Form 4: CoreWeave CDO Sells Shares via 10b5-1 Plan

CoreWeave's Chief Development Officer, Brannin McBee, executed pre-planned sales of Class A Common Stock totaling 33,315 shares from two GRATs on February 17, 2026, following conversions from Class B shares.

Summary

• Brannin McBee, Chief Development Officer of CoreWeave, Inc., reported transactions involving the company's Class A Common Stock.
• All transactions occurred on February 17, 2026, and were executed pursuant to a Rule 10b5-1 trading plan adopted on September 2, 2025.
• A total of 25,000 shares of Class B Common Stock held indirectly by the Canis Major 2025 GRAT were converted into Class A Common Stock and subsequently sold.
• An additional 8,315 shares of Class B Common Stock held indirectly by the Canis Minor 2025 GRAT were converted into Class A Common Stock and subsequently sold.
• The sales from the Canis Major 2025 GRAT occurred at weighted average prices ranging from $89.8367 to $95.38 per share.
• The sales from the Canis Minor 2025 GRAT occurred at weighted average prices ranging from $89.8363 to $95.38 per share.
• Following these transactions, the Canis Major 2025 GRAT and Canis Minor 2025 GRAT each beneficially own 0 shares of Class A Common Stock from these specific converted lots.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as the sales were pre-planned under a 10b5-1 plan, indicating a structured approach to liquidity rather than a reaction to immediate company news or a change in fundamental outlook.

Future Outlook

This Form 4 filing reports historical insider transactions and does not contain any forward-looking statements or guidance regarding CoreWeave's future performance or outlook.

Industry Context

StockSavvy.ai notes that insider sales, even when pre-planned under a Rule 10b5-1 plan, are routinely monitored by investors for potential signals regarding management's view on future stock performance. While 10b5-1 plans are designed to allow insiders to sell shares without being accused of trading on material non-public information, the volume and frequency of such sales can still influence market sentiment, particularly in the technology sector where growth expectations are high.

Related Party Transactions

• The reported securities are directly held by the Canis Major 2025 GRAT, of which the reporting person, Brannin McBee, is the sole trustee and beneficiary.
• The reported securities are directly held by the Canis Minor 2025 GRAT, of which the reporting person's spouse is the sole beneficiary and trustee.

Stakeholder Impact

• Shareholders: May observe insider selling, which, despite being pre-planned, could lead to questions about management's long-term confidence, though the 10b5-1 plan mitigates immediate negative interpretations.

Key Dates

Recommendation

The filing details pre-scheduled insider sales under a 10b5-1 plan, which are typically for personal financial planning and do not necessarily reflect a change in management's outlook on the company's fundamentals. Therefore, it does not provide a strong signal for a buy or sell recommendation, suggesting a 'hold' position for existing investors.

Keywords

CoreWeave, CRWV, Form 4, Insider Trading, Stock Sale, 10b5-1 Plan, Brannin McBee, Chief Development Officer, GRAT