SEC EDGARAUG 251 min read$JBS

Cavalcanti Guilherme Perboyre sold $2.5M of JBS

Cavalcanti Guilherme Perboyre (Global CFO and IRO) sold 183,501 shares of JBS N.V. (JBS) at $13.85 ($2.54M total) on 2026-08-24.

Original reporting

SEC EDGAR · Cavalcanti Guilherme Perboyre

Published Aug 25, 2026, 3:21 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Aug 25, 2026, 3:44 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.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$JBS

Bearish

medium confidence

Mentioned

$JBS

Relevance

6/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$JBSBearishMed

Why it matters

The CFO's complete exit may affect investor sentiment and short-term price action.

Market read

Insider sell of this magnitude is material for JBS shareholders and may trigger trading activity.

What to watch

Potential tax planning or personal financial needs; no disclosed negative company news.

Relevance 6/10Novelty 7/10Timing: post-market 2026-08-24

Background

Form 4 filings provide the first public disclosure of insider transactions.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$JBSBearishMedium confidence

Context

CFO and IRO sold 183,501 shares for $2.54M, reducing his stake to zero.

Expected impact

Possible short-term downside pressure; watch for further insider activity.

Evidence & confidence

CFO-level insider exiting completely is material; market may interpret as lack of confidence.

Market effects

Sector

May raise concerns for the meat processing sector if other executives follow suit.

Regional

Limited to markets where JBS trades; no broader regional effect.

Global

Low global impact; primarily relevant to investors in JBS.

Counterpoint

What could challenge this read

Insider sell could be routine liquidity event, not necessarily bearish.

Key entities

Individual
Cavalcanti Guilherme Perboyre
Global CFO and IRO of JBS N.V.
Company
JBS N.V.
Global meat processing company.

Read at source ← All news

OCT 21

$JBSMed

EU Commission to propose restoring Brazil poultry, honey import access

The European Commission plans to propose restoring Brazil's access to EU markets for poultry and honey imports, following positive audit results. Brazil, a top global meat exporter, expects a vote soon. Beef exports remain banned due to compliance concerns. Key Brazilian meat processors include JBS, MBRF, and Minerva.

finance.yahoo.com2 min

OCT 20

$JBSMed

Brazil Meat Stock Falls 4% on Bird Disease

Brazil's MBRF shares fell 4% after Newcastle disease was found on a turkey farm, raising concerns about potential export pauses to China. The outbreak was confirmed in Santa Catarina, and the farm is under quarantine. China, which took 10% of Brazil's chicken exports, may restrict imports, impacting MBRF's revenue. JBS, another meat group, also saw a decline in shares.

riotimesonline.com3 min

OCT 19

$TSNMed

Poultry stocks rattled as Newcastle disease detected in Brazil (TSN:NYSE)

Newcastle disease detected in Brazil, the world's largest chicken exporter, has caused shares of Tyson Foods, Pilgrim’s Pride, JBS, and MBRF Global Foods to decline. The disease poses a risk to the poultry industry and these companies' stock prices.

seekingalpha.com1 min

OCT 16

$PPCHighAI 8/10

New Pilgrim’s Pride Committee Considering JBS Takeover Bid

Pilgrim's Pride (PPC) has formed a special committee to review JBS's unsolicited bid for its outstanding shares. JBS, which owns 82% of PPC, previously attempted a takeover in 2022 with an offer of $28.50 per share, which was rejected.

1310kfka.com2 min

OCT 9

$PPCHighAI 9/10

Pilgrim’s Pride board to review takeover approach by Brazil’s JBS

Pilgrim's Pride (PPC) is reviewing a takeover offer from JBS for $28.49 per share. JBS, which already owns 82% of PPC, proposed the deal in August. PPC's board will form a special committee and require shareholder approval. If accepted, PPC would delist from Nasdaq. JBS aims to streamline operations and reduce costs.