Yulzari Yahav

Yahav (CBO) sold 294,027 shares for $5.8M; prior 5 PGY trades all sales; 90d cross-ticker sell rate 100%

Yulzari Yahav, Chief Business Officer, executed 2 separate sales totaling 294,027 shares for $5,809,130.95 at prices ranging from $19.65 to $20.24, reducing his stake by 7.1% to 3,846,564 shares. This filing marks the latest in a concentrated pattern: all 5 prior open-market trades at PGY over the past six weeks were sales, with no intervening purchases. Across all tickers, his prior sell transactions show a 100.00% well-timed rate at the 90-day horizon, meaning his sales have consistently preceded declines; at PGY specifically, all measurable same-ticker sales (30-day outcomes) have been followed by stock appreciation of 20.0% to 43.5%, though longer-term measurement remains incomplete. The current price of $19.18 sits 3.9% below the recent sale prices, and the company, though growing revenue at 27.1% year-over-year, reported full-year net losses in its most recent fiscal year, creating an asymmetric risk profile where sustained unprofitability could reverse the stock's +65.9% 90-day gain.

Pagaya CBOYulzari Yahav sold 54,125 shares ($1.0M) in 2 separate transactions at $19.04-$19.05, near 52-week peak.

Yulzari Yahav, Chief Business Officer, executed 2 separate open-market sales totaling 54,125 shares for $1,030,686.20, reducing his holdings by 1.3% to 4,153,550 shares. The sales occurred on 2025-06-12 and 2025-06-16 at a blended average price of $19.04, materially above the current price of $18.67 and at the peak of the 52-week range ($8.54–$18.67). Notably, Yahav has a robust pattern of prior sales at Pagaya: 5 recent sales in May 2025 (2025-05-07 through 2025-05-13) showing strong post-sale price appreciation (+20.0% to +43.5% over 30 days). His cross-ticker track record shows a 100.00% well-timed sell rate across 6 prior sales, though at this specific ticker, 90-day outcome windows for prior trades remain incomplete, limiting direct comparison of timing quality at Pagaya. The timing of sales near the 52-week high against a backdrop of recent sustained selling activity warrants attention to whether this reflects a deliberate positioning stance or opportunistic execution around near-term price strength.

PGY CBO Yahav sells 355,716 shares for $5.4M after 3 recent sells at this ticker; cross-ticker track record: 100% well-timed sells.

Yulzari Yahav, Chief Business Officer of Pagaya Technologies, executed 2 separate sales totaling 355,716 shares for $5,384,344.71 over May 12–13, 2025, at a blended average price of $15.14. This reduces his holdings from 4,584,145 to 4,228,429 shares (-7.8%). Notably, Yahav has now filed 3 additional insider transactions at PGY between May 7–8, 2025 (the days immediately preceding this filing), suggesting an active and sustained selling pattern around this price level. Across his cross-ticker track record, Yahav's 4 prior sells posted an average 90-day return of -19.4% with a well-timed rate of 100%, indicating his historical sell decisions have consistently preceded subsequent declines. At this ticker specifically, his sole 90-day measurable prior transaction at PGY—a November 2024 sell—returned -19.4%, aligning with his cross-ticker pattern. The stock trades at $14.96, down 11.7% from its 52-week high and 30 days out from his May 12–13 sales; his cross-ticker track record suggests caution, though recent PGY sales outcomes remain incomplete.

Pagaya CBO Yulzari Yahav sold 165,741 shares for $2,026,877.41 (avg $12.23) on 2025-05-07 to -05-08.

Yulzari Yahav executed three separate sales totaling 165,741 shares for $2,026,877.41, reducing his stake by 3.5% to 4,584,145 shares. The sales occurred at $12.26 on 2025-05-07 and at $12.20 on both transactions on 2025-05-08 (blended average $12.23), occurring during a period when the stock has risen 43.8% over the prior 30 days and is currently trading at $14.58. Notably, his prior sale at PGY on 2024-11-11 was well-timed, with the stock declining 36.8% in the ensuing 30 days and 19.4% over 90 days, consistent with a pattern where 2 of his 3 prior trades at this ticker were well-timed at the 90-day mark. However, the current sale occurred against an elevated backdrop: the stock trades 14.0% below its 52-week high of $16.95, while company fundamentals show recent quarterly revenue of $290.0M (27.1% annual growth) alongside net income of $7.9M, though the company remains unprofitable on a full-year basis. The timing of this disposal relative to the longer-term valuation context warrants monitoring.

PGY CBP Yahav sells 150,000 shares ($2.3M) at $15.50; stock now -44.4% from 52-week high at $10.88

Yulzari Yahav, Chief Business Officer of Pagaya Technologies, sold 150,000 shares (150.0K shares) on 2024-11-11 at $15.50, reducing holdings by 48.1% to 161,637 shares (161.6K shares). The stock has since fallen to $10.88, putting it -44.4% from its 52-week high of $19.56, suggesting the sale preceded a material decline. However, his same-ticker track record shows mixed outcomes: a prior buy on 2024-04-03 returned +32.8% at the 90-day mark, while the company remains unprofitable with a net loss of $67,476,000.00 ($-67.5M) against quarterly revenue of $257,234,000.00 ($257.2M). Without flags indicating a scheduled trading plan, the sale's timing relative to subsequent price weakness—and the company's continued losses—warrants consideration of what economic conditions the insider may be reacting to, though the narrative alone does not establish causation.

PGY Chief Business Officer buys 23.6K shares at $10.52; stock down 49.4% from 52-week high, company unprofitable with $-74.8M net loss.

Yulzari Yahav, Chief Business Officer of Pagaya Technologies, purchased 23,600 shares at $10.52 on 2024-09-30, increasing his holdings to 311,637 shares. This transaction occurs in a deteriorated context: the stock trades at $9.90 (current price), down 49.4% from its 52-week high of $19.56, and has declined 17.6% over the prior 30 days and 24.1% over the prior 90 days. Pageaya's latest quarterly revenue stands at $250.3M with annual revenue growth of 8.4%, but the company reported a net loss of $-74.8M in its most recent full fiscal year and remains unprofitable. Notably, Yahav's prior purchase at PGY on 2024-04-03 delivered a 90-day return of 32.8%, and his cross-ticker buy history shows a 100.00% 90-day win rate (1 of 1 prior buys well-timed), though this single-trade cross-ticker track record provides limited predictive power for this specific purchase in a significantly weaker stock environment.