Insider Trading May 28, 2026 06:34 PM

Director Chase Carey Sells $9 Million in FWONK Shares Following Option Exercise

Transaction Details and Market Context for Liberty Media Corp Director Activity

By Marcus Reed FWONK SIRI

Liberty Media director Chase Carey executed a significant transaction on May 27, 2026, selling approximately 100,000 shares of the company's Series C Common Stock for a total value near $9.03 million. This sale followed his prior acquisition of these shares through the exercise of stock options. The report details the specifics of both the sales and the initial option exercise, alongside broader market context concerning Liberty Media Corp (NASDAQ:FWONK) and related industry updates.

Director Chase Carey Sells $9 Million in FWONK Shares Following Option Exercise
FWONK SIRI

Key Points

  • Director Chase Carey sold 100,000 shares of FWONK stock for $9.03 million following an option exercise.
  • The transaction occurred while the stock was trading below its 52-week high but remains above its 52-week low.
  • Liberty Formula One reported mixed analyst actions, with some raising price targets based on sponsorship growth and others lowering them due to race calendar concerns.

Chase Carey, a director at Liberty Media Corp (NASDAQ:FWONK), completed a substantial sale of company stock on May 27, 2026. Specifically, he sold a total of 100,000 shares of the firm's Series C Common Stock, realizing proceeds valued at approximately $9.03 million.

These divestitures were executed subsequent to Carey exercising existing stock options. On the date of the transactions, Liberty Media was trading at $91.06 per share, and the company maintained a market capitalization estimated at $22.83 billion. The overall sale consisted of two distinct phases or groupings of sales.

Details of the Share Sales

In one segment, Carey disposed of 1,454 shares. These shares were sold at a weighted average price of $91.1225 per share. The individual transactions within this group showed varied pricing, ranging from low points of $91.0789 up to $91.3800.

The second major component involved the sale of 98,546 shares. These were sold at a weighted average price amounting to $90.2691 per share. The individual sales prices in this category ranged between $90.0200 and $90.6800.

Collectively, the total proceeds generated from these combined sales transactions amounted to $9,028,150.

Prior Acquisitions and Current Holdings

Before executing these sales, Carey had previously acquired a significant block of stock. He obtained 100,000 shares of Series C Common Stock through the exercise of his vested stock options. The cost associated with exercising these options was $28.00 per share, resulting in an initial acquisition value of $2.80 million.

The option award itself was fully exercisable and carried an expiration date set for March 11, 2027. Following the entire sequence of transactions-the initial exercise followed by the subsequent sales-Carey's direct holdings in Liberty Media Corp Series C Common Stock were reduced to 94,356 shares. Separately, his derivative interests, specifically unexercised stock options, currently stand at a volume of 574,331 shares.

Market Context and Valuation Considerations

The timing of these director sales occurred amidst specific market conditions for the company's stock. The FWONK stock was observed trading below its 52-week high price point of $109.36, yet it remained substantially above its 52-week low of $80.15.

Analysis provided by InvestingPro suggested that Liberty Media might currently be overvalued at its prevailing levels, based on the platform's Fair Value assessment. This valuation perspective could potentially have been a factor influencing the director’s decision to liquidate his position. Furthermore, the company was noted to be trading with high valuation multiples across several key financial metrics, including earnings, EBITDA, and revenue.

Related Industry Developments

In other market updates, Liberty Formula One underwent corporate restructuring on May 12, 2026. During this period, the entity reincorporated from a Delaware corporation to a Nevada corporation. As part of this procedural change, every outstanding share of Series C Liberty Formula One Common Stock automatically converted into one share of Series C Common Stock belonging to the new Nevada corporation structure. Crucially, this conversion did not alter the proportionate ownership interests of the security holders.

The broader racing industry also saw mixed analyst sentiment regarding Liberty Formula One's prospects. Bernstein SocGen Group increased its price target for the company to $115 from a previous level of $110, citing expectations of elevated sponsorship growth. Conversely, UBS lowered its target to $104 from $107 due to anticipated impacts on the race calendar. Specifically, UBS projects Liberty Formula One's first-quarter revenues at $590 million and OIBDA at $147 million. These projections exceed consensus Street estimates of $569 million for revenue and $152 million for OIBDA, respectively. However, there remains a degree of uncertainty regarding the schedule, as Formula 1 may only reschedule one of the two canceled Middle Eastern races from earlier in the season.

Meanwhile, SiriusXM announced its own strategic developments. The company declared a quarterly cash dividend of $0.27 per share, payable on May 27, 2026, to shareholders who held records as of May 11, 2026. Additionally, SiriusXM entered into a new partnership with Google. This agreement designates SiriusXM as the exclusive advertising representative for YouTube audio advertisements within the United States. The pact allows advertisers to purchase guaranteed audio ad impressions on the YouTube platform through SiriusXM Media. These purchased impressions cover various content formats, including talk shows, podcasts, and music.

Risks

  • The uncertainty surrounding the rescheduling of canceled Middle Eastern races for Formula 1 could negatively impact revenue projections.
  • The company (FWONK) is currently trading at high valuation multiples across multiple financial metrics, suggesting potential overvaluation risks according to some analysis.
  • While SiriusXM secured a major advertising partnership with Google for YouTube audio ads, the reliance on future ad spending represents an operational risk.

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