Insider Trading April 29, 2026 06:28 PM

Rush Street Interactive Director Judith Gold Executes $1.38 Million Stock Sale via Pre-Arranged Plan

The transaction occurred amid a period of significant share price appreciation and strong first-quarter financial performance for the company.

By Derek Hwang RSI
Rush Street Interactive Director Judith Gold Executes $1.38 Million Stock Sale via Pre-Arranged Plan
RSI

Judith Gold, a director at Rush Street Interactive, Inc. (NASDAQ: RSI), has completed a sale of 50,000 shares of Class A common stock. The transaction, which took place on April 29, 2026, was conducted through an indirect holding and realized a total value of $1,379,090. This divestment was executed according to a pre-arranged 10b5-1 trading plan.The shares were sold at varying price points between $26.51 and $28.25, resulting in a weighted average sale price of $27.5818 per share. This movement comes as RSI shares trade at $27.98, positioning the stock near its 52-week high of $29. Over the preceding year, the company's stock has seen a notable increase of 126%.

Key Points

  • <strong>Insider Divestment:</strong> Director Judith Gold sold 50,000 Class A shares via a 10b5-1 plan at a weighted average of $27.5818, totaling over $1.37 million.
  • <strong>Strong Financial Momentum:</strong> RSI reported Q1 2026 revenue of $370 million (up 41% YoY) and adjusted EBITDA of $60 million (up 81% YoY), both exceeding consensus estimates.
  • <strong>Market Sector Impact:</strong> These developments impact the gaming and interactive entertainment sectors, specifically reflecting growth trends in North and Latin American markets.

Rush Street Interactive, Inc. (NASDAQ: RSI) director Judith Gold reported the sale of 50,000 shares of Class A common stock on April 29, 2026. The transaction was facilitated through an indirect holding and reached a total valuation of $1,379,090. According to the filing, the selling prices fluctuated between $26.51 and $28.25, establishing a weighted average price per share of $27.5818. The sale was carried out under the framework of a pre-arranged 10b5-1 trading plan.


The timing of this transaction coincides with RSI stock trading at approximately $27.98, which is close to its 52-week high of $29. This follows a period where the stock gained 126% over the last twelve months. Despite this significant rally, analysis from InvestingPro suggests that the stock remains slightly undervalued. The company currently maintains a market capitalization of $6.46 billion.

The sale was preceded by a structural exchange involving an entity linked to Ms. Gold. Specifically, the Daniel S. Kotcher Revocable Trust exchanged 50,000 Class A Common Units of Rush Street Interactive, L.P. for an equivalent amount of Class A Common Stock shares of Rush Street Interactive, Inc. During this process, 50,000 shares of Class V Voting Stock - which provide voting power but hold no economic rights - were canceled. Ms. Gold is a beneficiary of the Kotcher Trust; however, her husband, Daniel Kotcher, acts as the trustee and maintains sole investment and voting control over the trust's securities. Ms. Gold has disclaimed beneficial ownership of these securities except for her specific pecuniary interest.

Following these completed transactions, Ms. Gold holds 119,597 shares of Class A Common Stock in Rush Street Interactive, Inc. directly. The Kotcher Trust continues to hold 75,083 Class A Common Units of Rush Street Interactive, L.P.


This insider activity occurs against a backdrop of robust financial results for the first quarter of 2026. Rush Street Interactive reported revenue of $370 million, representing a year-over-year increase of 41%. This figure exceeded the consensus market estimate of $331 million. Furthermore, the company's adjusted EBITDA reached $60 million, an 81% rise from the prior year and a significant beat against the $48 million consensus forecast. Earnings per share (EPS) also outperformed expectations, coming in at $0.14 compared to the projected $0.11.

In response to these financial metrics, several financial institutions have adjusted their outlooks for the company. Macquarie has maintained an Outperform rating while raising its price target to $28.00. Benchmark has increased its target to $30.00 and kept a Buy rating. Additionally, Citizens raised its price target to $27.00, maintaining a Market Outperform status. These revisions from analysts are attributed to broad-based growth across Latin America and North America, alongside rising user numbers.

Risks

  • <strong>Valuation Volatility:</strong> While analysts suggest undervaluation, the stock is trading near its 52-week high of $29, which could introduce volatility if market momentum shifts.
  • <strong>Concentration of Control:</strong> The structure of the Daniel S. Kotcher Revocable Trust, where voting and investment control rests solely with the trustee, represents a specific governance dynamic within the company's ownership.

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