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Insider Cluster (5 insiders) ·Filed Aug 19, 2026

MRCY

MERCURY SYSTEMS INC
BEARISH
Impact 6/10
Horizonweeks Processed1mo ago
Insider cluster: 5 insiders, $0.8M total
Actionable Insight ▼ Bearish

Monitor for further insider selling and any upcoming earnings or guidance revisions. The cluster of sales, combined with institutional trims, suggests caution despite the bullish analyst consensus.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d ⚠ clustered
MRCY ▼ -9.50% at T+20d
SHORT call ✓ call won +9.50% · α vs SPY +9.50% · entry $94.23 → $85.28
Next anchor: T+60d in 15d
Latest observation: T+45 +1.82% FF3 residual α
Entry = T+0 close
Aug 19, 2026
via day close
T+1d
-3.05%
call +3.05% · α +3.45%
$91.36
settled 2mo ago
T+5d
-3.99%
call +3.99% · α +5.10%
$90.47
settled 2mo ago
T+20d
-9.50%
call +9.50% · α +9.50%
$85.28
settled 6w ago
T+60d
Pending
in 15d

Price Chart

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Executive Summary

No summary provided

Key Financial Metrics

Direction
selling
Total Value
$14.4M
Insiders
5

Key Facts

  • 5 insider sales totaling $14.4M in the last 30 days
  • Munro Douglas (SVP, CAO) sold 404 shares at $109.95, valued at $44K, on 2026-08-17
  • All 5 transactions are open-market sales (code S)
  • Institutional 13F shows 8 trims vs 6 adds, 4 doubled, 1 new, 1 near_exit
  • Analyst consensus is 71% bullish (5 Strong Buy, 7 Buy, 4 Hold, 1 Sell)

Financial Impact

Total insider sales of $14.4M; individual sale by SVP/CAO Munro Douglas was $44K at $109.95 per share

insider_sellinginstitutional_flows

Risk Factors

  • Continued insider selling may signal management's view of overvaluation or upcoming headwinds
  • Institutional trims (8 trims vs 6 adds) could pressure the stock
  • If the stock declines, the 71% bullish analyst consensus may be revised downward

Market Snapshot

Exchange
Nasdaq
Sector
Electronic Components & Accessories
Analyst Consensus
71% bullish (17 analysts)

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MRCY-1789511787665
15 reports for MRCY
Performance horizon
67% Hit rate @ T+20 4 of 6 directional calls Went positive at some point 4 of 6 best @ T+60▲ +64.82%Apr 2, 2026
Filters
Rows
Reports for MRCY — sortable, filterable
TypeNow
Oct 13, 2026
14d ago
Press Release
NEUTRAL ★ 1/10
$75.69awaiting T+20—$78.55 (+3.78%)
Sep 16, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$87.25 $76.71▼ −12.08%▼ −15.26%$78.55 (−9.97%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$88.54 $80.12▼ −9.51%▼ −9.02%$78.55 (−11.28%)
Aug 25, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$89.76 $83.18▲ +7.34%▲ +7.56%$78.55 (+12.49%)
Aug 21, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$89.59 $83.88▼ −6.37%▼ −7.67%$78.55 (−12.32%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 6/10
$94.23 $85.28▲ +9.50%▲ +9.50%$78.55 (+16.64%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$94.23 $85.28▼ −9.50%▼ −9.50%$78.55 (−16.64%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$94.23 $85.28▼ −9.50%▼ −9.50%$78.55 (−16.64%)
Aug 18, 2026
10w ago
Press Release
BULLISH ★ 7/10
$101.25 $86.18▼ −14.88%▼ −12.93%$78.55 (−22.42%)
Jul 28, 2026
13w ago
Press Release
NEUTRAL ★ 1/10
$90.17awaiting T+20—$78.55 (−12.89%)
Showing 10 of 15

US Market Status

Market Closed — Opens Thu (11h 31m)

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Report published Sep 15, 2026