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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

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2023-02-10 04:38 2023-02-07 Brightful De'Porres Officer - See Remarks SELL $16.47 7,577 $124,778 485,198 -1.5%
2023-02-10 04:37 2023-02-07 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.47 495,818 $8,165,131 11,758,799 -4.0%
2023-02-10 04:37 2023-02-07 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.47 531,878 $8,758,967 12,403,345 -4.1%
2023-02-10 04:37 2023-02-07 Stucki Brian Officer - See Remarks SELL $16.47 11,681 $192,363 454,900 -2.5%
2023-02-09 02:34 2023-02-06 Anderson Brad R. Officer - President, Products & Services SELL $16.52 4,296 $70,972 497,036 -0.9%
2023-02-09 02:33 2023-02-06 Bachman Robert W Officer - Chief Financial Officer SELL $16.52 4,988 $82,404 591,495 -0.8%
2023-02-09 02:33 2023-02-06 Beckstead Chris Officer - President SELL $16.52 68,053 $1,124,270 5,578,662 -1.2%
2023-02-09 02:33 2023-02-06 Brightful De'Porres Officer - See Remarks SELL $16.52 2,098 $34,660 492,775 -0.4%
2023-02-09 02:33 2023-02-06 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.52 137,262 $2,267,637 12,254,617 -1.1%
2023-02-09 02:32 2023-02-06 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.52 147,245 $2,432,561 12,935,223 -1.1%
2023-02-09 02:31 2023-02-06 Stucki Brian Officer - See Remarks SELL $16.52 3,234 $53,427 466,581 -0.7%
2023-02-08 05:25 2023-02-03 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $16.56 112,713 $1,866,865 13,082,468 -0.9%
2023-02-08 05:25 2023-02-03 Serafin Zig Director, Officer - Chief Executive Officer SELL $16.56 105,070 $1,740,274 12,391,879 -0.8%
2023-02-08 05:25 2023-02-03 Stucki Brian Officer - See Remarks SELL $16.56 2,476 $41,010 469,815 -0.5%
2023-02-08 05:24 2023-02-03 Brightful De'Porres Officer - See Remarks SELL $16.56 1,606 $26,600 494,873 -0.3%
2023-02-08 05:24 2023-02-03 Beckstead Chris Officer - President SELL $16.56 52,093 $862,816 5,646,715 -0.9%
2023-02-08 05:24 2023-02-03 Bachman Robert W Officer - Chief Financial Officer SELL $16.56 3,818 $63,238 596,483 -0.6%
2023-02-08 05:24 2023-02-03 Anderson Brad R. Officer - President, Products & Services SELL $16.56 3,288 $54,459 501,332 -0.7%
2023-02-03 03:40 2023-01-31 Anderson Brad R. Officer - President, Products & Services SELL $16.49 10 $165 443,902 0.0%
2023-02-03 03:40 2023-01-31 Stucki Brian Officer - See Remarks SELL $16.49 10 $165 428,203 0.0%
2023-02-03 03:39 2023-01-31 Bachman Robert W Officer - Chief Financial Officer SELL $15.70 16,700 $262,190 539,583 -3.0%
2022-03-15 01:30 2022-03-10 SLTA VI (GP), L.L.C. Director, 10% owner BUY $28.26 172,572 $4,876,764 182,731 +1,698.7%
2022-03-10 03:51 2022-03-07 SLTA VI (GP), L.L.C. Director, 10% owner BUY $26.89 254,439 $6,840,822 169,960 +100.0%
2022-02-26 03:34 2022-02-23 SLTA VI (GP), L.L.C. Director, 10% owner BUY $28.31 249,927 $7,074,284 151,132 +100.0%
2022-02-23 14:05 2022-02-18 SLTA VI (GP), L.L.C. Director, 10% owner BUY $28.28 139,663 $3,949,698 132,638 +100.0%
2022-02-08 03:49 2022-02-03 SLTA VI (GP), L.L.C. Director, 10% owner BUY $28.69 204,268 $5,860,122 122,303 +100.0%
2022-02-03 03:59 2022-01-31 SLTA VI (GP), L.L.C. Director, 10% owner BUY $28.72 228,473 $6,562,499 107,187 +100.0%
2021-12-09 04:00 2021-12-06 SLTA VI (GP), L.L.C. Director, 10% owner BUY $32.76 161,593 $5,294,191 90,280 +100.0%
2021-12-04 05:00 2021-12-01 SLTA VI (GP), L.L.C. Director, 10% owner BUY $32.25 840,830 $27,112,732 78,322 +100.0%
2021-11-19 02:57 2021-11-17 Bachman Robert W Officer - Chief Financial Officer BUY $36.75 10,000 $367,467 517,301 +2.0%
2021-11-04 02:39 2021-11-01 Thimsen John Officer - Chief Technology Officer SELL $46.57 1,814 $84,478 1,140,491 -0.2%
2021-10-06 03:42 2021-10-01 Thimsen John Officer - Chief Technology Officer SELL $43.89 1,814 $79,609 1,156,486 -0.2%
2021-10-06 03:41 2021-06-01 Beckstead Chris Officer - President SELL $33.73 4,077 $137,517 6,131,125 -0.1%
2021-09-03 00:18 2021-09-01 Thimsen John Officer - Chief Technology Officer SELL $45.80 1,814 $83,075 1,172,481 -0.2%
2021-08-03 18:45 2021-08-02 Thimsen John Officer - Chief Technology Officer SELL $40.85 1,814 $74,102 1,175,116 -0.2%
2021-07-23 22:01 2021-07-21 Thimsen John Officer - Chief Technology Officer SELL $40.00 5,718 $228,720 1,176,930 -0.5%
2021-05-18 04:17 2021-05-13 Silver Lake Group, L.L.C. Director, 10% owner BUY $31.01 217,590 $6,748,206 16,101 +100.0%
2021-05-08 02:18 2021-05-05 Beckstead Chris Officer - President SELL $35.48 17,233 $611,391 6,142,532 -0.3%
2021-05-08 00:38 2021-05-05 Thimsen John Officer - Chief Technology Officer SELL $35.48 24,993 $886,699 1,182,648 -2.1%
2021-05-08 00:27 2021-05-05 Smith Ryan S Director, Officer - Founder and Executive Chair SELL $35.48 176,385 $6,257,769 13,607,407 -1.3%
2021-05-08 00:19 2021-05-05 Bachman Robert W Officer - Chief Financial Officer SELL $35.48 5,885 $208,788 514,895 -1.1%
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.