Lily Sarafan sold 3,500 directly-held shares on Feb. 25, 2026, for a transaction value of ~$128,000, at a weighted average price around $36.53 per share.
This sale represented 13.97% of Ms. Sarafan’s direct holdings, reducing direct ownership from 25,054 to 21,554 shares.
No indirect holdings or derivative transactions were involved; the entire disposition occurred through direct ownership.
This was Ms. Sarafan’s first open-market sale since listing, aligning with the insider’s available capacity and not exceeding prior administrative activity.
Maplebear (NASDAQ:CART) Director Lily Sarafan reported the sale of 3,500 shares of Common Stock for a total value of approximately $128,000 on Feb. 25, 2026, according to a SEC Form 4 filing.
Instacart, a leading online grocery platform, reported this insider sale amid a year marked by shifting stock performance.
| Metric | Value |
|---|---|
| Shares sold (direct) | 3,500 |
| Transaction value | $128,000 |
| Post-transaction shares (direct) | 21,554 |
| Post-transaction value (direct ownership) | ~$788K |
Transaction value based on SEC Form 4 weighted average purchase price ($36.53); post-transaction value based on Feb. 25, 2026 market close ($36.55).
| Metric | Value |
|---|---|
| Revenue (TTM) | $3.74 billion |
| Net income (TTM) | $438.00 million |
| 1-year price change | -2.72% |
* 1-year price change calculated using Feb. 25, 2026 as the reference date.
Instacart (parent compay: Maplebear) operates at scale in the North American online grocery delivery market, leveraging a technology-driven platform to connect consumers with personal shoppers.
The company’s strategy focuses on convenience, broad product selection, and strong retailer partnerships to maintain a competitive edge. Its asset-light model and diversified revenue streams support operational flexibility and growth potential in the specialty retail sector.
Board of Directors member Lily Sarafan’s sale of 3,500 shares in Instacart parent Maplebear is not a red flag. After the transaction, she still held over 21,000 shares in the company. This suggests she is not in a rush to dispose of her holdings.
Ms. Sarafan’s sale came at a time when Instacart’s stock price was well below its 52-week high of $53.50 reached in 2025. Shares are down in 2026 as competition intensifies in the delivery sector.
Adding to this is Instacart’s projection for first quarter adjusted EBITDA of at least $280 million, which is not much of an increase over the prior year’s $244 million. This raised concerns on Wall Street that growth is slowing.
Even so, Instacart is doing well. It ended 2025 with revenue of $3.7 billion, a year-over-year increase of 11%.
With Instacart’s share price dropping towards its 52-week low of $32.73, now is a good opportunity to pick up shares if you believe the company can continue to increase sales. But if you’re a shareholder, the time is not ideal to sell.
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Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool recommends Instacart. The Motley Fool has a disclosure policy.
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