LUNR Intuitive Machines, Inc.

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 8, 2026 Processed 1d 8h ago
Insider cluster: 2 insiders, $3.8M total

Price Chart

Loading chart...

Executive Summary

Two directors at Intuitive Machines sold a combined $3.8M in shares over a 7-day window, including a $3.25M sale by 10% owner Kamal Ghaffarian at $38.50. The sales follow the June 3 ATM filing authorizing up to $500M in potential dilution, and coincide with director stock grants (non-cash) on June 4. While the dollar amount is modest relative to the $6.4B market cap (~0.06%), the cluster includes a large 10% owner sale and follows a capital-raising agreement, warranting attention.

Key Financial Metrics

Direction
selling
Total Value
$3.8M
Insiders
2

Actionable Insight

The $3.25M sale by 10% owner Ghaffarian at $38.50 is the most notable signal — 10% owner sales are less common than director sales and may indicate a view that the stock is fairly valued or that the ATM overhang justifies de-risking. Monitor for additional insider sales, especially from C-suite, and watch for ATM drawdowns that would crystallize dilution. The stock's strong recent performance (+24% T+5 on a prior neutral call) suggests momentum could absorb this news, but the cluster adds a cautionary note.

Key Facts

  • Director Kamal Ghaffarian (10% owner) sold 84,400 shares at $38.50 for $3.25M on June 1
  • Director William Liquori sold 18,321 shares at $29.87 for $547K on June 8
  • Total insider sales of $3.8M represent ~0.06% of $6.4B market cap
  • June 4: five directors received non-cash stock grants totaling 31,226 shares at $0
  • June 3: company filed ATM agreement to sell up to $500M of Class A common stock
  • No C-suite executives (CEO/CFO) participated in any trades

Financial Impact

Insider sales of $3.8M represent 0.06% of market cap — below the 0.1% materiality threshold for standalone impact

dilutioninsider ownership

Risk Factors

  • ATM facility creates up to $500M in potential dilution, which could pressure the stock if drawn
  • 10% owner selling at $38.50 may signal a perceived ceiling near current levels
  • No C-suite buying to offset the selling — one-sided insider activity

Market Snapshot

Exchange
Nasdaq
Sector
Search, Detection, Navigation, Guidance, Aeronautical Sys
Analyst Consensus
81% bullish (16 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LUNR-1780959313168
15 reports for LUNR
Performance horizon
57% Hit rate 4 of 7 directional calls best @ T+60▲ +121.65%Mar 3, 2026
Filters
Rows
Reports for LUNR — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
BEARISH ★ 5/10
$29.92 awaiting T+1awaiting T+1$29.74 (+0.62%)
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 4/10
$33.83 $33.63▼ −0.59%▼ −0.99%$29.74 (−12.10%)
May 14, 2026
26d ago
8-K
BULLISH ★ 8/10
$36.52 $33.89▼ −7.20%▼ −5.97%$29.74 (−18.58%)
May 14, 2026
26d ago
Press Release
MIXED ★ 6/10
$36.52 $33.89▼ −7.20%▼ −5.97%$29.74 (−18.58%)
May 14, 2026
26d ago
Press Release
BULLISH ★ 7/10
$36.52 $33.89▼ −7.20%▼ −5.97%$29.74 (−18.58%)
May 1, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$25.62 $25.35▼ −1.05%▼ −0.71%$29.74 (+16.06%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$25.53 $26.20▲ +2.62%▲ +2.46%$29.74 (+16.47%)
Apr 15, 2026
7w ago
144
NEUTRAL ★ 3/10
$23.88 $27.28▲ +14.24%▲ +13.99%$29.74 (+24.52%)
Apr 15, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$23.88 $27.28▼ −14.24%▼ −13.99%$29.74 (−24.52%)
Apr 1, 2026
9w ago
S-3ASR
NEUTRAL ★ 5/10
$23.99 $22.92▼ −4.46%▼ −4.94%$29.74 (+23.95%)
Showing 10 of 15

US Market Status

Market Closed — Opens in 6h 5m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access