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CrowdStrike Holdings Inc. (NASDAQ:CRWD) Chief Financial Officer Burt W. Podbere, sold 11,883 shares of Class A common stock on August 5, 2025, for approximately $5.4 million. The sales were executed in multiple transactions with prices ranging from $453.02 to $456.18. The cybersecurity giant, currently valued at $112.2 billion, has delivered an impressive 90% return to investors over the past year, according to InvestingPro data.
According to a Form 4 filing with the Securities and Exchange Commission, the sales involved three separate transactions. The first sale involved 1,400 shares at a price of $453.69, the second involved 2,400 shares at $454.47, and the third sale consisted of 8,083 shares at $456.07.
Following the transactions, Podbere directly owns 231,130 shares of CrowdStrike Holdings, Inc. Class A common stock. The filing also indicates indirect ownership through various trusts, including the Buttonwillow Trust, Doris Trust, and others.
The reported sales were made to cover tax withholdings due on the vesting of restricted stock unit awards, as required under CrowdStrike’s administrative policies.
In other recent news, CrowdStrike has launched CrowdStrike Signal, a suite of AI-powered detection engines designed to identify early-stage threat activity, enhancing its cybersecurity offerings. This development was announced at Black Hat USA 2025, highlighting the company’s commitment to innovation in threat detection. Moody’s Ratings has affirmed CrowdStrike’s Baa3 senior unsecured rating and upgraded its outlook to positive, citing the company’s strong competitive position and expected acceleration in subscription revenue growth. The agency forecasts subscription revenue growth to rise from 20% in the first half of fiscal year 2026 to 23% in fiscal year 2027, alongside increasing profitability and strong free cash flow growth.
In terms of analyst ratings, Cantor Fitzgerald has reiterated an Overweight rating on CrowdStrike, projecting an 8% year-over-year growth in Net New Annual Recurring Revenue to $870 million for fiscal year 2026. This projection is slightly below the consensus estimate of $883 million. Citizens JMP has also reiterated a Market Outperform rating, recognizing CrowdStrike’s strong position in endpoint protection, which is increasingly relevant in the context of AI security. These recent developments underscore CrowdStrike’s robust position in the cybersecurity market.
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