AGX CLUSTER SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

AGX ▲ +8.11% at T+20d

NEUTRAL call ✓ call won +8.11% · α vs SPY +3.19% · entry $614.92 → $664.76

Next anchor: T+60d in 5w

Currently $613.93 · -0.16% from $614.92 entry

Entry anchored
Apr 20, 03:59 PM ET
via Databento tick

T+1d

+5.98%

call +5.98% · α +4.96%

$651.68

settled 7w ago

T+5d

+2.57%

call +2.57% · α +1.48%

$630.70

settled 6w ago

T+20d

+8.11%

call +8.11% · α +3.19%

$664.76

settled 23d ago

T+60d

—

call — · α —

—

in 5w

Price Chart

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Executive Summary

Two directors and a subsidiary CEO of Argan Inc sold shares totaling $11.76M over a week, representing 0.13% of market cap. The sales are modest in size but add to a recent insider selling trend of $15.5M over the past 30 days.

Key Financial Metrics

Direction

selling

Total Value

$11.8M

Insiders

3

Actionable Insight

Monitor for any upcoming earnings or material news that might explain the insider selling pattern. The aggregate selling trend over 30 days ($27.3M total) warrants attention but is not yet alarming given the company's size.

Key Facts

Leimkuhler William F. (Director) sold 5,000 shares at $617.41, totaling $3.09M on 2026-04-28.
Jeffrey John Ronald Jr. (Director) sold 2,698 shares at $664.84, totaling $1.79M on 2026-04-27.
Collins Charles Edwin IV (CEO of GEMMA subsidiary) sold 11,100 shares at $621.61, totaling $6.88M on 2026-04-21.
Total insider sales in the cluster: $11.76M, about 0.13% of Argan's $8.8B market cap.

Financial Impact

No direct financial impact; insider sales represent 0.13% of market cap, a modest amount.

Risk Factors

Further insider selling could indicate impending negative news.
Subsidiary CEO selling may signal challenges at GEMMA.

Market Snapshot

Exchange

NYSE

Sector

Construction - Special Trade Contractors

Analyst Consensus

60% bullish (10 analysts)

Documents Analyzed

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

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-AGX-1777496478173

6 reports for AGX

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for AGX — sortable, filterable
	Type				Now
Jun 4, 2026 5d ago	8-K BULLISH ★ 7/10	$697.68 awaiting T+20	awaiting T+20	—	$613.93 (−12.00%)
Apr 21, 2026 7w ago	DEFA14A NEUTRAL ★ 3/10	$651.68 $639.58	▼ −1.86%	▼ −5.02%	$613.93 (−5.79%)
Apr 21, 2026 7w ago	Insider Cluster NEUTRAL ★ 4/10	$614.92 $664.76	▲ +8.11%	▲ +3.19%	$613.93 (−0.16%)
Apr 13, 2026 8w ago	Insider Cluster BEARISH ★ 7/10	$597.95 $683.52	▼ −14.31%	▼ −6.58%	$613.93 (−2.67%)
Apr 13, 2026 8w ago	Insider Cluster BEARISH ★ 6/10	$597.95 $683.52	▼ −14.31%	▼ −6.58%	$613.93 (−2.67%)
Apr 8, 2026 8w ago	8-K NEUTRAL ★ 3/10	$608.79 $727.54	▲ +19.50%	▲ +11.94%	$613.93 (+0.84%)

US Market Status

Market Closed — Opens Thu (10h 4m)

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