The director's continued share sales at a steady pace suggest planned diversification rather than a negative signal. Monitor for actual execution; no immediate earnings or catalyst event is pending. The absence of C-suite selling limits bearish interpretation.
Price Chart
Executive Summary
Director Thomas M. Rohrs filed Form 144 to sell 12,346 common shares (~$1.0M at current market value) through Goldman Sachs. This follows recent trust sales of 18,000 shares over the prior two months (May and June 2026), continuing a consistent pattern of share reduction by the director. The sale amount is modest relative to Ichor's $2.9B market cap (0.03%), limiting immediate market concern.
Key Facts
- Director Thomas M. Rohrs intends to sell 12,346 common shares valued at ~$1,023,113.
- Selling via Goldman Sachs & Co. LLC with proposed sale date of July 17, 2026.
- The trust recently sold 10,000 shares on May 15, 2026 ($731,292) and 8,000 shares on June 12, 2026 ($698,674).
- Shares to be sold were acquired from restricted stock unit vesting between 2022 and 2024.
- Ichor has ~34.75M shares outstanding with a $2.9B market cap.
Financial Impact
$1.02M proposed sale (0.03% of market cap)
Risk Factors
- Director selling ahead of potential Q2 earnings miss
- Possible accelerated selling if broader semiconductor cycle weakens
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (ICHR) — Batch item 1 | 0001958244-26-000461 |
| Document: 0001958244-26-000461-index.html | 0001958244-26-000461 |
| Document: 0001958244-26-000461.txt | 0001958244-26-000461 |
| 144 Filing (ICHR) — Batch item 4 | 0001958244-26-000461 |
| Document: 0001958244-26-000461-index.html | 0001958244-26-000461 |
| Document: 0001958244-26-000461.txt | 0001958244-26-000461 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | Insider Cluster | $62.44 $51.57 | ▲ +17.41% | ▲ +17.27% | $37.94 (+39.24%) |
Sep 16, 2026 5w ago | Insider Cluster | $52.96 $56.47 | ▲ +6.64% | ▲ +5.79% | $37.94 (−28.35%) |
Sep 8, 2026 6w ago | Insider Cluster | $57.88 $51.42 | ▲ +11.16% | ▲ +10.07% | $37.94 (+34.45%) |
Jul 17, 2026 14w ago | 144 | $83.69 $86.55 | ▲ +3.42% | ▲ +3.84% | $37.94 (−54.67%) |
Jun 9, 2026 19w ago | Insider Cluster | $72.17 $85.77 | ▼ −18.84% | ▼ −15.41% | $37.94 (+47.43%) |
Jun 5, 2026 20w ago | Insider Cluster | $66.75 $89.47 | ▼ −34.04% | ▼ −31.93% | $37.94 (+43.16%) |
Jun 2, 2026 20w ago | 144 | $72.45 $72.17 | ▼ −0.39% | ▲ +3.43% | $37.94 (−47.63%) |
Jun 2, 2026 20w ago | Insider Cluster | $72.45 $72.17 | ▼ −0.39% | ▲ +3.43% | $37.94 (−47.63%) |
May 19, 2026 22w ago | Insider Cluster | $65.76 $73.74 | ▲ +12.13% | ▲ +10.90% | $37.94 (−42.31%) |
May 19, 2026 22w ago | 144 | $65.76 $73.74 | ▲ +12.13% | ▲ +10.90% | $37.94 (−42.31%) |
US Market Status
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