TEAD Teads Holding Co. Insider Trading

CEO David Kostman bought 46,500 shares across 3 transactions for $53,250.15 ($1.07–$1.19 range)

David Kostman, CEO of Teads (TEAD), executed 3 separate purchases totaling 46,500 shares for $53,250.15 at prices ranging from $1.07 to $1.19 on 2026-05-29, 2026-06-01, and 2026-06-02. The blended average price of $1.15 sits above the current price of $1.08, and the stock is -65.5% from its 52-week high of $3.13. Kostman's cross-ticker track record shows 1 prior buy with an average 90-day return of -31.2% and a 90d win rate of 0.00%. The company reported recent-quarter revenue of $265,983,000.00 with net income of $-38,786,000.00, and was unprofitable over its most recent full fiscal year, though annual revenue growth stands at +46.1%. This accumulation—which increases his holdings by 3.1% to 1,553,437 shares—occurs as the stock has risen 23.0% over 90 days and 16.3% over 30 days, following a steep drawdown from the 52-week high.

CCO Mary Spilman buys 105,000 TEAD shares at $0.99; now holds 1,505,000 shares post-transaction.

Mary Spilman, Chief Commercial Officer, purchased 105,000 shares at $0.99, increasing her holdings by 105,000 shares from 1,400,000 to 1,505,000 shares. The company is unprofitable, reporting net income of $-38,786,000.00 for its most recent full fiscal year, while generating revenue of $265,983,000.00 in the latest quarter with annual revenue growth of +46.1%. The current stock price of $1.20 stands -61.7% from the 52-week high of $3.13 but is +57.9% over the 30-day period and +45.9% over the 90-day period. An insider purchase by a senior executive during a period of recent price recovery and amid significant unprofitability warrants investor monitoring of the transaction's timing and strategic context.

Director Krindel Yaffa purchased 10,000 shares at blended $0.73 after -61.7% 90-day decline; TEAD stock off 78.5% from 52-week high.

Krindel Yaffa, a director at Teads Holding Co., made 2 separate purchases totaling 10,000 shares for $7,324.32, executed across 2025-12-11 and 2025-12-12 at a blended average price of $0.73. This transaction increases her holdings by 9.9% to 111,027 shares. However, the timing and broader context raise concerns about transaction judgment: the stock has declined 78.5% from its 52-week high of $3.11 and has fallen 61.7% over the past 90 days, placing it at $0.67 (below the purchase price). Examining Yaffa's prior trade history at TEAD reveals a consistent pattern of poor timing across 5 prior buy transactions, with 0 of 5 showing positive 90-day returns; her cross-ticker track record is similarly weak, with a 90-day win rate of 0.00% across 7 prior open-market buys. The company itself is unprofitable with negative net income of $-19,690,000.00 in the latest quarter, annual revenue declining 4.9%, and a modest market cap of $63,965,452.75 against revenue of $318,772,000.00. The purchase at $0.73 during a steep decline, combined with the insider's historical inability to identify profitable entry points at this or other tickers, suggests execution challenges rather than a credible conviction signal.

TEAD Director Krindel Yaffa bought 1,250 shares at $1.61 amid persistent 90-day decline of -35.4% and cross-ticker buy track record averaging -8.2% 30d return

Krindel Yaffa (Director) purchased 1,250 shares of Teads Holding Co. (TEAD) at $1.61 on 2025-09-11, expanding holdings to 101,027 shares (+1.3% net change). This represents the fifth buy at TEAD within a recent cluster spanning 2025-08-11 through 2025-09-11. The stock is now trading at $1.64, down -35.4% over the prior 90 days and -47.3% from its 52-week high of $3.11. At the same-ticker level, Yaffa's four prior measurable TEAD purchases show cumulative underperformance: 30-day returns of -5.5%, -9.5%, and -7.6% on three trades. Across all open-market buys (cross-ticker track record), Yaffa's six prior purchases averaged a 30-day return of -8.2%, indicating a historically unfavorable execution pattern. The underlying company posted a net loss of $-14.3M on revenue of $343.1M in the latest quarter and reported annual revenue decline of -4.9%, with negative full-year net income. No pattern of well-timed buys is evident in Yaffa's history: zero of zero prior buys achieved positive 90-day returns. The continued accumulation in a declining stock, paired with persistent operating losses and weak track record timing, warrants close monitoring of disclosure context.

