HDSN HUDSON TECHNOLOGIES INC /NY

BULLISH Impact: 6/10 Insider Cluster (4 insiders)
Horizon weeks Filed May 21, 2026 Processed 19d 14h ago
Insider cluster: 4 insiders, $0.1M total
Latest settled — T+5d ⚠ clustered
HDSN ▲ +3.87% at T+5d
LONG call ✓ call won +3.87% · α vs SPY +2.27% · entry $5.17 → $5.37
Next anchor: T+20d in 12d
Last close $5.45 (close Jun 8) · +5.42% from $5.17 entry
Entry anchored
May 21, 11:28 AM ET
via Databento tick
T+1d
-2.13%
call -2.13% · α -2.57%
$5.06
settled 19d ago
T+5d
+3.87%
call +3.87% · α +2.27%
$5.37
settled 12d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Four HDSN insiders, including CEO Kenneth Gaglione and three directors, made open-market purchases totaling $122K on May 13, 2026, at ~$4.86/share. This cluster follows a material credit agreement amendment (Fifth Amendment to the Amended and Restated Credit Agreement, filed May 20) that reduced the Letter of Credit Sublimit to $2.5M, suggesting improved liquidity terms. The insider buying aligns with the credit-positive amendment, reinforcing a bullish signal for the stock.

Key Financial Metrics

Direction
buying
Total Value
$122.0K
Insiders
4

Actionable Insight

The cluster of insider purchases, particularly the CEO's participation, combined with the credit amendment, is a bullish signal. Monitor for any subsequent 8-K or press release detailing the amendment's terms. If the stock remains near $4.86, the insider buying suggests management sees value. Consider accumulating on weakness.

Key Facts

  • Four insiders (CEO + 3 directors) purchased a total of 25,200 shares for ~$122K in open-market transactions on May 13, 2026.
  • The cluster represents ~0.06% of HDSN's $209M market cap, below the 0.1% threshold for materiality, but the CEO's participation and the credit amendment context amplify the signal.
  • A Fifth Amendment to the Credit Agreement was filed May 20, reducing the Letter of Credit Sublimit to $2.5M, indicating improved credit terms or reduced reliance on letters of credit.
  • CFO Brian Bertaux also purchased 2,000 shares for $9,740 on May 19, adding to the insider buying momentum.
  • The cluster occurred 7 days before the credit amendment filing, suggesting insiders may have been informed of the improved credit terms.

Financial Impact

Insider purchases total ~$122K, or 0.06% of market cap. The credit amendment's financial impact is not quantified but signals improved liquidity.

liquiditycredit availability

Risk Factors

  • The cluster's dollar value is small relative to market cap (0.06%), which limits the signal's strength.
  • Historical performance on HDSN reports shows a 25% win rate at T+20, indicating past bullish calls have not consistently worked.
  • The credit amendment's specific terms (e.g., interest rate changes, covenant adjustments) are not disclosed, leaving uncertainty about the magnitude of the improvement.

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Machinery, Equipment & Supplies
Analyst Consensus
70% bullish (10 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-HDSN-1779377529425
10 reports for HDSN
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +21.13%Apr 22, 2026
Filters
Rows
Reports for HDSN — sortable, filterable
Type Now
May 21, 2026
19d ago
Insider Cluster
BULLISH ★ 6/10
$5.17 $5.37▲ +3.87%▲ +2.27%$5.45 (+5.42%)
May 21, 2026
19d ago
Insider Cluster
BULLISH ★ 4/10
$5.17 $5.37▲ +3.87%▲ +2.27%$5.45 (+5.42%)
May 18, 2026
22d ago
8-K
NEUTRAL ★ 3/10
$4.95 $5.13▲ +3.64%▲ +2.02%$5.45 (+10.10%)
May 15, 2026
25d ago
Insider Cluster
BULLISH ★ 5/10
$4.92 $5.06▲ +2.85%▲ +1.88%$5.45 (+10.77%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$4.92 $5.06▲ +2.85%▲ +1.88%$5.45 (+10.77%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 4/10
$6.30 $6.26▼ −0.63%▼ −1.54%$5.45 (−13.49%)
Apr 22, 2026
6w ago
Press Release
BEARISH ★ 7/10
$6.20 $6.19▲ +0.16%▲ +0.22%$5.45 (+12.10%)
Apr 13, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$6.17 $6.39▲ +3.57%▲ +0.27%$5.45 (−11.67%)
Mar 4, 2026
13w ago
8-K
MIXED ★ 6/10
$6.35 $5.80▼ −8.66%▼ −6.42%$5.45 (−14.17%)
Mar 4, 2026
13w ago
Press Release
MIXED ★ 6/10
$6.35 $5.80▼ −8.66%▼ −6.42%$5.45 (−14.17%)
Showing 10 of 10

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