Compton Charles Lacey III, CEO of Fastly (FSLY), has filed 53 Form 4 transactions, all of them open-market sales. The filings, spanning roughly April 2026 through October 2026, show a total sell value of $12,585,434.94 against zero purchases. The pattern is one-directional: 25 sales recorded in the recent period alone, with no buys, grants, or option exercises in that window.
The selling has been steady rather than clustered. In September 2026 alone, Lacey sold shares on five separate dates, with the largest single transaction occurring on September 14 at $1,256,272.56. August also saw heavy activity, including an $988,187.20 sale on August 18 and a $749,071.10 sale on September 1. Smaller sales, such as a $3,394.50 transaction on July 17 and a $1,857.25 sale on June 3, appear alongside larger blocks, suggesting regular disposal rather than a single liquidation event. The most recent filings, from mid-October 2026, show sales of $208,089.28 and $284,681.70.
For a CEO, these transactions represent a consistent conversion of equity into cash. The dollar values vary widely, from tens of thousands to over a million, but the absence of any open-market purchases over the entire filing history means the bias is unambiguous. The filings record only sales. Whether Lacey retains a larger position or has reduced it materially is not clear from these figures, but the cadence of roughly one to four sale events per month since May points to a standing plan of disposition.
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