | Paul Josh D. | Sell | 1.1K | $285.08 |
| 2026-06-01 | Thorning-Schmidt Helle | Tax withheld | 211 | $281.69 |
| 2026-05-22 | Klarich Lee | Sell | 18K | $259.62 |
| 2026-05-22 | Klarich Lee | Sell | 543 | $250.03 |
| 2026-05-22 | Klarich Lee | Sell | 519 | $251.20 |
| 2026-05-22 | Klarich Lee | Sell | 582 | $251.94 |
| 2026-05-22 | Klarich Lee | Sell | 320 | $253.25 |
| 2026-05-22 | Klarich Lee | Sell | 4.2K | $254.85 |
| 2026-05-22 | Klarich Lee | Sell | 4.7K | $255.58 |
| 2026-05-22 | Klarich Lee | Sell | 2.9K | $256.60 |
| 2026-05-22 | Klarich Lee | Sell | 2.9K | $257.63 |
| 2026-05-22 | Klarich Lee | Sell | 10K | $258.70 |
| 2026-05-22 | Klarich Lee | Sell | 17K | $260.62 |
| 2026-05-22 | Klarich Lee | Sell | 923 | $261.25 |
| 2026-05-20 | Paul Josh D. | Sell | 400 | $236.95 |
| 2026-04-08 | Key John P. | Sell | 1.6K | $173.32 |
| 2026-04-01 | Paul Josh D. | Sell | 1.1K | $161.40 |
| 2026-04-01 | Golechha Dipak | Sell | 200 | $157.81 |
| 2026-04-01 | Golechha Dipak | Sell | 1.3K | $160.04 |
| 2026-04-01 | Golechha Dipak | Sell | 3.5K | $160.70 |
| 2026-04-01 | Paul Josh D. | Tax withheld | 947 | $160.32 |
| 2026-03-27 | Arora Nikesh | Buy | 100 | $147.48 |
| 2026-03-27 | Arora Nikesh | Buy | 68K | $146.87 |
| 2026-03-10 | Paul Josh D. | Grant | 26K | — |
| 2026-03-06 | GOETZ JAMES J | Sell | 8.5K | $163.83 |
| 2026-03-06 | GOETZ JAMES J | Sell | 14K | $164.76 |
| 2026-03-02 | Paul Josh D. | Sell | 1.7K | $147.90 |
| 2026-03-01 | Thorning-Schmidt Helle | Tax withheld | 345 | $148.92 |
| 2026-02-12 | Klarich Lee | Grant | 70 | — |
| 2026-02-12 | Bawa Aparna | Grant | 24 | — |
| 2026-02-12 | Arora Nikesh | Grant | 165 | — |
| 2026-01-08 | Klarich Lee | Sell | 367 | $193.16 |
| 2026-01-08 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2026-01-08 | Klarich Lee | Sell | 13K | $189.60 |
| 2026-01-08 | Klarich Lee | Sell | 46K | $190.69 |
| 2026-01-08 | Klarich Lee | Sell | 55K | $191.47 |
| 2026-01-08 | Klarich Lee | Sell | 6.7K | $192.38 |
| 2026-01-02 | Jenkins William D Jr | Sell | 904 | $184.81 |
| 2026-01-02 | Paul Josh D. | Sell | 800 | $184.81 |
| 2025-12-26 | Jenkins William D Jr | Sell | 1.8K | $188.45 |
| 2025-12-26 | Jenkins William D Jr | Sell | 4.4K | $187.92 |
| 2025-12-23 | Golechha Dipak | Sell | 5.0K | $188.18 |
| 2025-12-10 | Klarich Lee | Gift | 50K | — |
| 2025-12-10 | Goodburn Mark A. | Grant | 4.9K | — |
| 2025-12-09 | Donovan John | Grant | 2.5K | — |
| 2025-12-09 | GOETZ JAMES J | Sell | 4.0K | $195.73 |
| 2025-12-09 | Eschenbach Carl M. | Grant | 1.9K | — |
| 2025-12-09 | Twohill Lorraine | Grant | 2.1K | — |
| 2025-12-09 | Key John P. | Grant | 2.3K | — |
| 2025-12-09 | Thorning-Schmidt Helle | Grant | 2.0K | — |
| 2025-12-09 | GOETZ JAMES J | Sell | 300 | $196.42 |
