MRAM EVERSPIN TECHNOLOGIES INC.

BEARISH Impact: 5/10 Insider Cluster (3 insiders)
Horizon days Filed May 19, 2026 Processed 26d 12h ago
Insider cluster: 3 insiders, $2.1M total
Latest settled — T+5d ⚠ clustered
MRAM ▲ +3.56% at T+5d
SHORT call ✗ call lost -3.56% · α vs SPY -2.32% · entry $28.94 → $29.97
Next anchor: T+20d in 2d
Last close $24.41 (close Jun 12) · +15.65% from $28.94 entry (call sign-flipped)
Entry anchored
May 19, 04:05 PM ET
via Databento tick
T+1d
+12.13%
call -12.13% · α -11.93%
$32.45
settled 26d ago
T+5d
+3.56%
call -3.56% · α -2.32%
$29.97
settled 19d ago
T+20d
call — · α —
in 2d
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Three MRAM insiders (CEO and two directors) sold a combined $2.11M in open-market shares over a one-week window ending May 15, 2026. CEO Sanjeev Aggarwal also exercised and simultaneously sold options at $5.62–$0 strike, generating $411K in proceeds, while director Billerbeck accounted for $1.11M of total sales. At 0.27% of $782M market cap, the dollar value is modest but notable given it includes the CEO and the timing follows a 258% T+20 gain documented in a prior activist/catalyst report in early April.

Key Financial Metrics

Direction
selling
Total Value
$3.7M
Insiders
3

Actionable Insight

CEO sold $2.7M at $32.48 just 3 trading days after selling at $40 — accelerating pace and declining price suggest urgency. The strong April catalyst may be reaching an inflection point. Watch for Form 144 filings that could signal a secondary offering or 10b5-1 adoption anchoring the CEO's exit route. The prior historical win rate on this name is 100%, but the calibration data shows score-6 observations only beat the market 31% of the time — this 0.47% market-cap sale cluster leans notable but not transformative.

Key Facts

  • CEO Sanjeev Aggarwal sold 91,832 shares total across two dates ($3.05M), including a $2.70M block on 5/18 at $32.48 — below the 5/15 sale price of $40.
  • Director Glen Hawk sold 17,376 shares ($645K) and Director Darin Billerbeck sold 30,000 shares ($1.11M).
  • Total open-market sales by insiders: $3.7M (including the 5/18 CEO sale that extended the original 7d cluster window).
  • Three of four CEO sales are paired with option exercises at $5.62 or $0 strike, consistent with typical cashless exercise/sell-to-cover patterns.
  • All sales were above $32 — shares have rallied significantly from levels prior to the April 2026 event that generated +259% T+20 alpha.

Financial Impact

Total insider open-market sells of $3.7M (0.47% of market cap) over 11 days, with the CEO responsible for 83% of volume.

insider sellingshare supplyvaluation overhang

Risk Factors

  • Share overhang from potential follow-on offerings or further insider selling.
  • CEO's multiple option-exercise-and-sale patterns may indicate diversification, not bearish conviction, but the $32.48 price undershooting the prior sale is cautionary.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
88% bullish (8 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MRAM-1779221500390
16 reports for MRAM
Performance horizon
86% Hit rate 6 of 7 directional calls best @ T+20▲ +258.78%Apr 10, 2026
Filters
Rows
Reports for MRAM — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$23.43 awaiting T+1awaiting T+1$24.41 (+4.18%)
Jun 2, 2026
12d ago
Insider Cluster
BEARISH ★ 5/10
$28.57 $28.42▲ +0.53%▲ +0.93%$24.41 (+14.56%)
May 21, 2026
24d ago
Insider Cluster
BEARISH ★ 6/10
$32.70 $29.97▲ +8.35%▲ +8.36%$24.41 (+25.35%)
May 21, 2026
24d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.41 (+27.52%)
May 21, 2026
24d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.41 (+27.52%)
May 21, 2026
24d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.41 (+27.52%)
May 20, 2026
25d ago
144
NEUTRAL ★ 3/10
$32.45 $33.68▲ +3.79%▲ +3.34%$24.41 (−24.78%)
May 19, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$28.94 $32.45▼ −12.13%▼ −11.93%$24.41 (+15.65%)
May 19, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$28.94 $32.45▼ −12.13%▼ −11.93%$24.41 (+15.65%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 4/10
$33.35 $31.72▼ −4.89%▼ −4.24%$24.41 (−26.81%)
Showing 10 of 16

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