FAIR ISAAC CORP Insider LANSING WILLIAM J Sold About $4.2M Through a November 2025 Window
LANSING WILLIAM J sold roughly $4.2M of FICO stock during a visible November 2025 liquidity window, making the pattern more useful as a cadence signal than a one-day headline.
LANSING WILLIAM J sold roughly $4.2M of FICO stock across a visible November 2025 window. The pattern matters because it looked like structured liquidity management, not a single impulsive exit.
What Happened
| Date | Code | Shares | Price | Estimated Value |
|---|---|---|---|---|
| 2025-11-10 | S | 41 | $1745.14 | $71,551 |
| 2025-11-10 | S | 51 | $1743.82 | $88,935 |
| 2025-11-10 | S | 70 | $1742.04 | $121,943 |
| 2025-11-10 | S | 39 | $1740.62 | $67,884 |
| 2025-11-10 | S | 252 | $1739.41 | $438,333 |
| 2025-11-10 | S | 50 | $1737.76 | $86,888 |
| 2025-11-10 | S | 394 | $1736.39 | $684,138 |
| 2025-11-10 | S | 123 | $1735.23 | $213,434 |
| 2025-11-10 | S | 89 | $1733.72 | $154,301 |
| 2025-11-10 | S | 271 | $1731.76 | $469,306 |
The visible cluster added up to about 2,400 shares at an average sale price near $1732.88. That is big enough to matter, but it is still more useful as a pattern read than as a one-day headline.
Why It Matters
Fair Isaac spent late 2025 still wearing a premium-quality software and analytics multiple, with investors focused on pricing power, decisioning demand, and the durability of the FICO score franchise. That backdrop matters because Lansing was selling into an already expensive stock, not trying to escape a visibly broken business.
That does not make the selling automatically bearish. It does mean investors should distinguish between healthy insider liquidity and a broader change in alignment. That distinction usually becomes clearer when you compare cadence, size, and the residual ownership after the window closes.
What Investors Should Not Overstate
This is not a story about management walking away. The better read is that the insider used a visible liquidity window while still leaving ownership on the table. The forward question is whether the pattern repeats, accelerates, or stops.
For readers trying to separate routine selling from a deeper signal, the right comparison set is not just the insider's own history. It is also what peers like Moody's, S&P Global, Morningstar, Intuit are doing and how those stocks are trading around their own earnings cycles.
Key Facts
| Insider | LANSING WILLIAM J |
|---|---|
| Company | FAIR ISAAC CORP |
| Sell window | 2025-11-10 to 2025-11-10 |
| Estimated value | $4.2M |
| Average sale price | $1732.88 |
What to Watch
- FICO multiple discipline: whether the stock keeps defending a premium software-like valuation around earnings.
- Sale cadence: whether the November cluster stays isolated or turns into a repeated 2026 liquidity pattern.
- Ownership alignment: whether Lansing still retains enough stock that investors read the sales as portfolio management rather than disengagement.
- Credit-cycle sensitivity: whether lender demand and score-related pricing stay firm if the macro backdrop softens.
- Peer tape: whether Moody's, S&P Global, and Morningstar keep trading with similar premium-data multiples.
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