PI IMPINJ INC Insider Trading

Director Sylebra Capital LLC sells 55,667 shares of PI for $8,346,772 (blended avg $149.94) on 2 separate dates.

Sylebra Capital LLC, a director of IMPINJ, executed 2 separate sales totaling 55,667 shares for $8,346,772.00 at prices ($150.78 and $144.29) substantially above the current price of $143.26 and well above the stock's recent 30-day decline of -2.7%. The sales reduced holdings by 5.4% to 966,504 shares. Against a company backdrop of negative full-year net income of $-25,261,000.00, declining annual revenue growth of -1.4%, and a stock trading -42.0% from its 52-week high of $247.06, the timing of these sales aligns with Sylebra's historical pattern at this ticker: all 5 prior trades were well-timed, with the most recent cluster of four sales on 2026-05-11 showing 90-day returns of -7.6%, confirming the insider's track record of selling before declines. The current sale prices ($150.78, $144.29) were executed before the stock's current depressed level, continuing a pattern of successful exit timing at this ticker.

Director Sylebra Capital sells $3.96M worth of PI shares on same day, executing largest disposition on record; simultaneously purchasing shares at lower prices reveals conflicting timing.

Sylebra Capital, a board director at Impinj, executed five separate sales totaling nearly $4M across two trading days, disposing of shares while the stock trades well below its 52-week high. The timing is unusual: on the same day as the largest sale, the fund also acquired shares at lower prices, resulting in a net gain of over 22,000 shares—a pattern suggesting neither pure exit nor conviction accumulation. Examining Sylebra's prior sales at this ticker reveals conflicting timing signals: every previous exit saw the stock rise in the following month (poorly timed near-term), yet every single sale proved well-timed over a longer horizon as shares declined significantly thereafter. The stock has rallied sharply over the past month despite the company's unprofitable fundamentals and declining revenues, which may explain the decision to lighten the largest position while maintaining overall exposure through lower-priced purchases. This mixed trade—selling strength while buying weakness—paired with a history of ultimately prescient exits suggests wariness about near-term momentum rather than conviction or concern about the company's direction.

Director Capital Llc Sylebra sells 73,810 shares in bulk dispositions; stock trades well below 52-week high on unprofitable fundamentals.

Capital Llc Sylebra, a board director, disposed of approximately 74,000 shares across five transactions in early May, representing a net reduction in an already-large position. The sales occurred at prices ranging from approximately $150 to $154, with the stock currently trading well below its 52-week high and the company reporting unprofitable operations and flat revenue growth. This is the tenth open-market sale this director has executed at Impinj over the past three years—a pattern of consistent net selling with no offsetting purchases. Notably, all five of this director's prior open-market sales at Impinj saw the stock rise in the short term following the exit, though it subsequently declined over longer horizons, creating a conflicting signal: well-timed over 30 days but poorly timed over 90 days as the stock recovered after each prior exit. The current bulk disposition adds to an established pattern of liquidating exposure in a fundamentally challenged company where the insider holds no history of confidence-building purchases.

Director Capital Llc Sylebra sells 36K shares for $5.5M, adding to 43 prior sales in 3 years while stock trades well below 52-week highs.

Capital Llc Sylebra, a director of Impinj, sold a substantial block of shares worth $5.5 million—representing over 3% of holdings. This is the 44th open-market sale by this director over the past three years, reflecting a consistent pattern of dispositions rather than accumulation. The stock is currently trading nearly 37% below its 52-week high, a position that typically attracts buyer interest, yet this director chose to exit. The prior sales history at Impinj shows a conflicting picture: over the near term (30 days), every prior exit proved poorly-timed as the stock rallied afterward, but over a longer horizon (90 days), all five previous sales proved well-timed as the stock fell, recovering only partially. The company's fundamentals are weak—currently unprofitable with declining revenue—suggesting this may be a director managing portfolio exposure ahead of uncertain business trajectory rather than a confidence signal.

Director Capital Llc Sylebra sells 36,171 shares for $5.5M; stock down significantly from 52-week highs amid unprofitable fundamentals.

Capital Llc Sylebra, a director of Impinj, sold approximately 36,000 shares on a single day, reducing holdings by roughly 3% and generating over $5.5M in proceeds. The timing is notable: the stock trades well below its 52-week high and has experienced significant gains over the prior month, yet the company remains unprofitable with negative earnings and declining revenue. This is the sixth open-market sale by this director in the past three years, and remarkably, all five of the director's prior sales at this ticker were poorly timed over the immediate 30-day horizon—the stock rallied after each exit. However, those same prior sales proved well-timed over a longer 90-day window, as the stock subsequently declined substantially. The conflicting timeframe pattern suggests the stock tends to recover briefly after the director's sales before turning lower, making this current trade difficult to interpret without broader context about the company's near-term trajectory.