ITRI ITRON, INC.
Price Chart
Executive Summary
Eight ITRI insiders, including the CEO, CFO, and multiple SVPs, made open-market sales totaling $181K over a cluster window (May 20-21, 2026). This all-insider selling at a single price point ($79.60) mirrors a routine tax-withholding or 10b5-1 plan pattern rather than opportunistic bearish conviction. The total value is 0.005% of market cap, far below materiality thresholds.
Key Financial Metrics
Actionable Insight
The near-uniform price ($79.60) and simultaneous execution across C-suite and senior VPs strongly suggest a pre-arranged 10b5-1 plan or scheduled quarterly sell-to-cover program — not a reactive selloff. With the stock 81% analyst bullish and insider cluster value at just 5 bps of market cap, no bearish signal is warranted. Monitor for any unusual open-market purchases (P-code) which would carry genuine informational weight.
Key Facts
- Total cluster sell value: $181K, representing 0.005% of $3.6B market cap
- CEO Thomas Deitrich sold 760 shares for $60K; CFO Joan Hooper sold 355 shares for $28K
- Six other SVPs and the CAO each sold 57–267 shares, all at $79.60 on May 20 except one late sale at $80.88
- No insider purchases occurred in the cluster window
- Cluster consists exclusively of open-market S transactions — no grants, gifts, or derivative exercises
Financial Impact
Total insider sales of $181,000, negligible relative to $3.6B market cap
Risk Factors
- If these sales were NOT part of a 10b5-1 plan, the unanimous insider selling direction at a common price point deserves attention, though the tiny dollar amounts limit materiality
- Historical model P&L on ITRI filings shows negative average alpha at T+20 (-2.68%), which reduces confidence in any directional read; this cluster is too small to reverse that pattern
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ITRI-1779468208737 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $81.05 $80.07 | ▼ −1.21% | ▲ +1.39% | $81.80 (+0.93%) |
|
Jun 2, 2026
7d ago
|
Press Release
| $83.94 $82.12 | ▼ −2.17% | ▼ −1.47% | $81.80 (−2.55%) |
|
May 28, 2026
12d ago
|
Insider Cluster
| $83.59 $82.48 | ▼ −1.33% | ▼ −1.57% | $81.80 (−2.14%) |
|
May 27, 2026
13d ago
|
Insider Cluster
| $83.59 $82.48 | ▼ −1.33% | ▼ −1.57% | $81.80 (−2.14%) |
|
May 26, 2026
14d ago
|
144
| $84.44 $85.30 | ▲ +1.02% | ▲ +1.01% | $81.80 (−3.13%) |
|
May 26, 2026
14d ago
|
Press Release
| $84.44 $85.30 | ▲ +1.02% | ▲ +1.01% | $81.80 (−3.13%) |
|
May 22, 2026
18d ago
|
Insider Cluster
| $83.02 $84.44 | ▲ +1.71% | ▲ +1.12% | $81.80 (−1.47%) |
|
May 21, 2026
19d ago
|
Insider Cluster
| $81.85 $83.02 | ▲ +1.43% | ▲ +0.98% | $81.80 (−0.06%) |
|
Apr 28, 2026
6w ago
|
Press Release
| $87.00 $82.69 | ▼ −4.95% | ▼ −4.94% | $81.80 (−5.98%) |
|
Apr 24, 2026
6w ago
|
8-K
| $88.55 $86.92 | ▼ −1.84% | ▼ −2.00% | $81.80 (−7.62%) |
US Market Status
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