PTON PELOTON INTERACTIVE, INC. Insider Trading

CFO Elizabeth F Coddington sold 238,013 PTON shares at $4.18 on 2026-02-17; prior 5 trades at this ticker all well-timed, stock now -57.4% from 52-week high.

Elizabeth F Coddington, PELOTON's CFO, divested 238,013 shares (40.7% of her pre-transaction holdings) at $4.18, with the stock now trading at $4.32 and down 57.4% from its 52-week high of $10.15. Notably, her prior 5 open-market sales at PTON all generated negative 90-day returns, with a 100% well-timed rate—most recently a -40.8% 90-day return on a November 2025 sale—suggesting a consistent pattern of selling before further declines. The company's fundamentals remain challenged: latest quarter revenue of $656.5M masks a net loss of $38.8M, annual revenue declined 7.8% year-over-year, and the firm was unprofitable over the full fiscal year. The timing of this large insider sale against deteriorating financial performance and a stock trading near its 52-week low warrants investor attention, especially given the CFO's demonstrated pattern of well-timed exits at this ticker.

CPO Caldwell sells 100,897 shares at $7.00 across 2 tranches, disposing of 12.0% of holdings at 31.0% discount to 52-week high.

Caldwell Nick V., Chief Product Officer, executed 2 separate sales totaling 100,897 shares for $706,281.51 (75,762 shares on 2026-01-09 and 25,135 shares on 2026-01-13, both at $7.00), reducing his stake from 839,982 to 739,085 shares. His 3 prior trades at PTON have all been well-timed at the 90-day mark: two prior sells resulted in -3.3% and -3.4% declines 30 days post-sale, and -19.6% and -11.2% over 90 days; his one prior buy on 2024-08-23 returned +113.2% over 90 days. The current transaction occurs at $7.00, which is 31.0% below the 52-week high of $10.15, and the stock has declined -8.1% over the past 90 days. Against this backdrop, the sale pattern mirrors his two prior PTON dispositions, though the company faces deteriorating fundamentals: annual revenue is down -7.8%, net income is negative for the full fiscal year, and quarterly revenue stands at $550.8M with modest net income of $13.9M. The confluence of a significant stake reduction at a multi-year depressed valuation, combined with a consistent pattern of well-timed exits at this ticker, invites scrutiny into what forward-looking information the CPO may be reflecting.

Peloton CEO Stern sells 124,405 shares ($750.9K) at $6.04; stock down 14.9% in 90 days post-sale, extending pattern from prior 2025 trade.

CEO Stern Peter C sold 124,405 shares at $6.04 on 2026-01-02, reducing holdings by 28.2% from 440,964 to 316,559 shares. The stock has declined 14.9% over the past 90 days and is currently 38.7% below its 52-week high of $10.15. Stern's cross-ticker track record shows prior sells were well-timed 100% of the time, with average 90-day returns of -19.6%, and his same-ticker history at PTON mirrors this pattern: a September 2025 sale preceded a 90-day decline of -19.6%. Peloton's fundamentals are pressured—annual revenue declined 7.8%, the company was unprofitable over its most recent full fiscal year, and the latest quarter showed net income of only $13.9M on revenue of $550.8M. The CEO's consistent pattern of selling before sustained declines, now repeated at this ticker, occurs against deteriorating business results and a stock well below recent highs.

CCO Jennifer Cunningham sold 148.4K shares at $7.22; stock down 32.7% from high, revenue declining -7.8%, company unprofitable FY.

Jennifer Cunningham, Chief Content Officer, sold 148,432 shares at $7.22 on 2025-11-17, reducing her holdings by 39.0% to 231,764 shares. The sale occurs as PTON trades 32.7% below its 52-week high of $10.57 and amid deteriorating fundamentals: annual revenue declined -7.8% and the company posted negative full-year net income despite $550,800,000 in latest quarterly revenue. Her prior trades at PTON show mixed timing: while 3 of 4 measurable 90-day outcomes were well-timed (stock declined after her sales), her most recent PTON sale on 2025-09-16 has registered only a 30-day loss of -3.5% so far. The current stock price of $7.11 sits marginally below her transaction price of $7.22, and the combination of substantial holding reduction, deteriorating revenue growth, and operating losses warrants attention to broader company trends and insider confidence levels.

CFO Elizabeth F Coddington sold 238,014 shares of PTON at $7.18 on 2025-11-17, reducing holdings by 40.7%.

Coddington sold 238.0K shares at $7.18, reducing her holdings from 584.5K to 346.5K shares—a substantial 40.7% reduction in her PTON position. Against her cross-ticker track record of 10 prior sells (50.00% well-timed rate at the 90-day mark, avg 90d return +4.6%), her prior transactions at PTON show 2 of 3 measurable 90-day outcomes were well-timed (negative returns after sale). However, the company faces material headwinds: full-year net income was negative, annual revenue contracted 7.8%, and the stock has declined 32.7% from its 52-week high. The sale timing, at $7.18 against the current price of $7.11 (30-day change -5.2%, 90-day change -8.0%), reflects execution near the lower end of the 52-week range. The scale of position reduction and the company's fundamentals suggest this warrant investor scrutiny into the company's forward trajectory.

