The cluster is too small and too director-only to convey any information about near-term LFUS prospects. The derivative exercise pattern is routine. Ignore the sale signal. Watch for any C-suite buying or selling at materially larger dollar volumes (>0.5% of market cap) to generate a tradeable signal. The cross-filing actuarial amplifiers (earnings-context + insider-trades) suggest modest lift from the historical pattern, but this specific cluster lacks the magnitude to benefit.
Price Chart
Executive Summary
Two directors sold a combined $703K in LFUS stock over a 5-day window. Director Hunter Gordon exercised two derivative tranches (1,432 shares at $0 and 1,432 shares at $132.08) and sold the resulting shares at $480 in a single same-day exercise-and-sell cluster. Director Anthony Grillo sold a de minimis 35 shares for $16K. The $703K total is just 0.006% of the $12.1B market cap — trivial in proportion. The derivative exercise (A/M) is a non-cash event; only the open-market sale carries economic signal, and it is tiny relative to the company's size.
Key Financial Metrics
Key Facts
- Two director insiders sold LFUS shares in a 7-day window ending June 15, 2026
- Director Hunter Gordon sold 1,432 shares at $480 for $687K (open-market, same-day after derivative exercise)
- Director Anthony Grillo sold 35 shares at $449.76 for $15.7K
- Total cluster value: $703K — only 0.006% of $12.1B market cap
- No C-suite (CEO/CFO/COO) participation; only non-executive directors
- Gordon's derivative exercise cost basis of $0 and $132.08 vs. $480 sale price is a standard tax-withholding / cashless exercise pattern, not a discretionary bearish signal
- Historical calibration: prior LFUS reports have strong positive T+20 alpha (avg +11.38%, 100% win rate), but this cluster is too small to warrant bullish extrapolation
Financial Impact
0.006% of market cap sold, $703K total — immaterial
Risk Factors
- No C-suite interest — director-only sales carry far less signal
- Proportionality: $703K is noise for a $12.1B company (<0.01% of market cap)
- Aggregate calibration: this segment's score-3/4 outcomes have shown weak net alpha after trading costs
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LFUS-1781640217952 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 8-K | $396.02 $422.43 | ▲ +6.67% | ▲ +4.11% | $457.78 (+15.60%) |
Aug 11, 2026 7w ago | 8-K | $453.87 $437.51 | ▼ −3.60% | ▼ −3.20% | $457.78 (+0.86%) |
Jul 29, 2026 9w ago | 8-K | $410.47 $461.16 | ▲ +12.35% | ▲ +6.82% | $457.78 (+11.53%) |
Jun 16, 2026 15w ago | Insider Cluster | $466.44 $463.69 | ▼ −0.59% | ▲ +0.45% | $457.78 (−1.86%) |
Jun 4, 2026 17w ago | Insider Cluster | $457.34 $472.14 | ▲ +3.24% | ▲ +2.67% | $457.78 (+0.10%) |
May 21, 2026 19w ago | Insider Cluster | $460.48 $463.46 | ▲ +0.65% | ▼ −1.01% | $457.78 (−0.59%) |
May 14, 2026 20w ago | 8-K | $459.21 $443.91 | ▼ −3.33% | ▼ −2.61% | $457.78 (−0.31%) |
May 6, 2026 21w ago | 8-K | $441.67 $456.23 | ▲ +3.30% | ▲ +2.17% | $457.78 (+3.65%) |
Mar 5, 2026 30w ago | 8-K | $302.28 $326.18 | ▲ +7.91% | ▲ +9.44% | $457.78 (+51.44%) |
US Market Status
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