Circle CFO sells 45K shares after option exercise
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Circle Internet Group, Inc. (CRCL) reports that Chief Financial Officer Jeremy Fox-Geen exercised options for 45,000 shares of Class A common stock at an exercise price of $10.11 per share and acquired the underlying shares, then sold 45,000 shares at a weighted average price of $90.00 per share pursuant to a Rule 10b5-1 trading plan. Following these transactions, he holds 1,100,606 options, 39,564 shares of Class A common stock outright, and 284,273 shares issuable upon vesting of restricted stock units.
Insider Trade Summary 10b5-1
Exercise and Sale: 45,000 shares ($3.60M approx. pre-tax spread)
Exercise and Sale
3 txns
Insider
Fox-Geen Jeremy
Role
Chief Financial Officer
Sold
45,000 shs ($4.05M)
Approx. gross sale proceeds
$4.05M
Approx. exercise cost
$455K
Approx. pre-tax spread
$3.60M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option (Right to Buy) F4 | 45,000 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 45,000 | $10.11 | $455K |
| Sale | Class A Common Stock F1, F2, F3 | 45,000 | $90.00 | $4.05M |
Holdings After Transaction:
Stock Option (Right to Buy) — 1,100,606 contracts (Direct);
Class A Common Stock — 323,837 shares (Direct)
Footnotes (4)
- F1. The reported sale was made pursuant to a 10b5-1 trading plan.
- F2. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.02, inclusive. The weighted average sale price was $90.00. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.
- F3. Represents 39,564 shares of Class A common stock held outright by the reporting person and 284,273 shares of Class A common stock issuable upon the vesting of restricted stock units.
- F4. 1/4 of the shares of Class A Common stock subject to the option award vested upon the one-year anniversary following the vesting commencement date and the remaining portion vest in 36 successive equal monthly installments thereafter, in each case, subject to the Reporting Person's continued service relationship with Circle Internet Group, Inc. through each applicable vesting date.
Key Figures
Options exercised: 45,000 shares
Option exercise price: $10.11 per share
Shares sold: 45,000 shares
+5 more
8 metrics
Options exercised
45,000 shares
Stock options converted into Class A Common Stock on August 21, 2026
Option exercise price
$10.11 per share
Exercise price for the Stock Option (Right to Buy) exercised
Shares sold
45,000 shares
Class A Common Stock sold on August 21, 2026
Weighted average sale price
$90.00 per share
Shares sold in multiple transactions at $90.00–$90.02
Options held after transaction
1,100,606 options
Total stock options following the reported exercise
Shares held outright
39,564 shares
Class A common stock held directly by the reporting person
RSUs outstanding
284,273 shares
Class A common stock issuable upon vesting of restricted stock units
Option expiration date
May 19, 2031
Expiration date of the exercised Stock Option grant
Key Terms
Rule 10b5-1 trading plan, restricted stock units, weighted average sale price, vesting commencement date
4 terms
Rule 10b5-1 trading plan regulatory
"The reported sale was made pursuant to a 10b5-1 trading plan."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
restricted stock units financial
"shares of Class A common stock issuable upon the vesting of restricted stock units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
weighted average sale price financial
"sold in multiple transactions at prices ranging from $90.00 to $90.02, inclusive. The weighted average sale price was $90.00."
vesting commencement date financial
"anniversary following the vesting commencement date and the remaining portion vest in 36 successive"
The vesting commencement date is the starting point when an employee begins earning ownership rights to their promised benefits, such as stock options or retirement contributions. Think of it like the day a savings account is opened—only after this date do the benefits start to grow and become fully available over time. It matters to investors because it marks when the clock begins ticking toward full ownership, affecting the timing and value of these benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did CRCL’s CFO Jeremy Fox-Geen report on this Form 4?
Jeremy Fox-Geen exercised options for 45,000 shares of Class A common stock at $10.11 per share and sold 45,000 shares at a weighted average price of $90.00 per share, all dated August 21, 2026.
Was the CRCL Form 4 sale by the CFO under a Rule 10b5-1 plan?
Yes. The filing states the reported sale was made pursuant to a 10b5-1 trading plan, and the document-level Rule 10b5-1 checkbox is affirmed, indicating the trades followed a pre-established trading arrangement.
How many CRCL options does the CFO hold after these transactions?
After exercising 45,000 options, the CFO holds 1,100,606 stock options, with an original option exercise price of $10.11 per share and an option expiration date of May 19, 2031 on the exercised grant.
What CRCL equity holdings does the CFO retain in stock and RSUs?
The Form 4 notes the CFO holds 39,564 shares of Class A common stock outright and 284,273 shares of Class A common stock issuable upon the vesting of restricted stock units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
