Personally I feel like this is a massive over-reaction from the market, I have no inside information so just going on experience. I can't imagine too many long term holders being spooked by Shaun's trimming, perhaps a good buying opportunity for anyone who's been looking to increase their weighting, I'm overweight myself so will just watch it fluctuate. Founder (no longer an exec) has sold about 4% of his massive holding, I wouldn't begrudge him this given his holding has grown to about A$60m (must be nice!) so selling down $2m doesn't feel like he's looking for an exit. I think I recall Shaun and fellow founder Igor V. selling down a few years ago and the business has only gone from strength to strength since.