Phillips Dominic has demonstrated a consistent pattern of selling activity across two companies, Samsara (IOT) and Datadog (DDOG), with no recorded purchases in the available SEC filings. The transactions, totaling $12.2 million in sales, are heavily concentrated in Samsara, where Dominic executed 22 of their 28 recent trades. The largest single sale occurred on December 15, 2025, when they disposed of shares worth $1.96 million, followed by another significant transaction on March 16, 2026, valued at $1.43 million. Smaller but frequent sales, such as those on September 15, 2025 ($1.04 million and $775,687) and March 5-6, 2026 ($534,240 and $565,123), suggest an ongoing divestment strategy rather than isolated disposals.
The only recorded activity involving Datadog (DDOG) was a February 26, 2026, filing with no reported monetary value, indicating a possible administrative adjustment rather than a material transaction. Dominic’s selling bias is particularly pronounced in Samsara, with transactions occurring monthly from August 2025 through March 2026, often in clusters—such as four separate sales on September 5, 2025, totaling over $740,000. The absence of any buys and the sustained volume of sales, including multiple six-figure disposals, point to a deliberate reduction in exposure to Samsara over time.
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