| 2025-12-09 | Bawa Aparna | Grant | 2.2K | — |
| 2025-12-09 | GOETZ JAMES J | Sell | 8.2K | $194.70 |
| 2025-12-09 | McCarthy Mary Pat | Grant | 2.0K | — |
| 2025-12-08 | GOETZ JAMES J | Sell | 12K | $195.31 |
| 2025-12-08 | GOETZ JAMES J | Sell | 428 | $196.04 |
| 2025-12-03 | Klarich Lee | Sell | 22K | $193.46 |
| 2025-12-03 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-12-03 | Klarich Lee | Sell | 2.1K | $187.38 |
| 2025-12-03 | Klarich Lee | Sell | 7.6K | $188.85 |
| 2025-12-03 | Klarich Lee | Sell | 8.6K | $189.57 |
| 2025-12-03 | Klarich Lee | Sell | 20K | $190.71 |
| 2025-12-03 | Klarich Lee | Sell | 6.9K | $191.50 |
| 2025-12-03 | Klarich Lee | Sell | 54K | $192.74 |
| 2025-12-01 | Paul Josh D. | Sell | 700 | $189.39 |
| 2025-11-26 | Golechha Dipak | Gift | 2.5K | — |
| 2025-11-03 | Klarich Lee | Sell | 8.4K | $215.88 |
| 2025-11-03 | Klarich Lee | Sell | 3.6K | $219.76 |
| 2025-11-03 | Klarich Lee | Sell | 43K | $218.69 |
| 2025-11-03 | Paul Josh D. | Sell | 700 | $219.97 |
| 2025-11-03 | Klarich Lee | Sell | 30 | $220.40 |
| 2025-11-03 | Klarich Lee | Sell | 46K | $218.00 |
| 2025-11-03 | Klarich Lee | Sell | 20K | $216.75 |
| 2025-11-03 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-11-01 | Jenkins William D Jr | Grant | 312K | — |
| 2025-11-01 | Paul Josh D. | Grant | 31K | — |
| 2025-11-01 | Paul Josh D. | Tax withheld | 15K | $220.24 |
| 2025-11-01 | Jenkins William D Jr | Tax withheld | 164K | $220.24 |
| 2025-11-01 | Klarich Lee | Grant | 468K | — |
| 2025-11-01 | Klarich Lee | Tax withheld | 232K | $220.24 |
| 2025-11-01 | Golechha Dipak | Grant | 281K | — |
| 2025-11-01 | Golechha Dipak | Disposition | 140K | — |
| 2025-11-01 | Golechha Dipak | Tax withheld | 74K | $220.24 |
| 2025-11-01 | Arora Nikesh | Grant | 1.2M | — |
| 2025-11-01 | Arora Nikesh | Disposition | 1.2M | — |
| 2025-10-06 | Klarich Lee | Sell | 10K | $213.36 |
| 2025-10-06 | Klarich Lee | Sell | 29K | $211.51 |
| 2025-10-06 | Klarich Lee | Sell | 56K | $212.59 |
| 2025-10-06 | Klarich Lee | Sell | 17K | $210.59 |
| 2025-10-06 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-10-06 | Klarich Lee | Sell | 7.8K | $209.70 |
| 2025-10-01 | Paul Josh D. | Sell | 700 | $202.16 |
| 2025-09-23 | Arora Nikesh | Sell | 19K | $207.63 |
| 2025-09-23 | Arora Nikesh | Sell | 4.0K | $208.35 |
| 2025-09-23 | Golechha Dipak | Sell | 1.9K | $203.01 |
| 2025-09-23 | Golechha Dipak | Sell | 736 | $203.88 |
| 2025-09-23 | Arora Nikesh | Option exercise | 846K | $33.08 |
| 2025-09-23 | Arora Nikesh | Sell | 382K | $203.09 |
| 2025-09-23 | Arora Nikesh | Sell | 111K | $203.69 |
| 2025-09-23 | Arora Nikesh | Sell | 252K | $204.64 |
| 2025-09-23 | Arora Nikesh | Sell | 32K | $205.63 |
