Schultz Erica

Confluent President Field Operations sells 63.7K shares ($1.9M) at $28.95–$29.85; holds 502.4K post-transaction.

Erica Schultz executed 2 separate sales totaling 63,729 shares for $1,878,099.75 on 2025-03-04, reducing her stake by 11.3%. The blended average transaction price of $29.47 sits 2.9% above the current price of $28.65 and 21.7% below the 52-week high of $37.65. Her cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 72.73%, suggesting historical skill in sale timing; however, her 5 prior trades at Confluent remain too recent to measure outcomes. The company reported negative net income of $-74,144,000 over its latest full fiscal year despite 24.0% annual revenue growth, indicating ongoing unprofitability that may contextualize the timing of this divestiture.

CFLT President of Field Operations sold 240,459 shares for $7,447,333.33 across 3 transactions in late Feb; holds 502,424 shares post-sale.

Erica Schultz, President of Field Operations at Confluent, executed 3 separate sales totaling 240,459 shares for $7,447,333.33 at a blended average price of $30.97 during February 21–25, 2025. This represents a -32.4% reduction in her pre-transaction holdings of 742,883 shares, leaving her with 502,424 shares. The current stock price of $30.44 sits 19.2% below the 52-week high of $37.65 and well below her transaction prices; however, timing cannot be assessed under standard forward-looking characterization rules given the recent filing date. Confluent remains unprofitable (net income of $-74,144,000.00 in the latest quarter) despite solid 24.0% annual revenue growth, and she retains a substantial remaining stake in the company, indicating continued exposure rather than a full exit position. The sale's significance is moderate given the large absolute dollar value, material percentage reduction in holdings, and the unprofitable state of the underlying business.

CFLT President Schultz sells 213,729 shares for $7,587,494.30 in 4 transactions; holds 678,016 post-sale.

Erica Schultz, President of Field Operations, executed 4 separate sales totaling 213,729 shares for $7,587,494.30 over two trading days, reducing her stake by 24.0% from 891,745 to 678,016 shares. The blended average price of $35.50 sits near the stock's recent trading range and 7.2% below the 52-week high of $37.65, suggesting the sales occurred as the stock benefited from a +30.9% thirty-day rally. Her prior CFLT sells in December 2024 and November 2024 have consistently posted negative 30-day returns (ranging from -4.9% to -10.9%), establishing a pattern of sales followed by short-term declines at this ticker. Against this backdrop, the company remains unprofitable (net income of $-74,144,000.00 for the latest full fiscal year) despite solid 24.0% annual revenue growth to $250,199,000.00, creating a fundamental tension between expansion and losses. Given the derivative-conversion flag on this filing, the shares sold represent a specific batch conversion rather than a full-exit signal, and the post-transaction holding of 678,016 shares indicates substantial retained position.

Schultz (President, Field Operations) sold 63.7K shares at $31.68 avg for $2.0M on 2024-12-10; retains 678.0K shares post-transaction.

Erica Schultz executed 2 separate sales totaling 63,729 shares for $2,019,223.10, reducing her stake by 8.6% while maintaining substantial holdings of 678,016 shares. The sales occurred near the 52-week high ($34.53), with the blended average price of $31.68 positioned well above the current price of $31.32 and significantly above the 52-week low of $18.67. This transaction follows a series of five prior sales at CFLT since 2024-11-20, signaling sustained disposal activity over a compressed timeframe. The company remains unprofitable (net loss of $74.1M in the latest quarter) despite strong annual revenue growth of 32.6%, creating tension between growth momentum (30-day price up 13.1%, 90-day up 55.7%) and fundamental profitability concerns. The derivative-conversion flag indicates this sale involves converted derivative securities, meaning the post-transaction share count of 678,016 represents only the Form 4 Table I position; the insider's full derivative holdings are not yet populated in the database and should be reviewed separately.

Confluent President of Field Operations sold 63,729 shares for $1,989,297.09 on 2024-12-03; holds 678,016 post-sale.

