ITRI ITRON, INC.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 4, 2026 Processed 2d 3h ago
Insider cluster: 2 insiders, $971K total
Latest settled — T+1d
ITRI ▼ -1.21% at T+1d
NEUTRAL call ✗ call lost -1.21% · α vs SPY +1.39% · entry $81.05 → $80.07
Next anchor: T+5d in 5d
Currently $80.07 · -1.21% from $81.05 entry
Entry anchored
Jun 4, 03:29 PM ET
via Databento tick
T+1d
-1.21%
call -1.21% · α +1.39%
$80.07
settled yesterday
T+5d
call — · α —
in 5d
T+20d
call — · α —
in 27d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Two ITRI insiders sold a total of $971K in shares over a one-week window, with the bulk ($946K) from SVP Marcolini at $82.99. The cluster is 100% sells, but the total value is only ~0.027% of the $3.6B market cap — well below the 0.1% materiality threshold. Per the asymmetry rule, cluster sells are not amplified, and the dollar amount is trivial relative to company size.

Key Financial Metrics

Direction
selling
Total Value
$971.0K
Insiders
2

Actionable Insight

The cluster is too small to be informative. Monitor for any material corporate events (earnings, guidance, M&A) that could explain the sales, but no immediate action warranted.

Key Facts

  • Two SVPs sold shares totaling $971K (0.027% of market cap)
  • Marcolini (SVP, Networked Solutions) sold 11,400 shares at $82.99 for $946K
  • Reeves (SVP, Outcomes) sold 293 shares at $84.50 for $25K
  • No open-market purchases in the cluster
  • Cluster value is <0.1% of market cap — trivial per proportionality check

Financial Impact

Total insider sales of $971K represent ~0.027% of ITRI's $3.6B market cap — immaterial

insider holdings

Risk Factors

  • Insider sales could accelerate if management perceives headwinds, but current volume is negligible
  • Historical performance shows prior neutral calls on ITRI had negative T+20 outcomes — but this cluster is too small to drive price action

Market Snapshot

Exchange
Nasdaq
Sector
Instruments For Meas & Testing of Electricity & Elec Signals
Analyst Consensus
80% bullish (20 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ITRI-1780601541873
18 reports for ITRI
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +20.26%Feb 24, 2026
Filters
Rows
Reports for ITRI — sortable, filterable
Type Now
Jun 4, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.05 $80.07▼ −1.21%▲ +1.39%$80.07 (−1.21%)
Jun 2, 2026
4d ago
Press Release
NEUTRAL ★ 3/10
$83.94 $82.12▼ −2.17%▼ −1.47%$80.07 (−4.61%)
May 28, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$83.59 $82.48▼ −1.33%▼ −1.57%$80.07 (−4.21%)
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 26, 2026
11d ago
144
NEUTRAL ★ 2/10
$84.44 $85.30▲ +1.02%▲ +1.01%$80.07 (−5.18%)
May 26, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$84.44 $85.30▲ +1.02%▲ +1.01%$80.07 (−5.18%)
May 22, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$83.02 $84.44▲ +1.71%▲ +1.12%$80.07 (−3.55%)
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$81.85 $83.02▲ +1.43%▲ +0.98%$80.07 (−2.17%)
Apr 28, 2026
5w ago
Press Release
MIXED ★ 6/10
$87.00 $82.69▼ −4.95%▼ −4.94%$80.07 (−7.97%)
Apr 24, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$88.55 $86.92▼ −1.84%▼ −2.00%$80.07 (−9.58%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (14h 56m)

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