The cluster is notable for including the CEO and multiple directors, but the dollar amount is small relative to market cap. Per academic literature, cluster sales are not reliably informative. Monitor for any upcoming earnings or corporate events that may have prompted the sales. The stock is trading near recent highs, and these sales may be liquidity-driven.
Price Chart
Executive Summary
Four insiders at Cohu, including the CEO and three directors/officers, sold a total of $3.09M in open-market sales over a 7-day window. The CEO's sale of $2.11M represents the bulk of the cluster. While the dollar amount is modest relative to the $2.2B market cap (~0.14%), the cluster includes the CEO and multiple directors, which warrants attention.
Key Financial Metrics
Key Facts
- CEO Luis Muller sold 45,154 shares at $46.62 for $2.11M on 2026-05-22.
- Director James Donahue sold 10,257 shares at $46.77 for $480K on 2026-05-22.
- Director Steven Bilodeau sold 10,257 shares at $44.85 for $460K on 2026-05-20.
- Sr VP & Chief Customer Officer Christopher Bohrson sold 1,000 shares at $46.92 for $47K on 2026-05-15.
- Total insider sales of $3.09M represent ~0.14% of Cohu's $2.2B market cap.
- All transactions are open-market sales (code S).
Financial Impact
Total insider sales of $3.09M, or ~0.14% of market cap — modest in size.
Risk Factors
- CEO selling a large portion of his holdings could signal reduced conviction.
- Multiple directors selling in a tight window may indicate shared concerns about valuation or upcoming news.
- Sales could be part of pre-arranged 10b5-1 plans, reducing their informational value.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-COHU-1779838209160 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Insider Cluster | $52.88 $50.72 | ▼ −4.08% | ▼ −3.69% | $73.48 (+38.96%) |
Jun 20, 2026 14w ago | Institutional Cluster | $70.07 $51.19 | ▼ −26.94% | ▼ −26.80% | $73.48 (+4.87%) |
May 26, 2026 18w ago | Insider Cluster | $54.94 $67.36 | ▲ +22.61% | ▲ +24.51% | $73.48 (+33.75%) |
May 22, 2026 18w ago | Insider Cluster | $49.93 $62.51 | ▲ +25.20% | ▲ +27.14% | $73.48 (+47.17%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▼ −41.20% | ▼ −39.62% | $73.48 (−66.24%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | $73.48 (+66.24%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | $73.48 (+66.24%) |
May 11, 2026 20w ago | Insider Cluster | $51.28 $54.99 | ▲ +7.23% | ▲ +7.54% | $73.48 (+43.29%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access