Circle Internet Group CEO Jeremy Allaire Sells $6.1M in Class A Stock Under 10b5-1 Plan

Executive Summary

On September 8, 2026, Jeremy Allaire, Chairman and Chief Executive Officer of Circle Internet Group, Inc. ($CRCL), executed sales totaling 62,264 shares of Class A Common Stock across direct and indirect trust holdings. The sales generated aggregate gross proceeds of approximately $6.10 million at a volume-weighted average price of $98.04 per share.

Transaction Breakdown

All transactions were open-market sales executed pursuant to a pre-established Rule 10b5-1 trading plan across five price tiers ($96.50 to $100.34):

• Direct Ownership Sales: 56,200 shares sold for ~$5.51 million.
• Indirect Trust Sales: 6,064 shares sold across four irrevocable non-grantor trusts (Oak Trust, Chestnut Trust, Beech Trust, and Spruce Trust) for ~$594,500 total.

Post-Transaction Holdings

• Class A Common Stock (Direct): 333,760 shares (consisting of 125,691 shares held outright and 208,069 unvested restricted stock units).
• Class A Common Stock (Indirect Trusts): 241,276 total shares across the four irrevocable trusts.
• Class B Common Stock (Direct): 15,659,098 shares (convertible 1-for-1 into Class A Common Stock).
• Class B Common Stock (Indirect GRAT): 296,296 shares.

Market & Governance Impact

The trades represent routine portfolio diversification conducted via an affirmative 10b5-1 trading defense. Given that Allaire retains over 15.9 million super-voting Class B shares and hundreds of thousands of Class A shares/RSUs, his voting power and long-term economic alignment with shareholders remain virtually unchanged.