Fox-Geen Jeremy 4

What Happened

• Jeremy Fox‑Geen, Chief Financial Officer of Circle Internet Group (CRCL), exercised stock options and sold shares. On May 1, 2026 he exercised 7,200 option shares at $10.11 ($72,792) and sold those 7,200 shares the same day at $92.64 for $667,008 (the sale was made under a 10b5‑1 plan). Also on May 1, 3,877 shares were disposed to satisfy tax withholding (value $352,342). On May 4, 2026 he sold an additional 4,238 shares at $107.10 for $453,890. Total disposed shares reported: 15,315 for combined proceeds of about $1.47M.

Key Details

• Transaction dates & prices:
  • 2026-05-01: Exercised 7,200 options at $10.11 (cost $72,792).
  • 2026-05-01: Sold 7,200 shares at $92.64 (proceeds $667,008) — F1: sale under a 10b5‑1 plan.
  • 2026-05-01: 3,877 shares withheld/disposed for tax withholding (proceeds/value $352,342) — F2: withheld to satisfy RSU tax obligations.
  • 2026-05-04: Sold 4,238 shares at $107.10 (proceeds $453,890).
• Holdings reported (per filing footnote F3): 39,564 shares of Class A common stock held outright and 316,047 shares issuable upon vesting of RSUs.
• Vesting/option terms (F4): Option award vests 1/4 after the first year, then monthly over 36 months, subject to continued service.
• Filing timing: Form 4 filed 2026-05-05 for transactions on 2026-05-01–05-04; this filing date appears to be within the standard two business‑day reporting window.

Context

• These actions appear to be a common cashless/monetization pattern: options were exercised and shares were sold the same day. The presence of a 10b5‑1 plan for at least one sale and shares withheld for tax obligations are routine administrative actions and do not, by themselves, indicate insider sentiment.