Blecharczyk Nathan

Chief Strategy Officer Blecharczyk executes $8.9M sale split across two trading days, zeroing out net position via option conversion.

Nathan Blecharczyk, Airbnb's Chief Strategy Officer and a 10% beneficial owner, converted stock options and sold approximately $8.9M in shares over a two-day window, leaving him with no net change in holdings. This is not a reduction in his stake but rather a mechanical exercise-and-liquidate pattern: he converted vested options into shares and immediately sold them off, a common structure for managing tax and liquidity on option exercises. Blecharczyk's prior sales at this ticker have been mixed in timing—four of his last five exits came as the stock subsequently declined, but one came just before a modest gain, suggesting he has not consistently caught the downside with precision. The stock is currently trading modestly below its 52-week high and has climbed roughly 13% over the past quarter, so this sale does not occur during a sharp pullback or distress environment. Airbnb remains profitable with growing revenue, meaning the insider is liquidating option gains from a company that is performing fundamentally sound—standard wealth diversification rather than a signal of operational concern.

CSO Nathan Blecharczyk sells 35,565 shares for $5.2M across 4 transactions; converts derivative holdings post-sale.

Nathan Blecharczyk, Chief Strategy Officer at Airbnb, executed 4 separate sales totaling 35,565 shares (35.6K shares) for $5,180,945.13 ($5.2M) between April 21-22, 2026, at prices ranging from $145.25 to $147.00 with a blended average of $145.68. This represents a 74.9% reduction in his disclosed holdings, from 47,485 shares down to 11,920 shares (11.9K shares). The sale occurred near the 52-week high of $144.18, with the stock currently trading at $141.87 (-1.6% from that high), and Airbnb fundamentals remain solid with $4.1B quarterly revenue and 10.3% annual growth. However, this filing contains a derivative-conversion component (Form 4 Table II not yet populated), so the disclosed holdings post-sale do not represent his complete economic position and should not be characterized as a full exit.

Blecharczyk (Chief Strategy Officer) sold 4,260 shares of ABNB at $125.29 on 2026-02-20 ($533.7K); post-transaction holdings 49.3K shares.

Nathan Blecharczyk executed a discretionary open-market sale of 4,260 shares (8.0% of his pre-transaction holdings), reducing his position to 49.3K shares. The sale price of $125.29 occurred when ABNB traded within its 52-week range but 20.5% below the 52-week high of $157.98, and the stock has declined 4.9% over the 30 days following the transaction. Blecharczyk's cross-ticker track record shows a 90-day well-timed rate of 100.00% across 20 prior sells (higher rate indicates well-timed exits), though all 5 of his prior ABNB-specific sells in December 2025 showed positive 30-day returns ranging from 11.4% to 14.0%, with no 90-day outcomes yet measurable to evaluate ticker-specific pattern. The sale size and reduced holdings suggest a measured adjustment rather than an exit, occurring against Airbnb's solid fundamentals: $4.1B quarterly revenue, $1.4B net income, and 10.3% annual revenue growth.

Blecharczyk sells 177,433 shares at avg $122.22; retains 11.5K shares after derivative conversion.

Chief Strategy Officer Nathan Blecharczyk executed 7 separate sales totaling 177,433 shares for $21,685,725.82 on 2025-12-08 and 2025-12-09, with transaction prices ranging from $121.62 to $124.42. This filing contains a conversion of derivative securities; the Table I holdings of 11,520 shares post-transaction do not represent the insider's full position. His cross-ticker track record shows a 75.00% well-timed rate on 20 prior sells (average 90-day return -2.9%), though the same-ticker outcome data for his 5 recent ABNB sells on 2025-12-05 is not yet measurable. The stock currently trades at $127.57, up 6.1% over the past 30 days and up 3.7% over 90 days, placing it 21.0% below its 52-week high of $161.42.

CSO Nathan Blecharczyk sold 54,072 shares of ABNB for $6,665,016.97 across 9 transactions on 2025-12-05

Nathan Blecharczyk, Chief Strategy Officer of Airbnb, executed 9 separate sales totaling 54,072 shares for $6,665,016.97 on 2025-12-05 at a blended average price of $123.26, reducing his holdings from 110,040 shares to 55,968 shares (a 49.1% reduction in pre-transaction holdings). This is a material open-market disposition by a senior executive. Blecharczyk's cross-ticker track record shows a 90-day well-timed rate of 80.00% across 20 prior sells with an average 90-day return of -4.2%, indicating a historical pattern of selling before price declines; however, his 5 prior ABNB-specific trades remain outcome-indeterminate, so ticker-level timing patterns cannot yet be established. The company's fundamentals show $4.1B in latest quarterly revenue and $1.4B in net income with 12.0% annual revenue growth, providing context that this sale occurs amid solid operational performance rather than distress.

