OUST Ouster, Inc. Insider Trading

CTO Mark Frichtl sold 384,426 shares ($15.6M) via scheduled 10b5-1 plan at blended $40.60; stock now $44.23

Mark Frichtl, Chief Technology Officer, executed 9 separate sales totaling 384,426 shares for $15,606,971.34 across May 22–26, 2026, reducing his non-derivative holdings from 679,350 shares to 294,924 shares (a 56.6% reduction). This filing is part of a pre-arranged 10b5-1 trading plan, meaning execution was scheduled rather than discretionary. The stock has risen 64.3% over the prior 30 days and 125.3% over 90 days, trading at $44.23 versus the blended sale price of $40.60. Frichtl's cross-ticker track record shows 19 prior sells averaged +45.2% 90-day return post-sale, though his prior 5 sales at OUST specifically ranged +18.6% to +29.4% forward performance; the current stock price sits near the 52-week high of $45.42. The company is generating $48.6M quarterly revenue with 52.5% annual growth but reported a $-17.5M net loss in its most recent full fiscal year, framing this sale within an unprofitable but rapidly growing business context.

COO Darien Spencer sells 30,000 OUST shares at $45.00; stock up 64.3% in 30 days, 125.3% in 90 days; prior trades show -7.3% 90-day returns.

Darien Spencer, as Chief Operating Officer, executed a scheduled sale of 30,000 shares under a 10b5-1 trading plan on 2026-05-26 at $45.00, reducing his holdings by 8.1% to 342,365 shares. The stock has appreciated 64.3% over the prior 30 days and 125.3% over 90 days, trading near its 52-week high of $45.42. Spencer's prior transaction at OUST (a sell on 2025-09-12) was followed by a 90-day return of -7.3%, consistent with his cross-ticker track record average of -7.3% following sells. The sale occurred during a strong momentum period, though the 10b5-1 plan indicates this was a predetermined execution rather than a discretionary decision. The company remains unprofitable with net income of $-17,465,000.00 against revenue of $48,578,000.00 in the latest quarter, providing a contrasting backdrop to the stock's recent price strength.

OUST CTO Frichtl Mark sells 180,750 shares across 12 transactions for $6.0M via pre-arranged 10b5-1 plan, retaining 628,638 shares post-trade.

Frichtl Mark, Chief Technology Officer at Ouster, Inc. (OUST), executed 12 separate sales totaling 180,750 shares for $5,997,751.39 under a pre-arranged 10b5-1 trading plan, meaning the transactions were scheduled in advance and are not discretionary. The sales occurred across three days (2026-05-13 through 2026-05-15) at prices ranging from $2.13 to $36.00, and the stock has seen substantial recent appreciation — up +42.6% over 30 days and +85.7% over 90 days — providing favorable price context at the time of execution, though timing is not a property of a scheduled 10b5-1 plan. Frichtl retains 628,638 shares post-transaction, representing a meaningful ongoing economic interest in the company. Ouster remains unprofitable with net income of $-17,465,000.00 on quarterly revenue of $48,578,000.00, though annual revenue growth of +52.5% reflects strong top-line momentum.

Director Boulet purchases 1,658 shares of Ouster amid 30% rally and unprofitable fundamentals; mixed prior timing at this ticker.

Virginia Boulet, a director of Ouster, Inc., acquired 1,658 shares across two open-market transactions, representing a meaningful addition to her stake in the company. This marks the 12th and 13th open-market purchases Boulet has made in the 36-month filing window, reflecting a consistent pattern of accumulation with no offsetting sales. The timing of this purchase is noteworthy: the stock has rallied significantly over recent months and is still trading well below its 52-week high, while the company remains unprofitable on an annual basis despite strong revenue growth. Examining Boulet's prior four purchases at Ouster with measurable outcomes reveals mixed timing results—two of those prior buys were followed by stock gains, while two saw subsequent declines—suggesting neither a clear pattern of well-timed buying into weakness nor consistent poor judgment. The director's continued buying activity in an unprofitable but rapidly growing company, even as the stock has recovered from earlier lows, warrants attention to see whether her pattern of mixed near-term timing improves or whether this represents accumulation ahead of a broader market move.

Ouster CTO exercises stock options and immediately sells entire position, netting $1M gain over two days.

Mark Frichtl, Ouster's Chief Technology Officer, exercised stock options on two consecutive business days and sold the entire 34,600-share position immediately at prices ranging from $30.00 to $30.13 per share, realizing approximately $1M in gross proceeds. This is a textbook same-day or next-day exercise-and-sell pattern, which typically reflects option expiration deadlines or planned liquidity rather than conviction about the company. The stock currently trades well below its 52-week high despite having gained significantly over the past three months, creating favorable conditions for an executive to exercise and exit. Notably, Frichtl's five prior open-market sales at Ouster were all poorly timed—the stock rose after every exit, suggesting this insider has not successfully predicted downturns at this company. The company remains unprofitable despite strong revenue growth, which may explain why the CTO chose to liquidate his option gains rather than hold the underlying shares. This transaction leaves Frichtl's overall stake unchanged at approximately 712,697 shares, indicating the exercise-and-sell was purely a liquidity event, not a reposition.