Circle Chairman & CEO Jeremy Allaire Sells $5.2M in Class A Shares Under Rule 10b5-1 Plan

Transaction Overview

On October 5, 2026, Jeremy Allaire, Chairman and Chief Executive Officer of Circle Internet Group, Inc. ($CRCL), executed sales of 62,264 shares of Class A Common Stock across multiple price tranches ranging from $82.10 to $85.45, with a weighted average price of approximately $83.59 per share. The transactions generated aggregate gross proceeds of approximately $5,204,478.70.

Breakdown of Sales

• Direct Sales: 56,200 shares sold directly by Jeremy Allaire for gross proceeds of $4,697,606.85.
• Indirect Sales (Family Trusts): 6,064 total shares sold across four irrevocable trusts (Oak Trust, Chestnut Trust, Beech Trust, and Spruce Trust, each selling 1,516 shares) for proceeds of $506,871.85.

Context & Trading Significance

• Rule 10b5-1 Trading Plan: All transactions were conducted pursuant to a pre-established Rule 10b5-1 trading arrangement, indicating scheduled execution rather than discretionary timing based on near-term corporate news.
• Holdings Perspective: Following these transactions, Allaire directly retains 277,560 Class A shares (consisting of 69,491 shares owned outright and 208,069 restricted stock units) and 235,196 Class A shares held across the family trusts. Crucially, Allaire holds 15,665,889 direct shares and 296,296 indirect shares of convertible Class B Common Stock (convertible 1-for-1 into Class A shares). The shares sold represent less than 0.4% of his aggregate beneficial ownership.
• Significance Level: Rated Medium due to the aggregate dollar amount ($5.2M+), though the trading signal is softened significantly by the routine Rule 10b5-1 mechanism and minimal proportional change to his controlling equity stake.