U Unity Software Inc. Insider Trading

CFO Jarrod Yahes sold 24.0K U shares at $27.18 on 2026-05-26; prior 5 trades at U all well-timed sells with avg 90d return -57.3%.

Jarrod Yahes, SVP and Chief Financial Officer, sold 24,021 shares at $27.18, reducing his holdings by 3.3% to 704,360 shares post-transaction. This sale follows a striking pattern: all five of his prior trades at Unity have been sells, and all five were well-timed, with an average 90-day return of -57.3% across those transactions. His cross-ticker track record shows a 100.00% well-timed rate on sells across all tickers. The current stock price of $29.94 is 42.6% below the 52-week high of $52.15, but the company remains unprofitable with a full-year net loss of $-347.6M against revenue of $508.2M. The CFO's consistent pattern of well-timed dispositions at this specific ticker, combined with the company's sustained unprofitability, suggests he has demonstrated skill in executing sales ahead of unfavorable price movements in U.

CEO Matthew S Bromberg sold 138,993 shares of Unity Software (U) at $27.18 for $3.8M on 2026-05-26; current price $29.94, -42.6% from 52-week high

CEO Matthew S Bromberg sold 138,993 shares at $27.18, reducing his holdings from 1,696,507 to 1,557,514 shares (-8.2% of pre-transaction holdings). The sale occurred when the stock was trading -42.6% below its 52-week high of $52.15 and 30 days post-sale the stock had gained 12.8%, though 90 days post-sale it falls outside the initial evaluation window. At the ticker level, his prior 5 trades at Unity show a timing pattern where 3 of 5 were well-timed at the 90-day mark, with the most recent prior sale on 2025-11-25 followed by -58.1% to -59.6% 90-day returns. The company itself carries material headwinds: unprofitable over its most recent full fiscal year with net income of $-347.6M against revenue of $508.2M, and modest annual growth of +2.0% FY-over-FY. The CEO's decision to sell at a depressed valuation point against a backdrop of narrow margins and structurally challenged profitability warrants attention, particularly given the company's market cap of $13.1B.

COO Alexander Blum sold 21,108 shares ($574.1K) across 2 transactions on 2026-05-26 and 2026-05-28 at avg $27.20

Alexander Blum, SVP and Chief Operating Officer, executed two separate sales totaling 21,108 shares (21.1K shares) for $574,114.25 ($574.1K), reducing his holdings from 749.1K to 728.0K shares (-2.8%). His same-ticker history at Unity shows 4 of 5 prior sells were well-timed at the 90-day mark, with notably strong timing on the three November 2025 sales (all showing negative 90d returns). The stock has recovered +12.8% in the 30 days since these May trades and +64.2% over 90 days, which would mark a departure from his established pattern. Unity trades -42.6% below its 52-week high despite the recent momentum, and the company remains unprofitable with net income of $-347.6M on $508.2M quarterly revenue, warranting attention to whether Blum's sales reflect broader operational concerns or simply portfolio positioning at a rally moment.