This Impinj Insider Sold 45,000 Shares Worth $7.7 Million. Did They Miss Out on Even Bigger Gains?

3 days ago 10

Sarah Sidlow, The Motley Fool

Thu, January 8, 2026 astatine 9:51 AM CST 7 min read

Sylebra Capital LLC disposed of 45,761 shares successful aggregate open-market income crossed 3 days, representing a transaction worth of astir $7.7 cardinal based connected a weighted mean terms of $167.25 per share.
All shares sold were attributable to indirect ownership done entities specified arsenic Sylebra Capital Partners Master Fund and related advisory clients, with nary nonstop holdings earlier oregon aft the transaction.
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Impinj (NASDAQ:PI)director Daniel Patrick Gibson executed open-market income totaling 45,761 shares of the institution via Sylebra Capital LLC crossed aggregate transactions from Dec. 3, 2025 done Dec. 5, 2025, arsenic disclosed successful the SEC Form 4 filing.

Metric

Value

Context

Shares sold	45,761	Total open-market shares sold (code 'S') successful this filing
Shares sold (indirect)	45,761	Indirect open-market shares sold via Sylebra Capital Partners Master Fund and related advisory clients
Transaction value	~$7.7 million	Based connected SEC Form 4 weighted mean acquisition terms ($167.25)
Post-transaction shares (direct)		Directly held shares aft transaction completion
Post-transaction shares (indirect)	1,499,837	Indirectly held shares aft transaction completion
Post-transaction worth (direct ownership)	~$0.00	Market worth of nonstop holdings aft transaction

Transaction worth based connected SEC Form 4 weighted mean acquisition terms ($167.25).

How does this transaction comparison to Sylebra Capital's humanities merchantability enactment successful Impinj?
The 45,761 shares sold are beneath Sylebra's humanities median for open-market sales, which stands astatine 51,307 shares per transaction, indicating smaller batch sizes arsenic disposable holdings decrease.
What is the ownership interaction of these sales?
The transaction reduced Sylebra's indirect holdings by 2.96%, bringing its indirect presumption successful Impinj from 1,545,598 shares to 1,499,837 shares; nonstop ownership remained astatine zero some earlier and aft the transaction.
Were immoderate shares held straight by Sylebra oregon its principals?
No nonstop holdings were reported astatine immoderate point; each shares were held indirectly via entities specified arsenic Sylebra Capital Partners Master Fund, Menlo Master Fund, and different advisory clients arsenic elaborate successful the footnotes.
How did the execution terms comparison to marketplace levels connected the transaction dates?
The weighted mean execution terms of astir $167.25 per stock exceeded the Dec. 5, 2025 marketplace unfastened of $158.12 and adjacent of $158.26; this mean reflects income executed implicit respective days astatine prices supra the Dec. 5 marketplace close.