SONO Sonos Inc Insider Trading

Coliseum Capital (10% owner) purchased 228,920 shares across 3 trades for $3,068,690.00 (blended avg $13.41) amid 25.9% 90-day decline.

Coliseum Capital, holding 18.07M shares post-transaction, executed 3 separate purchases totaling 228.9K shares at prices ranging from $13.20 to $13.57 over March 9–17, 2026, while the stock has fallen 25.9% over the prior 90 days and trades -29.6% below its 52-week high of $19.16. The company's latest quarter showed revenue of $545.7M with net income of $93.8M, but full-year net income was negative and annual revenue growth was -4.9%, indicating structural profitability challenges. Across all tickers, Coliseum's prior 20 buys averaged -1.0% 30-day returns and +48.9% 90-day returns with a 100% win rate, but at Sonos specifically the prior 5 buys (conducted Feb 24–Mar 11) have no measurable outcomes yet. The transaction represents a +1.3% increase in Coliseum's Sonos position during a period of significant downward price pressure and declining company fundamentals.

Coliseum Capital (10% owner) purchases 920,000 shares across 3 days at avg $14.09, raising stake to 17.84M shares as stock trades 26.2% below 52-week high.

Coliseum Capital Management executed three separate purchases totaling 920,000 shares for $12,959,400.00 at prices of $13.95, $14.19, and $14.22 between March 9 and March 11, 2026, increasing its holdings by 5.4% to 17.84M shares. The purchases occurred as Sonos stock was trading 26.2% below its 52-week high and down 17.1% over the prior month, alongside a company reporting -4.9% annual revenue growth and negative full-year net income. Coliseum's cross-ticker track record shows a 90-day win rate of 85.71% with average 90-day returns of 42.3%, but its 5 prior purchases at Sonos occurred between February 13–25 with outcomes not yet measurable. The repeated accumulation across depressed valuations relative to historical trading range warrants investor attention to whether this reflects conviction in the turnaround or additional stress at the company.

Major shareholder Coliseum Capital Management purchases 611,279 shares at blended avg $14.95 over 3 days

Coliseum Capital Management, holding 10% of Sonos Inc, executed 3 separate purchases totaling 611,279 shares for $9,140,035.97 at a blended average price of $14.95 across February 23–25, 2026, increasing its position from 16,310,563 shares to 16,921,842 shares (net +3.7%). The buying occurs as SONO trades 19.6% below its 52-week high and after 90-day declines of 17.3%, though the stock has gained 2.6% over the past 30 days. Notably, the insider has completed 5 prior purchases at SONO within the past 18 days (2026-02-05 through 2026-02-17), all clustered at or near current levels, reflecting sustained accumulation despite the company's reported annual revenue decline of 4.9% and negative full-year net income in the most recent fiscal year. The cross-ticker track record shows the insider's 20 prior buys averaged +10.7% 30-day returns and +26.5% 90-day returns with a 75% win rate, though same-ticker outcomes remain unmeasurable given the recency of all five prior SONO trades.

Coliseum Capital (10% owner) purchases 647,210 shares across 3 trades for $10,180,585.40 at avg $15.73

Coliseum Capital Management executed three separate purchases totaling 647,210 shares for $10,180,585.40 between February 12 and February 17, 2026, at a blended average price of $15.73, increasing holdings from 15,663,353 to 16,310,563 shares. The insider's prior two buys at SONO (August 7 and 8, 2025) both generated strong positive 90-day returns of +38.4% and +56.8% respectively, indicating a pattern of well-timed entry points at this ticker. However, the current stock price of $15.60 is -18.6% from its 52-week high and the company reported negative full-year net income despite latest quarterly revenue of $545,662,000.00, suggesting macro headwinds or profitability challenges. The recent 30-day return of -1.6% and 90-day return of -3.5% stand in contrast to the insider's strong cross-ticker track record (85.71% 90-day win rate with average 90d return +41.0%), raising the question of whether prior timing success at SONO will repeat in a currently weakening environment.

Coliseum Capital adds 733,073 shares across 3 transactions for $11.6M; stake grows to 15.66M at $15.76 blended avg; prior SONO buys all positive at 90d.

Coliseum Capital Management executed 3 separate purchases totaling 733,073 shares for $11,556,295.96 over a 3-day window (2026-02-04 to 2026-02-06) at prices ranging from $15.50 to $16.49, raising its stake to 15,663,353 shares (+4.9% vs pre-transaction holdings). The insider's 5 prior buys at Sonos were all well-timed with positive 90-day returns (ranging from +45.3% to +63.7%), suggesting a consistent pattern of recognizing inflection points at this specific ticker. Against this backdrop, the filing arrives with the stock at $17.08 (current price), a recovery from the blended entry price and up 2.6% over 30 days and 4.8% over 90 days. However, the company faces structural headwinds: annual revenue declined 4.9% year-over-year and full-year net income was negative, even as the latest quarter showed $93.8M in net income on $545.7M revenue. The scale and rapid execution of this multi-transaction accumulation, combined with prior success patterns at this same ticker, underscores the insider's sustained confidence, though underlying profitability deterioration warrants investor attention.

