The insider selling is routine in size and pattern — no actionable signal. Monitor the next 10-Q for any fundamental deterioration, but this cluster alone does not warrant a trade.
Price Chart
Executive Summary
Eight Itron insiders, including the CEO and CFO, sold a total of $193K in open-market sales over a one-week window. The dollar amount is trivial relative to the $3.7B market cap (0.005%), and the cluster is likely driven by shared blackout-window opening or routine 10b5-1 plan activity rather than a coordinated bearish view. Historical model performance on ITRI shows a 30% win rate at T+20 with negative average alpha, suggesting prior calls have been over-scored.
Key Financial Metrics
Key Facts
- 8 insiders sold a total of $193K in open-market sales from May 19-26, 2026
- CEO Thomas Deitrich sold 862 shares for $73K at $84.37 on May 26
- CFO Joan Hooper sold 355 shares for $28K at $79.60 on May 20
- Total sales represent ~0.005% of ITRI's $3.7B market cap — immaterial
- No insider purchases were reported in the cluster window
- Historical ITRI reports show a 30% win rate at T+20 with -2.62% avg P&L, indicating prior over-scoring
Financial Impact
Total insider sales of $193K, or ~0.005% of market cap — negligible economic impact
Risk Factors
- Insider sales could increase if the stock continues to rally near $84, but current volume is too small to indicate informed selling
- Historical model underperformance on ITRI suggests caution in assigning directional weight to any single filing
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-1779917711679 |
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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