Dovrat Shlomo

Director Dovrat Shlomo sold 30,000 shares of Unity Software (U) at $42.87 for $1.3M on 2025-11-11; stock now at $37.16.

Dovrat sold 30,000 shares (15.9% of his pre-transaction holdings) at $42.87 during a period when Unity is unprofitable ($-126.4M net income) and experiencing significant revenue decline (-17.1% year-over-year). The sale occurred near the 52-week high of $46.53, with the stock currently down 20.1% from that peak. Examining his prior trades at U reveals a consistent pattern: all 5 prior sales occurred when the stock subsequently posted positive 90-day returns (ranging from +10.8% to +24.2%), meaning his prior sells at this ticker were poorly-timed against the stock's actual forward performance, while his cross-ticker track record shows only 47.37% well-timed sells. The current price of $37.16 is already 13.4% below his execution price, suggesting this sale—executed near cyclical highs amid fundamental deterioration—differs from his documented pattern at this ticker and warrants monitoring against forward earnings and guidance developments.

Director Dovrat Shlomo sold 50,000 shares of U at $30.01 on 2025-07-09 for $1.5M, retaining 189.1K shares.

Dovrat Shlomo sold 50,000 shares (a 20.9% reduction from his 239.1K pre-transaction holdings) at $30.01, which sits just 1.6% below the 52-week high of $29.40. Across his cross-ticker track record, his prior 18 sells have yielded an average 90-day return of -4.2% with a 50.00% well-timed rate, suggesting mixed execution. At Unity specifically, his 5 prior sales showed poor near-term timing: only 1 of 5 prior sells were well-timed at the 90-day mark, with most sales followed by stock appreciation (90-day returns of +16.9%, +24.2%, and +13.0% on three 2024 transactions). Unity itself is unprofitable (net income $-77.6M on revenue of $435.0M in the latest quarter) with deteriorating fundamentals (annual revenue growth of -17.1%), yet the stock has rallied 50.4% over the past 90 days and trades 19.4% higher over 30 days. The sale occurs near a 52-week peak in an unprofitable company with negative annual revenue growth, though the insider retains a substantial 189.1K-share position.

Director Dovrat Shlomo sold 116,606 shares of Unity Software for $2.2M across 4 transactions on Nov 18-19; reduced holdings 26.3% to 326,424 shares.

Dovrat Shlomo executed 4 separate sales totaling 116,606 shares for $2,216,240.74 at blended average price $19.01, representing a 26.3% reduction in his stake from 443,030 to 326,424 shares. His prior 5 trades at Unity were all well-timed at the 90-day mark, with each sale preceding subsequent declines; this filing represents a material departure in scale—the largest aggregate sale in his transaction history at this ticker. The company generated $446,517,000 in latest-quarter revenue with annual growth of 57.2%, yet posted negative net income of $-124,739,000 and remains unprofitable, creating tension between strong growth and deteriorating profitability that preceded this substantial insider stake reduction.