Insider Activity Highlights a Strategic Shift
On February 1, 2026, David Moshe, the controlling shareholder of Kidoz Inc., sold 50,000 employee‑stock options at a price of CAD 0.39 per share, reducing his unexercised option pool from 445,000 to 395,000 shares. The trade coincided with a modest 0.03 % dip in the stock price, but the sell was executed at a level well above the current market price of CAD 0.34, suggesting a deliberate exercise of liquidity rather than a panic sale. The move comes amid a backdrop of heightened social‑media buzz (472 % above average), indicating that investors are paying close attention to insider activity as a gauge of confidence.
Implications for Investors and the Company
The timing of Moshe’s option exercise aligns with Kidoz’s recent announcement of the CloudX platform, a cloud‑based ad‑tech solution aimed at improving price discovery for child‑safe inventory. By monetising options, Moshe frees up capital that could be redeployed into product development or strategic partnerships. For shareholders, a clean exit of options may reduce potential dilution and signal that insiders are comfortable with the company’s valuation trajectory. However, the concentration of option holdings—over 400,000 shares—means any future exercise could still exert significant downward pressure if market sentiment turns negative.
David Moshe: A Long‑Term Play
Moshe’s transaction history reveals a steady accumulation of options since 2021, with grants ranging from CAD 0.25 to CAD 1.02. The vesting schedule of 2 % per month indicates a long‑term horizon, yet the recent sale shows a willingness to liquidate when market conditions are favorable. Compared to other executives—who have also sold 50,000 options in February 2026—Moshe’s sale is the only one that occurred at a premium to the prevailing price, suggesting he may be timing the market based on internal insights or upcoming product milestones. His dual ownership through Compass H.N.T Yazamut Ltd. adds an additional layer of control, reinforcing his influence over strategic decisions.
What This Means for Kidoz’s Future
With Moshe’s options exercised, the company’s option pool shrinks, potentially easing future dilution concerns for new hires and investors. The sale also hints at a broader confidence in CloudX’s value proposition; insiders are likely betting that the platform will drive revenue growth and justify a higher share price. For investors, the key takeaways are a reduced option supply, continued insider confidence, and a company positioned at the intersection of child‑safe advertising and AI‑driven auction technology. If CloudX delivers on its promises, the market could reward Kidoz with a renewed upward trend, offsetting the recent 23 % weekly decline and setting the stage for sustainable growth in the competitive mobile gaming ad‑tech space.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| N/A | David Moshe () | Holding | 543,379.00 | N/A | Common Stock |
| N/A | David Moshe () | Holding | 339,612.00 | N/A | Common Stock |
| 2026-02-01 | David Moshe () | Sell | 50,000.00 | 0.39 | Employee Stock Option (Right to Buy) |
| 2021-04-06 | David Moshe () | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2022-02-01 | David Moshe () | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2023-02-21 | David Moshe () | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2024-03-26 | David Moshe () | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2025-08-21 | David Moshe () | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| N/A | Ben Tora Eldad (President & General Manager EM) | Holding | 5,214,965.00 | N/A | Common Stock |
| 2026-02-01 | Ben Tora Eldad (President & General Manager EM) | Sell | 50,000.00 | 0.39 | Employee Stock Option (Right to Buy) |
| 2021-04-06 | Ben Tora Eldad (President & General Manager EM) | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2022-02-01 | Ben Tora Eldad (President & General Manager EM) | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2023-02-21 | Ben Tora Eldad (President & General Manager EM) | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2024-03-26 | Ben Tora Eldad (President & General Manager EM) | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2025-08-21 | Ben Tora Eldad (President & General Manager EM) | Holding | 445,000.00 | N/A | Employee Stock Option (Right to Buy) |
| 2026-02-01 | Kalborg Claes () | Sell | 50,000.00 | 0.39 | Employee Stock Option (Right to Buy) |
| 2021-04-06 | Kalborg Claes () | Holding | 431,250.00 | N/A | Employee Stock Option (Right to Buy) |
| 2022-02-21 | Kalborg Claes () | Holding | 431,250.00 | N/A | Employee Stock Option (Right to Buy) |
| 2023-02-21 | Kalborg Claes () | Holding | 431,250.00 | N/A | Employee Stock Option (Right to Buy) |
| 2024-03-26 | Kalborg Claes () | Holding | 431,250.00 | N/A | Employee Stock Option (Right to Buy) |
| 2025-08-21 | Kalborg Claes () | Holding | 431,250.00 | N/A | Employee Stock Option (Right to Buy) |
