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sellModerate

Fairmount Funds Management LLC sold $127M of COGT

director at Cogent Biosciences, Inc.. 3,500,000 shares at an average of $36.40, traded Jan 22, 2026, filed Jan 22, 2026.

Warning score
50
Value
$127M
3,500,000 shares
Holdings after
5,503,418
-39% from before
From 52-week low
+883%
low $4.02, close $39.53
From 52-week high
-6%
high $42.11, as of Jan 22, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $127.4M at market
    +25
  • Share of holdings sold
    Sold 39% of holdings
    +10
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -5.5%, 3m -8.6%, 6m +1.8%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

COGTOct 12, 2026 · close 29.78
Since filing Jan 22, 2026: -24.7%SPY +13.8% · excess -38.5%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001104659-26-005924, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jan 22, 2026SOpen-market sale
Common Stockindirect: Fairmount Healthcare Fund II LP
-3,500,000$36.40$127M5,503,418Jan 22, 2026

Related signals

Other insiders at Cogent Biosciences, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
COGTsell10b5-1
Cogent Biosciences, Inc.
Arlene Morris
director
$1.7M
45,510 shares
-100%
60Notable
COGTsell
Cogent Biosciences, Inc.
Fairmount Funds Management LLC
director
$243M
7,000,000 shares
-56%
65Notable
COGTsell 4
Cogent Biosciences, Inc.
John Edward Robinson
Chief Scientific Officer
$3.5M
90,000 shares
-39%
65Notable
COGTsell 4
Cogent Biosciences, Inc.
Jessica Sachs
Chief Medical Officer
$3.2M
82,642 shares
-38%
72Notable
COGTsell 4
Cogent Biosciences, Inc.
John L. Green
Chief Financial Officer
$3.0M
77,000 shares
-37%
65Notable
COGTsell 4
Cogent Biosciences, Inc.
Evan Kearns
Chief Legal Officer
$2.5M
65,000 shares
-37%
46Moderate
COGTbuy
Cogent Biosciences, Inc.
Fairmount Funds Management LLC
director
$25M
2,777,777 shares
+45%
40Moderate
COGTbuy
Cogent Biosciences, Inc.
Cole Pinnow
Chief Commercial Officer
$332k
43,750 shares
+2085%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Fairmount Funds Management LLC sold $127M of COGT | InsiderTell