Evidence in favour
- 21 distinct acquisition events survive duplicate and security-type controls.
- Participation spans 14 named insiders rather than one filing source.
- The latest qualifying evidence is fresh, dated 08 Sep 2026.
Company insider dossier
Circle Internet Group, Inc. insider intelligence
CRCL filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.
28/100
Concentrated distribution
95/100 confidence- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Capital Markets
- Latest evidence
- 8 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.
Jun 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal
Market confirmation
Price and trend context
- Latest close
- 90.60 USD
- One-week move
- -11.2%
- Four-week move
- +26.5%
- Fair-value gap
- -15.8%
- Trend signal
- Inactive
- Relative strength
- -10.0
Directional balance
Controlled event mix
10.6%acquisition
- Acquisition events
- 21
- Disposal events
- 177
- Net value
- -$193.7M
Cadence
Twelve-week filing pressure
Volume shows attention. Controlled events determine direction.
1629 Jun
1706 Jul
013 Jul
020 Jul
1127 Jul
2403 Aug
410 Aug
417 Aug
024 Aug
2231 Aug
1807 Sep
014 Sep
Named participants
Insider conviction by person
DATE, RAJEEV VDirector6610 events
CHANDHOK, NIKHILChief Product & Tech. Officer6131 events
HOROWITZ, BRADLEYDirector500 events
BRODERICK, CRAIG W.Director500 events
KOENIGSBAUER, KIRK JAMESDirector500 events
SELIPSKY, ADAMDirector500 events
FOX-GEEN, JEREMYChief Financial Officer4519 events
OSTLING, DANITA KDirector252 events
BURNS, M MICHELEDirector195 events
RAZZAGHI, HOSSEINChief Commercial Officer1310 events
SCHULZ, TAMARA LChief Accounting Officer1212 events
ALLAIRE, JEREMYDirector, Chairman and CEO1269 events
Evidence quality
Security and transaction context
Role architecture
Who is participating
Transaction evidence
Auditable CRCL filing ledger
Showing 1 to 30 of 294.
CHANDHOK, NIKHILChief Product & Tech. Officer
DisposalOptions and derivatives
23333 sharesStock Option (Right to Buy)
Not reportedContext evidence
CHANDHOK, NIKHILChief Product & Tech. Officer
DisposalCommon equity
26666 sharesClass A Common Stock
$2.7MDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
22073 sharesClass A Common Stock
$2.2MDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
14967 sharesClass A Common Stock
$1.5MDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
10991 sharesClass A Common Stock
$1.1MDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
6843 sharesClass A Common Stock
$680.2KDirectional evidence
CHANDHOK, NIKHILChief Product & Tech. Officer
AcquisitionCommon equity
23333 sharesClass A Common Stock
$602.2KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
1326 sharesClass A Common Stock
$133.1KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
596 sharesClass A Common Stock
$58.7KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
595 sharesClass A Common Stock
$58.6KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
404 sharesClass A Common Stock
$39.5KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
403 sharesClass A Common Stock
$39.4KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
297 sharesClass A Common Stock
$28.7KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
296 sharesClass A Common Stock
$28.6KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
185 sharesClass A Common Stock
$18.4KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
184 sharesClass A Common Stock
$18.3KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
36 sharesClass A Common Stock
$3.6KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalCommon equity
35 sharesClass A Common Stock
$3.5KDirectional evidence
CHANDHOK, NIKHILChief Product & Tech. Officer
DisposalOptions and derivatives
15496 sharesStock Option (Right to Buy)
Not reportedContext evidence
CHANDHOK, NIKHILChief Product & Tech. Officer
AcquisitionCommon equity
15496 sharesClass A Common Stock
$400.0KDirectional evidence
FOX-GEEN, JEREMYChief Financial Officer
DisposalCommon equity
8120 sharesClass A Common Stock
$713.5KDirectional evidence
RAZZAGHI, HOSSEINChief Commercial Officer
DisposalCommon equity
7458 sharesClass A Common Stock
$655.3KDirectional evidence
SCHULZ, TAMARA LChief Accounting Officer
DisposalCommon equity
1194 sharesClass A Common Stock
$104.9KDirectional evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalEquity compensation
2434 sharesRestricted Stock Units
Not reportedContext evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalEquity compensation
6742 sharesRestricted Stock Units
Not reportedContext evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
DisposalEquity compensation
6017 sharesRestricted Stock Units
Not reportedContext evidence
ALLAIRE, JEREMYDirector, Chairman and CEO
AcquisitionCommon equity
15193 sharesClass B Common Stock
Not reportedContext evidence
FOX-GEEN, JEREMYChief Financial Officer
DisposalOptions and derivatives
15000 sharesStock Option (Right to Buy)
Not reportedContext evidence
NEVILLE, PATRICK SEANDirector
AcquisitionCommon equity
50000 sharesClass A Common Stock
Not reportedContext evidence
NEVILLE, PATRICK SEANDirector
DisposalCommon equity
50000 sharesClass B 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.