Insider Trading April 1, 2026

Tesla Director Disposes of $9.27M in Shares, Exercises Options for 40,000 Shares

Kathleen Wilson-Thompson sold 20,008 Tesla shares and exercised options the same day as mixed analyst views on deliveries and valuations persist

By Jordan Park TSLA
Tesla Director Disposes of $9.27M in Shares, Exercises Options for 40,000 Shares
TSLA

Tesla director Kathleen Wilson-Thompson sold 20,008 shares on March 30, 2026 for roughly $9.27 million and exercised options to acquire 40,000 additional shares at $14.99 each. The transactions leave her with 47,748 shares directly owned. The moves occur amid divergent analyst price targets and commentary on deliveries and regional demand.

Key Points

  • Tesla director Kathleen Wilson-Thompson sold 20,008 shares on March 30, 2026, raising roughly $9.27 million; she also exercised options for 40,000 shares at $14.99 each.
  • Tesla shares trade at $381.31 and carry a P/E ratio of 352; InvestingPro analysis cited in filings indicates the stock is overvalued relative to its Fair Value estimate.
  • Analysts have divergent views with price targets ranging from $24.86 to $600 and differing delivery estimates for Q1 2026, reflecting mixed sentiment across the automotive and equity markets.

Insider transaction details

Kathleen Wilson-Thompson, a director at Tesla, Inc. (NASDAQ:TSLA), executed a sale of 20,008 shares of common stock on March 30, 2026, generating approximately $9.27 million in proceeds. The sale prices recorded for the transactions ranged from $352.833 to $366.855 per share.

On the same day she completed the sale, Wilson-Thompson also exercised stock options that resulted in the acquisition of 40,000 shares of Tesla common stock at an exercise price of $14.99 per share, for a total cost of $599,600. After these combined transactions, she directly holds 47,748 shares of Tesla.


Market context provided in the filings

At the time of reporting, Tesla shares trade at $381.31. InvestingPro analysis cited in the filing indicates the shares are overvalued relative to its Fair Value estimate. The company’s valuation metrics show a price-to-earnings ratio of 352.


Analyst updates referenced alongside the insider activity

The company has seen several recent analyst actions. Canaccord Genuity lowered its price target to $420 from $520 while maintaining a Buy rating, citing sluggish performance in China and weak conditions in the U.S. and Europe. GLJ Research reiterated a Sell rating with a $24.86 price target and projects Tesla will deliver 368,478 vehicles in Q1 2026, a figure slightly above Wall Street’s consensus of 365,645.

RBC Capital maintained an Outperform rating with a $500 price target, estimating deliveries of 367,000 vehicles, which is slightly below the Visible Alpha consensus of 369,000. Wedbush reiterated an Outperform rating with a $600 price target and also speculated on the potential for a merger between Tesla and SpaceX by 2027.


Other notable mention

The filings and coverage also note an unusual diplomatic appearance: Elon Musk participated in a call with President Trump and Prime Minister Modi during a wartime crisis, an instance described as notable because it involved a private citizen in diplomatic communications.


Further research

For investors seeking a deeper review of Tesla’s valuation and financial profile, a comprehensive Pro Research Report is available for TSLA and for more than 1,400 other U.S. equities.

Risks

  • Valuation risk: InvestingPro’s analysis indicates the shares are overvalued compared to its Fair Value estimate, which is a risk for equity investors in the automotive and EV sectors.
  • Demand and delivery uncertainties: Analyst notes cite sluggish performance in China and weaker conditions in the U.S. and Europe, and delivery estimates for Q1 2026 vary, presenting execution risk for automotive industry expectations.
  • Market reaction to corporate and geopolitical actions: Speculation around strategic moves such as a potential merger and unusual diplomatic engagements by company leadership could influence investor sentiment and volatility in markets connected to the company.

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