Insider Trading March 19, 2026

ServiceTitan CFO Disposes $1.24 Million in Company Stock; Multiple Price Tranches Reported

Sherry David sold 17,777.5 shares to satisfy tax liabilities tied to RSU vesting as ServiceTitan posts robust Q4 results and analysts adjust targets

By Jordan Park TTAN
ServiceTitan CFO Disposes $1.24 Million in Company Stock; Multiple Price Tranches Reported
TTAN

ServiceTitan Chief Financial Officer Sherry David sold 17,777.5 shares of Class A common stock on March 18, 2026, generating $1.24 million at an average trade price of $69.86 per share. The disposal, executed across several price tranches, was made to meet tax obligations arising from restricted stock unit vesting. The company recently reported better-than-expected fourth-quarter revenue growth and mixed analyst target revisions.

Key Points

  • CFO Sherry David sold 17,777.5 shares on March 18, 2026, for total proceeds of $1.24 million at an average price of $69.86 per share.
  • Sales were executed across multiple price ranges between $68.33 and $74.16 to satisfy tax obligations from RSU vesting; post-transaction direct ownership is 313,025.25 shares.
  • ServiceTitan reported 22% revenue growth in Q4, beating guidance of 17%; analysts issued mixed target revisions reflecting both positive operational results and broader software sector valuation pressures.

ServiceTitan, Inc. (NASDAQ:TTAN) reported that Chief Financial Officer Sherry David executed sales of 17,777.5 shares of Class A common stock on March 18, 2026, resulting in gross proceeds of $1.24 million. The disclosed average price for the transactions was $69.86 per share.

The block was sold over a number of tranches at prices spanning $68.33 to $74.16. Specifically, 5,047 shares were sold at prices ranging from $68.33 to $69.32; 8,067.5 shares traded between $69.33 and $70.32; 2,729.75 shares were sold at prices between $70.33 and $71.32; 936.25 shares changed hands at prices between $71.33 and $72.32; 386 shares were sold at prices between $72.33 and $73.32; and 611 shares were disposed of at prices between $73.33 and $74.16.

According to the filing, the sales were undertaken to satisfy tax liabilities associated with the vesting of restricted stock units, in line with ServiceTitan's equity incentive plan provisions. After completing these transactions, Sherry David holds 313,025.25 shares of ServiceTitan, Inc. directly.

At the time of the report, ServiceTitan's shares were trading at $68.51, representing an approximate 9% decline over the prior week. The company recently released fourth-quarter results that showed revenue growth of 22%, outpacing guidance of 17%. Platform revenue, profits, and cash flow all exceeded estimates, according to the company disclosures.

Analyst reactions following the quarter have been mixed but generally constructive. Truist Securities lowered its price target to $100 from $130, attributing the change to a broader software sector valuation re-pricing. TD Cowen increased its target slightly to $135 from $130, citing growth in subscription and usage revenue. BMO Capital trimmed its target to $92 from $108 while retaining an Outperform rating, noting the firm’s view of solid performance despite weather-related headwinds. William Blair reiterated its Outperform rating and pointed to conservative guidance and seasonality as contributors to some premarket pressure. Piper Sandler maintained an Overweight rating with a $120 price target, observing that ServiceTitan's operating margin beat forecasts by 4 percentage points.

InvestingPro commentary included in the filings noted that 15 analysts have revised earnings estimates upward; the filing also references eight additional exclusive tips available to subscribers. For investors seeking deeper analysis, ServiceTitan's Pro Research Report is listed as available alongside reports for over 1,400 U.S. equities.

The company filing presents the share sales and accompanying analyst reactions without an indication that the transactions reflect a change in management's view of long-term company prospects. The stated purpose for the disposition - covering tax obligations tied to RSU vesting - is consistent with the mechanics described in ServiceTitan's equity incentive plans.


Contextual note - The information above is drawn from regulatory filings and company disclosures related to the March 18, 2026 transaction and recent quarterly results.

Risks

  • Share price volatility - ServiceTitan's stock was trading at $68.51 and declined about 9% over the prior week, demonstrating near-term market sensitivity; this impacts equity investors and the software sector.
  • Analyst target variability - Several firms adjusted price targets in opposing directions, indicating differing views on valuation and near-term outlook that create uncertainty for market participants in software and SaaS-focused investments.
  • Tax-driven insider sales - The disclosed share disposals were made to cover RSU-related tax liabilities; while routine, such sales can increase supply in the market and influence short-term trading dynamics in the stock market and financial sectors.

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