Insider Cluster (8 insiders) ·Filed Aug 26, 2026

ITRI

ITRON, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 8 insiders, $0.3M total
Actionable Insight • Neutral

Insider selling is routine in both size and pattern — no single insider sold more than $88K, and the CFO's sales followed option exercises. At 0.006% of market cap, this cluster is noise. Monitor for any material change in business fundamentals (next earnings or 8-K) rather than reading into these trades.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
ITRI ▼ -6.50% at T+20d
NEUTRAL call ✗ call lost -6.50% · α vs SPY -7.71% · entry $98.86 → $92.43
Next anchor: T+60d in 7w
Latest observation: T+24 -11.26% FF3 residual α
Entry anchored
Aug 26, 01:14 PM ET
via 1-min bar
T+1d
+0.41%
call +0.41% · α -0.24%
$99.27
settled 5w ago
T+5d
-2.77%
call -2.77% · α -2.65%
$96.12
settled 4w ago
T+20d
-6.50%
call -6.50% · α -7.71%
$92.43
settled 8d ago
T+60d
—
call — · α —
—
in 7w

Price Chart

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Executive Summary

Eight Itron insiders, including the CEO and CFO, sold a total of ~$260K in open-market shares over a 5-day window (Aug 20-25, 2026). The CEO sold $88K, the CFO sold $45K, and six other senior VPs sold amounts ranging from $8K to $33K. At a $4.3B market cap, the total sales represent ~0.006% of market cap — well below the 0.1% threshold for materiality. The cluster is dominated by sales, but the dollar amounts are trivial relative to company size, and the CFO's sales coincide with option exercises (non-cash events). The historical calibration shows strong positive T+20 alpha (+5.48% avg) on prior ITRI reports, but this cluster itself is too small to drive a directional call.

Key Financial Metrics

Direction
selling
Total Value
$260.0K
Insiders
8

Key Facts

  • 8 insiders sold shares totaling ~$260K over 5 days
  • CEO Thomas Deitrich sold $88K (887 shares at ~$98.79)
  • CFO Joan Hooper sold $45K (455 shares at $98.79) after exercising options for ~$400K
  • Total sales represent ~0.006% of $4.3B market cap — trivial
  • No insider purchases in the cluster; all trades are open-market sales (code S)
  • CFO Hooper also exercised 7,266 derivative shares (non-cash) on Aug 20

Financial Impact

$260K total insider sales, ~0.006% of $4.3B market cap

insider ownership

Risk Factors

  • Insider sales could accelerate if the stock continues to trade near $100
  • No insider buying to offset the selling signal

Market Snapshot

Exchange
Nasdaq
Sector
Instruments For Meas & Testing of Electricity & Elec Signals
Analyst Consensus
81% bullish (21 analysts)

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ITRI-1787764572806
27 reports for ITRI
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +20.26%Feb 24, 2026
Filters
Rows
Reports for ITRI — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.86 $92.43▼ −6.50%▼ −7.71%$86.51 (−12.49%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.86 $92.43▼ −6.50%▼ −7.71%$86.51 (−12.49%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.86 $92.43▼ −6.50%▼ −7.71%$86.51 (−12.49%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.69 $92.43▼ −6.34%▼ −6.36%$86.51 (−12.34%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.69 $92.43▼ −6.34%▼ −6.36%$86.51 (−12.34%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$98.69 $92.43▼ −6.34%▼ −6.36%$86.51 (−12.34%)
Jul 28, 2026
9w ago
Press Release
MIXED ★ 6/10
$107.02 $98.73▼ −7.75%▼ −11.13%$86.51 (−19.16%)
Jul 9, 2026
12w ago
Institutional Cluster
MIXED ★ 4/10
$84.99 $102.82▲ +20.98%▲ +18.74%$86.51 (+1.79%)
Jun 16, 2026
15w ago
Press Release
NEUTRAL ★ 4/10
$81.10 $83.46▲ +2.91%▲ +2.71%$86.51 (+6.67%)
Jun 4, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$81.05 $85.11▲ +5.01%▲ +6.38%$86.51 (+6.74%)
Showing 10 of 27

US Market Status

Market Closed — Opens Mon (64h 42m)

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Report published Aug 26, 2026