| 2025-09-23 | Arora Nikesh | Sell | 47K | $206.85 |
| 2025-09-23 | Golechha Dipak | Sell | 1.8K | $204.78 |
| 2025-09-23 | Golechha Dipak | Sell | 207 | $206.06 |
| 2025-09-23 | Golechha Dipak | Sell | 400 | $206.81 |
| 2025-09-20 | Paul Josh D. | Tax withheld | 2.0K | $208.19 |
| 2025-09-18 | Klarich Lee | Gift | 50K | — |
| 2025-09-03 | Klarich Lee | Sell | 2.3K | $188.60 |
| 2025-09-03 | Klarich Lee | Sell | 5.5K | $189.76 |
| 2025-09-03 | Klarich Lee | Sell | 51K | $190.80 |
| 2025-09-03 | Klarich Lee | Sell | 649 | $192.22 |
| 2025-09-03 | Klarich Lee | Sell | 62K | $191.57 |
| 2025-09-03 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-09-02 | Paul Josh D. | Sell | 700 | $187.62 |
| 2025-08-23 | Paul Josh D. | Tax withheld | 1.9K | $185.88 |
| 2025-08-21 | Paul Josh D. | Tax withheld | 1.5K | $184.43 |
| 2025-08-21 | Paul Josh D. | Sell | 700 | $184.20 |
| 2025-08-20 | Jenkins William D Jr | Disposition | 3.8K | — |
| 2025-08-19 | Paul Josh D. | Grant | 14K | — |
| 2025-08-04 | Klarich Lee | Sell | 25K | $171.41 |
| 2025-08-04 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-08-04 | Klarich Lee | Sell | 64K | $170.80 |
| 2025-08-04 | Klarich Lee | Sell | 15K | $172.69 |
| 2025-08-04 | Klarich Lee | Sell | 16K | $173.77 |
| 2025-08-04 | Klarich Lee | Sell | 429 | $174.15 |
| 2025-08-01 | ZUK NIR | Sell | 7.7K | $169.11 |
| 2025-08-01 | ZUK NIR | Sell | 5.9K | $169.79 |
| 2025-08-01 | ZUK NIR | Sell | 7.4K | $170.96 |
| 2025-08-01 | ZUK NIR | Sell | 8.9K | $172.06 |
| 2025-08-01 | ZUK NIR | Sell | 31K | $172.95 |
| 2025-08-01 | ZUK NIR | Sell | 22K | $173.87 |
| 2025-08-01 | ZUK NIR | Sell | 14K | $174.93 |
| 2025-08-01 | ZUK NIR | Sell | 3.4K | $175.63 |
| 2025-08-01 | Paul Josh D. | Tax withheld | 1.5K | $173.60 |
| 2025-07-07 | Klarich Lee | Sell | 61K | $201.24 |
| 2025-07-07 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-07-07 | Klarich Lee | Sell | 54K | $200.33 |
| 2025-07-07 | Klarich Lee | Sell | 4.9K | $201.84 |
| 2025-07-01 | ZUK NIR | Sell | 8.8K | $196.60 |
| 2025-07-01 | Paul Josh D. | Sell | 600 | $204.00 |
| 2025-07-01 | ZUK NIR | Sell | 8.5K | $195.66 |
| 2025-07-01 | ZUK NIR | Sell | 38K | $197.69 |
| 2025-07-01 | ZUK NIR | Sell | 20K | $198.53 |
| 2025-07-01 | ZUK NIR | Sell | 4.3K | $199.87 |
| 2025-07-01 | ZUK NIR | Sell | 4.3K | $201.10 |
| 2025-07-01 | ZUK NIR | Sell | 5.1K | $201.91 |
| 2025-07-01 | ZUK NIR | Sell | 5.1K | $203.09 |
| 2025-07-01 | ZUK NIR | Sell | 5.5K | $203.85 |
| 2025-06-23 | Golechha Dipak | Sell | 319 | $203.76 |
| 2025-06-23 | Golechha Dipak | Sell | 300 | $197.89 |
| 2025-06-23 | Golechha Dipak | Sell | 701 | $201.02 |
| 2025-06-23 | Golechha Dipak | Sell | 1.3K | $201.93 |
