On March 11, 2026, Fastly CEO Charles Lacey “Kip” Compton III reported the sale of 49,350 shares of Common Stock in an open-market transaction, according to a SEC Form 4 filing.
|
Metric |
Value |
|---|---|
|
Shares sold (direct) |
49,350 |
|
Transaction value |
$1.2 million |
|
Post-transaction shares (direct) |
1,163,428 |
|
Post-transaction value (direct ownership) |
$28.0 million |
Transaction value based on SEC Form 4 reported price ($25.00); post-transaction value based on March 11, 2026 market close price ($24.05).
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How does this sale compare to Kip Compton’s historical trading activity?
The 49,350-share sale is larger than the median sell transaction (13,682 shares) across 13 prior sales, and exceeds the recent median of 14,870.5 shares from Nov. 26, 2025 through March 11, 2026. -
What proportion of Compton’s direct holdings was impacted, and how does this relate to previous trades?
The sale accounted for 4.07% of Compton’s direct holdings, above the historical median percentage of 0.99% per sell trade, reflecting a meaningful liquidity event but not a full position reduction. -
Did indirect holdings or derivative securities play a role in this transaction?
The filing indicates no shares were sold from indirect accounts or derivative securities; all activity involved direct Common Stock holdings only. -
What is the context of this trade in relation to Fastly’s recent stock performance?
The transaction was executed following a one-year total return of 265.5% as of March 11, 2026, with shares priced at $25.00 for the sale and closing at $24.05 on the same day.
|
Metric |
Value |
|---|---|
|
Revenue (TTM) |
$624.08 million |
|
Net income (TTM) |
($121.68 million) |
|
Employees |
1,100 |
|
1-year price change |
265.5% |
* 1-year price change calculated as of March 11, 2026.
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Fastly offers an edge cloud platform including Compute@Edge, edge security solutions, streaming services, and developer tools, generating revenue primarily from usage-based and subscription fees.
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It operates a consumption-driven model, monetizing high-performance web and application delivery, security, and optimization services for digital experiences at the internet edge.
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The company serves digital publishing, media and entertainment, technology, online retail, travel, hospitality, and financial services sectors globally.
Fastly is a technology company specializing in edge cloud infrastructure, enabling rapid, secure, and programmable content delivery and application performance. The company leverages its scalable platform to address the needs of enterprises requiring high-speed and secure digital experiences.