Erica Schultz, President of Field Operations, executed 2 separate sales on 2024-12-03 totaling 63,729 shares (63.7K shares) for $1,989,297.09 ($2.0M) at a blended average price of $31.21. This represents an 8.6% reduction from her pre-transaction holdings of 741,745 shares (741.7K shares). The timing is noteworthy: the stock was trading at $31.21–$31.56 when the insider sold, but has since rallied to $33.29 (current price), and the 30-day change shows +26.0% gains—a period that includes this sale date. Additionally, her recent trading pattern shows 4 other sales at Confluent within the prior 7 days (2024-11-18 through 2024-11-26), though outcomes are not yet measurable. Across her broader cross-ticker history, her prior sells have shown a 90-day well-timed rate of 75.00%, but her same-ticker history at CFLT shows a mixed result: the June 2024 sale was followed by a –23.9% 90-day decline (well-timed), yet the stock has now rebounded sharply. The company remains unprofitable with net income of $-74,144,000.00 in the latest quarter, though annual revenue growth stands at +32.6%. The derivative-conversion flag indicates this is a conversion of derivative securities, not a full-position exit; her actual holdings outside Table I remain undisclosed in the current database.

CFLT: President of Field Operations Schultz sells 63.7K shares at $31.60; latest prior CFLT trades (Nov 18–21) show well-timed 90d pattern

Erica Schultz, President of Field Operations, sold 63,729 shares at $31.60 on 2024-11-26, reducing her holdings by 8.6% to 678,016 shares post-transaction. This sale is part of a rapid sequence of three prior CFLT sales within 5 days (2024-11-18, -20, -21), suggesting active portfolio management. Schultz's prior trades at CFLT show a well-timed pattern: her two measurable prior CFLT sales (June 06 and May 29, 2024) both yielded negative 90-day returns (-23.9% and -30.9% respectively), indicating she sold before subsequent stock declines. Her broader cross-ticker record further supports disciplined timing, with a 70.59% 90-day well-timed rate across 20 prior sales. Stock price has risen 35.3% in 30 days and 46.3% in 90 days from the transaction, but is currently -11.5% below its 52-week high, reflecting recent volatility. The company remains unprofitable (net income of $-74.1M on $250.2M revenue) despite strong 32.6% annual revenue growth, a structural tension that may inform the executive's near-term outlook.

Schultz (President, Field Operations) sold 84,467 CFLT shares for $2,547,253.41 in 2 transactions; holds 678,016 shares post-sale.

Erica Schultz executed 2 separate sales totaling 84,467 shares for $2,547,253.41 at blended average price of $30.16 on November 20–21, 2024, reducing her holdings by 11.1%. At current price of $31.52, the stock has gained 48.1% over 30 days and 47.6% over 90 days, placing it near its 52-week high (8.7% below). Her prior trade at CFLT on November 18 also was a sale; across her 5 prior CFLT trades, all 4 measurable 90-day outcomes showed negative returns (well-timed exits before declines). However, Confluent remains unprofitable with net income of $-74,144,000.00 in the most recent quarter, despite 32.6% annual revenue growth, introducing fundamental uncertainty. The recent strong price appreciation and her continued sales pattern at this ticker warrant investor attention to execute quality and near-term positioning signals.

Schultz (President, Field Ops) sells 63.7K CFLT shares at $27.40; stock up 28.9% in 30d, 34.3% in 90d.

Erica Schultz sold 63,729 shares of Confluent at $27.40 on 2024-11-18, reducing her holdings by 8.5% to 687,483 shares post-transaction. CFLT has rallied sharply: +28.9% in the 30 days following the transaction and +34.3% over 90 days, placing the current price of $28.57 well above the sale price. At CFLT specifically, Schultz's four prior measurable sales were all well-timed at the 90-day mark (mean 90d return: -30.7%), suggesting a pattern of selling ahead of declines at this ticker. However, the current price trajectory contradicts that pattern. The company remains unprofitable (net income $-74.1M in the latest quarter) despite strong annual revenue growth of +32.6%, leaving the fundamental backdrop mixed; the recent stock strength may reflect market optimism or sector momentum that has thus far vindicated neither the sale timing nor prior patterns at this specific holding.