SFIX Stitch Fix, Inc. Insider Trading

CLO O'Connor Casey sold 138,752 shares over 3 days at blended $5.23; retains 542,071 shares post-transaction.

O'Connor Casey, Chief Legal Officer, executed 3 separate sales totaling 138,752 shares for $725,903.48 between January 20–22, 2026, at prices ranging from $5.16 to $5.34. The blended average transaction price was $5.23, marginally above the current price of $5.22. This represents a 20.4% reduction in pre-transaction holdings, though the executive retains 542,071 shares. SFIX is trading at -10.5% from its 52-week high of $5.83 while the company remains unprofitable (net income of $-6.4M in the latest quarter) and faces declining annual revenue (-5.3% year-over-year). The timing of this multi-day disposition against a backdrop of negative earnings and contracting revenues is noteworthy for investors evaluating leadership's ongoing commitment to equity stakes amid operational headwinds.

Director Lake Katrina sells 303.4K SFIX shares ($1.6M) at $5.19; prior trades at this ticker 5-of-5 well-timed (90-day declines average -20.7%)

Lake Katrina, a director at Stitch Fix, sold 303,450 shares on 2025-12-05 at $5.19 per share. This represents a significant transaction at a price 20.8% below the 52-week high of $6.64, though 30-day momentum is positive (+24.9%). The director's prior trade history at this ticker is notable: all 5 previous sales over the past 12 months resulted in negative 90-day returns (ranging from -0.7% to -33.6%), achieving a 100% well-timed rate at the 90-day mark. The company's fundamentals show strain—unprofitable for the full fiscal year with net income of -$6.4M on quarterly revenue of $342.1M, and annual revenue contracted 5.3% year-over-year. While current price has recovered to $5.26 from the transaction price, the consistent pattern of the director's prior sales preceding subsequent declines at this ticker warrants attention to near-term price action.

Director Lake Katrina sold 604,600 shares at $5.06–$5.18 for $3.1M on 2025-07-22/23

Lake Katrina, a director at Stitch Fix, executed 3 separate sales totaling 604,600 shares (604.6K shares) for $3,078,707.01 ($3.1M) at prices ranging from $5.06 to $5.18 on 2025-07-22 and 2025-07-23. This represents a complete liquidation of her open-market shareholdings in the company. The shares were sold at prices substantially below the 52-week high of $6.64 and at levels 21.7% below the recent peak, despite a 39.0% gain over the preceding 30 days and a 55.2% gain over 90 days. Notably, across her prior 5 trades at this ticker (2024-07-16 and 2024-12-11), every single sale was followed by further declines, with 90-day returns ranging from -19.4% to -45.9%, establishing a 100% well-timed rate at SFIX specifically. Her cross-ticker track record of 5 prior sells shows an average 90-day return of -35.9% with a 100.00% well-timed rate. The timing signal is notable: even as the stock has recently recovered sharply, the insider's history suggests her sales have consistently preceded further weakness. Stitch Fix fundamentals remain pressured, with the company unprofitable (net income of -$7.4M in the latest quarter) and annual revenue declining 18.4% year-over-year against a market cap of $140.5M.

10% Owner Working Capital Advisors (UK) Ltd. sells 1,370,931 shares of SFIX at $4.68 for $6.4M; retains 10.61M shares post-sale.

Working Capital Advisors (UK) Ltd., a 10% holder, executed an open-market sale of 1,370,931 shares at $4.68 on 2025-06-10, reducing its stake by 11.4% to 10,608,822 shares. The transaction occurred when SFIX stock trades at $4.28 current price, down 35.5% from the 52-week high of $6.64, and the company faces structural headwinds: annual revenue declined 18.4% year-over-year, the latest quarter posted a net loss of $7,378,000, and full-year profitability remains negative. The sale price of $4.68 sits near the lower end of the 52-week range ($2.27–$6.64), suggesting the insider executed during a relative weakness period. This reduction of a major stakeholder's position—while the owner retains 10.61M shares—warrants investor attention given the company's ongoing unprofitability and contracting revenue base.

Director Lake Katrina sold 725.0K shares at blended $5.78 on 2024-12-11; stock now $3.92, down 41.0% from 52-week high.

Lake Katrina, a director at Stitch Fix, executed 3 separate sales totaling 725,002 shares for $4,189,295.12 at prices ranging from $5.75 to $6.37 on 2024-12-11. The company is unprofitable (latest quarter net income: $-6,256,000.00) with declining annual revenue growth of -18.4%, and the stock now trades at $3.92, significantly below the transaction prices. Lake Katrina's prior sales at this ticker (2 trades in July 2024) both resulted in negative 90-day returns of -31.4% and -45.8%, establishing a pattern of well-timed exits at SFIX. The current price reflects a 41.0% decline from the 52-week high and sits 33.2% below the blended sale price, consistent with the insider's demonstrated ability to execute sales before subsequent declines. Note: This filing contains a derivative conversion; the insider's total position is not fully captured by Table I shares alone and may include derivative holdings not yet reflected in our database.

Director Lake Katrina sold 537,007 shares at $5.00–$5.01 for $2.7M, exiting 537.0K shares, as SFIX trades 6.6% below 52-week high.

Lake Katrina, a director at Stitch Fix, executed 2 separate sales totaling 537,007 shares for $2,689,905.09 on 2024-07-16, at a blended average price of $5.01. The stock is currently priced at $4.77, down 6.6% from its 52-week high of $5.11, and this filing contains a derivative-conversion transaction; the director's complete position (including any unconverted derivative holdings) is not fully captured here. The company reported a net loss of $21,328,000 over its most recent full fiscal year and experienced annual revenue contraction of 21.0%, indicating sustained operational challenges. The timing of this disposal—near the 52-week high and ahead of the latest quarter's $322.7M revenue figure—reflects the director's decision to liquidate this particular batch of shares in the broader context of deteriorating financial performance.