Insider Trading April 3, 2026

PubMatic CFO Sells Shares to Cover RSU Taxes After Option Exercises

Steven Pantelick disposed of 16,747 Class A shares following option exercises; company reports strong Q4 2025 performance driven by CTV and mobile app growth

By Derek Hwang PUBM
PubMatic CFO Sells Shares to Cover RSU Taxes After Option Exercises
PUBM

PubMatic Chief Financial Officer Steven Pantelick sold 16,747 shares of Class A Common Stock on April 2, 2026, to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units. The sale followed option exercises on April 1, 2026, and leaves Pantelick with direct ownership of 57,601 PubMatic shares. The company recently reported robust fourth-quarter 2025 results, buoyed by Connected TV and mobile app growth and new AI-driven solutions.

Key Points

  • CFO Steven Pantelick sold 16,747 Class A shares on April 2, 2026, raising approximately $136,878 at a weighted average price of $8.1733.
  • Pantelick exercised options on April 1, 2026, acquiring 45,663 shares at $0 and exercised restricted stock unit-related shares in four tranches (9,546; 8,955; 7,406; 5,056), resulting in 57,601 shares owned outright.
  • PubMatic reported strong Q4 2025 results, driven by growth in Connected TV and mobile app segments and the rollout of AI-driven solutions, with positive market reactions noted.

PubMatic, Inc. (NASDAQ: PUBM) reported a notable insider transaction this week as Chief Financial Officer Steven Pantelick sold 16,747 shares of Class A Common Stock on April 2, 2026. According to a Form 4 filing with the Securities and Exchange Commission, the sale generated roughly $136,878, executed at a weighted average price of $8.1733 per share. Individual sale prices in the transaction ranged from $7.98 to $8.27, and the stock closed at $8.27 on the day of sale.

The Form 4 filing specifies the reason for the disposition: proceeds were used to satisfy tax withholding requirements associated with the vesting and settlement of restricted stock units. This type of sale - where shares are sold to cover tax obligations from equity compensation - is a common administrative step following vesting events and is explicitly identified in the filing.

These sales were preceded by a set of option and restricted stock unit transactions on April 1, 2026. On that date, Pantelick exercised options to acquire 45,663 shares of Class A Common Stock at an exercise price of $0. In addition, the filing records exercises tied to restricted stock units in four tranches: 9,546 shares, 8,955 shares, 7,406 shares and 5,056 shares. After completing the exercises and the subsequent sale to cover tax withholding, Pantelick is recorded as directly owning 57,601 shares of PubMatic, Inc.

Market context included in the filing notes that PubMatic's share price traded below its InvestingPro Fair Value despite the day's close. The filing and related commentary highlight that, even with recent price moves, some valuation measures continue to see PubMatic as undervalued.

Separately, PubMatic reported strong financial results for the fourth quarter of 2025. The company cited significant growth in its Connected TV and mobile app segments as key contributors to the quarter's performance, and it also introduced new AI-driven solutions aimed at strengthening its market position. The company said these developments were met with positive market reactions and that the results align with its strategic initiatives focused on technological expansion and market reach.

The filing additionally notes that InvestingPro subscribers have access to ten additional tips and comprehensive Pro Research Reports covering PubMatic's financial health and growth prospects.


Readout

Steven Pantelick completed option exercises and sold a tranche of shares to meet tax withholding obligations, and PubMatic continues to report momentum in its advertising technology business, driven by Connected TV and mobile app growth as well as newly introduced AI capabilities.

Risks

  • Insider sale was executed to cover tax withholding obligations related to vested restricted stock units - this administrative sale could create short-term selling pressure on the stock price - impacts capital markets and PubMatic shareholders.
  • PubMatic's valuation is reported to be below InvestingPro Fair Value despite recent volatility; valuation perceptions may influence investor behavior and trading activity - impacts technology and adtech investors.
  • Information on the longer-term impact of the new AI-driven solutions and segment growth is limited in the filing and company commentary provided here; future performance remains dependent on execution and market reception - impacts product, revenue growth, and investor expectations in the adtech sector.

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