This cluster is too small relative to market cap to warrant a bearish read. Monitor next quarterly earnings (likely Q3 2026) for any operating weakness or guidance change; the CEO's sale may be routine portfolio diversification. No immediate concern for ICFI's stock trajectory.
Price Chart
Executive Summary
CEO John Wasson and EVP Sergio Ostria sold a combined $230K in open-market transactions. The CEO's sale totals $565K, while the EVP sold $177K. Relative to ICFI's $1.6B market cap, these are minor (0.035%), making this a routine cluster with no material bearish signal.
Key Financial Metrics
Key Facts
- CEO John Wasson sold 6,400 shares total (~$565K) on 2026-09-01, all open-market sells.
- EVP Sergio Ostria sold 2,000 shares (~$177K) on 2026-08-26, open-market sale.
- Total cluster value is ~$742K across two insiders, just 0.046% of ICFI's $1.6B market cap.
- No buys or derivative-exercise transactions occurred — the cluster is entirely selling.
- The CEO's $565K sale is ~0.035% of market cap, well below the 0.1% materiality floor.
Financial Impact
Total insider sales of $742K represent ~0.046% of ICFI's market cap, far below any materiality threshold.
Risk Factors
- Low risk: CEO selling amid strong consensus (82% bullish analyst rating) could indicate personal diversification, not bearishness.
- No material risk: cluster size is trivial relative to ICFI's $1.6B market cap.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ICFI-1788412145438 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | Institutional Cluster | $88.77 $93.33 | ▲ +5.14% | ▲ +6.15% | $95.54 (+7.63%) |
Oct 9, 2026 17d ago | SC 13G | $87.55 $89.43 | ▲ +2.15% | ▲ +4.12% | $95.54 (+9.13%) |
Oct 9, 2026 17d ago | SC 13G | $87.55 $89.43 | ▲ +2.15% | ▲ +4.12% | $95.54 (+9.13%) |
Sep 28, 2026 28d ago | Press Release | $83.12 $83.09 | ▼ −0.04% | ▼ −1.98% | $95.54 (+14.94%) |
Sep 2, 2026 7w ago | Insider Cluster | $89.86 $85.95 | ▼ −4.35% | ▼ −3.20% | $95.54 (+6.32%) |
Jun 25, 2026 17w ago | 8-K | $71.51 $74.99 | ▲ +4.87% | ▲ +2.70% | $95.54 (+33.60%) |
Jun 24, 2026 17w ago | 8-K | $65.11 $72.45 | ▲ +11.27% | ▲ +9.71% | $95.54 (+46.74%) |
Apr 24, 2026 26w ago | DEFA14A | $67.47 $71.66 | ▲ +6.21% | ▲ +5.30% | $95.54 (+41.60%) |
Apr 22, 2026 26w ago | DEFA14A | $66.95 $68.57 | ▲ +2.42% | ▲ +0.94% | $95.54 (+42.70%) |
Apr 16, 2026 27w ago | 8-K | $70.53 $67.47 | ▼ −4.34% | ▼ −4.89% | $95.54 (+35.46%) |
US Market Status
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