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EdgarHawk

Jeremy Allaire

Chairman and CEO

Director Officer

Latest: Chair selling · June 2026

6 filings analyzed · 1 company · Latest 2026-06-09

Companies

Company Buys Sells Direction
Circle Internet Group, Inc. CRCL 0 52 Net selling

Activity

June 2026
high
Sell
59,232 shares
$4,912,202
Significance 6/10

CEO Jeremy Allaire executes 30 separate sales totaling 59.2K shares for $4.9M via 10b5-1 plan on 2026-06-05.

Jeremy Allaire, Chairman and CEO, filed 30 separate sales totaling 59.2K shares for $4.9M on 2026-06-05 at prices ranging from $79.11 to $87.95, with a blended average of $82.93. This transaction is part of a pre-arranged 10b5-1 trading plan and therefore scheduled, not discretionary. The sale reduces Allaire's holdings from 124.1K shares to 64.9K shares, a reduction of 47.7% of his pre-transaction position. The stock currently trades at $81.10, down 28.6% over the past 30 days and down from a 52-week high of $298.99 (-72.9%). While his cross-ticker track record shows an average 90-day return of +39.4% following prior sells, his five same-ticker prior sales at CRCL (all on 2026-02-26) each posted a 90-day return of +14.0%, suggesting a different pattern at this specific ticker. The company reported $694.1M in latest-quarter revenue with annual growth of +63.9%, but remains unprofitable on a full-year basis despite posting $55.3M in recent net income.

March 2026
high
Sell
15,625 shares
$1,406,875
Significance 6/10

Circle CEO Jeremy Allaire sells 15,625 shares at $90.04; stock up 50.4% in 30 days, down 63.5% from 52-week high

Circle Internet Group's Chairman and CEO Jeremy Allaire executed 5 separate sales totaling 15,625 shares for $1,406,875.00 at $90.04 per share on 2026-02-26, reducing his holdings by 19.1% from 82,003 shares to 66,378 shares. The current price of $96.14 is 63.5% below the 52-week high of $263.45, yet the stock has gained 50.4% over the past 30 days, creating a volatile picture of significant depreciation from peak valuations amid recent upward momentum. Allaire's prior trades at CRCL show a concerning pattern: his five sales on 2025-12-22 experienced -19.4% declines over the following 30 days, and no prior same-ticker sales were well-timed over the measurable 90-day window, contrasting with his cross-ticker track record of 50.00% well-timed sales. The substantial $1.4M divestiture by the company's top executive at a price nearly $6 below the current market level warrants attention to the timing and signaling context, particularly given the sharp deviation from the insider's historical cross-ticker execution patterns.

December 2025
high
Sell
7,813 shares
$703,717
Significance 6/10

CEO Allaire sold 7,813 shares at $90.07 for $703.7K; stock now down -68.6% from 52-week high of $263.45

Jeremy Allaire, Chair and CEO of Circle Internet Group, executed 5 separate sales totaling 7,813 shares for $703,716.91 at $90.07 per share on 2025-12-22, reducing his holdings by -10.5% to 66,757 shares post-transaction. The transaction occurred when the stock was trading at a significant discount: current price of $82.73 sits -68.6% below the 52-week high of $263.45, though the stock has recovered +16.0% over the prior 30 days. Allaire's cross-ticker track record shows 7 prior sells with an average 90-day return of +132.7% and a 50.00% well-timed rate, but this contextual strength does not transfer directly to CRCL performance; notably, all 5 of his prior sales at this same ticker on 2025-12-12 have not yet generated measurable outcomes. The sale occurs against a backdrop of strong quarterly fundamentals: $739.8M revenue and $214.4M net income in the latest quarter.

high
Sell
7,813 shares
$703,561
Significance 6/10

Circle CEO Jeremy Allaire sells 7,813 shares for $703,560.65 at $90.05; stock now trades $83.00, down 68.5% from 52-week high.

Jeremy Allaire, Chairman and CEO of Circle Internet Group, executed 5 separate sales totaling 7,813 shares for $703,560.65 on 2025-12-12 at $90.05 per share, reducing his holdings by 10.5% to 66,947 shares. The timing is notable: the stock now trades at $83.00, down 68.5% from its 52-week high of $263.45, and stands -36.7% over the past 90 days, though up 1.4% over the past 30 days. Among his prior sales at Circle, one of two trades was well-timed at the 90-day mark (a June 2025 sale that returned +301.0% over 90 days), while his August 2025 sale at this ticker declined -35.6% over 90 days, suggesting mixed timing outcomes at this specific company. His cross-ticker track record shows a 50.00% well-timed rate on 2 prior sells with favorable 90-day returns, indicating some ability to time exits, though that pattern has not consistently applied to Circle trades. Given the stock's substantial decline from its 52-week peak and the CEO's reduction of a significant but not dominant position, this filing merits review of broader company fundamentals and context.

August 2025
high
Sell
357,812 shares
$45,468,960
Significance 7/10

Chair/CEO Allaire converts 357.8K CRCL shares ($45.5M) at $127.08 amid -$482.1M net loss

Jeremy Allaire, Chairman and CEO, converted 357,812 shares of Circle Internet Group on 2025-08-18 at $127.08, generating $45,468,959.90 in proceeds. The transaction represents a derivative-conversion event rather than an outright liquidation; his derivative holdings in Form 4 Table II remain unreported in this filing. The sale occurred against a backdrop of severe operating pressure—the latest quarter showed revenue of $658,078,000.00 but a net loss of $-482,100,000.00, suggesting the conversion was a material financing or restructuring event. With the stock now trading at $137.81, down 47.7% from its 52-week high and -36.2% over the past 30 days, the conversion's timing relative to the ongoing operational challenges deserves investor scrutiny regarding capital management and the company's cash position.

June 2025
high
Sell
1,582,160 shares
$46,357,288
Significance 8/10

Circle CEO Jeremy Allaire sold 1,582,160 shares at $29.30 on 2025-06-06 (3 trading days before $115.25 price); derivative conversion transaction.

Allaire Jeremy, Chairman and CEO of Circle Internet Group, Inc., executed a derivative-conversion transaction disposing of 1,582,160 shares at $29.30 on 2025-06-06 for $46,357,288.00. The stock has since risen dramatically to $115.25 as of 2025-06-09, just three trading days later. This filing reflects a conversion of derivative securities; the insider's complete position structure including derivative holdings in Table II is not yet fully visible in this database snapshot, so this disposal should be read as a conversion-related sale of a specific batch rather than a total position exit. The timing and magnitude of this transaction relative to the subsequent price movement warrants careful examination of the underlying derivative structure and any accompanying grant or vesting schedules that may explain the mechanics of this conversion.

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