| 2025-06-23 | Golechha Dipak | Sell | 1.7K | $203.21 |
| 2025-06-23 | Golechha Dipak | Sell | 700 | $200.03 |
| 2025-06-20 | Paul Josh D. | Sell | 800 | $201.05 |
| 2025-06-20 | Paul Josh D. | Tax withheld | 1.8K | $199.78 |
| 2025-06-07 | Arora Nikesh | Disposition | 43K | — |
| 2025-06-04 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-06-04 | Klarich Lee | Sell | 42K | $193.94 |
| 2025-06-04 | Klarich Lee | Sell | 25K | $194.87 |
| 2025-06-04 | Klarich Lee | Sell | 40K | $196.03 |
| 2025-06-04 | Klarich Lee | Sell | 14K | $196.72 |
| 2025-06-02 | ZUK NIR | Sell | 37K | $192.62 |
| 2025-06-02 | ZUK NIR | Sell | 21K | $194.33 |
| 2025-06-02 | ZUK NIR | Sell | 42K | $193.54 |
| 2025-05-30 | Bawa Aparna | Sell | 526 | $190.00 |
| 2025-05-23 | Jenkins William D Jr | Sell | 1.1K | $187.21 |
| 2025-05-23 | Jenkins William D Jr | Sell | 400 | $184.24 |
| 2025-05-23 | Jenkins William D Jr | Sell | 550 | $185.12 |
| 2025-05-23 | Jenkins William D Jr | Sell | 588 | $186.38 |
| 2025-05-20 | Jenkins William D Jr | Disposition | 3.8K | — |
| 2025-05-05 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-05-05 | Klarich Lee | Sell | 3.8K | $186.33 |
| 2025-05-05 | Klarich Lee | Sell | 3.9K | $187.26 |
| 2025-05-05 | Klarich Lee | Sell | 32K | $188.34 |
| 2025-05-05 | Klarich Lee | Sell | 29K | $189.22 |
| 2025-05-05 | Klarich Lee | Sell | 52K | $190.22 |
| 2025-05-05 | Klarich Lee | Sell | 742 | $190.90 |
| 2025-05-01 | ZUK NIR | Sell | 5.0K | $188.86 |
| 2025-05-01 | ZUK NIR | Sell | 40K | $187.24 |
| 2025-05-01 | ZUK NIR | Sell | 55K | $188.12 |
| 2025-05-01 | Paul Josh D. | Sell | 400 | $188.91 |
| 2025-04-11 | ZUK NIR | Sell | 3.1K | $162.12 |
| 2025-04-11 | ZUK NIR | Sell | 20K | $163.06 |
| 2025-04-11 | ZUK NIR | Sell | 16K | $163.92 |
| 2025-04-11 | ZUK NIR | Sell | 14K | $164.90 |
| 2025-04-11 | ZUK NIR | Sell | 8.2K | $165.86 |
| 2025-04-11 | ZUK NIR | Sell | 11K | $167.01 |
| 2025-04-11 | ZUK NIR | Sell | 28K | $167.80 |
| 2025-04-11 | ZUK NIR | Sell | 298 | $168.56 |
| 2025-04-11 | ZUK NIR | Sell | 17K | $162.12 |
| 2025-04-11 | ZUK NIR | Sell | 110K | $163.06 |
| 2025-04-11 | ZUK NIR | Sell | 89K | $163.92 |
| 2025-04-11 | ZUK NIR | Sell | 76K | $164.90 |
| 2025-04-11 | ZUK NIR | Sell | 45K | $165.86 |
| 2025-04-11 | ZUK NIR | Sell | 58K | $167.01 |
| 2025-04-11 | ZUK NIR | Sell | 154K | $167.80 |
| 2025-04-11 | ZUK NIR | Sell | 1.6K | $168.56 |
| 2025-04-07 | Klarich Lee | Sell | 12K | $150.10 |
| 2025-04-07 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-04-07 | Klarich Lee | Sell | 2.7K | $144.84 |
| 2025-04-07 | Klarich Lee | Sell | 3.8K | $146.22 |
| 2025-04-07 | Klarich Lee | Sell | 4.1K | $147.16 |
| 2025-04-07 | Klarich Lee | Sell | 6.2K | $148.08 |
| 2025-04-07 | Klarich Lee | Sell | 11K | $149.28 |
