Confluent, Inc. SEC Filings

Confluent, Inc.’s Chief Revenue Officer, Ryan Mac Ban Norris, reported open-market sales of Class A common stock under a pre-arranged 10b5-1 trading plan dated August 22, 2025. He sold 1,655 shares at $30.54 on February 13, 2026 and 2,113 shares at $30.61 on February 18, 2026, totaling 3,768 shares.

After these transactions, he directly owned 390,163 shares of Confluent Class A common stock. This amount includes 1,398 shares acquired through the company’s employee stock purchase plan on February 13, 2026, indicating he retains a substantial equity position following the scheduled sales.

Confluent, Inc. director Michelangelo Volpi reported that the Volpi-Cupal Family Trust, with which he is associated as trustee, sold 25,000 shares of Class A common stock in an open‑market transaction. The shares were sold at an average price of about $30.59 per share under a Rule 10b5-1 trading plan dated June 13, 2025.

According to the disclosure, the sale prices ranged from $30.535 to $30.63 per share. After this transaction, the trust held 155,512 shares of Class A common stock, and Volpi also reported 235,041 shares held directly. The filing notes that he disclaims beneficial ownership of the trust’s shares except to the extent of any pecuniary interest.

Confluent, Inc. director Neha Narkhede reported a combination of option exercises, share conversions, and an open-market sale. She exercised stock options for 80,000 shares, which led to the conversion of 80,000 shares of Class B Common Stock into 80,000 shares of Class A Common Stock. She then sold 80,000 Class A shares at a price of $30.59 per share pursuant to a pre-established Rule 10b5-1 trading plan adopted on June 10, 2025. After these transactions, she held 28,549 shares of Class A Common Stock directly and 1,787 shares of Class A Common Stock indirectly through a trust, while retaining a substantial Class B stake and remaining option holdings.

Confluent, Inc. director Eric Vishria, through entities he controls, reported an open-market sale of 61,905 shares of Class A common stock on February 13, 2026 at an average price of $30.57 per share under a pre-arranged 10b5-1 trading plan. After this indirect sale, entities he controls held 663,637 shares, and he also reported 20,861 shares held directly.

CFLT-related Form 144: Proposed and recent insider sales reported by a broker and an individual. The filing lists two planned sales of common stock associated with an Employee Stock Purchase Plan on 02/13/2026 (1,398 shares) and 08/15/2025 (715 shares). It also lists multiple sales by Ryan Mac Ban during the preceding three months: 12/23/2025 3,053 shares for $91,470.93; 12/22/2025 1,218 shares for $36,487.75; 12/08/2025 44,114 shares for $1,313,273.78; and two trades on 11/20/2025 of 10,145 shares for $228,316.27 and 4,917 shares for $110,658.56.

Confluent, Inc. (CFLT) received an amended Schedule 13G filing from Point72 entities and Steven A. Cohen reporting beneficial ownership of 183,700 shares of Class A common stock, or 0.1% of the class, as of December 31, 2025.

The reported position represents shares issuable upon exercise of call options held by an investment fund managed by Point72 Asset Management, with voting and investment power shared among Point72 Asset Management, Point72 Capital Advisors, Inc., and Cohen. The filers state they directly own no Confluent Class A shares and disclaim being beneficial owners for certain legal purposes.

They also certify the securities were not acquired, and are not held, to change or influence control of Confluent, indicating a passive investment-style filing rather than an activist position.

A holder of CFLT common stock has filed a Rule 144 notice to sell 60,000 shares through Morgan Stanley Smith Barney LLC on or around February 13, 2026 on the NASDAQ market. The filing lists an aggregate market value of 1831200.00 for this block and notes that 308,661,566 shares of this class were outstanding.

The 60,000 shares were acquired on September 16, 2014 via an in-kind distribution post‑IPO from the issuer, with no separate cash payment. The filing also details recent Rule 10b5‑1 plan sales by related trusts, including blocks of 15,000 shares for proceeds of about 450000.00 and 447600.00.

Confluent insider plans a sizable stock sale under Rule 144. A holder of Confluent common stock filed notice to sell 640,000 shares through Morgan Stanley Smith Barney, with an aggregate market value of $19,532,800.00. These shares are part of the company’s common stock listed on NASDAQ, with 308,661,566 shares outstanding.

The shares to be sold were acquired as founder shares from the issuer on 09/01/2014. The filing also lists recent Rule 10b5-1 plan sales of Confluent common stock over the past three months by related parties, showing multiple transactions with individual gross proceeds ranging from about $664,590.00 to $10,000,990.00.

Confluent insider plans to sell common stock under Rule 144. A holder filed to sell 80,000 shares of Confluent common stock through Morgan Stanley Smith Barney, with an aggregate market value of $2,441,600.00. Confluent had 308,661,566 shares outstanding as of this notice.

The shares to be sold were acquired by exercising stock options on 02/13/2026, paid in cash on the same date. The notice also lists multiple recent Rule 10b5-1 plan sales of Confluent common stock over the prior three months by related holders, showing ongoing, pre-arranged selling activity.