The sales are too small to warrant a bearish read-through. Monitor for any larger insider sales or a pattern of sustained selling by the CEO, but this cluster alone is noise. The strong historical win rate on ITRI reports (86% T+20) suggests the stock tends to drift higher after filings, consistent with the neutral-to-positive analyst consensus.
Price Chart
Executive Summary
Two ITRI insiders, including the CEO, sold a combined $103K in open-market transactions on August 20, 2026. The total value is trivial relative to the $4.4B market cap (0.002%), and the sales are likely routine portfolio diversification rather than a bearish signal. The cluster is not amplified by the proportionality band, and the historical win rate on ITRI reports is high (86% at T+20), but this event lacks materiality.
Key Financial Metrics
Key Facts
- CEO Thomas Deitrich sold 783 shares for ~$77K on Aug 20
- SVP John Marcolini sold 275 shares for ~$27K on same day
- Total cluster value of $103K is 0.002% of $4.4B market cap
- Both sales were open-market, not 10b5-1 plan transactions
- No insider buying in the cluster; net direction is selling
Financial Impact
Total insider sales of $103K, representing 0.002% of market cap — immaterial
Risk Factors
- CEO selling could be interpreted negatively by momentum traders despite small size
- No insider buying to offset the selling signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ITRI-1787582958922 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 25, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 25, 2026 5w ago | Insider Cluster | $98.86 $92.43 | ▼ −6.50% | ▼ −7.71% | $86.51 (−12.49%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $98.69 $92.43 | ▼ −6.34% | ▼ −6.36% | $86.51 (−12.34%) |
Jul 28, 2026 9w ago | Press Release | $107.02 $98.73 | ▼ −7.75% | ▼ −11.13% | $86.51 (−19.16%) |
Jul 9, 2026 12w ago | Institutional Cluster | $84.99 $102.82 | ▲ +20.98% | ▲ +18.74% | $86.51 (+1.79%) |
Jun 16, 2026 15w ago | Press Release | $81.10 $83.46 | ▲ +2.91% | ▲ +2.71% | $86.51 (+6.67%) |
Jun 4, 2026 17w ago | Insider Cluster | $81.05 $85.11 | ▲ +5.01% | ▲ +6.38% | $86.51 (+6.74%) |
US Market Status
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