(https://www.sec.gov/Archives/edgar/data/1535527/000177856426000113/xslF345X06/form4-07072026_080701.xml) 2,538 shares on July 6th across four tranches ($198–$208 range). Datadog Director Agarwal followed suit the same week, liquidating $1.3M in stock. This isn't rebalancing — it's a pattern. Both companies are SaaS operators trading at 8-10x revenue. When C-suite dumps at these valuations, the filing usually precedes margin deterioration in the 10-Q.

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