CCO Jennifer Cunningham sold 128,429 shares of PTON at $7.79 on 2025-09-16, reducing holdings 37.9%; company unprofitable with -7.8% revenue decline.

Jennifer Cunningham, Chief Content Officer, sold 128,429 shares at $7.79, reducing her stake from 338,933 to 210,504 shares (a 37.9% reduction). The sale occurs as PTON trades 24.9% below its 52-week high, while the company reports negative net income of $-47,700,000.00 and annual revenue decline of -7.8% in its latest period. Among Cunningham's prior five trades at PTON, only 1 of 3 completed 90-day outcomes was well-timed (that single sale on 2024-11-18 saw +30.0% return after the sale, meaning poorly timed; the other two measurable outcomes on 2025-03-06 and 2025-02-18 showed +15.8% and -34.1%, split timing). Her cross-ticker track record shows a 90-day well-timed rate of 33.33% with an average 90-day return of +3.9% after sales, indicating her selling decisions have historically missed subsequent gains more often than not.

CEO Stern Peter C sold 152.3K shares of PTON at $7.78, reducing stake 53.9% to 130.2K shares amid -7.8% revenue decline and $-47.7M net loss

Stern Peter C, as President and CEO, sold 152,265 shares (53.9% of pre-transaction holdings) at $7.78 per share, leaving him with 130,221 shares. The divestiture is particularly notable given that Peloton reported revenue of $624,000,000 (latest quarter), annual revenue growth of -7.8%, and a full-year net loss of $-47,700,000. The CEO's decision to reduce his stake by more than half occurs as the stock trades 24.9% below its 52-week high, positioning the sale during a period of operational and market headwinds. The magnitude and proportion of this sell-off merit attention from investors monitoring management's capital allocation during a period of significant financial distress.

Caldwell (Chief Product Officer) sold 206.9K PTON shares at $7.78 on 2025-09-16 (-21.9% of holdings); company unprofitable with -7.8% annual revenue decline

Chief Product Officer Nick V. Caldwell executed a significant reduction of his Peloton stake, liquidating 206,901 shares—reducing his position by 21.9% from 944,689 to 737,788 shares. The sale at $7.78 occurs in a context of material operational headwinds: the company reported a net loss of $47,700,000.00 on quarterly revenue of $624,000,000.00, with annual revenue declining 7.8% year-over-year. Caldwell's prior trade at Peloton (August 2024 buy) appreciated 113.2% over 90 days, suggesting he has demonstrated some ability to identify favorable entry points at this ticker. His current sale, executed at a price now 24.9% below the 52-week high, reflects either a strategic reassessment of the company's trajectory or personal liquidity needs, but occurs against a backdrop of deteriorating financial performance that warrants investor scrutiny.

CFO Elizabeth Coddington sold 260,483 shares of PTON for $2,049,004.17 across two days (09/15–09/16), reducing holdings by 42.9%

Elizabeth Coddington, CFO of Peloton Interactive, executed 2 separate sales totaling 260.5K shares for $2.0M, reducing her holdings from 607.0K to 346.5K shares—a 42.9% reduction of her pre-transaction position. The sales occurred at $8.09 and $7.85 per share, with a blended average of $7.87, compared to the current price of $7.94. Peloton's fundamentals remain challenged: the company reported -$47.7M net income in its latest quarter and -7.8% annual revenue growth, having remained unprofitable over the most recent full fiscal year. At PTON specifically, Coddington's three prior measurable sales (Feb, May, May 2025) show a 1-of-3 well-timed rate at the 90-day mark, meaning her timing accuracy at this ticker is considerably below her cross-ticker average (33.33%). The substantial reduction in CFO shareholding during a period of negative profitability and revenue decline warrants close observation of near-term execution and cash flow developments.

Chief Content Officer Jennifer Cunningham Cotter sells 134,476 shares of PTON at $7.61, reducing stake by 57.3%

Jennifer Cunningham Cotter, Chief Content Officer, sold 134,476 shares on 2025-08-20 at $7.61, reducing her PTON holdings from 234,745 to 100,269 shares (a net reduction of 57.3%). At Peloton's current price of $7.91, the stock trades -25.2% from its 52-week high of $10.57, while Cotter's cross-ticker timing track record shows a 90-day well-timed sell rate of 33.33%—below 50%—suggesting mixed execution. At the ticker level, her prior four PTON trades show only 1 of 3 prior sells were well-timed at the 90-day mark, with recent same-ticker outcomes mixed (a sell on 2025-02-18 underperformed -31.7% in 30 days). Peloton itself carries material headwinds: the company posted negative net income of $-47,700,000.00 in the latest quarter and faces -7.8% annual revenue growth, with full-year profitability remaining negative. The magnitude of this reduction—more than half her stake—combined with the company's unprofitable financial trajectory, merits investor attention to whether this represents a directional confidence shift by an executive closely tied to content strategy.