The cluster is too small to be informative. Monitor for any material corporate events (earnings, guidance, M&A) that could explain the sales, but no immediate action warranted.
Price Chart
Executive Summary
Two ITRI insiders sold a total of $971K in shares over a one-week window, with the bulk ($946K) from SVP Marcolini at $82.99. The cluster is 100% sells, but the total value is only ~0.027% of the $3.6B market cap — well below the 0.1% materiality threshold. Per the asymmetry rule, cluster sells are not amplified, and the dollar amount is trivial relative to company size.
Key Financial Metrics
Key Facts
- Two SVPs sold shares totaling $971K (0.027% of market cap)
- Marcolini (SVP, Networked Solutions) sold 11,400 shares at $82.99 for $946K
- Reeves (SVP, Outcomes) sold 293 shares at $84.50 for $25K
- No open-market purchases in the cluster
- Cluster value is <0.1% of market cap — trivial per proportionality check
Financial Impact
Total insider sales of $971K represent ~0.027% of ITRI's $3.6B market cap — immaterial
Risk Factors
- Insider sales could accelerate if management perceives headwinds, but current volume is negligible
- Historical performance shows prior neutral calls on ITRI had negative T+20 outcomes — but this cluster is too small to drive price action
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-1780601541873 |
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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