MRAM EVERSPIN TECHNOLOGIES INC.

BEARISH Impact: 6/10 Insider Cluster (6 insiders)
Horizon days Filed May 21, 2026 Processed 18d 9h ago
Insider cluster: 4 insiders, $4.4M total
Latest settled — T+5d ⚠ clustered
MRAM ▼ -10.60% at T+5d
SHORT call ✓ call won +10.60% · α vs SPY +12.28% · entry $33.68 → $30.11
Next anchor: T+20d in 12d
Last close $24.30 (close Jun 8) · +27.85% from $33.68 entry (call sign-flipped)
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
-2.91%
call +2.91% · α +3.50%
$32.70
settled 19d ago
T+5d
-10.60%
call +10.60% · α +12.28%
$30.11
settled 12d ago
T+20d
call — · α —
in 12d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Multiple MRAM insiders, including directors and the CEO, sold shares totaling ~$4.43M over a one-week window. The CEO's $2.7M open-market sale on May 18 at ~$32.48 and the CFO's $291K sale on May 20 are the most notable cash transactions. Director grants are non-cash stock awards ($0 value). At roughly 0.58% of Everspin's $761M market cap, the cluster is modest but notable, and the cross-filing context (amplifier pairs firing) increases the significance. The historical insider cluster calibration shows the 'cluster + press context' and 'cluster + earnings context' combinations have been strong amplifiers, suggesting heightened informational content around these trades.

Key Financial Metrics

Direction
selling
Total Value
$4.4M
Insiders
6

Actionable Insight

CEO and CFO both sold shares for cash within 3 days, at prices near $29-$32, well above recent exercise prices. This is the strongest insider-selling signal for MRAM in months. Monitor for an upcoming earnings pre-announcement or material news — the insider sales cluster coinciding with cross-filing amplifier pairs (cluster + earnings, cluster + agreement) suggests insiders may be de-risking ahead of a catalyst. Consider hedging or reducing position if holding MRAM common stock.

Key Facts

  • CEO Aggarwal Sanjeev sold 83,048 shares open-market at ~$32.48 for $2.70M on May 18
  • CFO William Cooper sold 10,000 shares open-market at $29.13 for $291K on May 20
  • Director RIBAR GEOFFREY sold 27,488 shares at $28.87 for $794K on May 20
  • Total insider cash sales in cluster: ~$4.43M, representing ~0.58% of market cap
  • Three directors received non-cash stock grants of 3,852 shares each at $0
  • CEO also exercised options on May 18 and May 20, netting ~$104K via cashless exercise
  • All cash sales were open-market; no 10b5-1 plan pattern detected (irregular sizes, concentrated dates)
  • Cluster crosses a week with amplified calibration pairs (cluster + earnings context, cluster + agreement context, cluster + press context)

Financial Impact

~$4.43M in insider cash sales, 0.58% of market cap sold in one week

insider holdingsmarket perception

Risk Factors

  • CEO selling 73% of exercised shares immediately on conversion — classic 'sell-the-exercise' pattern
  • CFO sold 100% of his disclosed open-market transaction; no buys to offset
  • Insider sales cluster not accompanied by any insider open-market purchases in the window
  • Historical MRAM insider reports show extreme positive drift at T+20 even on neutral reports; this bearish signal may be a counter-indicator if the company's fundamental trajectory remains positive
  • Directors receiving grants is neutral — no cash pressure, but does not offset selling

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-1779482548626
15 reports for MRAM
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +258.78%Apr 10, 2026
Filters
Rows
Reports for MRAM — sortable, filterable
Type Now
Jun 2, 2026
7d ago
Insider Cluster
BEARISH ★ 5/10
$28.57 $28.42▲ +0.53%▲ +0.93%$24.30 (+14.95%)
May 21, 2026
19d ago
Insider Cluster
BEARISH ★ 6/10
$32.70 $29.97▲ +8.35%▲ +8.36%$24.30 (+25.69%)
May 21, 2026
19d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.30 (+27.85%)
May 21, 2026
19d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.30 (+27.85%)
May 21, 2026
19d ago
Insider Cluster
BEARISH ★ 6/10
$33.68 $32.70▲ +2.91%▲ +3.50%$24.30 (+27.85%)
May 20, 2026
20d ago
144
NEUTRAL ★ 3/10
$32.45 $33.68▲ +3.79%▲ +3.34%$24.30 (−25.12%)
May 19, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$28.94 $32.45▼ −12.13%▼ −11.93%$24.30 (+16.03%)
May 19, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$28.94 $32.45▼ −12.13%▼ −11.93%$24.30 (+16.03%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 4/10
$33.35 $31.72▼ −4.89%▼ −4.24%$24.30 (−27.14%)
May 11, 2026
29d ago
144
NEUTRAL ★ 2/10
$44.01 $44.01· 0.00%▼ −0.54%$24.30 (−44.79%)
Showing 10 of 15

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