CrowdStrike (CRWD) Director Johanna Flower Sells $2.3M of Stock
Key Points
- CrowdStrike director Johanna Flower sold 9,896 shares at an average price of $230.05 on October 16, 2026, according to a Form 4 filed with the SEC.
- The planned transaction lowered her personal holdings to 296,288 shares of the cybersecurity company.
- The stock recently traded around $228.16, sitting below its 50-day moving average as analysts maintain an overall buy consensus.
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CrowdStrike Holdings, Inc. director Johanna Flower sold 9,896 shares of the company on October 16, 2026, according to a Form 4 filing with the SEC. The transaction was executed at a price of $230.05 per share, totaling approximately $2.28 million.
Inside Johanna Flower's CrowdStrike Trade
The pre-arranged sale trimmed Flower's holdings down to 296,288 shares, representing a 3.2% decrease in her direct stake. The trade was carried out under a pre-arranged Rule 10b5-1 trading plan. On the day of the sale, CrowdStrike shares closed at $227.39.
Other Institutional Activity in CrowdStrike
Other major financial players adjusted their positions in the cloud security firm around the same time. First Citizens Bank & Trust grew its holdings by 15,390 shares, ending with 15,891 shares worth about $4.21 million. Kmg Fiduciary Partners grew its stake by adding 13,038 shares to finish with 17,202 shares valued at roughly $4.55 million. IFM Investors grew its holdings by 178,913 shares, ending with 236,286 shares worth about $62.56 million. Concurrent Investment Advisors grew its holdings by 154,106 shares, ending with 190,640 shares worth about $50.47 million. AdvisorNet Financial grew its holdings by 5,991 shares, ending with 7,832 shares worth about $1.95 million.
CrowdStrike Holdings, Inc. Stock Down 8.5%
The stock recently traded around $228.16, sitting below its 50-day moving average of $232.08 but well above its 200-day moving average of $159.39. Shares trade below their 52-week high of $286.99 and well above their 52-week low of $85.68.
Recent Earnings
CrowdStrike brought in trailing twelve month revenue of $5.40 billion alongside basic earnings per share of $0.06.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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Earnings quality
Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.
Earnings Call Summary
CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.
Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Executive leadership at the firm has also trimmed stakes recently, with CEO George Kurtz executing several planned and unplanned sales earlier in October.
Analysts Set New Price Targets
Wall Street firms adjusted targets recently, including Wells Fargo maintaining an overweight rating with a $300 target on October 13, Freedom Broker keeping a buy rating with a $320 target on October 14, BTIG holding a buy rating with a $312 target on October 14, Citigroup keeping a buy rating with a $295 target on October 15, and Keybanc maintaining an overweight rating with a $265 target on October 16.
About CrowdStrike Holdings, Inc.
Based in Austin, Texas, CrowdStrike provides cloud-delivered cybersecurity solutions that protect endpoints, workloads, identities, and data for businesses worldwide.
Bottom Line
Investors will look toward the next earnings report scheduled for December 1, 2026, to gauge ongoing software subscription growth. Insider transaction patterns and institutional filings will continue to draw close attention from market participants.
Source: Johanna Flower's Form 4 filing on $CRWD (Oct 16, 2026). Written by software, not financial advice. How we make alerts