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EdgarHawk

Smith Dylan C

Chief Financial Officer

Officer

Latest: CFO selling · May 2026

6 filings analyzed · 1 company · Latest 2026-05-11

Companies

Company Buys Sells Direction
BOX INC BOX 0 7 Net selling

Activity

May 2026
2026-05-11 BOX INC BOX
medium
Sell
23,720 shares
$592,094
Significance 4/10

CFO Smith Dylan C sold ~23,700 shares for $592K, adding to five straight years of steady dispositions at this company.

Dylan Smith, BOX's Chief Financial Officer, sold nearly 24,000 shares across two transactions on the same day, marking his 35th open-market sale in the trailing 36-month window. This is not an anomaly—Smith has sold exclusively at BOX for the past five years with no offsetting open-market purchases. His prior four sales at this company saw the stock decline in the months that followed, though his most recent sale in early January was followed by a modest near-term dip before a rebound, making his timing mixed when viewed across different horizons. The stock currently trades well below its 52-week high, down significantly from recent peaks, yet Smith continues to reduce his stake. BOX remains profitable with solid revenue growth, suggesting this disposition is driven by portfolio management rather than operational distress, but the unbroken sell-only pattern over multiple years merits scrutiny of whether the CFO holds conviction in the company's direction or is simply executing a systematic divestment plan.

January 2026
2026-01-12 BOX INC BOX
high
Sell
17,000 shares
$502,656
Significance 6/10

BOX CFO Dylan Smith sells 17,000 shares at $29.57; stock down 23.3% from 52-week high; 4-week sale pattern emerges.

Smith Dylan C, CFO, sold 17,000 shares of BOX on 2026-01-09 at $29.57, reducing holdings from 1.35M to 1.33M shares. This is the fourth consecutive monthly sale (prior sales on 2025-12-10, 2025-11-10, and 2025-10-10), establishing a consistent liquidation pattern with approximately one-month intervals. The stock is trading 23.3% below its 52-week high, with a 90-day decline of 9.4%, and his cross-ticker sell track record shows a 100.00% well-timed rate (average 90-day return post-sale of -7.6%), indicating his prior sales have historically preceded further declines. While the company maintains moderate fundamentals (P/E 18.60, revenue growth +5.0%, market cap $4.2B), the CFO's recurring monthly sales during a downtrend warrant tracking whether this reflects management's view of current valuation or a structured liquidity program.

December 2025
2025-12-12 BOX INC BOX
medium
Sell
17,000 shares
$526,422
Significance 5/10

BOX CFO Smith Dylan C sold 17,000 shares at $30.97 on 2025-12-10, retaining 1.42M shares; stock down 21.8% from 52-week high.

Smith Dylan C, as CFO, executed an open-market sale of 17,000 shares valued at $526,422.00, reducing his holdings by 1.2%. The sale occurred at $30.97, but BOX has declined to $30.13 (current) and sits -21.8% from the 52-week high of $38.55. His cross-ticker track record shows a 100.00% well-timed rate across 3 prior sells with an average 90-day return of -4.7%, indicating a pattern of selling ahead of declines. At BOX specifically, his prior sale on 2025-09-10 resulted in a -4.7% 90-day return, also well-timed. The current sale follows two prior sales at BOX within the last two months (2025-11-10 and 2025-10-10, both showing negative 30-day returns), suggesting a persistent pattern of liquidation during a downtrend. Box's fundamentals remain solid (P/E 18.95, $301.1M quarterly revenue, +5.0% annual growth), so the signal appears driven by the CFO's demonstrated selling behavior in deteriorating price conditions rather than fundamental deterioration.

November 2025
2025-11-13 BOX INC BOX
low
Sell
17,000 shares
$533,154
Significance 4/10

CFO Smith Dylan C sold 17,000 BOX shares at $31.36 on 2025-11-10 for $533,154.00

Smith Dylan C, the CFO, sold 17,000 shares representing a -1.2% reduction of his 1,454,013 pre-transaction holdings. The stock currently trades at $31.99, down 2.0% over the past 30 days and -17.0% from its 52-week high of $38.55, indicating a period of relative weakness. Reviewing his same-ticker history at BOX, his prior sale on 2025-10-10 was followed by a -5.1% 30-day return, while the 2025-09-10 sale saw a +0.3% 30-day return; neither outcome is yet measurable at the 90-day mark. Across his broader cross-ticker track record, two prior sells averaged a -2.4% 30-day return. The company's fundamentals show a P/E of 20.25 with annual revenue growth of +5.0% and quarterly revenue of $293,999,000.00, reflecting a moderately growing business on a reasonable valuation multiple. This represents a routine portfolio transaction in the context of holdings totaling 1.44M shares; the modest position reduction does not signal a material reassessment of the CFO's commitment to the company.

October 2025
2025-10-14 BOX INC BOX
low
Sell
17,000 shares
$561,833
Significance 4/10

CFO Smith Dylan C sold 17,000 BOX shares at $33.05; retains 1.45M shares post-transaction.

Smith Dylan C, Chief Financial Officer of Box Inc, sold 17,000 shares at $33.05 on 2025-10-10, reducing his holdings from 1.47M to 1.45M shares—a 1.2% reduction in his position. The sale occurred when the stock was trading at $33.05, which is -15.3% below the 52-week high of $38.55, and the current price of $32.65 remains near the transaction level. The CFO retains a substantial 1.45M share position, indicating ongoing material stake in the company. His cross-ticker track record shows only 1 prior open-market sell with a 30-day average return of +0.3%; at Box specifically, he has one measurable prior sale (2025-09-10) with a 30-day return of +0.3%. Fundamentals show Box reported quarterly revenue of $294.0M with annual growth of +5.0%, net income of $13.4M, and a P/E of 20.66 against a market cap of $4.7B—metrics that do not indicate distress.

September 2025
2025-09-11 BOX INC BOX
low
Sell
51,000 shares
$1,674,432
Significance 4/10

BOX CFO Dylan Smith sells 51,000 shares at $32.83 for $1.7M; retains 1.48M shares post-sale

Smith Dylan C, as CFO, sold 51,000 shares at $32.83 on 2025-09-10, a sale representing -3.3% of his pre-transaction holdings and reducing his position to 1,480,732 shares. The sale occurred at a price below the current market price of $33.00 and below the 52-week high of $38.55, reflecting modest downward distance from recent trading. BOX trades at a P/E of 20.89 with quarterly revenue of $293,999,000.00 and net income of $13,445,000.00; the company posted 5.0% annual revenue growth. The sale is a discrete, moderate-volume transaction that occurs within the context of the CFO maintaining a substantial remaining stake, providing limited directional signal about management sentiment.

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