Capitalizator.

Capitalize Yourself: Right Data. Real Growth.

Company Analysis

XM Insider Trading

XM | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at XM provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.

Transactions on Chart

Open Full Chart
Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2023-06-28 23:35 2023-06-26 Stucki Brian Officer - See Remarks SELL $18.14 12,000 $217,680 596,788 -2.0%
2023-06-21 03:08 2023-06-15 McMurray Bill Officer - Chief Revenue Officer SELL $18.05 15,000 $270,750 791,422 -1.9%
2023-06-14 23:46 2023-06-12 Stucki Brian Officer - See Remarks SELL $18.07 2,398 $43,332 608,788 -0.4%
2023-06-06 02:37 2023-06-01 McMurray Bill Officer - Chief Revenue Officer SELL $18.06 15,000 $270,930 806,422 -1.8%
2023-05-09 00:31 2023-05-04 Stucki Brian Officer - See Remarks SELL $17.88 22,000 $393,312 611,186 -3.5%
2023-05-05 20:33 2023-05-03 Brightful De'Porres Officer - See Remarks SELL $17.90 20,464 $366,214 625,038 -3.2%
2023-05-05 20:32 2023-05-03 Beckstead Chris Officer - President SELL $17.90 169,418 $3,031,820 5,007,248 -3.3%
2023-05-05 20:32 2023-05-03 Stucki Brian Officer - See Remarks SELL $17.90 20,691 $370,276 633,186 -3.2%
2023-05-05 20:32 2023-05-03 Anderson Brad R. Officer - President, Products & Services SELL $17.90 21,436 $383,608 656,143 -3.2%
2023-05-05 20:32 2023-05-03 Bachman Robert W Officer - Chief Financial Officer SELL $17.90 11,984 $214,460 755,879 -1.6%
2023-05-05 20:31 2023-05-03 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $17.90 412,099 $7,374,718 11,653,339 -3.4%
2023-05-05 20:31 2023-05-03 Serafin Zig Director, Officer - Chief Executive Officer SELL $17.90 338,836 $6,063,640 11,104,966 -3.0%
2023-02-15 05:28 2023-02-10 Serafin Zig Director, Officer - Chief Executive Officer SELL $15.97 130,628 $2,085,763 11,443,802 -1.1%
2023-02-15 05:27 2023-02-10 Brightful De'Porres Officer - See Remarks SELL $15.97 1,996 $31,871 480,384 -0.4%
2023-02-15 05:27 2023-02-10 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $15.97 140,129 $2,237,468 12,065,438 -1.1%
2023-02-15 05:26 2023-02-10 Stucki Brian Officer - See Remarks SELL $15.97 3,078 $49,147 447,479 -0.7%
2023-02-15 05:26 2023-02-10 Beckstead Chris Officer - President SELL $15.97 64,764 $1,034,100 5,176,666 -1.2%
2023-02-15 05:26 2023-02-10 Bachman Robert W Officer - Chief Financial Officer SELL $15.97 4,817 $76,914 561,465 -0.9%
2023-02-15 05:25 2023-02-10 Anderson Brad R. Officer - President, Products & Services SELL $15.97 4,148 $66,232 471,181 -0.9%
2023-02-15 03:27 2023-02-07 Beckstead Chris Officer - President SELL $16.47 245,731 $4,046,698 5,332,974 -4.4%
2023-02-15 03:27 2023-02-07 Brightful De'Porres Officer - See Remarks SELL $16.47 7,575 $124,745 485,202 -1.5%
2023-02-15 03:26 2023-02-07 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.47 495,634 $8,162,101 11,759,073 -4.0%
2023-02-15 03:25 2023-02-07 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.47 531,680 $8,755,706 12,403,639 -4.1%
2023-02-15 03:25 2023-02-07 Bachman Robert W Officer - Chief Financial Officer SELL $16.47 18,277 $300,986 573,090 -3.1%
2023-02-15 03:25 2023-02-07 Stucki Brian Officer - See Remarks SELL $16.47 11,677 $192,297 454,907 -2.5%
