Moorjani Janesh

Insider trading profile for Moorjani Janesh across Elastic N.V. (ESTC, primary, 186 tx), Autodesk (ADSK, 8 tx), PTC (8 tx), and Infoblox (BLOX, 4 tx): ESTC: 186 transactions 2019-06-08 to 2024-12-09, 707,645 shares sold, 0 acquisitions. The sells are concentrated in the post-IPO period as ESTC ran from ~$6 (IPO) to $100+ range. Notable ESTC sells: 2024-12-09 (8,501 at $108.72), 2024-09-09 (6,941 at $70.25), 2024-06-10 (10,011 at $109.90), 2024-03-11 (5,515 at $103.28), 2024-06-08 (55,386 A-code acquisitions, offset by S-code sells), 2023-12-11 (6,930 at $114.97), 2023-09-11 (5,473 at $77.83). A-code acquisitions at ESTC: 2024-06-08 (55,386 shares) and 2023-12-08 (39,288). These were option exercises that were partially liquidated via S-code. ADSK: the recent pattern shows alternating A-code acquisitions and F-code (fee)/S-code sells: 2026-06-15 P-code (open-market purchase, 2,500 at $197.67 -- this is a DISCRETIONARY BUY and the most significant conviction signal), 2026-04-10 A-code (12,424), 2026-03-24 A-code (18,932) + F-code fee sell (8,794 at $247.44), 2025-12-16 F-code (7,767 at $294.31), 2024-12-16 A-code (33,514 x 2). PTC: 8 tx, all M-code/A-code vesting events, zero sells. BLOX: 4 tx historical all-sell. KEY SIGNAL: The June 2026 P-code (open-market purchase) of 2,500 ADSK shares at $197.67 is the ONLY discretionary open-market buy in the entire profile and represents meaningful conviction -- this is an insider putting new money to work in ADSK at a $198 price point. However, the same 2026-03-24 cluster shows an A-code exercise of 18,932 shares followed by an F-code fee sell of 8,794 at $247 -- the insider is still monetizing some ADSK equity. The ESTC history is pure sell through 2019-2024 (707K shares), which is a strong bearish signal on that name specifically. Mixed read: the ESTC all-sell profile (5+ years, 707K shares) is textbook bearish. The ADSK profile has a significant positive signal (P-code discretionary buy June 2026) but is partially offset by continued F-code fee liquidation at higher prices ($247-$294). The pattern suggests the insider is selectively accumulating ADSK (likely via exercises + one discretionary buy) while having fully exited ESTC. The cross-company divergence (ESTC bearish, ADSK mixed-bullish) may reflect company-specific views rather than sector rotation.