| 2025-04-07 | Klarich Lee | Sell | 27K | $151.19 |
| 2025-04-07 | Klarich Lee | Sell | 28K | $152.18 |
| 2025-04-07 | Klarich Lee | Sell | 15K | $153.19 |
| 2025-04-07 | Klarich Lee | Sell | 7.2K | $154.06 |
| 2025-04-07 | Klarich Lee | Sell | 2.3K | $155.05 |
| 2025-04-07 | Klarich Lee | Sell | 1.0K | $156.54 |
| 2025-04-07 | Klarich Lee | Sell | 599 | $157.96 |
| 2025-04-07 | Klarich Lee | Sell | 261 | $158.81 |
| 2025-04-07 | Golechha Dipak | Sell | 5.0K | $150.00 |
| 2025-04-03 | Arora Nikesh | Sell | 44K | $163.65 |
| 2025-04-03 | Arora Nikesh | Sell | 40K | $164.69 |
| 2025-04-03 | Arora Nikesh | Sell | 82K | $165.75 |
| 2025-04-03 | Arora Nikesh | Sell | 56K | $166.70 |
| 2025-04-03 | Arora Nikesh | Sell | 71K | $167.65 |
| 2025-04-03 | Arora Nikesh | Sell | 4.3K | $168.38 |
| 2025-04-03 | Arora Nikesh | Option exercise | 297K | $33.08 |
| 2025-04-02 | Arora Nikesh | Sell | 2.5K | $168.54 |
| 2025-04-02 | Arora Nikesh | Sell | 2.2K | $169.72 |
| 2025-04-02 | Arora Nikesh | Sell | 9.6K | $170.96 |
| 2025-04-02 | Arora Nikesh | Sell | 55K | $171.89 |
| 2025-04-02 | Arora Nikesh | Sell | 87K | $172.75 |
| 2025-04-02 | Arora Nikesh | Sell | 55K | $173.62 |
| 2025-04-02 | Arora Nikesh | Sell | 17K | $174.43 |
| 2025-04-02 | Arora Nikesh | Option exercise | 227K | $33.08 |
| 2025-04-01 | Arora Nikesh | Option exercise | 264K | $33.08 |
| 2025-04-01 | Arora Nikesh | Sell | 21K | $167.51 |
| 2025-04-01 | Arora Nikesh | Sell | 43K | $168.28 |
| 2025-04-01 | Arora Nikesh | Sell | 76K | $169.41 |
| 2025-04-01 | Arora Nikesh | Sell | 96K | $170.13 |
| 2025-04-01 | Arora Nikesh | Sell | 28K | $171.26 |
| 2025-04-01 | Paul Josh D. | Sell | 900 | $168.52 |
| 2025-03-20 | Paul Josh D. | Sell | 700 | $185.50 |
| 2025-03-20 | Paul Josh D. | Tax withheld | 1.4K | $187.54 |
| 2025-03-20 | Golechha Dipak | Tax withheld | 3.3K | $187.54 |
| 2025-03-11 | Thorning-Schmidt Helle | Grant | 5.2K | — |
| 2025-03-11 | Hamers Ralph | Grant | 5.2K | — |
| 2025-03-07 | Arora Nikesh | Disposition | 43K | — |
| 2025-03-05 | Arora Nikesh | Sell | 22K | $180.71 |
| 2025-03-05 | Arora Nikesh | Sell | 27K | $181.55 |
| 2025-03-05 | Arora Nikesh | Sell | 21K | $182.48 |
| 2025-03-05 | Arora Nikesh | Sell | 80 | $183.12 |
| 2025-03-05 | Arora Nikesh | Option exercise | 70K | $33.08 |
| 2025-03-04 | Arora Nikesh | Sell | 11K | $186.24 |
| 2025-03-04 | Arora Nikesh | Option exercise | 383K | $33.08 |
| 2025-03-04 | Arora Nikesh | Sell | 52K | $179.56 |
| 2025-03-04 | Arora Nikesh | Sell | 65K | $180.43 |
| 2025-03-04 | Arora Nikesh | Sell | 57K | $181.34 |
| 2025-03-04 | Arora Nikesh | Sell | 71K | $182.39 |
| 2025-03-04 | Arora Nikesh | Sell | 31K | $183.38 |
| 2025-03-04 | Arora Nikesh | Sell | 63K | $184.42 |
