The insider sales are immaterial in size and involve only directors, not C-suite executives. The cluster is likely tied to post-offering liquidity planning following the $1.15B convertible note issuance. No bearish signal here — monitor for any C-suite selling in the coming weeks, which would carry more weight.
Price Chart
Executive Summary
Two Amkor directors sold a total of $4.87M in open-market sales over a 5-day window, representing 0.027% of the company's $17.9B market cap. The sales follow the company's $1.15B convertible note issuance 10 days prior, and are accompanied by non-cash derivative exercises and stock grants to the same directors. The dollar amount is trivial relative to market cap, and the sales are likely liquidity-driven following the convertible offering.
Key Financial Metrics
Key Facts
- Two directors sold a combined 65,000 shares for $4.87M in open-market sales (May 8 and May 11, 2026).
- Sales represent 0.027% of Amkor's $17.9B market cap — well below the 0.1% materiality threshold.
- Both directors also exercised non-cash derivative transactions and received stock grants on May 13, 2026, with zero economic value.
- The cluster follows Amkor's $1.15B convertible note issuance on May 5, 2026, which included a capped call transaction to reduce dilution.
- No C-suite executives (CEO, CFO, COO) participated in the selling cluster.
Financial Impact
Total open-market sales of $4.87M, or 0.027% of market cap — immaterial relative to company size.
Risk Factors
- If additional C-suite selling emerges in the next 30 days, the pattern would become more concerning.
- The convertible note conversion price of $106.37 per share represents a 37.6% premium to the May 11 sale price of $77.30, suggesting no imminent dilution concern.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AMKR-1778877635632 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | Insider Cluster | $50.89 $47.95 | ▼ −5.78% | ▼ −3.83% | $56.08 (+10.20%) |
Aug 13, 2026 7w ago | Insider Cluster | $57.75 $51.73 | ▼ −10.42% | ▼ −8.68% | $56.08 (−2.89%) |
Aug 11, 2026 7w ago | Insider Cluster | $54.30 $51.35 | ▼ −5.43% | ▼ −4.37% | $56.08 (+3.28%) |
Aug 7, 2026 8w ago | Insider Cluster | $55.27 $47.77 | ▼ −13.57% | ▼ −13.17% | $56.08 (+1.47%) |
Aug 3, 2026 8w ago | Institutional Cluster | $50.84 $47.30 | ▼ −6.96% | ▼ −8.20% | $56.08 (+10.31%) |
Jul 27, 2026 9w ago | 8-K | $45.69 $48.70 | ▲ +6.59% | ▲ +3.21% | $56.08 (+22.74%) |
Jul 23, 2026 10w ago | Institutional Cluster | $65.33 $50.86 | ▼ −22.15% | ▼ −25.46% | $56.08 (−14.16%) |
Jul 20, 2026 10w ago | Insider Cluster | $62.56 $61.30 | ▼ −2.01% | ▼ −6.13% | $56.08 (−10.36%) |
Jul 20, 2026 10w ago | Insider Cluster | $62.56 $61.30 | ▼ −2.01% | ▼ −6.13% | $56.08 (−10.36%) |
May 21, 2026 19w ago | 8-K | $65.90 $93.63 | ▲ +42.07% | ▲ +41.74% | $56.08 (−14.90%) |
US Market Status
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