COCO Vita Coco Company, Inc. Insider Trading

Director Ira Liran sold 148,074 shares for $11,891,372.86 under 10b5-1 plan; holds 402,579 shares post-sale.

Ira Liran, a Director at Vita Coco Company, executed two separate sales totaling 148,074 shares for $11,891,372.86 at a blended average price of $80.31 on 2026-06-12. This sale reduced his holdings by 26.9% from 550,653 to 402,579 shares. The transaction is scheduled under a pre-arranged 10b5-1 trading plan, meaning it is not discretionary. The current price of $82.85 lies 0.2% from the 52-week high of $83.00, and the stock has appreciated 5.6% over the prior 30 days and 42.5% over 90 days. Liran's prior sales at COCO show mixed near-term outcomes (30-day returns ranged from -8.7% to +6.2%), though longer-term performance (90-day returns of +7.3% to +21.2%) has been generally positive. The company's fundamentals remain strong with $179.8M quarterly revenue, positive net income of $30.5M, and 18.2% annual revenue growth, though the P/E of 57.14 reflects elevated valuation.

COO Jonathan Burth sold 30,000 COCO shares at $80.00 for $2.4M on 2026-06-11; stock now $80.90, near 52-week high.

Jonathan Burth's sale of 30,000 shares on 2026-06-11 was executed under a pre-arranged 10b5-1 trading plan, meaning the transaction was scheduled, not discretionary. His non-derivative holdings fell from 87.9K to 57.9K shares, yet he retains 34,525 shares through non-qualified stock options, so his overall economic position remains substantial. The stock has since risen to $80.90, only -1.7% from the 52-week high of $82.33. Across his prior five same-ticker sales at COCO, the stock advanced 4.9% to 20.2% within 30 days after each trade, though his cross-ticker track record shows an average 90-day return of +3.2% following prior sales. The company reported revenue of $179.8M and net income of $30.5M in the latest quarter, with annual revenue growth of +18.2%, supporting a $4.6B market cap.

Director Ira Liran sells 191,926 shares for $15,189,023.64 under 10b5-1 plan; reduces stake 28.7%

Ira Liran executed 2 separate sales totaling 191,926 shares for $15,189,023.64 at a blended average price of $79.14 per share on 2026-06-11, reducing his holdings from 668,347 to 476,421 shares—a -28.7% reduction. The transaction is part of a pre-arranged 10b5-1 trading plan, meaning it is scheduled rather than discretionary. The current price of $80.90 stands at -1.7% from the 52-week high of $82.33, with the stock up 8.2% over 30 days and 38.6% over 90 days. In his prior 5 trades at COCO, Liran's sales have shown mixed post-transaction performance, with two sales on 2026-02-05 followed by -8.7% 30-day returns and two sales on 2025-11-24 followed by +6.2% 30-day returns. The fundamentals show strong growth with 18.2% annual revenue increase, though the elevated P/E of 55.79 reflects current valuation context. As a scheduled 10b5-1 execution, this sale reflects contractual obligation rather than a discretionary market timing decision by the director.

COO Jonathan Burth exercises 30k shares and immediately sells entire position for $2.25M in wash transaction.

Jonathan Burth, Chief Operating Officer of Vita Coco, exercised 30,000 shares on the same day and at the same price point as a 30,000-share sale, resulting in zero net change to his holdings. This wash transaction—acquiring shares worth roughly $305k and liquidating them for approximately $2.25 million on identical dates—is a mechanical liquidity event rather than a signal of conviction. Burth's track record across all filings shows exclusively selling activity: 45 open-market sales over the past three years with no open-market purchases, and this sale marks his sixth at Vita Coco specifically. His prior five sales at this ticker show conflicting outcomes: at the 30-day mark, two were well-timed (stock declined) and three were poorly timed (stock rose), but over 90 days all five previous exits saw the stock gain afterward, meaning he exited too early in every instance. The company itself remains profitable with solid revenue growth, making this less a vote against fundamentals than a straightforward exercise-and-sell cash-out typical of option vesting cycles. The offset structure and Burth's consistent exit-only history suggest routine portfolio rebalancing rather than strategic repositioning.

COO Burth exercises 20K shares and immediately sells full stake for $1.4M; conflicting track record on COCO sells.

Jonathan Burth, Vita Coco's Chief Operating Officer, exercised 20,000 shares at a below-market price and sold the entire position the same day for proceeds around $1.4M—a classic exercise-and-liquidate pattern typical of option expiration or vesting dates rather than a conviction trade. The stock has rallied sharply in recent weeks and now trades at its 52-week high, making this timing noteworthy: Burth is selling into strength rather than weakness. However, his track record on COCO sales is mixed at best. On a 30-day horizon, his prior sells show conflicting results—some have been well-timed as the stock declined afterward, while others resulted in gains that suggest poor timing. Over a longer 90-day window, all five of his prior sales at COCO have been poorly timed, with the stock rising after each exit. This is his 44th open-market sale in the past three years but has never made an open-market purchase, painting a picture of consistent selling rather than active conviction-based trading. The company itself remains profitable and growing, which may explain why selling into momentum hasn't crushed him long-term, but the pattern suggests Burth's exits at this stock have not been predictive of declines.

