Insider Trading February 10, 2026

Better Home & Finance COO Disposes of Class A Stock Amid Mixed Price Moves; Company Posts Production Gains

Chad M. Smith sold shares and exercised options as BETR reports higher production run rate and draws analyst attention

By Derek Hwang BETR
Better Home & Finance COO Disposes of Class A Stock Amid Mixed Price Moves; Company Posts Production Gains
BETR

Chad M. Smith, president and chief operating officer of Better Mortgage at Better Home & Finance Holding Co (NASDAQ:BETR), reported multiple insider transactions in early February 2026 including a sale of Class A shares and the exercise and conversion of equity awards. The activity comes as BETR’s stock has shown wide swings, while the company reported meaningful production gains tied to its Tinman AI platform and received a fresh analyst coverage with an Overweight rating and a $40 price target.

Key Points

  • Chad M. Smith, President and COO of Better Mortgage at Better Home & Finance (NASDAQ:BETR), sold 2,056 Class A shares on Feb. 10, 2026, at $27.98, totaling $57526, and on Feb. 6, 2026 exercised options on 5,000 shares at $0 and disposed of 2,944 shares at $26.68 for $78,545.
  • BETR reported a jump in NEO Home Loans’ annual production run rate from $1.5 billion to $2.6 billion in 2025, an increase of over $1.1 billion, attributed by the company to its Tinman AI Platform improving efficiency and lowering costs.
  • Market indicators are mixed: the stock is up 104% over six months but down 12% year-to-date; InvestingPro cites a WEAK financial health score and analysts have set a $40 price target, with Cantor Fitzgerald initiating coverage at Overweight.

Transaction details

Chad M. Smith, President and Chief Operating Officer of Better Mortgage at Better Home & Finance Holding Co (NASDAQ:BETR), disclosed several equity transactions in early February 2026. On February 10, 2026, Smith sold 2,056 shares of Class A Common Stock at a price of $27.98, for a total value of $57526.

Earlier, on February 6, 2026, Smith exercised options on 5,000 shares of Class A Common Stock at $0. The filing further indicates that 5,000 Restricted Stock Units (Class A) were converted, with each unit representing a right to receive one share of the company’s Class A Common Stock. In the same round of February 6 activity, 2,944 shares were disposed of at $26.68, producing a total value of $78,545.


Market context and trading performance

These insider transactions arrive against a backdrop of volatile trading for BETR. The company’s shares have risen 104% over the past six months, while the stock is down 12% year-to-date. InvestingPro data cited in the filing shows Better Home & Finance carries a WEAK financial health score, and analysts have assigned a $40 price target.


Operational developments cited by the company

Separately, Better Home & Finance has reported material efficiency improvements within its mortgage lending operations. Through its NEO Home Loans division, the company said it increased its annual production run rate from $1.5 billion to $2.6 billion in 2025, an increase the company described as adding over $1.1 billion in production.

The filing and company commentary attribute the improved production run rate and associated efficiency gains to the adoption of Better’s Tinman AI Platform, which the company says has been instrumental in enhancing production efficiency and reducing costs.


Analyst coverage

Cantor Fitzgerald initiated coverage on Better Home & Finance with an Overweight rating and a $40.00 price target. The firm highlighted the company’s AI-powered home finance model as a central factor in its market-share gains in a fragmented industry and specifically identified Tinman, Better’s AI-driven automated decision engine, as a meaningful differentiator.


What this means

The documented insider activity - a mix of option exercises, RSU conversions and open-market disposals - occurred while the company communicates both operational progress and persistent market volatility. Public filings show the specific quantities, prices and aggregate values of the transactions; corporate disclosures link recent production increases to Tinman and note an analyst price target of $40 alongside a WEAK financial health designation from InvestingPro.

Readers should note that the available information is limited to the amounts, dates and descriptions provided in the filings and to the company and analyst commentary included in those disclosures.

Risks

  • Volatile share price performance - BETR has risen 104% over six months yet is down 12% year-to-date, indicating market volatility that could affect investor outcomes.
  • WEAK financial health score reported by InvestingPro - the company’s financial health metric is identified as weak, which may pose constraints on capital flexibility and operational resilience.

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