C3.ai CFO Hitesh Lath Sells 20,000 Shares for $200,000
Key Points
C3.ai's CFO sold 20,000 shares for $200,000 on August 4, 2026.
The transaction represented approximately 5% of Lath's direct equity holdings.
The activity was conducted under a Rule 10b5-1 trading plan established earlier to manage personal portfolio liquidity.
Lath retains direct ownership of 363,106 shares following the completion of this transaction.
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Hitesh Lath, Chief Financial Officer of C3.ai, Inc. (NYSE:AI), executed a sale of 20,000 shares of Class A Common Stock on Aug. 4, 2026. SEC Form 4 filing
Transaction summary
| Metric | Value |
|---|---|
| Shares sold (Directly held) | 20,000 |
| Transaction value | $200,000 |
| Post-transaction shares (directly held) | 363,106 |
| Post-transaction value | ~$3.65 million |
Transaction value based on SEC Form 4 weighted average sale price ($10.00); post-transaction value based on Aug. 4, 2026 market close ($10.05).
Key questions
- What was the structural nature of this transaction?
This was an open-market sale of Class A Common Stock executed in multiple transactions between $10 and $10.015 per share. The sale was executed via a Rule 10b5-1 trading plan, which allows insiders to set up a predetermined schedule for selling stock to avoid concerns about material non-public information. - How has the stock performed leading up to this disclosure?
As of the Aug. 4, 2026, transaction date, the stock had experienced a one-year return of -57%. Shares were priced at $9.91 as of the Aug. 5, 2026, market close. - What is the broader context of insider equity at the company?
Lath maintains a direct position of 363,106 shares, and no indirect holdings were reported in this filing. Total insider ownership for the company is approximately 0.24% of shares outstanding.
Company Overview
| Metric | Value |
|---|---|
| Share Price (as of market close 2026-08-05) | $9.91 |
| Market Capitalization | $1.50 billion |
| Revenue (TTM) | $250.3 million |
| Net Income (TTM) | -$470.4 million |
Company Snapshot
- C3.ai develops and delivers enterprise artificial intelligence (AI) software solutions, including the C3 AI Application Platform for building and deploying AI applications at scale, as well as specialized tools such as C3 AI Ex Machina for data preparation and C3 AI CRM for customer relationship management.
- The company operates a software-as-a-service (SaaS) business model, generating revenue through subscription licenses, professional services, and implementation support for its AI platform offerings across global enterprise customers.
- C3.ai serves large enterprises and organizations across North America, Europe, the Middle East, Africa, and the Asia-Pacific region, targeting customers seeking to deploy AI solutions to drive operational efficiency and digital transformation.
C3.ai is a leading provider of enterprise AI software solutions with a global footprint spanning multiple continents and a customer base of large-scale organizations.
The company has 764 employees and generated $250.3 million in trailing twelve months (TTM) revenue, positioning it as a significant player in the enterprise AI software market.
C3.ai's competitive advantage stems from its comprehensive AI platform architecture and specialized tools that accelerate enterprise AI adoption and deployment at scale.
What this transaction means for investors
Despite the stock’s 57% drop over the last year, this sale shouldn’t concern investors. It was completed under a Rule 10b5-1 plan, which insiders often use to execute pre-planned transactions to avoid the appearance of acting on material non-public information. Lath still retains a significant stake in the company worth about $3.6 million.
Still, investors may want to tread cautiously before bottom-fishing the stock. C3.ai’s TTM revenue fell nearly 36% year over year through the April-ending fiscal year. The company’s operating loss also widened to $498 million from $324 million in the previous fiscal year.
Management blames poor execution and sales discipline for the company’s recent performance. It announced a major restructuring, including a 35% reduction in employees.
With sales falling and the business needing a major overhaul to turn around, the stock will remain volatile and may hit new lows before a potential rebound.
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John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends C3.ai. The Motley Fool has a disclosure policy.
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