C3.ai Ceo Thomas Siebel Sells 453,000 Shares For $4.8 Mil…
Transaction value based on SEC Form 4 weighted average sale price ($10.51); post-transaction value based on August 11, 2026 market close ($10.63).
Key questions
- What was the structural nature of this transaction?
This was an exercise-and-sell event in which Thomas M. Siebel converted 453,314 options into common stock and immediately sold those s at prices ranging from $10.30 to $10.69. The exercise of these fully vested options reflects a planned conversion of equity compensation into cash. - How is the CEO’s residual equity exposure distributed?
The executive retains a substantial position through multiple vehicles, including ~7.1 million s in The Siebel Living Trust and ~1.2 million s in The Siebel 2011 Irrevocable Children’s Trust. Additionally, he continues to hold 2.4 million derivative securities in the form of stock options. - What are the current financial benchmarks for C3.ai?
As of the August 12, 2026 market close, the stock was priced at $10.08, ing a (35%) one-year return as of the transaction date. The firm reports trailing twelve-month revenue of $250.3 million against a net loss of $470.4 million, maintaining a market capitalization of $1.5 billion.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close 2026-08-12) | $10.08 |
| Market Capitalization | $1.50 billion |
| Revenue (TTM) | $250.30 million |
| Net Income (TTM) | -$470.40 million |
| Total Employees | 764 |
| One Year Stock Performance | -35.46% |
Company Snapshot
- C3.ai develops and commercializes enterprise artificial intelligence software solutions, including the C3 AI Application Platform for building and deploying AI applications, along with specialized tools such as C3 AI Ex Machina for data preparation and C3 AI CRM for customer relationship management.
- The company generates revenue through software licensing and subscription-based delivery of its AI platform and applications to enterprise customers, enabling organizations to develop, deploy, and operate AI solutions at scale.
- C3.ai serves a diverse global customer base across North America, Europe, the Middle East, Africa, and the Asia Pacific region, targeting large enterprises seeking to accelerate digital transformation and artificial intelligence adoption.
C3.ai is a leading provider of enterprise AI software solutions with a market capitalization of $1.50 billion and TTM revenue of $250.30 million. The company operates at significant scale with 764 employees and maintains a global presence across multiple regions. C3.ai’s competitive differentiation lies in its comprehensive AI platform architecture, which enables enterprises to rapidly develop, deploy, and operationalize AI applications without requiring extensive in-house AI expertise.
What this transaction means for investors
As previously mentioned, Siebel’s stock sale was an “exercise and sell event.” This means he converted options into common stock and immediately sold them.
Since the sale occurred under the Rule10b5-1 framework, Siebel pre-planned it in advance. Additionally, Siebel retained about 95% of his C3.ai stock holdings, indicating a positive outlook on the company he founded and continues to lead.
many other SaaS stocks, the so-called “SaaSpocalypse” seems to have affected C3.ai stock price decline. The market has sold these stocks recently amid fears that AI engines could build applications to perform the tasks of software platforms at a fraction of the cost.
Expand
NYSE: AI
C3.ai
Today’s Change
(-3.73%) $-0.38
Current Price
$9.80
Key Data Points
Market Cap
$1.6BMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$9.79 – $10.28
52wk Range
$7.67 – $20.22
Volume
2.3M
Avg Vol
6.3M
Gross Margin
30.92%
Admittedly, C3.ai may suffer from this perception more than most software companies. Revenue is down as the company transitions to a pay-as-you-go subscription model. Also, a heavy dependence on a few large corporate clients and competition from the hyperscalers and companies Palantir may concern some investors.
Whatever the problems, it is clear that Siebel remains bullish on his company, and this recent sale ly does nothing to change his sentiments.
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About the Author
Will Healy is a contributing Motley Fool stock market analyst covering technology and consumer goods industries. Before The Motley Fool, Will was a freelance writer covering stocks and personal finance for MSN Money, Yahoo! Finance, and Nasdaq. Earlier in his career, he was an expert in geographic information systems, applying spatial and IT skills to perform RF and demographic analysis in the telecom industry. He holds a bachelor’s degree in journalism from Texas A&M University and an MBA in finance and strategy from the University of Texas at Dallas.
Stocks Mentioned
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NYSE: AI
$9.84
(-3.34%)-$0.34
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