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OPENActive

Will any Opendoor executive engage in discretionary stock selling in 2026?

Resolves January 31, 2027(320d)
IG: 0.40

Current Prediction

25%
Likely No
Model Agreement82%
Predictions9 runs
Last UpdatedMarch 17, 2026

Why This Question Matters

The net insider buying pattern is a key positive signal. Any discretionary executive selling (outside mandatory tax sell-to-cover and 10b5-1 plans) would fundamentally change the governance assessment and signal reduced conviction.

GOVERNANCE_ALIGNMENT

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 20%28%Aggregate: 25%
Individual Predictions(9 runs)
opusRun 1
25%

Insiders are currently net buyers. At $5/share, discretionary selling would be irrational for executives with large RSU grants tied to stock price. No incentive to sell low.

Net buyers currentlyNo incentive to sell at $5RSU hurdles above current price
opusRun 2
22%

The RSU structure with price hurdles at $9-$33 means executives want the stock higher. Selling at $5-8 would be counterproductive. Discretionary selling would only make sense if stock rallies significantly above $9.

Price hurdles at $9-$33Selling counterproductiveOnly makes sense above $9
opusRun 3
28%

If stock rallies to $10+ on profitability news, executives might be tempted to lock in gains. But even then, the RSU hurdles incentivize holding. Most likely scenario for selling is if a new 10b5-1 plan is adopted at higher prices.

Rally could trigger sellingRSU hurdles still incentivize holding10b5-1 adoption risk
sonnetRun 1
25%

Low probability. Management recently bought stock with personal funds. Selling would contradict their public stance and damage credibility.

Recent buying contradicts sellingCredibility riskLow probability
sonnetRun 2
20%

The explicit anti-short-seller stance makes insider selling politically impossible for management. They have staked reputation on being bullish. Very low probability.

Political impossibilityAnti-short stanceReputation staked
sonnetRun 3
28%

Slight upside risk if RSUs vest and automatic tax sell-to-cover is expanded. But the question specifically excludes mandatory sell-to-cover. Discretionary selling remains unlikely in 2026.

RSU vesting creates sharesSell-to-cover excludedDiscretionary unlikely
haikuRun 1
25%

Low probability. Insiders just bought. No reason to sell at current prices.

Recent buyingNo incentive
haikuRun 2
22%

Very unlikely unless stock rallies significantly. Management has strong incentive to hold.

Stock rally neededStrong hold incentive
haikuRun 3
28%

Small tail probability. Could happen if an executive departs or if stock spikes and someone locks in profits.

Departure riskProfit-taking on spike

Resolution Criteria

Resolves YES if any Opendoor C-suite executive files a Form 4 showing discretionary disposition during calendar year 2026

Resolution Source

SEC Form 4 filings for Opendoor Technologies

Source Trigger

Any executive engages in discretionary open-market selling (outside 10b5-1)

insider-investigatorGOVERNANCE_ALIGNMENTHIGH
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