Form 4: SentinelOne CEO Sells Shares Under 10b5-1 Plan

SentinelOne's President and CEO, Tomer Weingarten, executed pre-planned sales of Class A common stock in early January 2026, converting Class B shares and selling them at weighted average prices around $15.

Summary

• Tomer Weingarten, President, CEO, and Director of SentinelOne, Inc., engaged in transactions involving the company's Class A and Class B common stock.
• These transactions occurred on January 2, 2026, and January 6, 2026, and were executed under a Rule 10b5-1 trading plan adopted on June 3, 2025.
• On January 2, 2026, 6,346 shares of Class B common stock were converted to Class A common stock, and subsequently, 6,346 shares of Class A common stock were sold at a weighted average price of $15.0398 per share, with prices ranging from $15.005 to $15.10.
• On January 6, 2026, an additional 51,595 shares of Class B common stock were converted to Class A common stock, followed by the sale of 51,595 shares of Class A common stock at a weighted average price of $15.1201 per share, with prices ranging from $15.005 to $15.195.
• Following these transactions, Weingarten directly beneficially owns 1,145,608 shares of Class A common stock and 3,884,681 shares of Class B common stock.
• An additional 423,629 shares of Class A common stock are indirectly held by an irrevocable trust, for which the reporting person disclaims beneficial ownership except to the extent of his pecuniary interest.

Sentiment

Score: 5

Explanation: Neutral. The filing reports routine, pre-planned insider transactions under a 10b5-1 plan, which are neither inherently positive nor negative for the company's operational outlook. It's a disclosure of personal financial management.

Positives

• The sales were conducted under a pre-arranged Rule 10b5-1 trading plan, indicating a structured approach to personal asset management rather than an immediate reaction to company news.

Negatives

• Insider selling, even if pre-planned, can sometimes be perceived negatively by the market, as it reduces the insider's direct equity stake.

Risks

• Certain shares held by the reporting person are subject to forfeiture to the Issuer if underlying vesting conditions are not met.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction, focusing solely on insider trading activities.

Management Comments

• The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the reported ranges upon request.
• The reporting person disclaims beneficial ownership of shares held by an irrevocable trust except to the extent of his pecuniary interest therein, if any.

Industry Context

This Form 4 filing is a routine disclosure of insider trading activity and does not provide specific insights into broader industry trends or the competitive landscape within the cybersecurity sector. It reflects an individual executive's pre-planned stock transactions.

Comparison to Industry Standards

• This filing is a standard regulatory disclosure of insider trading and does not contain information that allows for a direct comparison of company results or projects against global benchmarks or specific comparable companies. The reported stock prices reflect market conditions at the time of sale, which can be compared to peer company stock performance in the cybersecurity industry (e.g., CrowdStrike, Zscaler, Palo Alto Networks) for general market context, but the filing itself does not offer such a comparison.

Stakeholder Impact

• Shareholders: May observe a slight increase in the public float of Class A shares and a reduction in the CEO's direct ownership, though the overall impact is likely minimal given the pre-planned nature.
• Employees, Customers, Suppliers, Creditors: No direct impact from these insider transactions.

Next Steps

• The filing does not explicitly mention future actions or milestones for the company. The reporting person has an ongoing Rule 10b5-1 plan, which may lead to further transactions in the future.

Key Dates

Recommendation

The filing details routine, pre-planned insider stock sales by the CEO under a Rule 10b5-1 plan. These transactions are part of an executive's personal financial management and do not typically signal a change in the company's fundamental outlook or operational performance. As such, the filing itself provides no new information to warrant a change in investment recommendation based on company fundamentals. An investor would need to consider broader market conditions, company performance, and industry trends to make an informed decision.

Keywords

SentinelOne, S, Tomer Weingarten, Insider Trading, Form 4, Stock Sale, 10b5-1 Plan, Class A Common Stock, Class B Common Stock, Cybersecurity