INFA Informatica Inc. Insider Trading

Director Held sells 70,212 shares of Informatica (INFA) at $24.93; holds 198,845 shares post-sale.

Director Gerald Held executed a single discretionary sale of 70,212 shares at $24.93, reducing his stake from 269,057 to 198,845 shares—a net reduction of -26.1% from pre-transaction holdings. The transaction occurred at a price now -9.5% below the 52-week high of $27.39, suggesting the sale was executed near an interim peak. Notably, the company is trading at an unusually elevated P/E of 826.00 against negative net income of $-4.6M, while annual revenue growth has decelerated to +2.8%. The combination of a material shareholding reduction by a director, depressed profitability metrics despite positive topline growth, and elevated valuation multiples creates a layered signal that warrants investor scrutiny of capital allocation and near-term sentiment among key insiders.

Director Chizen sold 246,590 shares of INFA at $24.93 for $6.1M, reducing holdings to 368.9K shares (-40.1%)

Chizen, a director at Informatica, executed a substantial open-market sale of 246,590 shares on 2025-09-02 at $24.93, reducing his stake by 40.1% from 615.5K to 368.9K shares. The company faces structural challenges evident in its fundamentals: net loss of $-4.6M despite quarterly revenue of $407.3M, coupled with a notably elevated P/E of 826.00 reflecting minimal or no profitability. The stock currently trades at $24.78, approximately 9.5% below its 52-week high of $27.39, positioning this sale near but not at peak valuations. Across his cross-ticker track record, Chizen has achieved a 100% win rate on prior transactions with strong average returns, yet this metric cannot be reliably applied to Informatica without same-ticker historical data.

EVP & Chief Revenue Officer Schweitzer sells 49,104 shares of INFA at $24.72 for $1,213,899.98

John Arthur Schweitzer, EVP & Chief Revenue Officer, sold 49,104 shares at $24.72 on 2025-08-15, reducing his holdings by 13.0% from 378,694 to 329,590 shares. The transaction occurs with stock near its 52-week high (currently -9.7% below the $27.39 peak) and shows positive short-term momentum (30-day change +1.0%, 90-day change +30.1%). His cross-ticker track record shows a 90-day well-timed sell rate of 90.91%, though at this specific ticker (INFA) his two prior 90-day measurable outcomes (2024-07-15 sales) resulted in stock declines of -6.6% and -5.0%, suggesting accurate prior timing at this name. The company's fundamentals present complexity: revenue of $407,344,000.00 with net income of $-4,649,000.00 and a P/E ratio of 824.67 reflect profitability challenges. The concentration of his sales in recent months (three prior sells between May–July 2025, all showing small near-term gains) alongside this substantial 49.1K share reduction warrants attention to whether these sales reflect broader resource allocation by the CRO or are responses to internal performance visibility.

CEO Walia Amit sells 508.1K INFA shares at $24.71; retains 2.02M shares post-sale

CEO Amit sold 508,089 shares at $24.71 on 2025-08-18, reducing holdings by 20.1% while maintaining a substantial 2.02M share position. The sale occurred near the stock's 52-week high of $27.39 (current price $24.74 is -9.7% from that peak). Across his same-ticker history at INFA, Amit's 5 prior sales showed mixed timing: 3 of 5 were well-timed at the 90-day mark, with one sale on 2023-11-15 followed by a 90-day gain of +19.7%. Fundamentals show INFA generated $407.3M in quarterly revenue with net losses of $-4.6M, a P/E ratio of 824.67, and modest annual revenue growth of +2.8%—metrics suggesting limited profitability despite stable top-line expansion. The sale's significance is tempered by the CEO's continued substantial ownership and the absence of coordinated activity from other insiders.

EVP & Chief Revenue Officer Schweitzer sold 48,929 shares of INFA at $24.22 for $1.2M; holdings remain substantial at 362.6K shares.

John Arthur Schweitzer, EVP & Chief Revenue Officer, sold 48,929 shares on 2025-07-15 at $24.22, reducing his holdings by -11.9% from 411.6K to 362.6K shares. His cross-ticker track record shows a 90.91% well-timed rate on 13 prior sells with average 90-day return of -12.0%, indicating strong historical timing discipline. At INFA specifically, his 3 measurable prior sales (with 90-day outcomes) all declined post-sale, demonstrating consistent timing accuracy at this ticker. The current stock price of $24.54 sits -12.3% from the 52-week high, and near-term momentum remains mixed (90-day +40.2% but 30-day +1.6%). A P/E of 818.00 and net income of $1.3M against $403.9M in quarterly revenue suggest the company is in a low-profitability state, raising questions about fundamental growth sustainability alongside the executive's measured portfolio reduction.