Director Krindel Yaffa buys 5,000 shares at $1.88 avg during 43% stock decline, expanding holdings by 5.3%

Krindel Yaffa, a director at Teads (TEAD), executed two separate purchases totaling 5,000 shares for $9,375.00 on August 25–26, 2025, at a blended average price of $1.88. The current price of $1.76 is 43.4% below the 52-week high of $3.11, and the stock has declined 40.3% over the past 30 days, indicating a sharply deteriorating market backdrop. This purchase follows four other buys at TEAD within the prior two weeks (August 11, 13, and 14), showing a sustained pattern of accumulation amid market stress. The company faces operational headwinds: full-year net income was negative ($-14.3M), annual revenue growth was -4.9%, and the latest quarterly revenue of $343.1M masks ongoing unprofitability. The director's repeated purchases during this downturn and the expansion of holdings by 5.3% warrant investor attention given the company's profitability challenges and stock momentum deterioration.

Director Krindel Yaffa bought 4,300 shares at avg $1.86 amid -39.2% decline from 52-week high.

Krindel Yaffa, a director, executed 2 separate purchases totaling 4,300 shares for $7,986.00 on 2025-08-13 and 2025-08-14, increasing holdings to 94,777 shares (+4.8% vs pre-transaction level). The purchases occurred at $1.90 and $1.82, well below the 52-week high of $3.11 and in line with the current price of $1.89. The stock has declined -39.2% from its 52-week peak and -25.6% over 30 days, placing this transaction in a period of significant price weakness. Teads is currently unprofitable with a -$14.3M net loss in the latest quarter, negative annual revenue growth of -4.9%, and a market cap of $179.5M. With only 2 prior cross-ticker buys in the insider's history and insufficient measurable outcome data from same-ticker prior trades, this accumulation lacks clear pattern context. The transaction adds to existing holdings during a depressed valuation window but provides no definitive signal regarding conviction given the limited historical track record at this security.

Director Krindel Yaffa buys 5,700 shares at blended $1.74, expanding stake to 90.5K shares as stock trades -39.6% from 52-week high.

Krindel Yaffa, a Director at Teads Holding Co., executed 2 separate purchases totaling 5,700 shares for $9,940.00 on 2025-08-11, at a blended average price of $1.74. This increased his holdings by 6.7% to 90.5K shares. The transaction occurs amid material price deterioration: the stock trades at $1.88, down 39.6% from its 52-week high of $3.11 and down 24.8% over the past 30 days. Teads reported negative net income of $-14.3M on quarterly revenue of $343.1M and faces a declining revenue trajectory of -4.9% year-over-year, with the company unprofitable over its most recent full fiscal year. The purchase at depressed price levels by a director warrants observation, though the insider's limited open-market history (1 prior buy across all tickers) provides minimal basis to assess whether such purchases typically precede recovery or further deterioration.

CEO Kostman bought 20,000 shares of OB at $3.98; stock down 45.7% from 52-week high amid -4.9% revenue decline.

David Kostman, Chief Executive Officer of Outbrain Inc., purchased 20,000 shares at $3.98 on 2025-03-13, bringing his total holdings to 828,940 shares. The purchase occurs in a significantly deteriorated price context: the stock trades at $4.13, down 45.7% from its 52-week high of $7.60 and down 38.7% over the past 30 days. Outbrain's operational trajectory is concerning—annual revenue declined 4.9% year-over-year, and the company was unprofitable over its most recent full fiscal year, though it returned to profitability in the latest quarter with $6.7M net income. The timing and magnitude of this $79,600 open-market purchase warrant investor scrutiny given the substantial stock price deterioration, declining revenues, and recent unprofitability, which together may constrain the reliability of this insider transaction as a near-term reversal signal.