Insider Trading February 25, 2026

CoreWeave GC Sells Shares After RSU Exercise Ahead of Earnings

Kristen McVeety disposed of 1,677 Class A shares to satisfy tax obligations tied to RSU settlement; analysts and other insider moves highlight investor focus ahead of Q4 results

By Leila Farooq CRWV
CoreWeave GC Sells Shares After RSU Exercise Ahead of Earnings
CRWV

CoreWeave General Counsel and Secretary Kristen J. McVeety sold 1,677 shares of Class A Common Stock on February 20, 2026, following the settlement of restricted stock units. The disposals, executed to cover tax-withholding obligations, totaled $152,325. The transactions occurred one day before the company’s scheduled earnings release and come amid analyst attention and a separate insider sale by the CEO.

Key Points

  • Kristen J. McVeety sold 1,677 Class A shares on February 20, 2026, at $88.91 to $90.94, totaling $152,325.
  • Sales followed the exercise and settlement of 4,348 Restricted Stock Units; the first tranche vested on May 20, 2025.
  • Analysts and investors are focused on CoreWeave’s upcoming fourth-quarter report; multiple firms have reiterated positive ratings with varying price targets and revenue estimates.

CoreWeave, Inc. (CRWV) reported an insider sale by General Counsel and Secretary Kristen J. McVeety on February 20, 2026. According to the disclosure, McVeety sold 1,677 shares of Class A Common Stock at prices ranging from $88.91 to $90.94, for aggregate proceeds of $152,325.

The filings indicate these sales followed the exercise and settlement of 4,348 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of CoreWeave Class A Common Stock upon settlement. The RSUs vest in tranches, with the first tranche having vested on May 20, 2025. The reported disposals were undertaken to satisfy tax withholding obligations that arose from the vesting and settlement of those units.

Post-transaction ownership disclosed in the filing shows McVeety directly holds 122,750 shares of CoreWeave Class A Common Stock and retains 52,170 Restricted Stock Units.

The company’s share price has continued to trade above the levels at which McVeety sold. CoreWeave shares have reached $99.30, a move that represents a 148% gain over the past 12 months. However, InvestingPro analysis cited in the disclosure characterizes the shares as currently overvalued relative to their Fair Value.

Timing of the sale drew additional attention because it occurred one day prior to CoreWeave’s planned fourth-quarter earnings announcement on February 26. The company’s upcoming results have attracted analyst scrutiny and a range of published revenue models and price targets.

Recent analyst coverage noted in the disclosure includes:

  • Evercore ISI - reiterated an Outperform rating with a $160.00 price target and an expectation that revenue will exceed the consensus estimate of $1.55 billion for the December quarter.
  • Roth/MKM - maintained a Buy rating with a $110.00 price target, emphasizing backlog and the quality of incremental bookings.
  • Wells Fargo - reiterated an Overweight rating and a $125 price target, modeling fourth-quarter revenue at $1.57 billion, slightly above consensus.
  • Citizens - reiterated a Market Outperform rating, calling out CoreWeave’s position in the GPU-as-a-Service market and citing a revenue backlog exceeding $56 billion.

The filing also notes a separate insider sale by Chief Executive Officer Michael Intrator, who sold 32,455 shares at prices ranging from $89.29 to $97.10. That sale, disclosed in a regulatory filing, was followed by downward movement in the stock.

Investors interested in more granular financial analysis are directed to the company’s Pro Research Report, which is available for this company alongside coverage of more than 1,400 other U.S. equities.


These regulatory disclosures and analyst commentary have converged at a moment when CoreWeave’s revenue and backlog figures are under close observation, and the market is watching executive-level activity in the run-up to published quarterly results.

Risks

  • Timing of insider sales one day before the company’s earnings release could raise investor scrutiny of near-term financial results - impacts investor sentiment in the equity and tech sectors.
  • InvestingPro analysis indicates CoreWeave shares are overvalued relative to Fair Value, presenting valuation risk for equity investors in the GPU-as-a-Service and cloud infrastructure markets.
  • Additional insider sales, such as the CEO’s disposal of 32,455 shares, may contribute to share-price volatility around earnings announcements - affecting market stability for the stock.

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