Evidence in favour
- 3 distinct acquisition events survive duplicate and security-type controls.
- Participation spans 11 named insiders rather than one filing source.
Company insider dossier
Airbnb Inc insider intelligence
ABNB filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.
16/100
Concentrated distribution
89/100 confidence- Exchange
- NASDAQ
- Sector
- Consumer Cyclical
- Industry
- Travel Services
- Latest evidence
- 1 Sep 2026
Investment committee read
Concentrated distribution
Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.
Review exposure and filing contextDecision risks
- Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Price confirmation map
Weekly price with common-share events
Acquisitions and disposals are aligned to the nearest completed weekly bar.
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal
Market confirmation
Price and trend context
- Latest close
- 170.19 USD
- One-week move
- -6.5%
- Four-week move
- -7.5%
- Fair-value gap
- +24.7%
- Trend signal
- Active
- Relative strength
- 12.4
Directional balance
Controlled event mix
1.4%acquisition
- Acquisition events
- 3
- Disposal events
- 215
- Net value
- -$955.6M
Cadence
Twelve-week filing pressure
Volume shows attention. Controlled events determine direction.
1129 Jun
706 Jul
913 Jul
720 Jul
1027 Jul
5803 Aug
1010 Aug
1117 Aug
2624 Aug
1131 Aug
007 Sep
014 Sep
Named participants
Insider conviction by person
CHENAULT, KENNETH IDirector634 events
BERNSTEIN, DAVID CChief Accounting Officer544 events
LIN, ALFREDDirector500 events
AHRENDTS, ANGELA JDirector500 events
AHUJA, AMRITADirector500 events
JORDAN, JEFFREY DDirector500 events
MANYIKA, JAMESDirector500 events
MERTZ, ELINORChief Financial Officer167 events
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner1259 events
CHESKY, BRIANDirector, CEO and Chairman, 10% Owner1276 events
GEBBIA, JOSEPHDirector, 10% Owner1268 events
Evidence quality
Security and transaction context
Role architecture
Who is participating
Transaction evidence
Auditable ABNB filing ledger
Showing 1 to 30 of 303.
BERNSTEIN, DAVID CChief Accounting Officer
DisposalOptions and derivatives
5224 sharesStock Option
Not reportedContext evidence
BERNSTEIN, DAVID CChief Accounting Officer
DisposalCommon equity
5224 sharesClass A Common Stock
$953.3KDirectional evidence
BERNSTEIN, DAVID CChief Accounting Officer
AcquisitionCommon equity
5224 sharesClass A Common Stock
$209.9KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
AcquisitionCommon equity
17692 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
4077 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
17692 sharesClass B Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
4042 sharesClass A Common Stock
$753.4KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
3719 sharesClass A Common Stock
$701.1KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
3728 sharesClass A Common Stock
$699.7KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
1887 sharesClass A Common Stock
$350.4KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
239 sharesClass A Common Stock
$45.2KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
57160 sharesClass B Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
AcquisitionCommon equity
57160 sharesClass A Common Stock
Not reportedContext evidence
CHESKY, BRIANDirector, CEO and Chairman, 10% Owner
DisposalCommon equity
76500 sharesClass B Common Stock
Not reportedContext evidence
CHESKY, BRIANDirector, CEO and Chairman, 10% Owner
AcquisitionCommon equity
76500 sharesClass A Common Stock
Not reportedContext evidence
CHESKY, BRIANDirector, CEO and Chairman, 10% Owner
DisposalCommon equity
76500 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
45215 sharesClass A Common Stock
$8.6MDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
11945 sharesClass A Common Stock
$2.3MDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
19659 sharesClass B Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
AcquisitionCommon equity
19659 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
11860 sharesClass A Common Stock
$2.3MDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
7199 sharesClass A Common Stock
$1.4MDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
600 sharesClass A Common Stock
$115.3KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
361652 sharesClass B Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
159000 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
AcquisitionCommon equity
361652 sharesClass A Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
199878 sharesClass A Common Stock
$38.0MDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
2774 sharesClass A Common Stock
$530.1KDirectional evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
DisposalCommon equity
150640 sharesClass B Common Stock
Not reportedContext evidence
BLECHARCZYK, NATHANDirector, Chief Strategy Officer, 10% Owner
AcquisitionCommon equity
150640 sharesClass A Common Stock
Not reportedContext evidence
Reading the dossier
Direction and confidence are separate
Conviction
The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.
Confidence
Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.
Disposals
Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.
Price confirmation
The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.
Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.