Schaeffer Orlov S Nicole

Chief People Strategy Officer sells 87,290 shares for $15.3M on 2026-01-02, reducing holdings by -67.6%

Schaeffer Orlov S Nicole, Chief People Strategy Officer, executed 5 separate sales totaling 87,290 shares for $15,293,421.72 on 2026-01-02 at prices ranging from $174.28 to $177.78, reducing her INSM position from 129,044 shares to 41,754 shares. This -67.6% reduction in holdings is substantial and material for a C-suite executive. The sales occurred at a time when the stock stood at $175.07 current price, 17.2% below its 52-week high of $211.41 and 14.2% down over the prior 30 days, yet the blended transaction prices ($175.20) were relatively near current levels. INSM remains unprofitable with a negative $370.0M net income in its most recent full fiscal year, though the company posted 19.2% annual revenue growth. Prior sales by this insider at INSM produced mixed outcomes: the 2025-09-12 sale was well-timed with a 90d return of +34.0%, but the four 2025-11-12 sales combined showed modest 30d returns (0.6%–2.4%), and the cross-ticker track record shows an avg 90d return of +38.6% following prior sells, suggesting her prior sales have generally not been well-timed from a sell-timing perspective.

Chief People Strategy Officer sells 30,000 shares ($5.8M) at $194.00 avg; stock at 52-wk high near $194.39, retains 36.5K shares

Schaeffer Orlov S Nicole, Chief People Strategy Officer at INSMED Inc, executed 4 separate sales totaling 30,000 shares for $5,820,060.94 at prices ranging from $192.45 to $195.88 on 2025-11-12. The blended average price of $194.00 is just 0.6% below the 52-week high of $194.39, indicating the executive sold near the stock's peak. Despite the company's unprofitable fiscal year (net income of $-370,021,000.00) and a market cap of $41,208,699,680.18, INSM has appreciated 51.2% over the past 90 days and 18.2% over 30 days. The executive retains 36,461 shares post-transaction, reducing holdings by 45.1%, yet her prior sales at this ticker have not demonstrated a pattern of well-timed exit timing (0 of 1 measurable prior sells at INSM were well-timed at the 90-day mark).

Chief People Strategy Officer sells 76,520 shares (67.7% of holdings) for $11,129,927.45 at $145.45 avg

Schaeffer Orlov S Nicole executed 4 separate sales totaling 76,520 shares for $11,129,927.45, reducing her INSM holdings from 112,981 shares to 36,461 shares. The blended average sale price of $145.45 is within 2.8% of the 52-week high of $147.20, representing a substantial liquidation at peak valuations. Against her prior INSM trading history, this sale pattern deviates: her last 3 trades at this ticker on 2025-08-14 subsequently gained 13.9%–15.3% within 30 days, and her June 2025 sales both generated 50%+ gains at the 90-day mark, meaning none of her measurable INSM sales (0 of 2 measured at 90 days) were well-timed by the sell-timing metric. The company remains unprofitable on a full-year basis despite 19.2% annual revenue growth, adding fundamental context to a discretionary multi-million-dollar liquidation by a senior executive.

Chief People Strategy Officer sold 10,000 INSM shares for $1,273,363.44 across 3 transactions at $126.57–$128.16.

Schaeffer Orlov S Nicole, Chief People Strategy Officer, executed 3 separate sales totaling 10,000 shares for $1,273,363.44 on 2025-08-14, reducing her INSM holdings by 11.1%. The transactions occurred near the 52-week high (current price $127.27 is -0.4% from the $127.80 peak), and the stock has advanced 24.1% over 30 days and 85.8% over 90 days—a period of substantial momentum. Her prior sales at INSM (5 trades on 2025-06-11) produced positive 30-day returns (2.2%–7.1%), though 90-day outcomes remain unmeasurable. The company is unprofitable (full-year net income −$321.7M), despite 19.2% annual revenue growth to $107.4M in the latest quarter, presenting a profile of growth without current profitability. The execution near all-time highs during a strong rally warrants observation of whether the stock sustains its recent gains or consolidates.

Chief People Strategy Officer sells 137,472 shares for $12.7M across 6 transactions on 2025-06-10/11

Schaeffer Orlov S Nicole, Chief People Strategy Officer at INSMED Inc, executed 6 separate sales totaling 137,472 shares for $12,659,256.71 at prices ranging from $88.64 to $96.02 on June 10-11, 2025, reducing holdings by 60.6% to 89,407 shares. The stock currently trades at $96.88, near its 52-week high of $97.98 and up 47.4% over the preceding 30 days. At the same ticker, her prior 5 sells show 60% were well-timed at the 90-day mark (3 of 5 exhibited negative 90-day returns), but her cross-ticker track record shows only 33.33% well-timed sells with a positive average 90-day return of +5.0%. The company is unprofitable (net income of $-256.6M on revenue of $92.8M) despite 19.2% annual revenue growth, creating a backdrop of high valuation against negative earnings.