| 2025-03-04 | Arora Nikesh | Sell | 33K | $185.25 |
| 2025-03-03 | Arora Nikesh | Sell | 55K | $190.64 |
| 2025-03-03 | Arora Nikesh | Sell | 17K | $191.75 |
| 2025-03-03 | Arora Nikesh | Sell | 9.4K | $192.84 |
| 2025-03-03 | Arora Nikesh | Sell | 926 | $193.46 |
| 2025-03-03 | Arora Nikesh | Sell | 64K | $189.95 |
| 2025-03-03 | Arora Nikesh | Sell | 27K | $188.79 |
| 2025-03-03 | Arora Nikesh | Sell | 36K | $187.94 |
| 2025-03-03 | Arora Nikesh | Sell | 10K | $186.66 |
| 2025-03-03 | Arora Nikesh | Option exercise | 336K | $33.08 |
| 2025-03-03 | Arora Nikesh | Sell | 11K | $185.66 |
| 2025-03-03 | Arora Nikesh | Sell | 15K | $184.74 |
| 2025-03-03 | Arora Nikesh | Sell | 51K | $183.62 |
| 2025-03-03 | Arora Nikesh | Sell | 39K | $182.93 |
| 2025-03-03 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-03-03 | Klarich Lee | Sell | 8.8K | $182.99 |
| 2025-03-03 | Klarich Lee | Sell | 9.2K | $183.63 |
| 2025-03-03 | Klarich Lee | Sell | 2.8K | $184.73 |
| 2025-03-03 | Klarich Lee | Sell | 2.8K | $185.99 |
| 2025-03-03 | Klarich Lee | Sell | 2.1K | $187.41 |
| 2025-03-03 | Klarich Lee | Sell | 14K | $188.13 |
| 2025-03-03 | Klarich Lee | Sell | 8.0K | $189.37 |
| 2025-03-03 | Klarich Lee | Sell | 35K | $190.25 |
| 2025-03-03 | Klarich Lee | Sell | 10K | $191.14 |
| 2025-03-03 | Klarich Lee | Sell | 5.0K | $192.16 |
| 2025-03-03 | Klarich Lee | Sell | 2.3K | $193.03 |
| 2025-02-21 | Golechha Dipak | Gift | 7.5K | — |
| 2025-02-20 | Jenkins William D Jr | Disposition | 3.8K | — |
| 2025-02-19 | Jenkins William D Jr | Sell | 302 | $203.74 |
| 2025-02-19 | Jenkins William D Jr | Sell | 799 | $204.94 |
| 2025-02-19 | Jenkins William D Jr | Sell | 1.2K | $206.06 |
| 2025-02-19 | Jenkins William D Jr | Sell | 100 | $208.24 |
| 2025-02-04 | Arora Nikesh | Sell | 67K | $181.62 |
| 2025-02-04 | Arora Nikesh | Option exercise | 298K | $33.08 |
| 2025-02-04 | Arora Nikesh | Sell | 193K | $182.35 |
| 2025-02-04 | Arora Nikesh | Sell | 31K | $183.34 |
| 2025-02-04 | Arora Nikesh | Sell | 6.8K | $184.23 |
| 2025-02-03 | Arora Nikesh | Sell | 788 | $184.15 |
| 2025-02-03 | Arora Nikesh | Option exercise | 491K | $33.08 |
| 2025-02-03 | Klarich Lee | Option exercise | 92K | $32.25 |
| 2025-02-03 | Klarich Lee | Sell | 10K | $180.75 |
| 2025-02-03 | Klarich Lee | Sell | 22K | $181.60 |
| 2025-02-03 | Klarich Lee | Sell | 37K | $182.57 |
| 2025-02-03 | Klarich Lee | Sell | 30K | $183.50 |
| 2025-02-03 | Klarich Lee | Sell | 100 | $184.12 |
| 2025-02-03 | Paul Josh D. | Sell | 700 | $181.22 |
| 2025-02-03 | Arora Nikesh | Sell | 44K | $180.77 |
| 2025-02-03 | Arora Nikesh | Sell | 107K | $181.70 |
| 2025-02-03 | Arora Nikesh | Sell | 216K | $182.55 |
