Insider Trading March 17, 2026

MediaAlpha Director Sells 4,705 Shares to Cover RSU Taxes; Stake Remains Above One Million

Eugene Nonko executed planned sales March 16-17 under a 10b5-1 plan while company posts modest revenue miss for Q4 2025

By Nina Shah MAX
MediaAlpha Director Sells 4,705 Shares to Cover RSU Taxes; Stake Remains Above One Million
MAX

MediaAlpha director Eugene Nonko sold 4,705 shares of Class A common stock over March 16-17, 2026, in transactions tied to a Rule 10b5-1 trading plan intended to cover taxes from recently vested restricted stock units (RSUs). The sales generated roughly $52,060 and lowered his direct holdings to 1,055,057 shares. O.N.E. Holdings, LLC also reduced its stake through related indirect sales. The moves occurred as MediaAlpha shares trade below recent price levels and after the company reported Q4 2025 revenue slightly below consensus.

Key Points

  • Eugene Nonko sold 4,705 Class A shares between March 16-17, 2026, raising about $52,060 under a Rule 10b5-1 plan to cover RSU-related taxes.
  • O.N.E. Holdings, LLC completed related indirect sales totaling 862 shares over the same two-day period, reducing its holdings to 1,378,943 shares.
  • MediaAlpha reported Q4 2025 revenue of $291 million, slightly under the $295.02 million forecast, while the company highlighted record results and continued growth; the stock traded at $9.67 and was down 25% year-to-date, with a referenced InvestingPro market cap of $627.5 million.

Overview

Director Eugene Nonko of MediaAlpha, Inc. (NASDAQ: MAX) completed a series of share dispositions across March 16 and March 17, 2026, selling a total of 4,705 shares of Class A common stock for proceeds of approximately $52,060. The trades were executed in a narrow price band between $10.00 and $10.0037 per share and were carried out under the parameters of a Rule 10b5-1 trading plan, the company reported. The stated purpose of the plan was to cover tax obligations arising from the vesting of restricted stock units (RSUs).

Details of the trades

  • On March 16, Nonko sold 2,444 shares at a weighted-average price of $10.0037 per share.
  • On March 17, he sold an additional 1,899 shares at $10.00 per share.

Following these direct sales, Nonko's reported direct holdings decreased to 1,055,057 shares.

Related indirect sales by O.N.E. Holdings, LLC

  • Also on March 16, O.N.E. Holdings, LLC sold 458 shares at a weighted-average price of $10.0022 per share.
  • On March 17, the entity sold 404 shares at $10.00 per share.

After completing those indirect dispositions, O.N.E. Holdings, LLC's position was reported at 1,378,943 shares.

RSU grant and vesting schedule

Prior to the sales, on March 15 Nonko received 174,450 shares of Class A common stock through restricted stock units that were issued with a stated value of $0. One sixteenth of that RSU grant is scheduled to vest on May 15, 2026, with the remainder set to vest quarterly over the subsequent four years, conditioned on continued employment. Including the RSU grant and subsequent sales, Nonko's direct holdings following the transactions are reported at 1,059,400 shares.

Market context and valuation note

At the time of the reported transactions, MediaAlpha shares were trading at $9.67, a level that is lower than the prices at which the recent sales were executed. The stock is down roughly 25% year-to-date. The article's data also notes an InvestingPro valuation assessment that described the company as undervalued, citing a market capitalization of $627.5 million.

Recent operating performance

MediaAlpha announced Q4 2025 revenue of $291 million, a figure that was slightly below the $295.02 million forecast. Despite the modest revenue miss versus the projection, company commentary characterized the quarter as one of strong growth and cited record financial results during the earnings call. Those remarks were noted as having contributed to positive investor sentiment, and some analysts maintained their outlooks for the company's strategic initiatives.

What investors can access

For investors seeking additional data on MediaAlpha's valuation and insider activity, a comprehensive Pro Research Report is available for this company and more than 1,400 U.S. equities.


These transactions and the accompanying disclosures provide a snapshot of insider activity and compensation mechanics as MediaAlpha reports near-term operating results. The sales were executed under a prearranged Rule 10b5-1 plan and were explicitly tied to tax obligations from recently vested RSUs, while the company's reported quarter reflected ongoing growth alongside a modest revenue shortfall versus expectations.

Risks

  • Insider sales executed to cover tax liabilities from RSU vesting may be interpreted by some market participants as liquidity-driven rather than reflecting changes in conviction - this could affect shareholder perceptions and equity demand.
  • The company posted Q4 2025 revenue marginally below consensus ($291 million versus $295.02 million), an outcome that introduces near-term earnings risk and could influence analyst and investor sentiment around guidance and execution.
  • With the stock trading below the levels at which the director and associated entity sold shares and down about 25% year-to-date, continued price weakness could increase market sensitivity to further insider transactions; equity investors and the broader research community remain focal stakeholders.

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