XYZ Who's Buying, Who Sold?

Are Block (XYZ) Insiders Quietly Dumping Shares? Here’s What the Data Actually Says

Are Block (XYZ) Insiders Quietly Dumping Shares? Here’s What the Data Actually Says

November 29, 2025

If you’ve been watching Block, Inc. (NYSE: XYZ) lately, you might have seen the same headline floating around:

“Insiders are selling — should you be worried?”

Let’s cut through the noise.

Yes, insiders have been selling. A lot.
But no, they’re not secretly bailing on the company before some imminent collapse.

Here’s the real story as of late November 2025.

The Raw Numbers (Last 6 Months)

  • 29 reported open-market insider transactions
  • 0 buys
  • 29 sells
  • Over $20 million in shares sold by executives and directors

Recent highlights (all sales):

Date Insider Position Shares Sold Price Value
Nov 21, 2025 Amrita Ahuja CFO & COO ~10,000 $61.40 ~$611k
Nov 21, 2025 Chrysty Esperanza Chief Legal Officer ~3,608 $61.40 ~$221k
Oct 2025 Amrita Ahuja CFO & COO 1,351 ~$74.75 ~$101k
Jul 2025 Owen Jennings Business Lead 1,050 ~$69.26 ~$73k

So… Is This Bearish?

Not necessarily. Here’s the context most headlines leave out:

  1. These are almost entirely pre-scheduled 10b5-1 sales
    Executives set these automated plans months (or years) in advance to avoid any appearance of insider trading.
  2. Many are selling to cover taxes on vesting RSUs
    Block pays a big chunk of comp in stock. When RSUs vest → taxes due → easiest way to pay is sell shares.
  3. No one is liquidating their entire position
    After the latest sales, CFO still owns ~273k shares, CLO ~123k shares. They’re trimming, not exiting.
  4. Insiders still own ~11% of the entire company
    That’s massive skin in the game — way above average for tech.

Meanwhile, Who IS Buying?

Institutions and smart-money investors have been accumulating:

  • XTX Topco (Paul Tudor Jones’ family office)
  • Gator Capital
  • Vanguard, BlackRock, and others increased positions in Q3/Q4 2025

Bottom Line

Insider selling at Block right now is loud but not particularly meaningful. It’s routine, scheduled, tax-related, and part of long-standing compensation plans.

If insiders suddenly started buying hand-over-fist, that would be a screaming buy signal.
This? Just normal Silicon Valley housekeeping.

The stock can still go up or down 30%+ from here (analyst average target ~$83, roughly 25% upside), but the insider activity alone isn’t the red flag some are making it out to be.

Stay calm, zoom out, and keep watching the actual business (Cash App growth, Afterpay integration, Bitcoin revenue, etc.). That’s what will move XYZ over the next 12–24 months — not another 10b5-1 sale.

This is not financial advice. Always do your own research and consult a professional advisor. Past performance is no guarantee of future results.

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