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Insider Cluster (2 insiders) ·Filed May 19, 2026

ICHR

ICHOR HOLDINGS, LTD.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $660K total
Actionable Insight • Neutral

The insider selling is immaterial and likely routine. Monitor for any additional insider sales in the coming weeks, particularly if they exceed 0.5% of market cap, which would be more meaningful.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
ICHR ▲ +8.04% at T+60d
NEUTRAL call +8.04% · α vs SPY +3.04% · entry $65.76 → $71.05
Entry = T+0 close
May 19, 2026
via day close
T+1d
-0.67%
call -0.67% · α -0.86%
$65.32
settled 5mo ago
T+5d
+12.13%
call +12.13% · α +10.90%
$73.74
settled 5mo ago
T+20d
+49.95%
call +49.95% · α +49.21%
$98.61
settled 4mo ago
T+60d
+8.04%
call +8.04% · α +3.04%
$71.05
settled 2mo ago

Price Chart

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Executive Summary

Two ICHR directors sold a total of ~$660K in open-market sales over the past week, representing only 0.029% of market cap. The sales are trivial in size relative to the company's $2.3B market cap and are likely routine portfolio diversification. They follow a $200M ATM offering filed the prior day, but the dollar amount is immaterial.

Key Financial Metrics

Direction
selling
Total Value
$660.5K
Insiders
2

Key Facts

  • Director Jorge Titinger sold 4,000 shares on May 19 for $257K at $64.21.
  • Director Marc Haugen sold 5,337 shares on May 13 for $404K at $75.63.
  • Total open-market sales: ~$660K, or 0.029% of ICHR's $2.3B market cap.
  • Numerous non-cash transactions (grants and tax withholdings) also occurred on May 14-15, representing zero economic value.
  • The cluster follows a $200M ATM equity offering announced on May 18, but insider sales are too small to signal a bearish view.

Financial Impact

Total insider sales of ~$660K, negligible relative to market cap.

Risk Factors

  • Further insider selling could emerge if insiders react to the ATM dilution or other negative developments.
  • The $200M ATM offering may cause modest downward pressure, but insider trades so far are trivial.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
85% bullish (13 analysts)

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ICHR-1779226876507
20 reports for ICHR
Performance horizon
56% Hit rate @ T+5 5 of 9 directional calls Went positive at some point 7 of 9 best @ T+60▲ +21.88%Jun 9, 2026
Filters
Rows
Reports for ICHR — sortable, filterable
TypeNow
Oct 5, 2026
21d ago
Insider Cluster
BEARISH ★ 4/10
$62.44 $51.57▲ +17.41%▲ +17.27%$38.06 (+39.05%)
Sep 16, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$52.96 $56.47▲ +6.64%▲ +5.79%$38.06 (−28.13%)
Sep 8, 2026
6w ago
Insider Cluster
BEARISH ★ 4/10
$57.88 $51.42▲ +11.16%▲ +10.07%$38.06 (+34.24%)
Jul 17, 2026
14w ago
144
NEUTRAL ★ 2/10
$83.69 $86.55▲ +3.42%▲ +3.84%$38.06 (−54.52%)
Jun 9, 2026
19w ago
Insider Cluster
BEARISH ★ 5/10
$72.17 $85.77▼ −18.84%▼ −15.41%$38.06 (+47.26%)
Jun 5, 2026
20w ago
Insider Cluster
BEARISH ★ 5/10
$66.75 $89.47▼ −34.04%▼ −31.93%$38.06 (+42.98%)
Jun 2, 2026
20w ago
144
NEUTRAL ★ 2/10
$72.45 $72.17▼ −0.39%▲ +3.43%$38.06 (−47.47%)
Jun 2, 2026
20w ago
Insider Cluster
NEUTRAL ★ 4/10
$72.45 $72.17▼ −0.39%▲ +3.43%$38.06 (−47.47%)
May 19, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$65.76 $73.74▲ +12.13%▲ +10.90%$38.06 (−42.12%)
May 19, 2026
22w ago
144
NEUTRAL ★ 2/10
$65.76 $73.74▲ +12.13%▲ +10.90%$38.06 (−42.12%)
Showing 10 of 20

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published May 19, 2026