Insider Trading July 1, 2026 06:13 PM

Riskified Director Shachar Erez Executes $2.5M Share Disposal via Rule 10b5-1 Plan

Qumra Capital-linked sales occur near 52-week high as company navigates regulatory hurdles for expanded buyback program

By Sofia Navarro
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Riskified Ltd. (NASDAQ: RSKD) director Shachar Erez completed the sale of 502,101 Class A Ordinary Shares through two transactions on June 29 and June 30, 2026, totaling $2,527,102. The sales were executed under a Rule 10b5-1 trading plan established by Qumra Capital, where Erez serves as Managing Partner. The transactions took place as RSKD shares traded near their 52-week high of $5.68, with the company's market capitalization standing at $727 million. Despite recent earnings miss, Riskified reported revenue exceeding expectations, prompting analyst coverage from DA Davidson. The company also announced authorization for an additional $75 million share buyback program pending Israeli regulatory approval.

Riskified Director Shachar Erez Executes $2.5M Share Disposal via Rule 10b5-1 Plan
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Key Points

  • Shachar Erez, a director at Riskified Ltd., sold 502,101 Class A Ordinary Shares through a Rule 10b5-1 trading plan, totaling $2,527,102 across two transactions on June 29 and June 30, 2026. The shares were held indirectly by Qumra Capital, where Erez serves as Managing Partner.
  • Riskified reported a first-quarter 2026 earnings per share of -$0.03, missing the forecast of $0.04, but exceeded revenue expectations with $88.27 million against a forecast of $87.9 million. DA Davidson reiterated a Buy rating with a price target of $6.00.
  • The company announced an additional $75 million share buyback program pending Israeli regulatory procedures, adding to its existing $375 million repurchase program with approximately $344.4 million already utilized.

Shachar Erez, a director at Riskified Ltd. (NASDAQ: RSKD), has completed the disposal of 502,101 Class A Ordinary Shares across two separate transactions on June 29 and June 30, 2026. The aggregate value of these sales reached $2,527,102, with weighted average execution prices falling between $5.0226 and $5.0464. The transactions occurred as RSKD shares traded near their 52-week high of $5.68, though market analysis indicates the company may remain undervalued with a fair value estimate of $6.51. Riskified currently carries a market capitalization of $727 million, with shares demonstrating notable momentum over recent trading periods.

The shares disposed of were held indirectly through Qumra Capital I L.P. and Qumra Capital I Continuation Fund L.P., collectively referred to as Qumra Capital, where Erez serves as Managing Partner. The sales were executed pursuant to a Rule 10b5-1 trading plan adopted by Qumra Capital on March 16, 2026. Erez has disclaimed beneficial ownership of the Class A Ordinary Shares held by Qumra Capital, except to the extent of his pecuniary interest in the funds.

On June 29, 2026, 220,600 Class A Ordinary Shares were sold at a weighted average price of $5.0464. Individual transaction prices for these shares ranged from $4.99 to $5.14. The following day, June 30, 2026, an additional 281,501 Class A Ordinary Shares were sold at a weighted average price of $5.0226. These shares were sold in multiple transactions at prices ranging from $4.92 to $5.04.

Following these transactions, Qumra Capital indirectly holds 2,629,876 Class A Ordinary Shares. Erez also directly holds 80,053 Class A Ordinary Shares and outstanding restricted stock units (RSUs), which are held solely for the benefit of Qumra Capital. He similarly disclaims beneficial ownership of these direct holdings, except for any pecuniary interest therein.

In other recent developments, Riskified Ltd. announced the authorization of an additional $75 million share buyback program, which is pending the completion of necessary Israeli regulatory procedures. This new authorization adds to the company’s existing $375 million share repurchase programs, with approximately $344.4 million already utilized. Riskified reported a first-quarter 2026 earnings per share of -$0.03, missing the forecast of $0.04. However, the company exceeded revenue expectations, achieving $88.27 million against a forecast of $87.9 million.

DA Davidson reiterated a Buy rating for Riskified, setting a price target of $6.00, noting the company’s solid performance in exceeding consensus expectations on both revenue and earnings. The firm highlighted new business wins and upselling activities as key drivers of this outperformance. These developments reflect ongoing investor interest and confidence in Riskified’s financial strategies and market position.

Risks

  • Riskified's share buyback program is pending completion of necessary Israeli regulatory procedures, introducing potential delays or uncertainties in capital return to shareholders.
  • The company reported a first-quarter 2026 earnings per share of -$0.03, missing the forecast of $0.04, which may impact investor confidence despite revenue exceeding expectations.
  • Erez has disclaimed beneficial ownership of shares held by Qumra Capital and direct holdings, except for pecuniary interest, which may obscure true insider sentiment regarding the stock's valuation.

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