Lead
Fri ~$23.50 (−6%): profit-taking after Cohen’s ~$26M buy; IR quiet
- Yahoo (asOf 2026-09-25T17:26:15+00:00): ~$23.495 (-1.525 / -6.09%) on day range $23.055–$24.959; prevClose $25.02; volume ~9.6M; 52-week $17.79–$28.1.
- Form 4 summaries (StockTitan/Motley Fool): Cohen bought 1,150,680 Class A shares on 2026-09-21 at ~$22.94 wtd avg (~$26.4M); post-trade direct stake ~40.50M; no 10b5-1 plan noted.
- 24/7 Wall St Fri: frames the drop as profit-taking after the post-disclosure run (still ~+29% over the prior month in that piece’s morning print) rather than a fresh IR catalyst.
Why it matters — Evening desk is a live Fri unwind against a known insider buy and a still-quiet IR calendar — treat tip-wire “should you sell” recycles as noise.