Insider Trading January 23, 2026

CoreWeave Strategy Chief Disposes $25.8 Million in Class A Shares, Executes Large Conversion

Venturo sold 283,100 Class A shares under a 10b5-1 plan and converted 281,250 Class B shares the same day; analyst coverage and strategic moves noted as company prepares NVIDIA Rubin deployment in H2 2026

By Derek Hwang CRWV
CoreWeave Strategy Chief Disposes $25.8 Million in Class A Shares, Executes Large Conversion
CRWV

Brian M. Venturo, Chief Strategy Officer at CoreWeave, sold 283,100 shares of Class A common stock on January 21, 2026, under a pre-arranged 10b5-1 trading plan, generating $25.8 million in proceeds. On the same day he converted 281,250 Class B shares into Class A shares. Following these transactions, filings show his indirect and direct holdings split between West Clay Capital LLC and personal Class A holdings. The activity comes amid fresh analyst coverage and strategic announcements from CoreWeave, including planned integration of NVIDIA Rubin technology and recent amendments to a $2.6 billion term loan described as providing liquidity relief.

Key Points

  • Venturo sold 283,100 Class A shares under a pre-arranged 10b5-1 plan on January 21, 2026, generating $25.8 million in proceeds.
  • On the same day he converted 281,250 Class B shares into Class A shares; post-transaction holdings include 11,715,542 Class B shares indirectly through West Clay Capital LLC and 223,580 Class A shares directly.
  • Analyst coverage is mixed with Goldman Sachs and JPMorgan holding Neutral ratings, Truist at Hold, and Compass Point reiterating Buy amid a $2.6 billion term loan amendment described as providing liquidity relief; CoreWeave plans to deploy NVIDIA Rubin technology in the second half of 2026.

Brian M. Venturo, who serves as Chief Strategy Officer of CoreWeave, Inc. (ticker: CRWV), sold 283,100 shares of Class A Common Stock on January 21, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The disposition was carried out under a pre-established 10b5-1 trading plan and yielded total proceeds of $25.8 million.

The sales were completed in a series of transactions at a range of prices. The filing lists the following tranches and average prices:

  • 22,989 shares at an average price of $87.8554
  • 26,837 shares at an average price of $88.9534
  • 33,260 shares at an average price of $89.7626
  • 19,295 shares at an average price of $90.9018
  • 27,618 shares at an average price of $91.8854
  • 87,341 shares at an average price of $92.9383
  • 52,562 shares at an average price of $93.8699
  • 10,848 shares at an average price of $94.6666
  • 500 shares at a price of $95.47

In addition to the sales, the Form 4 indicates that Venturo converted 281,250 shares of Class B Common Stock into Class A Common Stock on the same day. The filing provides a snapshot of his holdings after these moves. Through West Clay Capital LLC, Venturo indirectly holds 11,715,542 shares of Class B Common Stock and no shares of Class A Common Stock. Separately, he directly owns 223,580 shares of Class A Common Stock.

The transactions and the subsequent reported holdings reflect a mixture of direct ownership and indirect holdings via an affiliated entity. The use of a 10b5-1 plan indicates the sales were executed under a pre-arranged trading program, as disclosed in the SEC filing.


CoreWeave has also been the subject of recent analyst activity and strategic announcements noted in the company filings and coverage summaries. Several firms initiated or maintained coverage with differing perspectives on the company’s prospects. Goldman Sachs started coverage with a Neutral rating and a price target of $86.00, citing CoreWeave’s competitive position in the AI compute space. Truist Securities began coverage with a Hold rating and an $84.00 price target. JPMorgan retained a Neutral rating while highlighting strong demand for the company’s AI-related compute capacity despite the presence of site delays.

In contrast to those Neutral and Hold views, Compass Point reiterated a Buy rating and set a substantially higher $150 target, noting amendments to a $2.6 billion term loan that, per the company or filings referenced, provide liquidity relief. The company also outlined plans to integrate NVIDIA Rubin technology into its AI cloud platform, an initiative the company expects to deploy in the second half of 2026. The stated goal of that deployment is to broaden options for developing advanced AI workloads.

Taken together, the insider sale, the Class B-to-A conversion, ongoing analyst coverage with mixed ratings and targets, the term loan amendment described as providing liquidity relief, and the planned introduction of NVIDIA Rubin technology represent a cluster of corporate and market developments appearing in CoreWeave’s recent public disclosures. The filings supply a contemporaneous record of an executive liquidity event and concurrent strategic and financial updates from the company.

Risks

  • JPMorgan noted site delays, which the bank flagged even as it highlighted strong demand for CoreWeave’s AI compute capacity - such delays could affect timing of capacity availability.
  • The planned deployment of NVIDIA Rubin technology is expected in the second half of 2026, introducing timing uncertainty for related product enhancements and platform expansion.
  • Analyst coverage shows divergent views and price targets, indicating market uncertainty about the company’s near- to medium-term valuation and operational trajectory.

More from Insider Trading

Principal Financial CEO Disposes of $697,300 in Stock; JPMorgan Lowers Rating to Neutral Feb 2, 2026 Waste Management COO Executes Stock Transactions to Cover Tax Liability; Company Near Fair Value Feb 2, 2026 Waste Management SVP Carrasco executes share sale after performance award settlement Feb 2, 2026 Waste Management SVP Disposes of $47,052 in Shares Following Award Settlement Feb 2, 2026 CNB Financial Director Adds 975 Shares; Board Declares Quarterly Dividend Feb 2, 2026