EVP John Arthur Schweitzer sells 48,929 INFA shares at $24.11; prior 4 INFA sales all well-timed (stock fell after 90 days)

John Arthur Schweitzer, EVP & Chief Revenue Officer, sold 48,929 shares of Informatica at $24.11 on 2025-06-16, reducing holdings by 11.6% to 371,809 shares. Notably, his four prior sales at INFA were all well-timed at the 90-day mark, with 90-day returns of -6.6%, -5.0%, -14.3%, and -21.3% respectively. This consistent pattern of selling ahead of declines suggests his timing sense is material when evaluating the directional signal. The current price of $24.15 sits 22.6% below the 52-week high of $31.20, and the company reports a concerning P/E of 805.00 alongside thin profitability (net income of $1.3M on $403.9M revenue). While the 30-day and 90-day price changes show recent recovery (+24.2% and +34.2%), the fundamental profile and the insider's historical pattern of well-timed exits merit close attention.

EVP Sekharan Ansa sold 99,348 shares of INFA at $24.15 for $2.4M; post-transaction holdings 391,959 shares.

Sekharan Ansa, EVP & Chief Customer Officer, sold 99,348 shares at $24.15 on 2025-06-05, reducing his position by 20.2% from 491,307 to 391,959 shares. The stock is currently trading at $24.15, down 22.6% from its 52-week high of $31.20 but up 27.0% over the prior 30 days and 31.8% over 90 days. Examining his cross-ticker track record, Ansa's 7 prior open-market sales averaged a 90-day return of 2.4% and achieved a 28.57% well-timed rate. At INFA specifically, his 5 prior sales show mixed timing: 2 of 5 resulted in declines post-sale (well-timed at 90 days). The current transaction occurs within the broader context of INFA's challenged fundamentals—revenue growth of only 2.8% annually and a significantly elevated P/E of 805.00—though the absence of any trading FLAG (10b5-1 plan or private placement disclosure) suggests this was a discretionary, open-market execution.

EVP & CRO Schweitzer sells 116.2K INFA shares at $24.00; all 5 prior INFA sales were well-timed with negative 90d returns.

John Arthur Schweitzer, EVP & Chief Revenue Officer, sold 116,199 shares of Informatica (INFA) at $24.00 on 2025-05-23, reducing his holdings by 23.3% to 382,005 shares. His prior trading history at INFA is notably consistent: across 5 distinct sales since May 2024, all five were well-timed at the 90-day mark, with negative 90-day returns ranging from -5.0% to -21.5%, indicating he has consistently sold before subsequent price declines. The current stock price of $24.29 is 22.2% below the 52-week high of $31.20, suggesting the stock has already experienced material downside from recent peaks. The company's financial profile shows concerning fundamentals: a P/E ratio of 809.67 paired with modest annual revenue growth of 2.8% and minimal net income of $1.3M on $403.9M in quarterly revenue. This sale extends a clear pattern of Schweitzer's timing acumen at this ticker, though the compressed valuation metrics warrant investor scrutiny of near-term outlook.

EVP Ansa sells 55,328 shares at blended avg $25.12; stake falls 11.8% to 413,221 shares post-transaction.

Sekharan Ansa (EVP & Chief Customer Officer) executed 2 separate sales on consecutive trading days totaling 55,328 shares for $1,389,993.04. His post-transaction holdings of 413,221 shares represent an 11.8% reduction from the pre-transaction level of 468,549 shares. The blended transaction price of $25.12 sits slightly below the current price of $25.74 and significantly below the 52-week high of $38.81. At the same-ticker level, Ansa's prior 4 measurable trades at INFA show weak timing discipline: only 1 of 4 prior sells was well-timed at the 90-day mark, with a pattern of mixed near-term returns (ranging from -4.1% to +9.2% at 30 days). Informatica remains unprofitable on a full-year basis despite 6.0% annual revenue growth, which provides context for evaluating the strategic rationale behind this near-11% reduction in executive stake.

EvomLux director sold 5,014,848 shares of Informatica (INFA) at $25.50; stock now -34.9% from 52-week high, unprofitable in FY

EvomLux S.a r.l., a director of Informatica, liquidated 5,014,848 shares for $127,878,624.00 on 2024-11-12 at $25.50 per share, reducing holdings by 7.7% to 59,980,164 shares. The sale comes amid material headwinds: the company is unprofitable (full-year net income negative), the stock has fallen 34.9% from its 52-week high of $38.81, and is trading 0.9% below the transaction price despite a modest 5.2% gain over 90 days. The combination of a large block sale at a depressed valuation, sustained unprofitability, and significant drawdown from recent peaks merits investor attention to understand the director's capital allocation rationale and broader business momentum.