$FSLY

Compton Charles Lacey III sold $2K of FSLY

Compton Charles Lacey III (CEO) sold 85 shares of Fastly, Inc. (FSLY) at $21.85 on 2026-06-03 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Compton Charles Lacey III
Published Jun 5, 2026, 8:59 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 5, 2026, 9:04 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$FSLY
Neutral
medium confidence
Mentioned
$FSLY
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$FSLYNeutralLow
01

Why it matters

A small open-market sale under a Rule 10b5-1 plan generally has limited informational content for valuation; it may slightly influence short-term sentiment but is unlikely to change the fundamental outlook by itself.

02

Market read

Insider selling disclosure for FSLY; typically low trading impact absent additional fundamental news.

03

What to watch

The article provides only the sale size and that it was pre-arranged; it doesn’t indicate intent beyond the plan or any concurrent purchases/sales.

Relevance 6/10Novelty 2/10Timing: Filed on 2026-06-05; sale executed 2026-06-03.

Background

The article is an SEC Form 4 insider transaction disclosure (officer/director) for Fastly shares.

Company-level read

Ticker impact

$FSLYNeutralMedium confidence
Context

Fastly CEO Compton Charles Lacey III filed an open-market sale of 85 shares at $21.85 on 2026-06-03 under a 10b5-1 plan.

Expected impact

Likely minimal near-term impact; any reaction should fade unless accompanied by other company-specific news.

Evidence & confidence

The filing is a routine 10b5-1 sale with a small dollar value (~$1.86k) and no accompanying operational/financial catalyst in the article.

Market effects

No clear sector read-through; this is company-specific insider disclosure without broader industry catalyst.

None indicated.

None indicated.

Counterpoint

Because it’s a CEO sale, some traders may briefly overreact even if it’s 10b5-1; any dip could be viewed as sentiment-driven rather than fundamental.

Key entities

  • Fastly, Inc.

    Subject of the SEC Form 4 insider transaction disclosure.

  • Compton Charles Lacey III

    Fastly CEO/officer/director who sold shares under a pre-arranged 10b5-1 plan.

Related articles

$FSLYMedAI 8/10

Fastly Q2 Earnings Call Highlights

Fastly (NYSE:FSLY) reported Q2 results and discussed AI-driven and agentic traffic demand for security and Compute. Net retention rose to 117% from 113% in Q1. Non-GAAP gross margin hit 65.8% and non-GAAP net income was $26.2M. Q3 revenue guidance is $184M-$190M; FY2026 revenue raised to $732M-$746M.

$FSLYHighAI 9/10

Fastly’s Earnings Call Signals Profitable Growth Surge

Fastly (FSLY) reported Q2 results on an earnings call, citing record revenue of $183.3M (+23% YoY) and record gross margin of 65.8%. Operating income rose to $27M, with positive free cash flow of $3.6M. It raised FY2026 revenue to $732M-$746M and non-GAAP operating profit to $88M-$96M, while noting event-driven variability and customer concentration.

$FSLYHighAI 9/10

Fastly Delivers Record Q2 Results and Raises Guidance

Fastly (FSLY) reported record Q2 2026 results on Aug. 5. Revenue rose 23% year over year to $183.3 million, GAAP gross margin improved to 63.3%, and the company posted $26.2 million net income on a non-GAAP basis. Remaining performance obligations increased 38% to $341 million and LTM net retention was 117%. Fastly also cited new AI and edge partnerships and raised Q3 and full-year 2026 guidance.

$FSLYHighAI 9/10

Fastly Q2 Earnings Beat as Security Growth Spurs 2026 Outlook Hike

Fastly reported Q2 2026 adjusted EPS of 15 cents versus a year-ago loss of 3 cents, beating the Zacks Consensus by 114.29%. Revenue rose 23.3% to $183.32 million, above consensus. Non-GAAP gross margin reached 65.8%. Fastly raised 2026 guidance to $732-$746 million revenue and 50-54 cents EPS, citing Security and AI-driven demand.