2023-02-15 03:25 2023-02-07 Anderson Brad R. Officer - President, Products & Services SELL $16.47 15,737 $259,157 481,191 -3.2%
2023-02-14 05:58 2023-02-09 Stucki Brian Officer - See Remarks SELL $16.21 4,350 $70,518 450,557 -1.0%
2023-02-14 05:55 2023-02-09 Brightful De'Porres Officer - See Remarks SELL $16.21 2,822 $45,747 482,380 -0.6%
2023-02-14 05:55 2023-02-09 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.21 198,072 $3,210,945 12,205,567 -1.6%
2023-02-14 05:55 2023-02-09 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.21 184,643 $2,993,248 11,574,430 -1.6%
2023-02-14 05:55 2023-02-09 Beckstead Chris Officer - President SELL $16.21 91,544 $1,484,020 5,241,430 -1.7%
2023-02-14 05:55 2023-02-09 Bachman Robert W Officer - Chief Financial Officer SELL $16.21 6,808 $110,364 566,282 -1.2%
2023-02-14 05:54 2023-02-09 Anderson Brad R. Officer - President, Products & Services SELL $16.21 5,862 $95,029 475,329 -1.2%
2023-02-14 04:53 2023-02-06 Stucki Brian Officer - See Remarks SELL $16.52 3,233 $53,411 466,584 -0.7%
2023-02-14 04:52 2023-02-06 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.52 147,191 $2,431,669 12,935,319 -1.1%
2023-02-14 04:52 2023-02-06 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.52 137,211 $2,266,794 12,254,707 -1.1%
2023-02-14 04:52 2023-02-06 Brightful De'Porres Officer - See Remarks SELL $16.52 2,097 $34,643 492,777 -0.4%
2023-02-14 04:51 2023-02-06 Beckstead Chris Officer - President SELL $16.52 68,029 $1,123,873 5,578,705 -1.2%
2023-02-14 04:51 2023-02-06 Bachman Robert W Officer - Chief Financial Officer SELL $16.52 5,060 $83,594 591,367 -0.8%
2023-02-14 04:51 2023-02-06 Anderson Brad R. Officer - President, Products & Services SELL $16.52 4,357 $71,980 496,928 -0.9%
2023-02-14 03:47 2023-02-03 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.56 105,031 $1,739,628 12,391,918 -0.8%
2023-02-14 03:47 2023-02-03 Brightful De'Porres Officer - See Remarks SELL $16.56 1,605 $26,584 494,874 -0.3%
2023-02-14 03:47 2023-02-03 Beckstead Chris Officer - President SELL $16.56 52,074 $862,502 5,646,734 -0.9%
2023-02-14 03:47 2023-02-03 Bachman Robert W Officer - Chief Financial Officer SELL $16.56 3,874 $64,165 596,427 -0.6%
2023-02-14 03:46 2023-02-03 Stucki Brian Officer - See Remarks SELL $16.56 2,474 $40,977 469,817 -0.5%
2023-02-14 03:46 2023-02-03 Anderson Brad R. Officer - President, Products & Services SELL $16.56 3,335 $55,238 501,285 -0.7%
2023-02-14 03:46 2023-02-03 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.56 112,671 $1,866,170 13,082,510 -0.9%
2023-02-10 04:39 2023-02-07 Anderson Brad R. Officer - President, Products & Services SELL $16.47 15,516 $255,517 481,520 -3.1%
2023-02-10 04:38 2023-02-07 Beckstead Chris Officer - President SELL $16.47 245,822 $4,048,197 5,332,840 -4.4%
2023-02-10 04:38 2023-02-07 Bachman Robert W Officer - Chief Financial Officer SELL $16.47 18,019 $296,737 573,476 -3.0%
SHOW ENTRIES

How to Interpret $XM Trades

Not every insider transaction in XM is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $XM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for XM

Insider activity data for XM is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $XM, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.