Insider Selling Amid a Quiet Market
On February 17 2026, Cricut Inc.’s chief financial officer, Shill Kimball C, sold 62,029 Class A shares at $4.69 each—exactly the price that the stock closed at the day before the filing. The transaction was triggered by the vesting of two restricted‑stock‑unit awards, and the shares were withheld by the issuer to satisfy tax withholding obligations. While the sale amount of roughly $291 k is modest compared with the company’s $970 m market cap, it is noteworthy because it follows a series of relatively large CFO‑initiated trades over the past 18 months.
What Does the Sale Mean for Investors?
Kimball’s recent buying spree—most notably a 16,249‑share purchase on January 20 2026—boosted his post‑transaction ownership to 1,436,900 shares, roughly 15 % of the outstanding Class A stock. The February sale reduced his holdings to 1,374,871 shares, still a significant stake. The timing of the sale, coinciding with the company’s quarterly report and an upcoming investor conference, suggests the CFO is likely meeting tax obligations rather than signaling a loss of confidence. Nonetheless, the sale adds to a broader pattern of insider activity that has seen the CEO, CFO, and other executives each trade roughly 1‑3 times in the last month, all at current market prices. For investors, this pattern indicates that insiders are operating within the regulatory window and that the stock is not experiencing unusual pressure.
A Profile of Shill Kimball C
Kimball’s trading history paints the picture of a cautious yet active CFO. Over the past year he has made four large purchases (up to 300,000 shares in March 2025) and two sizable sales (62,304 shares in May 2025 and the 62,029 shares in February 2026). His trades are concentrated around key corporate events—RSU vestings, earnings releases, and investor conferences—suggesting that he is primarily managing compensation and compliance rather than speculating. The fact that his holdings remain well above the 10 % threshold for required disclosure indicates a long‑term commitment to the company, while his consistent sales of vested shares show a disciplined approach to tax planning.
Implications for Cricut’s Future
Cricut’s fundamentals remain solid: a P/E of 12.55, a market cap near $970 m, and a recent 9.93 % monthly rally. The stock’s 52‑week range (3.94–7.33) shows volatility but also upside potential as the company prepares to showcase new products at the upcoming investor conference. Insider trades, including Kimball’s recent sale, are unlikely to derail this trajectory. However, the high buzz level (361 %) and neutral sentiment highlight a window of heightened investor attention—an opportune moment for the company to reinforce its growth narrative and for investors to reassess valuation relative to its consumer‑discretionary peers.
In sum, Shill Kimball’s February sale reflects routine tax‑related execution rather than a warning sign. His long‑term stake and disciplined trade pattern suggest continued confidence in Cricut’s business model, even as the company navigates a dynamic market and prepares for its next investor engagement.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-17 | Shill Kimball C (Chief Financial Officer) | Sell | 62,029.00 | 4.69 | Class A Common Stock |
| N/A | Shill Kimball C (Chief Financial Officer) | Holding | 614.00 | N/A | Class A Common Stock |
| N/A | Shill Kimball C (Chief Financial Officer) | Holding | 205.00 | N/A | Class A Common Stock |
| 2026-02-17 | Ashish Arora (Chief Executive Officer) | Sell | 265,206.00 | 4.69 | Class A Common Stock |
| 2026-02-17 | Harmer Ryan (Principal Accounting Officer) | Sell | 11,055.00 | 4.69 | Class A Common Stock |
| 2026-02-17 | Tuttle Matt (General Counsel & Secretary) | Sell | 11,924.00 | 4.69 | Class A Common Stock |