Chief People Strategy Officer Nicole Schaeffer Orlov sold 23,500 shares of INSM at $80.90 on 2025-02-06; stock now $79.95. Rapid succession of five sales in 30 days.

Nicole Schaeffer Orlov sold 23,500 shares (23.5K shares) at $80.90 on 2025-02-06, reducing her holdings by 16.3%. This sale marks the fifth insider transaction at INSM within 30 days (prior sells on 2025-01-30, 2025-01-10, 2025-01-10, 2025-01-08, and 2025-01-07), suggesting a pattern of sustained liquidation rather than an isolated rebalancing. The stock has since declined slightly to $79.95, trading at -1.8% from the 52-week high of $81.44. While INSM has shown strong recent momentum—up 21.6% over 30 days and 8.7% over 90 days—the company remains deeply unprofitable (net income of $-220.5M against revenue of $93.4M), though it is growing revenue at +24.4% annually. The clustering of sales by the same executive across consecutive trading days warrants monitoring to determine if this represents a systematic liquidity event or a broader confidence shift.

Schaeffer Orlov S Nicole sold 91,140 shares of INSM at $80.00 on 2025-01-30; stock now at $76.58, down 3.1% from 52-week high.

Chief People Strategy Officer Schaeffer Orlov sold 91,140 shares ($7.3M total value) on 2025-01-30, reducing her INSM holdings by 48.4% to 97,083 shares. This represents a substantial reduction in personal exposure to an unprofitable company despite 24.4% annual revenue growth and strong recent stock momentum (+10.9% in the prior 30 days, +12.1% in 90 days). The timing context is material: her prior INSM sales (5 trades in the last four months, three just days before this transaction on 2025-01-08, 2025-01-07, 2025-01-10) show a pattern of consistent recent disposition activity at the company. Her cross-ticker track record shows 10 prior sells with a 16.67% well-timed rate and 13.4% average 90-day return, indicating her historical sales have not been well-timed; her same-ticker history at INSM shows 0% well-timed outcomes on prior measurable sales. The concentrated liquidation of nearly half her position warrants close attention to executive confidence signals and company-specific developments.

Chief People Strategy Officer sells 7,862 shares for $508,972.63 at blended avg $64.74; stock down -12.1% in 30 days.

Schaeffer Orlov S Nicole executed 4 separate sales totaling 7,862 shares for $508,972.63 over a 4-day window (Jan 7–10, 2025) at a blended average price of $64.74, representing a -7.4% reduction from pre-transaction holdings of 105,817 shares. The timing coincides with material recent stock weakness: INSM has declined -12.1% over the past 30 days and -12.5% over 90 days, now trading at $65.25 against a 52-week high of $79.01. However, the insider's prior sales at this same ticker show a poor timing pattern—0 of 5 prior INSM sales were well-timed at the 90-day mark (post-sale average returns were consistently positive: +0.5% to +35.2%)—suggesting the insider does not consistently exit before stock downturns. The company remains unprofitable (net income of $-220,524,000.00 in the latest full fiscal year) despite recent revenue growth of 24.4%, which provides material context but does not directly explain this particular transaction's motivation.

Chief People Strategy Officer Schaeffer Orlov S Nicole sold 37,575 shares at $71.37–$71.88 for $2,686,614.57

Schaeffer Orlov S Nicole, Chief People Strategy Officer, executed 2 separate sales totaling 37,575 shares for $2,686,614.57 on 2024-09-10, reducing her position by 27.3% to 100,100 shares. The blended average price of $71.50 is near the current price of $71.57 and only 9.4% below the 52-week high of $79.01, indicating the sales occurred near elevated valuations. Her prior trades at INSM show mixed timing: 2 of the last 3 measurable sales (on 2024-06-03 and 2024-05-28) were followed by strong positive returns at the 90-day mark (+38.2% and +51.8%), while the 2023-12-28 sale resulted in a 14.6% decline over 90 days. The company remains unprofitable with full-year net income of $-300,609,000.00 despite quarterly revenue of $90,340,000.00 and annual growth of +24.4%, placing the stock in a growth-but-unprofitable context where insider sales at elevated prices merit scrutiny.

Chief People Strategy Officer Nicole Schaeffer Orlov sold 9,469 shares of INSM at $72.49 on 2024-08-12 ($686.4K), reducing holdings by 8.6%.

Schaeffer Orlov sold 9,469 shares at $72.49, reducing her position from 109,569 to 100,100 shares as INSM traded -4.0% from its 52-week high of $77.98. Her cross-ticker track record shows 100.00% well-timed sell rate with avg 90d return of -14.6%, but her prior INSM-specific history is mixed: the most recent prior two sells at this ticker generated strong 30-day gains (+12.0% and +35.2%), while an earlier December 2023 sell saw -13.4% at 30 days. The company is unprofitable on a full-year basis (net income $-300.6M) despite quarterly revenue of $90.3M and annual growth of +24.4%. This sale occurs in the context of strong recent stock momentum (90-day return +198.3%) and follows a consistent pattern of periodic portfolio reduction at this ticker over the past eight months.