| 2025-02-03 | Arora Nikesh | Sell | 123K | $183.51 |
| 2025-01-06 | Klarich Lee | Option exercise | 120K | $32.25 |
| 2025-01-06 | Klarich Lee | Sell | 20K | $177.71 |
| 2025-01-06 | Klarich Lee | Sell | 29K | $178.46 |
| 2025-01-06 | Klarich Lee | Sell | 18K | $179.38 |
| 2025-01-06 | Klarich Lee | Sell | 23K | $180.67 |
| 2025-01-06 | Klarich Lee | Sell | 24K | $181.59 |
| 2025-01-06 | Klarich Lee | Sell | 6.2K | $182.25 |
| 2025-01-06 | Arora Nikesh | Sell | 39K | $180.38 |
| 2025-01-06 | Arora Nikesh | Sell | 15K | $179.40 |
| 2025-01-06 | Arora Nikesh | Sell | 32K | $178.34 |
| 2025-01-06 | Arora Nikesh | Sell | 14K | $177.32 |
| 2025-01-06 | Arora Nikesh | Option exercise | 176K | $33.08 |
| 2025-01-06 | Arora Nikesh | Sell | 178 | $182.80 |
| 2025-01-06 | Arora Nikesh | Sell | 12K | $182.12 |
| 2025-01-06 | Arora Nikesh | Sell | 65K | $181.06 |
| 2025-01-03 | Arora Nikesh | Sell | 8.8K | $184.48 |
| 2025-01-03 | Arora Nikesh | Sell | 102K | $182.99 |
| 2025-01-03 | Arora Nikesh | Sell | 99K | $183.94 |
| 2025-01-03 | Arora Nikesh | Option exercise | 235K | $33.08 |
| 2025-01-03 | Arora Nikesh | Sell | 5.8K | $180.95 |
| 2025-01-03 | Arora Nikesh | Sell | 20K | $182.01 |
| 2025-01-02 | Arora Nikesh | Sell | 110K | $181.93 |
| 2025-01-02 | Arora Nikesh | Option exercise | 377K | $33.08 |
| 2025-01-02 | Arora Nikesh | Sell | 229K | $180.19 |
| 2025-01-02 | Paul Josh D. | Sell | 1.4K | $184.50 |
| 2025-01-02 | Arora Nikesh | Sell | 12K | $182.98 |
| 2025-01-02 | Arora Nikesh | Sell | 26K | $183.93 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-02 | ResultsExhibits | filing ↗ |
| 2026-04-13 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-03-23 | Other | filing ↗ |
| 2026-03-11 | OtherExhibits | filing ↗ |
| 2026-02-17 | ResultsExhibits | filing ↗ |
| 2026-02-11 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-01-29 | Reg FDExhibits | filing ↗ |
| 2025-12-11 | Exec/director changeShareholder voteExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-03 | 2026-04-30 | 0001327567-26-000015 ↗ |
| 8-K | 2026-06-02 | 2026-06-02 | 0001327567-26-000012 ↗ |
| 8-K | 2026-04-13 | 2026-04-08 | 0001193125-26-151637 ↗ |
| 8-K | 2026-03-23 | 2026-03-23 | 0001193125-26-119729 ↗ |
| 8-K | 2026-03-11 | 2026-03-10 | 0001327567-26-000009 ↗ |
| 10-Q | 2026-02-18 | 2026-01-31 | 0001327567-26-000005 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001327567-26-000003 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0001193125-26-045600 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001193125-26-029489 ↗ |
| 8-K | 2025-12-11 | 2025-12-09 | 0001193125-25-315915 ↗ |
| 8-K | 2025-11-21 | 2025-11-21 | 0001193125-25-291350 ↗ |
| 10-Q | 2025-11-20 | 2025-10-31 | 0001327567-25-000035 ↗ |