Insider Trading March 17, 2026

Reddit Director Increases Stake With $1.38 Million Purchase

Sarah E. Farrell's indirect buy comes amid mixed signals: strong Q4 results and ongoing declines in user engagement

By Derek Hwang RDDT
Reddit Director Increases Stake With $1.38 Million Purchase
RDDT

Reddit director Sarah E. Farrell made an indirect acquisition of 10,500 Class A shares on March 13, 2026, committing $1.38 million at an average price of $132.26 per share. The purchase occurred while Reddit's stock has fallen substantially over the last six months, even as the company reported robust fourth-quarter 2025 results and announced a $1 billion buyback program.

Key Points

  • Insider activity: Director Sarah E. Farrell indirectly acquired 10,500 Class A shares on March 13, 2026 for $1.38 million, at an average price of $132.26 per share, with the trade prices ranging from $131.83 to $132.50.
  • Financial performance: Reddit's Q4 2025 revenue rose to $725.6 million (up 70% year-over-year) and adjusted EBITDA increased 112% to $327 million, beating analyst expectations and prompting a $1 billion share buyback program.
  • Market context and valuation: Shares have fallen 47% over the last six months despite profitability over the trailing twelve months; InvestingPro analysis cited a trading level of $144.33 and additional investor guidance via 16 ProTips.

Sarah E. Farrell, a director of Reddit (NASDAQ: RDDT), completed an indirect purchase of 10,500 shares of the company's Class A Common Stock on March 13, 2026. The trades were executed at an average price of $132.26 per share, representing a total outlay of approximately $1.38 million. The reported price range for the transactions was between $131.83 and $132.50.

Following the transaction, Farrell's indirect holdings through Waygrove Partnership LP stand at 61,000 shares. In addition to those indirect holdings, Farrell directly owns 7,899 shares of Reddit's Class A Common Stock.

The insider purchase arrives against a backdrop of declining market value for Reddit's shares. Over the last six months the stock has fallen 47%, even though the company has remained profitable over the trailing twelve months. InvestingPro analysis cited in public reports indicates the stock appears undervalued at current market levels, noting a quoted share price of $144.33 and offering 16 additional ProTips for investors seeking further context.

Reddit's recent operating performance provides a mixed picture. For the fourth quarter of 2025 the company reported revenue of $725.6 million, a 70% increase year-over-year. Adjusted EBITDA rose 112% to $327 million, a result that surpassed analyst expectations. In response to the quarter's results, Needham maintained a Buy rating and a $300 price target on the stock, while Truist Securities raised its price target to $275 from $270, describing the results as a "Classic Beat & Raise." The company also announced a new $1 billion share buyback program.

Advertising momentum was a notable driver of growth in the period. Citizens reported that Reddit's advertising revenue expanded 75% year-over-year during the fourth quarter, an acceleration the company highlighted as contributing to the strong top-line performance.

Yet the company faces challenges on the engagement front. Reddit's reported time spent on the platform has declined for six straight months on a global basis. In the United States specifically, time spent on Reddit fell 10.5% year-over-year in January.

Regulatory issues have also affected the company. The U.K. Information Commissioner's Office fined Reddit for failing to adequately protect children's personal information.


Summary of the situation:

  • Director Sarah E. Farrell made an indirect purchase of 10,500 Class A shares on March 13, 2026 at an average price of $132.26, total value $1.38 million; price range $131.83 to $132.50.
  • After the transaction Farrell indirectly holds 61,000 shares through Waygrove Partnership LP and directly holds 7,899 Class A shares.
  • Reddit delivered strong fourth-quarter 2025 financials - $725.6 million in revenue (up 70% year-over-year) and adjusted EBITDA of $327 million (up 112%) - and announced a $1 billion buyback program, but has experienced declining user time spent and a regulatory fine in the U.K.

Risks

  • Engagement risk - Reddit reported a six-month consecutive decline in global time spent and a 10.5% year-over-year drop in U.S. time spent in January, which could affect advertising revenue growth and platform monetization.
  • Regulatory risk - The U.K. Information Commissioner fined the company for failing to adequately protect children's personal information, indicating regulatory exposure.
  • Market valuation and volatility - The stock's 47% decline over six months contrasts with strong recent financials, highlighting potential volatility and differing investor views on valuation and outlook.

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