The cluster is too small relative to market cap to warrant a bearish read. The two largest sales were paired with derivative exercises, suggesting liquidity/vesting-driven activity rather than informed selling. The CEO's only transaction was a tax withholding. Monitor next earnings for any fundamental deterioration, but this insider activity alone does not signal material negative information.
Price Chart
Executive Summary
Three senior executives (SVP CHRO, SVP Electronics, SVP Transportation) sold a total of $5.13M in open-market sales over a 7-day window. The largest sale ($3.88M) was by the CHRO, representing ~0.046% of LFUS's $11.2B market cap. Two of the three sales were paired with derivative exercises at lower strike prices, indicating routine cashless exercises rather than purely directional bearish bets. The cluster is modest in size relative to market cap and lacks C-suite CEO/CFO selling, limiting its informational value.
Key Financial Metrics
Key Facts
- Total open-market sales: $5.13M across 3 insiders over 7 days
- Largest sale: SVP CHRO Maggie Chu sold 8,926 shares for $3.88M at $435.22
- SVP Electronics Deepak Nayar sold 2,287 shares for $1.02M at $446.78, paired with derivative exercise at $240.76
- SVP Transportation David Ruppel sold 506 shares for $225K at $445.16
- CEO Gregory Henderson had only a tax-withholding transaction (27 shares, $12K) — no open-market activity
- Total sales represent ~0.046% of LFUS's $11.2B market cap — well below 0.1% threshold for materiality
- Two of three sales were cashless exercises (sell-to-cover or exercise-and-sell), reducing directional signal
- No CFO or CEO open-market selling in the cluster
Financial Impact
Total insider selling of $5.13M, representing 0.046% of $11.2B market cap — trivial relative to company size
Risk Factors
- Insider selling could accelerate if fundamentals weaken, but current cluster is too small to be predictive
- No CFO or CEO selling reduces the cluster's informational content per academic literature
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-1779397688297 |
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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