Insider Cluster (2 insiders) ·Filed Mar 10, 2026

AEIS

ADVANCED ENERGY INDUSTRIES INC
NEUTRAL
Impact 4/10
Horizondays Processed6mo ago
Insider cluster: 2 insiders, $549K total
Actionable Insight • Neutral

Monitor for additional insider sales in the coming weeks; while this cluster is within normal range for a company of this size, CEO participation adds visibility. Consider in context of upcoming earnings or guidance changes.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
AEIS ▲ +3.57% at T+60d
NEUTRAL call ✓ call won +3.57% · α vs SPY -8.12% · entry $311.39 → $322.50
Entry anchored
Mar 9, 03:59 PM ET
via exchange tick
T+1d
+1.11%
call +1.11% · α +1.21%
$314.84
settled 7mo ago
T+5d
+1.45%
call +1.45% · α +2.36%
$315.91
settled 7mo ago
T+20d
+17.84%
call +17.84% · α +18.00%
$366.95
settled 6mo ago
T+60d
+3.57%
call +3.57% · α -8.12%
$322.50
settled 4mo ago

Price Chart

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Executive Summary

Two corporate insiders at Advanced Energy Industries (AEIS) sold shares in the past week, including CEO Stephen Douglas and Director Brian Shirley, generating proceeds of $165,900 and $382,800 respectively through open-market transactions. The total value of these sales is $548,650, representing a modest but notable insider selling cluster.

Key Financial Metrics

Direction
selling
Total Value
$548.6K
Insiders
2

Key Facts

  • CEO Stephen Douglas sold 543 shares for $165,875 via open-market transaction on March 10, 2026.
  • Director Brian Shirley sold 1,234 shares for $382,774 via open-market transaction on March 13, 2026.
  • Total proceeds from the two sales: $548,650.
  • All transactions were open-market sales (Form 4 codes: S), not related to option exercises, gifts, or tax events.
  • Total value represents approximately 0.0048% of AEIS's $11.5B market cap — below the 0.1% threshold for materiality.

Financial Impact

$548,650 in total open-market share sales by two insiders over 7 days

insider ownershipmarket sentiment

Risk Factors

  • Perception of negative sentiment if selling continues ahead of earnings or major announcements.
  • Potential misinterpretation of routine portfolio diversification as a fundamental concern.

Market Snapshot

Exchange
Nasdaq

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (2 trades, 7d window)cluster-AEIS-1773438081878
12 reports for AEIS
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+5▲ +18.10%Jul 30, 2026
Filters
Rows
Reports for AEIS — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$287.25 $262.20▼ −8.72%▼ −8.50%$304.28 (+5.93%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$292.62 $287.09▼ −1.89%▼ −3.00%$304.28 (+3.98%)
Jul 30, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$274.26 $323.91▲ +18.10%▲ +14.48%$304.28 (+10.95%)
Jul 24, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$303.99 $274.26▼ −9.78%▼ −10.15%$304.28 (+0.10%)
Jun 12, 2026
16w ago
8-K
BULLISH ★ 5/10
$354.37 $372.59▲ +5.14%▲ +4.47%$304.28 (−14.13%)
May 18, 2026
19w ago
8-K
BEARISH ★ 7/10
$302.75 $329.13▼ −8.71%▼ −6.47%$304.28 (−0.51%)
May 8, 2026
21w ago
8-K
NEUTRAL ★ 3/10
$357.24 $344.60▼ −3.54%▼ −5.00%$304.28 (−14.82%)
Apr 15, 2026
24w ago
Insider Cluster
NEUTRAL ★ 4/10
$374.32 $377.19▲ +0.77%▼ −0.87%$304.28 (−18.71%)
Mar 13, 2026
29w ago
Insider Cluster
BEARISH ★ 5/10
$302.02 $317.21▼ −5.03%▼ −7.15%$304.28 (−0.75%)
Mar 10, 2026
29w ago
Insider Cluster
NEUTRAL ★ 3/10
$311.39 $315.91▲ +1.45%▲ +2.36%$304.28 (−2.28%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (64h 22m)

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Report published Mar 13, 2026