InsidersTradesSigma
Track the Allbirds, Inc. stock price and the full insider trade history of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Luxury & Fashion sector, Allbirds, Inc. has recorded 81 insider filings. Market capitalisation: €23.8m. The latest transaction was filed on 3 June 2026 (Cession). Among the most active insiders: Vernachio Joseph. Every trade is openly available.
81
Insider Decl.
n/a
Thresholds
€475,508
9 ops.
Buy Volume
€768,239
29 ops.
Sell Volume
48Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 25,772 of 29,055 companies
23.4
score / 100
Value24
Quality23
FCF yld-3.8%
Earn yld-4.8%
EV/EBITDA·
ROE-40%
Gross mgn41%
Net mgn-85%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 3 June 2026
Declarations81 total
3,359 shares@ US$4.46780.034% mcap3.6% of flowClass A Common StockSEC:0001628280-26-040451:0
1,587 shares@ US$4.52040.016% mcap3.9% of flowClass A Common StockSEC:0001628280-26-040468:0
1,587 shares@ US$4.52050.027% mcap4.9% of flowCommonSEC144:0001921094-26-000585
3,359 shares@ US$4.46770.056% mcap4.3% of flowCommonSEC144:0001921094-26-000586
2,200 shares@ US$2.69570.013% mcap6.6% of flowClass A Common StockSEC:0001628280-26-014912:0
4,413 shares@ US$2.69030.026% mcap6.6% of flowClass A Common StockSEC:0001628280-26-014915:0
4,384 shares@ US$4.86640.048% mcap12.0% of flowClass A Common StockSEC:0001628280-25-055342:0
1,837 shares@ US$4.87110.020% mcap10.1% of flowClass A Common StockSEC:0001628280-25-055347:0
22,222 shares0Class A Common StockSEC:0001628280-25-052275:0
2,188 shares@ US$6.370.031% mcap15.7% of flowClass A Common StockSEC:0001653909-25-000077:0
3,666 shares@ US$6.370.052% mcap13.1% of flowClass A Common StockSEC:0001653909-25-000075:0
6,200 shares0Class A Common StockSEC:0001653909-25-000034:0
6,200 shares0Class A Common StockSEC:0001653909-25-000035:0
6,200 shares0Class A Common StockSEC:0001653909-25-000037:0
6,200 shares0Class A Common StockSEC:0001653909-25-000038:0
6,200 shares0Class A Common StockSEC:0001653909-25-000039:0
2,146 shares@ US$7.120.035% mcap17.6% of flowClass A Common StockSEC:0001653909-25-000028:0
4,450 shares@ US$7.150.072% mcap18.3% of flowClass A Common StockSEC:0001653909-25-000030:0
63,955 shares0Class A Common StockSEC:0001653909-25-000012:0
2,483 shares@ US$6.1334.0% of flowClass A Common StockSEC:0001653909-25-000006:0
21,500 shares0Class A Common StockSEC:0001653909-25-000004:0
2,532 shares@ US$8.19095.4% of flowClass A Common StockSEC:0001653909-24-000081:0
1,502 shares@ US$8.08097.2% of flowClass A Common StockSEC:0001653909-24-000083:0
600 shares@ US$8.162.9% of flowClass A Common StockSEC:0001653909-24-000079:0
Canonical exit: 9 Feb 2025 (T+90)
20,000 shares0Class A Common StockSEC:0001653909-24-000077:0
25 of 81 declarations
关于 Allbirds, Inc.
Allbirds, Inc. 是一家在美国纳斯达克上市的消费品牌，股票代码为 BIRD。该公司成立于 2015 年，其品牌定位清晰：使用天然材料和更负责任的产品开发方法，设计更舒适的鞋履和服装。公司总部位于加利福尼亚州旧金山，这里是美国最重要的数字原生品牌和直销零售中心之一。 Allbirds 最初通过其鞋履系列（尤其是 Wool Runner）获得关注，后来扩展到更广泛的鞋履和服装产品。历史上，公司业务严重依赖通过其数字平台进行的直销，辅以自有零售店和选择性的批发/分销合作。这种渠道组合旨在支持品牌知名度，同时保持对客户体验的控制。然而，公司目前正处于重大的运营调整期。在其最新文件中，Allbirds 披露已关闭其在美国剩余的全价零售店，但仍运营少量奥特莱斯店和伦敦有限的门店。这表明公司正在转向更精简、更注重资本的运营模式。 在竞争方面，Allbirds 在高端休闲鞋履和生活方式服装领域占据利基市场，其差异化基于品牌故事、舒适性和可持续材料创新，而非规模。它与运动鞋履公司、休闲生活方式品牌以及数字原生服装品牌竞争，这些竞争对手通常在营销和更广泛的分销方面投入更多。因此，品牌相关性和单位经济效益是投资案例的核心。 近期发展尤为重要。2026 年，Allbirds 宣布与 American Exchange Group 的关联公司达成协议，出售其现有鞋履业务的绝大部分资产，买方预计将收购该品牌及相关知识产权。公司表示，资产出售后将继续运营，但此次交易显然标志着重大的战略转向。Allbirds 还在 2026 年披露了额外的融资行动，突显了持续的流动性和资产负债表考量。对投资者而言，关键在于 Allbirds 仍然是一个创新的消费品牌，但目前正经历重组和资产轮换阶段，这实质性地改变了其风险状况和长期运营前景。
