AEIS CLUSTER SEC Filing Analysis

Final — all horizons settled through T+60d ⚠ clustered

AEIS ▲ +3.57% at T+60d

NEUTRAL call ✓ call won +3.57% · α vs SPY -8.12% · entry $311.39 → $322.50

Last close $306.11 (close Jun 8) · -1.70% from $311.39 entry

Entry anchored
Mar 9, 03:59 PM ET
via Databento tick

T+1d

+1.11%

call +1.11% · α +1.21%

$314.84

settled 3mo ago

T+5d

+1.45%

call +1.45% · α +2.36%

$315.91

settled 3mo ago

T+20d

+17.84%

call +17.84% · α +18.00%

$366.95

settled 2mo ago

T+60d

+3.57%

call +3.57% · α -8.12%

$322.50

settled 7d ago

Price Chart

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Executive Summary

Two corporate insiders at Advanced Energy Industries (AEIS) sold shares in the past week, including CEO Stephen Douglas and Director Brian Shirley, generating proceeds of $165,900 and $382,800 respectively through open-market transactions. The total value of these sales is $548,650, representing a modest but notable insider selling cluster.

Key Financial Metrics

Direction

selling

Total Value

$548.6K

Insiders

2

Actionable Insight

Monitor for additional insider sales in the coming weeks; while this cluster is within normal range for a company of this size, CEO participation adds visibility. Consider in context of upcoming earnings or guidance changes.

Key Facts

CEO Stephen Douglas sold 543 shares for $165,875 via open-market transaction on March 10, 2026.
Director Brian Shirley sold 1,234 shares for $382,774 via open-market transaction on March 13, 2026.
Total proceeds from the two sales: $548,650.
All transactions were open-market sales (Form 4 codes: S), not related to option exercises, gifts, or tax events.
Total value represents approximately 0.0048% of AEIS's $11.5B market cap — below the 0.1% threshold for materiality.

Financial Impact

$548,650 in total open-market share sales by two insiders over 7 days

insider ownershipmarket sentiment

Risk Factors

Perception of negative sentiment if selling continues ahead of earnings or major announcements.
Potential misinterpretation of routine portfolio diversification as a fundamental concern.

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

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

Document	Accession Number
CONTEXT: Insider Cluster Data (2 trades, 7d window)	cluster-AEIS-1773438081878

7 reports for AEIS

T+1T+5T+20T+60

33% Hit rate 1 of 3 directional calls best @ T+5▲ +3.44%Mar 3, 2026

Filters

Reports for AEIS — sortable, filterable
	Type				Now
May 18, 2026 22d ago	8-K BEARISH ★ 7/10	$302.75 $329.13	▼ −8.71%	▼ −6.47%	$306.11 (−1.11%)
May 8, 2026 4w ago	8-K NEUTRAL ★ 3/10	$357.24 $344.60	▼ −3.54%	▼ −5.00%	$306.11 (−14.31%)
Apr 15, 2026 8w ago	Insider Cluster NEUTRAL ★ 4/10	$374.32 $377.19	▲ +0.77%	▼ −0.87%	$306.11 (−18.22%)
Mar 13, 2026 12w ago	Insider Cluster BEARISH ★ 5/10	$302.02 $317.21	▼ −5.03%	▼ −7.15%	$306.11 (−1.35%)
Mar 10, 2026 13w ago	Insider Cluster NEUTRAL ★ 3/10	$311.39 $315.91	▲ +1.45%	▲ +2.36%	$306.11 (−1.70%)
Mar 10, 2026 13w ago	Insider Cluster NEUTRAL ★ 4/10	$311.39 $315.91	▲ +1.45%	▲ +2.36%	$306.11 (−1.70%)
Mar 3, 2026 14w ago	Insider Cluster BEARISH ★ 6/10	$322.47 $311.39	▲ +3.44%	▲ +2.96%	$306.11 (+5.07%)

US Market Status

Market Closed — Opens in 7h 8m

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