Monitor for any Form 4 filings or 13D amendments from Platinum Equity to gauge their remaining stake and future selling intentions. The EVP/GC sales are small and likely routine, but the magnitude of Platinum's sale could signal a gradual exit or fund distribution. Watch for any company announcements (earnings, guidance, M&A) that might explain the selling. Given the historical calibration showing negative net alpha for high-impact scores on this ticker, avoid overreacting to the bearish signal alone.
Price Chart
Executive Summary
A significant insider selling cluster at Ingram Micro (INGM) totaling $150.3M over a 7-day window, driven primarily by 10% owner Platinum Equity ($150M open-market sale) and a smaller sale by EVP/Secretary/GC Augusto Aragone ($1.76M). The selling represents 2.24% of market cap, which is highly material in absolute terms, though insider sales are generally weak predictive signals per academic literature. The large block sale by a major shareholder warrants attention but does not necessarily indicate operational deterioration.
Key Financial Metrics
Key Facts
- Platinum Equity, LLC (10% owner) sold 5,167,069 shares at $29.03 for $150.0M on 2026-06-15.
- EVP/Secretary/GC Augusto Aragone sold 60,000 shares total ($1.76M) across two transactions on 2026-06-12 and 2026-06-15.
- Total insider selling of $150.3M equals 2.24% of INGM's $6.7B market cap.
- Prior 30-day insider activity included $151.8M in sells, indicating sustained distribution by major holders.
Financial Impact
Insider selling of $150.3M (2.24% of market cap) concentrated in a 7-day window, with Platinum Equity accounting for 99.8% of the total.
Risk Factors
- Further selling by Platinum Equity could pressure the stock price.
- Large insider sales may spook retail and institutional investors, leading to short-term weakness.
- Potential negative signal about near-term business outlook if additional insiders follow suit.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-INGM-1781740838587 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | 8-K | $26.32 $26.67 | ▲ +1.33% | ▲ +0.51% | $28.50 (+8.28%) |
Jun 18, 2026 15w ago | Insider Cluster | $28.30 $27.69 | ▲ +2.16% | ▲ +0.49% | $28.50 (−0.71%) |
May 5, 2026 21w ago | S-3ASR | $26.79 $26.31 | ▼ −1.78% | ▼ −2.91% | $28.50 (+6.40%) |
Mar 26, 2026 27w ago | DEFA14A | $22.23 $25.08 | ▲ +12.82% | ▲ +8.96% | $28.50 (+28.20%) |
Mar 6, 2026 29w ago | 424B4 | $22.09 $22.23 | ▲ +0.64% | ▲ +1.99% | $28.50 (+29.02%) |
Feb 28, 2026 30w ago | Institutional Cluster | $21.21 $22.16 | ▲ +4.49% | ▲ +5.70% | $28.50 (+34.40%) |
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