PL Planet Labs PBC Insider Trading

Director Brennan Ita M sold 36,500 shares of PL at $33.91 (1.2M), retaining 264,158 shares; cross-ticker track record shows 100.00% well-timed selling pattern.

Director Brennan Ita M liquidated 36,500 shares (12.1% of pre-transaction holdings) at $33.91 on 2026-04-15. Across his open-market history across all tickers, his 10 prior sales have been well-timed at a 100.00% rate, with an average 90-day post-sale return of -70.6%, indicating a consistent pattern of selling before subsequent declines. Planet Labs remains unprofitable on a full-year basis (net income $-59,185,000.00) despite strong revenue growth of +25.9%, creating a fundamentally volatile picture. The stock has recovered +55.1% over 30 days and +33.7% over 90 days from prior lows, but trades at $38.48—now 3.5% below its 52-week high of $39.89—suggesting the recent rally may have provided an exit window aligned with this insider's historical sell pattern.

Co-Founder Robert Schingler sold 73,683 shares of PL at $35.07 on 2026-04-06 for $2,584,357.54; stock now at $36.55 (+0.0% from 52-week high).

Schingler reduced his position by 73,683 shares (-22.3% vs pre-transaction holdings), realizing $2,584,357.54 at $35.07 while the stock currently trades at $36.55, near its 52-week high. His prior two sales at PL both resulted in positive 90-day returns (+39.2% and +46.6%), indicating his past sales have coincided with continued upside rather than subsequent declines. The company generated $81.3M in quarterly revenue with +25.9% annual growth, but remains deeply unprofitable with a $-59.2M net loss over its latest full fiscal year. The timing of this sale against a strongly rallying stock (30-day +41.6%, 90-day +62.9%) and the insider's historical pattern of poorly-timed exits warrant monitoring of whether this represents a shift in conviction or allocation strategy.

Planet Labs CEO Marshall Spencer sells 200.0K shares at $35.07 while stock surges +41.6% in 30d, +62.9% in 90d

Marshall William Spencer, Co-Founder and CEO, sold 200,000 shares at $35.07 on 2026-04-06, reducing his holdings from 3,392,726 to 3,192,726 shares (a -5.9% reduction). The sale occurred as Planet Labs' stock rallied sharply—up +41.6% over the prior 30 days and +62.9% over 90 days, now trading at $36.55 near its 52-week high. Examining Spencer's prior trades at Planet Labs, his same-ticker history shows 2 prior sales with 90-day returns of +39.2% and -19.7%, respectively, and 1 prior buy with a -18.8% return—none of these were well-timed by the 90-day mark. His cross-ticker track record (2 prior sells) averaged +9.7% 30-day return with a 0.00% well-timed rate. The company remains unprofitable (net income of -$59.2M against quarterly revenue of $81.3M) despite posting +25.9% annual revenue growth. The sale takes place against a backdrop of elevated stock momentum and the company's continued path to profitability, leaving the timing's investment merit contingent on subsequent price action.

CFO Johnson Ashley F. sold 200,000 shares (200.0K shares) for $7,020,218.58 ($7.0M) at Planet Labs across 2 transactions on 2026-04-02.

Johnson Ashley F., President & CFO of Planet Labs PBC, executed two separate sales totaling 200,000 shares for $7,020,218.58, reducing his holdings from 725.7K to 525.7K shares (-27.6%). The sales occurred at $34.76 and $35.22 per share, near the stock's current price of $35.02 and well above the 52-week low of $2.96, reflecting a recent 30-day rally of +38.5% and 90-day surge of +60.4%. The timing of this substantial divestiture—reducing stakes by more than one-quarter—follows the insider's prior two sales at this ticker on 2026-01-21, both of which showed negative 30-day returns (-11.6% and -11.5%). Planet Labs remains unprofitable (net income: $-59,185,000.00 for the latest quarter) despite 25.9% annual revenue growth, creating a disconnect between near-term stock momentum and underlying business fundamentals that warrants investor attention to the reasons behind this significant stake reduction.

Director Gary B Smith sold 20 shares at $12.68 following Oct buy at $15.66; stock now $23.95, +80.8% in 90 days

Director Gary B Smith executed 2 separate transactions in this filing: purchased 20 shares at $15.66 on 2025-10-09 ($313.20), then sold those same 20 shares at $12.68 on 2025-11-11 ($253.70). The purchase preceded the sale by 33 days, and the sale price was 19% below the purchase price, resulting in a $59.50 realized loss. Context is important: the stock has subsequently rallied to $23.95 (current price), up 80.8% over the past 90 days and now trading 16.8% below its 52-week high of $28.78. Smith retains 32,468 shares post-transaction. His cross-ticker track record shows a 7.14% well-timed sell rate across 20 prior sales, but this specific intra-month transaction—where he sold lower than he bought—appears disconnected from broader conviction signals. With the company unprofitable (annual net income of $-59,185,000.00) but posting 10.7% annual revenue growth, the timing of this loss-realizing sale warrants scrutiny against scheduled trading plans or other non-discretionary factors not disclosed in the filing itself.