Executive Chairman Kirban sells ~50k shares in substantial $3.4M transaction near recent highs.

Kirban, the Executive Chairman and director of Vita Coco, sold a substantial block representing nearly 9% of his holdings in a single transaction. The timing is notable: the stock has surged sharply in recent weeks and is trading just below its recent peak, a pattern that typically suggests profit-taking rather than distressed selling. What adds complexity is Vita Coco's strong underlying fundamentals—the company is profitable with solid revenue growth and strong recent quarterly performance—which could explain why an executive might trim holdings after a significant rally rather than out of operational concern. However, large insider sales by top officers warrant attention, especially when the company's valuation appears stretched relative to traditional metrics. Investors should monitor whether this represents routine portfolio rebalancing by Kirban or a signal that management views the stock's current elevated levels as an opportune exit point.

COO Jonathan Burth sold 60,000 shares (60.0K) for $3,900,000.00 via 10b5-1 plan on Apr 29-30

Jonathan Burth, Chief Operating Officer of Vita Coco Company, Inc., executed 3 separate sales totaling 60,000 shares for $3,900,000.00 across April 29–30, 2026, at a blended average price of $65.00. This transaction reduced his holdings from 117,910 shares to 57,910 shares, representing a 50.9% reduction in his pre-transaction position. The FLAG indicates this sale was part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary, which precludes any inference about insider sentiment or timing decisions. The magnitude of the reduction—eliminating half his shareholding—is material and warrants investor attention to any accompanying disclosures about his role or future involvement at the company.

CEO Roper Martin sells ~$2.5M in Vita Coco stock while simultaneously purchasing shares at lower prices — a hedging maneuver at market highs.

Vita Coco's CEO Roper Martin executed a paired trading strategy over two consecutive days: purchasing shares at one price point while immediately selling a similar number of shares at significantly higher prices. This pattern—buy low, sell high within hours—is a textbook hedging or tactical rebalancing move rather than a conviction-driven trade. The timing matters: the stock is trading at its 52-week high after a sharp recent rally, and Martin's decision to lock in gains while simultaneously acquiring shares suggests he's managing portfolio exposure rather than expressing bearish conviction. The company itself remains solidly profitable with strong revenue growth, so the executive's actions don't signal distress—they suggest disciplined profit-taking at attractive valuations. However, this is not the kind of insider buying that typically excites growth investors; it's a mechanical trade that reflects the CEO managing personal wealth at a peak price level.

CEO Roper Martin sold 50,000 shares (50.0K shares) for $2,500,000.00 ($2.5M) across two trades at $50.00

CEO Roper Martin executed two separate sales totaling 50,000 shares for $2,500,000.00 ($2.5M) on 2026-04-24 and 2026-04-27, reducing his holdings from 348,484 shares to 298,484 shares (a -14.3% reduction in position size). The transactions occurred at $50.00 per share, approximately 3.2% below the current price of $51.63 and near the middle of the 52-week range. Across his complete open-market history at all tickers, Martin's 20 prior sells showed an average 90-day return of +22.2% and a well-timed rate of 0.00%, indicating his prior sales were generally followed by stock appreciation rather than declines. His same-ticker history at COCO comprises 5 recent sells (all within the past two weeks), though none yet have measurable 30- or 90-day outcomes. The company is trading at a P/E of 34.89 with recent quarterly revenue of $182,313,000.00 and net income of $24,003,000.00, representing 18.2% annual revenue growth.

CEO Roper Martin sold 25,000 shares of COCO at $50.00 on 2026-04-16, reducing stake to 298.5K shares amid -13.5% 30-day decline.

On 2026-04-16, Roper Martin sold 25,000 shares (25.0K shares) at $50.00, netting $1.2M and lowering his holdings from 323.5K to 298.5K shares (-7.7% of position). The transaction occurred as COCO stock has declined 13.5% over 30 days and 9.8% over 90 days, now trading at $48.32 versus a 52-week high of $60.60. Martin's cross-ticker sell history shows 20 prior open-market sales with an average 90-day return of +22.4% and a 90d well-timed rate of 0.00%, indicating his prior sells have occurred before stock rallies rather than before declines. At COCO specifically, he executed 5 consecutive sells between 2026-04-08 and 2026-04-15 (outcomes not yet measurable). The company's fundamentals remain solid—$182.3M quarterly revenue, $24.0M net income, +18.2% annual revenue growth, and P/E of 32.65—providing no obvious operational distress signal supporting the sale sequence.