CEO Conrad Thomas buys 62,325 shares of SONO at $16.17 for $1,008,044.55, boosting stake 25.7% to 305,103 shares.

Conrad Thomas, CEO of Sonos Inc, purchased 62,325 shares at $16.17 on 2025-11-17, increasing his total holdings by 25.7% to 305,103 shares and deploying approximately $1.0M in capital. This represents a material expansion of his stake at a price roughly 9.8% below the 52-week high of $18.04. Thomas's own track record across tickers shows 1 prior buy with average 90-day return of 46.8%, and his prior SONO purchase on 2025-08-08 also generated a 46.8% 90-day return, establishing a pattern of well-timed entry points at this ticker. However, the timing occurs against a backdrop of company fundamentals under pressure: Sonos posted negative net income of $-3.4M in its latest quarter, annual revenue declined 4.9% year-over-year, and the company remained unprofitable on a full-year basis, warranting investor attention to the disconnect between insider accumulation and operational headwinds.

CEO Conrad Thomas buys 92,300 shares at $11.10; joins cluster of 4 other insiders buying within 14 days

Conrad Thomas, CEO, purchased 92,300 shares at $11.10 on 2025-08-08 for $1,024,299.25, expanding his stake by 61.3% to 242,778 shares. This transaction occurs as part of a cluster pattern—4 other insiders also bought within the past 14 days. The purchase arrives amid mixed signals: while the stock is up 7.3% over the past 30 days, it trades 25.1% below its 52-week high, and the company reported negative net income of $-3,379,000.00 in its latest quarter with annual revenue declining 8.3% year-over-year. The concentration of insider buying across multiple executives, combined with the CEO's substantial capital deployment at this price, warrants attention as a signal of insider perspectives on valuation and near-term business trajectory.

10% owner Coliseum Capital buys 182,406 SONO shares for $2.0M across 2 days; joins 4-insider cluster buy pattern

Coliseum Capital Management, a 10% shareholder, purchased 182,406 shares in two separate transactions at blended average price $10.79, adding $2.0M to its position at a time when SONO trades 25.1% below its 52-week high despite a +7.3% 30-day bounce. The purchase is accompanied by a cluster pattern: 4 other insiders also bought within the past 14 days, suggesting coordinated or convergent interest in the stock at current levels. However, fundamental context is material—the company reported $-3.4M net income on $344.8M revenue (latest quarter) and experienced -8.3% annual revenue decline, with the stock unprofitable over its most recent full fiscal year. The insider's same-ticker history at SONO shows 5 rapid consecutive buys (July 28 through August 5, 2025) with outcomes not yet measurable, making it impossible to assess execution quality specific to this ticker.

Director Genachowski bought 22,850 shares of SONO at $10.95; 4 other insiders also bought in past 14 days

Director Julius Genachowski purchased 22,850 shares at $10.95 on 2025-08-08, increasing his holdings from 101,546 to 124,396 shares (+22.5%). This transaction occurs alongside a cluster pattern—4 other insiders also bought within the past 14 days—suggesting coordinated confidence among the leadership group. The purchase occurred near a 52-week low relative to recent price action ($10.95 vs 52-week range $7.70–$15.08), though the company faces headwinds: full-year net income was negative ($-3.4M) on revenue of $344.8M, with annual revenue contracting -8.3%. The concurrent buying by multiple insiders at depressed absolute price levels in a challenged operational environment warrants investor attention to verify whether management believes fundamentals are stabilizing.

CFO Casey Saori buys 22,727 shares of SONO at $10.94; 4 other insiders also bought within 14 days amid revenue decline and ongoing losses.

CFO Casey Saori purchased 22,727 shares at $10.94 on 2025-08-08, increasing her holdings by 27.0% to 107,000 shares total and committing $248,687.92 to the position. This buy coincides with a cluster pattern: 4 other insiders also purchased shares within the past 14 days, suggesting coordinated or at least concurrent management confidence at the same price level. The timing is notable given that Sonos reported -8.3% annual revenue growth and full-year net income that was negative, though the company's stock is up 7.3% over the past 30 days and stands at $11.30, only 3.4% above the transaction price. The cluster buy by multiple executives during a period of operational headwinds—including the most recent quarter's $-3.4M net loss—warrants attention as a signal of insider perspective on the stock's trajectory.