Insider Cluster (5 insiders) ·Filed Mar 3, 2026

AEIS

ADVANCED ENERGY INDUSTRIES INC
BEARISH
Impact 6/10
Horizonweeks Processed6mo ago
Insider cluster: 2 insiders, $743K total
Actionable Insight ▼ Bearish

While the dollar amount is not massive relative to market cap, the fact that both the CEO and CFO engaged in open-market selling—shortly after exercising derivatives—suggests profit-taking at elevated prices. Traders should monitor for lack of insider confidence ahead of next earnings or any downward revision in guidance.

DirectionBearish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
AEIS ▲ +1.82% at T+60d
SHORT call ✗ call lost -1.82% · α vs SPY +8.50% · entry $322.47 → $328.34
Entry anchored
Mar 2, 03:59 PM ET
via exchange tick
T+1d
+2.50%
call -2.50% · α -1.74%
$330.54
settled 7mo ago
T+5d
-3.44%
call +3.44% · α +2.96%
$311.39
settled 7mo ago
T+20d
+0.07%
call -0.07% · α -4.48%
$322.71
settled 6mo ago
T+60d
+1.82%
call -1.82% · α +8.50%
$328.34
settled 4mo ago

Price Chart

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Executive Summary

Advanced Energy Industries (AEIS) saw a cluster of insider activity over the past week, including open-market sales by the CEO, CFO, and other executives totaling $743K, alongside non-cash derivative exercises. The open-market selling represents a modest but notable outflow of insider ownership.

Key Financial Metrics

Direction
selling
Total Value
$743.2K
Insiders
5

Key Facts

  • CEO Stephen Douglas Kelley sold 1,200 shares for $383,736 in open-market transaction on March 4, 2026.
  • SVP and Chief Accounting Officer Bernard Colpitts sold 1,104 shares for $359,462 on March 3, 2026.
  • On March 1, five executives (including CEO, CFO, COO, GC, and Chief Accounting Officer) exercised stock derivatives totaling 21,570 shares with zero cash value (non-cash transactions).
  • Total open-market sales in the cluster: $743,198.
  • Total insider transactions: 7 trades across 5 individuals within 7 days.

Financial Impact

$743,198 in open-market insider selling over 7 days, representing 0.0063% of AEIS's $11.8B market cap.

insider sentimentshareholder confidence

Risk Factors

  • Insider selling after option exercise may signal limited conviction in near-term upside.
  • Concentration of selling among top executives increases negative perception risk.

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 (7 trades, 7d window)cluster-AEIS-1772831833636
12 reports for AEIS
Performance horizon
50% Hit rate 2 of 4 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 (65h 4m)

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Report published Mar 6, 2026