Director Kristen Robinson sold 47,835 shares of PL at $26.96; holds 222,897 post-transaction.

Robinson Kristen, a director, sold 47,835 shares at $26.96 for a total of $1,289,631.60, reducing her holdings by 17.7% from 270,732 shares to 222,897 shares. The sale occurred near recent peak valuations: the stock is currently 6.4% below its 52-week high of $28.78, but has risen 32.6% over 30 days and 97.9% over 90 days. Planet Labs PBC remains deeply unprofitable, with a net income of $-59,185,000.00 in the latest full fiscal year, although revenue growth stands at 10.7% year-over-year on a $81.3M quarterly revenue base. The director's reduction of her stake at elevated valuations—following substantial recent appreciation—occurs during a period when the company continues to generate losses despite growing revenue.

President & CFO Johnson Ashley F. sold 150,731 shares at blended $27.01 for $4.1M; retains 1.96M shares post-sale

Johnson Ashley F., President & CFO of Planet Labs PBC, executed 2 separate sales totaling 150,731 shares for $4,071,803.22 on 2026-01-21 at a blended average price of $27.01. The sale reduces her holdings from 2,106,832 shares to 1,956,101 shares (a -7.2% reduction). This transaction occurs in a context where Planet Labs reported a net income of $-59,185,000.00 against quarterly revenue of $81,254,000.00, and the company remains unprofitable on a full-year basis despite annual revenue growth of +10.7%. The stock price on the transaction date ($27.01) sits 9.4% below the 52-week high of $28.78, having appreciated 25.7% over the prior 30 days and 91.5% over the prior 90 days. The scale and structure of this sale—two discrete transactions totaling over 150K shares at near-identical prices in a single day—warrants investor attention given the recent sharp price appreciation and the company's ongoing unprofitability.

Co-Founder Robert H Schingler sold 73,782 shares of PL at $19.35 for $1.4M; holds 330,171 shares post-transaction.

Robert H Schingler, a co-founder and Chief Strategy Officer, sold 73,782 shares at $19.35 on 2025-12-26, reducing his stake by 18.3% from 403,953 to 330,171 shares. The sale occurred near the 52-week high of $20.73, with the stock currently trading at $19.74. Planet Labs generated $81.3M in quarterly revenue with 10.7% annual growth but remains unprofitable with a $-59.2M net loss. Schingler's cross-ticker track record shows 1 prior sell with an average 30-day return of -19.7%; his one prior sale at Planet Labs (October 2025) also showed a -19.7% 30-day return, though the pattern is too limited to constitute a statistically meaningful signal. The sale represents a material reduction in insider ownership by a founding executive at a company still operating at significant losses despite revenue growth.

PL CEO Marshall Spencer sold 200,000 shares for $3.9M on 2025-12-26; price up +65.9% in 30 days, yet his prior PL sell on 2025-10-13 saw -19.7% return thereafter.

Marshall William Spencer, Co-Founder and CEO, sold 200,000 shares (200.0K shares) of Planet Labs PBC at $19.36, reducing his holdings from 3,034,490 shares to 2,834,490 shares post-transaction. While the stock has rallied sharply (+65.9% over the past 30 days and +43.4% over 90 days), his cross-ticker track record shows consistently poor timing on sales: his one prior sell across all holdings returned -19.7% over 30 days. More directly relevant, his prior open-market sale at PL on 2025-10-13 also returned -19.7% over 30 days, suggesting a pattern where his sell decisions have preceded further stock appreciation rather than declines. The company remains unprofitable (net income $-59.2M on revenue $81.3M) despite recent price momentum, making context around his timing and conviction difficult to establish from price action alone. Investors should monitor whether this sale reflects a shift in his assessment or follows a pre-existing trading plan.

Co-Founder Robert Schingler sold 81,656 shares of PL at $15.50; stock near 52-week peak after 53% rally in 30 days

Robert Schingler (Co-Founder, Chief Strategy Officer) sold 81,656 shares at $15.50 on 2025-10-13, reducing his holdings from 1,370,499 shares to 1,288,843 shares. The sale occurred near the 52-week high ($15.68), with the stock up 53.0% over the prior 30 days and 127.6% over 90 days. This high-momentum context contrasts with Planet Labs' underlying fundamentals: the company posted negative net income of $-22,592,000 on quarterly revenue of $73,386,000, though it achieved 10.7% annual revenue growth. The timing of this sale by a co-founder—after a significant recent rally—warrants investor scrutiny of whether management sees execution risks ahead, particularly given the unprofitability and the stock's sharp ascent from its $2.10 52-week low.