MEC Mayville Engineering Company, Inc.

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 2, 2026 Processed 10d 13h ago
Insider cluster: 2 insiders, $1.1M total
Latest settled — T+1d
MEC ▲ +0.40% at T+1d
SHORT call ✗ call lost -0.40% · α vs SPY -0.00% · entry $32.55 → $32.68
Next anchor: T+5d due 4d ago
Currently $35.48 · -9.00% from $32.55 entry (call sign-flipped)
Entry anchored
Jun 2, 2026
via day open
T+1d
+0.40%
call -0.40% · α -0.00%
$32.68
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two insiders at Mayville Engineering Company (MEC) sold a total of ~$1.06M in open-market sales within a 7-day window, including the CEO and an EVP. The sales occurred 12-13 days after a $100M common stock offering (424B5) that closed on May 21, 2026, and the CEO's sale at $30.00 is 50% above the $20.00 offering price. The total sales represent ~0.17% of MEC's $633M market cap, which is modest but notable given the proximity to the dilutive offering and the CEO's participation.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
2

Actionable Insight

The CEO's sale at a 50% premium to the recent $20.00 offering price, combined with the EVP's sale, signals potential near-term caution from management. Monitor for any upcoming earnings or guidance updates that could explain the timing. The stock's recent run-up (from $20.00 to $30.00) may be at risk of a pullback if insiders continue to sell.

Key Facts

  • CEO Jagadeesh Reddy sold 17,942 shares at $30.00 for $538K on June 1, 2026
  • EVP Ryan Raber sold 20,000 shares at $26.00 for $520K on May 26, 2026
  • Total insider sales of ~$1.06M represent ~0.17% of MEC's $633M market cap
  • Sales occurred 12-13 days after a $100M common stock offering priced at $20.00/share (closed May 21, 2026)
  • CEO sold at $30.00, a 50% premium to the offering price, suggesting opportunistic profit-taking
  • No open-market purchases were reported in the cluster window

Financial Impact

Total insider sales of ~$1.06M, or ~0.17% of market cap

dilutioninsider sentiment

Risk Factors

  • Insider selling may indicate management sees the stock as fully valued post-offering
  • Further dilution risk if the underwriters' 30-day option for 652,000 additional shares is exercised
  • Potential negative sentiment from the market given the cluster of sales by top executives

Market Snapshot

Exchange
NYSE
Sector
Metal Forgings & Stampings
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MEC-1780436964802
7 reports for MEC
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+60▲ +63.82%May 16, 2026
Filters
Rows
Reports for MEC — sortable, filterable
Type Now
Jun 2, 2026
10d ago
Insider Cluster
BEARISH ★ 5/10
$32.55 $32.68▼ −0.40%▼ −0.00%$35.48 (−9.00%)
May 27, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$26.11 $26.85▼ −2.83%▼ −2.59%$35.48 (−35.89%)
May 21, 2026
23d ago
8-K
BEARISH ★ 7/10
$23.13 $25.45▼ −10.03%▼ −9.58%$35.48 (−53.39%)
May 19, 2026
24d ago
424B5
BEARISH ★ 7/10
$23.95 $23.13▲ +3.42%▲ +3.62%$35.48 (−48.14%)
May 16, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$18.85 $19.18▲ +1.75%▲ +3.06%$35.48 (+88.22%)
May 5, 2026
5w ago
8-K
BEARISH ★ 7/10
$23.35 $25.99▼ −11.31%▼ −11.64%$35.48 (−51.95%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$19.77 $21.02▲ +6.32%▲ +5.11%$35.48 (+79.46%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (50h 31m)

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