Chief Strategy Officer Nathan Blecharczyk sold 117,333 shares at $120.41 avg for $14,128,611.46, reducing holdings by 68.8%

Nathan Blecharczyk, Chief Strategy Officer at Airbnb, executed 2 separate sales totaling 117,333 shares for $14,128,611.46 on December 3-4, 2025 at a blended average price of $120.41, substantially reducing his holdings from 170,631 to 53,298 shares (a 68.8% reduction). The sales occurred when ABNB traded below its 52-week high by 23.0%, though the current price of $124.32 sits 3.2% above the transaction prices. Blecharczyk's cross-ticker track record shows 20 prior open-market sells with a 90-day well-timed rate of 80.00% and a -4.2% average 90-day return, suggesting a historical pattern of selling ahead of declines; however, his prior trades specifically at ABNB remain too recent to measure (all 5 same-ticker trades occurred in or near early December 2025), preventing assessment of whether this large concentrated sale aligns with his typical execution pattern at this ticker. The scale and timing of this sale—reducing his stake by more than two-thirds during a period of modest short-term momentum (+1.5% over 30 days) but material distance from the 52-week peak—warrant observation given the insider's seniority and his demonstrated ability to time sales across his broader portfolio.

Blecharczyk (Chief Strategy Officer) sold 5,162 shares of ABNB at $120.03 on 2025-12-02 ($619.6K); holds 170.6K post-sale.

Blecharczyk sold 5,162 shares, representing a 2.9% reduction from his pre-transaction holding of 175.8K shares. His prior sales at ABNB show mixed timing outcomes: two of the three measurable sells (2025-02-26 and 2025-02-14) posted negative 90-day returns of -10.8% and -13.4% respectively, while the 2024-11-20 sale preceded a 23.3% gain—indicating inconsistent predictive value at this ticker. His cross-ticker track record shows 88.89% well-timed sells (20 prior sales with -5.4% average 90-day return), suggesting systematic discipline, but this datum applies across all holdings, not specifically ABNB. ABNB's current price of $120.82 is 25.2% below its 52-week high of $161.42, and the stock has declined 1.2% over 30 days and 2.4% over 90 days, reflecting a softer near-term momentum. The company posted $4.1B quarterly revenue with 12.0% annual growth and $1.4B net income, indicating solid operational fundamentals. The sale occurred in early December with no unusual volume or scheduling signal, making it an open-market discretionary transaction without clear external catalyst.

CSO Blecharczyk sold 26,154 ABNB shares at $145.00 on 2025-02-26 (post-sale holdings: 159,337 shares); stock down 17.4% from 52-week high.

Nathan Blecharczyk, Chief Strategy Officer, sold 26,154 shares at $145.00, reducing his position by 14.1% and leaving 159,337 shares outstanding. The sale occurred at a price $6.13 above the current market price of $138.87, placing it 17.4% below the 52-week high of $168.18. Examining his same-ticker history at ABNB, of 4 prior completed sales measurable at the 90-day mark, 2 proved well-timed (stock fell after the sale). His cross-ticker track record shows a 73.68% well-timed rate on 20 prior sells, though 90-day average returns post-sale have been negative at -3.5%, suggesting his sales have historically occurred before near-term declines. The company's fundamentals remain solid with $3.7B quarterly revenue and +12.0% annual growth, providing context for interpreting whether this sale reflects operational concern or routine portfolio management.

Blecharczyk sells 183.1K ABNB shares (-52.6% of holdings) for $28.9M at $158.00 on 2025-02-14

Nathan Blecharczyk, Chief Strategy Officer, executed a substantial open-market sale reducing his Airbnb position from 347.9K to 164.8K shares. The $28.9M transaction at $158.00 represents a 52.6% reduction in pre-transaction holdings and occurs while the stock trades near multi-quarter highs (6.1% below the 52-week high of $168.18). Examining his same-ticker history at ABNB, prior sells show mixed 90-day outcomes: three of his five prior sales were followed by stock declines (well-timed), while two were followed by gains. In his cross-ticker track record, his 90-day well-timed rate is 75.00% with an average 90-day return of -3.4% after his sells, indicating a pattern where his sales historically precede downward movement. At Airbnb specifically, recent 30-day and 90-day post-sale returns have been volatile (ranging from +23.3% to -10.6% at the 90-day mark), making his timing judgment less consistent at this single ticker than across his broader portfolio activity.

Blecharczyk (CSO) sold 9,603 ABNB shares at $130.22; holds 164,850 post-transaction; prior ABNB sales 3 of 3 well-timed

Blecharczyk, Chief Strategy Officer, sold 9,603 shares for $1,250,502.66, reducing his ABNB holdings from 174,453 to 164,850 shares (a 5.5% reduction). This marks his 6th open-market sale at Airbnb in 2024. Notably, his prior ABNB trades show a strong timing pattern: 3 of 3 measurable historical sells at this ticker posted negative 90-day returns, indicating he has consistently sold before subsequent stock declines. The current trade at $130.22 occurred when the stock was trading -20.8% from its 52-week high of $168.18, providing contextual backdrop to this sale. Given the cross-ticker track record of 83.33% well-timed sell rate and the perfect execution record on his prior ABNB transactions, this recurring sale activity warrants investor attention to both the frequency and historical accuracy of his exit patterns.