BX Buzz Ml-1 Holdco LP

BX Buzz Ml-1 Holdco LP divests 7,477,500 shares (99.7% of holdings) for $28,228,310.25 at $3.78 on 2026-06-16

BX Buzz Ml-1 Holdco LP, a 10% owner, executed 7 separate sales totaling 7,477,500 shares for $28,228,310.25 on 2026-06-16, reducing holdings from 7,496,874 shares to 19,374 shares—a 99.7% reduction. The blended average sale price was $3.78, while the current stock price is $2.96, down 65.7% from the 52-week high of $8.64. At the same ticker (BMBL), this insider's 5 prior sells all occurred on 2026-03-17 and were well-timed at the 90-day mark, with 5 of 5 achieving negative 90-day returns post-sale. This near-complete exit, combined with the stock's subsequent sharp decline to -6.3% (30-day) and -17.1% (90-day) from the sale date, aligns with the insider's demonstrated pattern of well-timed exits at this ticker. The company's fundamentals show annual revenue decline of -9.9% and unprofitability on a full-year basis, adding context to the timing of this substantial portfolio reduction.

BX Buzz ML-1 Holdco L.P. (10% owner) sells 7,477,504 shares (7.48M) for $26,246,039.04 at $3.51; retains only 25,832 shares.

BX Buzz ML-1 Holdco L.P., a 10% owner of Bumble Inc., executed 7 separate sales on 2026-03-17 totaling 7,477,504 shares for $26,246,039.04, reducing holdings by -99.7% from 7,503,336 shares to 25,832 shares. The sales occurred at $3.51 per share, well below the 52-week high of $8.57 (-56.4% from peak), while the company reported annual revenue decline of -9.9% and was unprofitable over the most recent full fiscal year despite latest-quarter profitability of $37.3M on $246.2M revenue. The insider's prior 5 trades at BMBL were all well-timed at the 90-day mark, establishing a pattern of detecting downturns; the cross-ticker track record shows 70.59% of 17 prior sells were well-timed, though 90-day average returns were -18.4%, suggesting outsized downside timing rather than precision. This near-complete exit by a significant stakeholder, combined with depressed valuation relative to historical ranges and underlying negative revenue growth, represents a material shift in insider positioning.

BX Buzz ML-1 Holdco L.P. sells 16,689,884 shares (16.69M) at $6.26 for $104.5M, reducing stake 75.5%

BX Buzz ML-1 Holdco L.P., a 10% owner, executed 7 separate sales totaling 16,689,884 shares (16.69M shares) for $104,478,673.84 ($104.5M) on 2025-08-13 at $6.26 per share, reducing holdings from 22,094,395 shares (22.09M shares) to 5,404,511 shares (5.40M shares). The transaction represents a -75.5% reduction versus pre-transaction holdings, though the FLAG indicates this includes a derivative-conversion component, so the insider's full position may extend into derivative securities not yet reflected in our database. At the transaction price of $6.26, the stock trades -30.7% below its 52-week high of $9.08. Fundamentals are material context: the company reported a net loss of $-253.7M against latest quarterly revenue of $248.2M, and was unprofitable over its most recent full fiscal year. The prior trades at BMBL (all on 2024-03-03) were all poorly timed: each showed a 90-day return of +5.4%, meaning the insider sold and the stock subsequently rose, missing gains. The cross-ticker track record shows 0 of 10 prior sells with well-timed outcomes (0% 90d well-timed rate is equivalent to 50.00% stated rate where 50% is random), suggesting no systematic advantage in timing this insider's sales. The 30-day price action post-filing: -8.6%, indicating the stock has declined sharply since the transaction date.