DCO DUCOMMUN INC /DE/
Price Chart
Executive Summary
Two DCO directors received non-cash stock grants (1,200 shares each at $0) on May 27, 2026, while the VP & GC and CFO sold a combined 3,100 shares on May 20 for $453K. The sales occurred just 19 days after the company disclosed a material restatement (Item 4.02) for stock-based compensation errors that overstated operating income by $13.4M and EPS by $0.87 over 2024-2025. The non-cash grants are routine compensation and carry no economic signal, but the open-market sales by two senior officers shortly after a restatement raise timing concerns.
Key Financial Metrics
Actionable Insight
The $453K in insider sales is economically immaterial at 0.02% of market cap, but the proximity to a restatement disclosure warrants monitoring for further insider activity. Watch for additional Form 4 filings from C-suite executives in the next 30 days — a cluster of sales would amplify the bearish signal. The restatement itself is non-cash and narrow in scope (stock-based compensation timing), so the fundamental business operations remain intact.
Key Facts
- Two directors received non-cash stock grants of 1,200 shares each at $0 on May 27, 2026 — no economic value.
- VP & GC Tata Rajiv A. sold 1,600 shares for $234K on May 20, 2026.
- CFO Mookerji Suman B. sold 1,500 shares for $220K on May 20, 2026.
- Total open-market sales: $453K, representing ~0.02% of DCO's $2.3B market cap — below the 0.1% materiality threshold.
- Sales occurred 19 days after the May 1, 2026 8-K disclosing a restatement for stock-based compensation errors that overstated operating income by $13.4M and EPS by $0.87 over 2024-2025.
- The restatement is non-cash and does not affect revenue, gross margin, cash flow, or debt covenant compliance.
Financial Impact
Open-market sales of $453K (0.02% of market cap) are trivial in dollar terms, but the timing 19 days after a material restatement disclosure is the key concern.
Risk Factors
- Insider sales after a restatement may indicate management's lack of confidence in the restated numbers or future outlook.
- Further insider selling by additional executives could signal broader concerns.
- The restatement, while non-cash, may trigger SEC scrutiny or shareholder litigation.
- Potential negative sentiment from the restatement could pressure the stock despite no impact on cash flows.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DCO-1780087852465 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $165.00 $163.49 | ▼ −0.92% | ▼ −1.35% | $163.49 (−0.92%) |
|
May 22, 2026
29d ago
|
Insider Cluster
| $150.03 $148.62 | ▲ +0.94% | ▲ +2.02% | $163.49 (−8.97%) |
|
May 22, 2026
29d ago
|
Insider Cluster
| $150.03 $150.26 | ▼ −0.15% | ▲ +1.06% | $163.49 (−8.97%) |
|
May 20, 2026
4w ago
|
Insider Cluster
| $142.92 $152.22 | ▼ −6.51% | ▼ −4.66% | $163.49 (−14.39%) |
|
May 12, 2026
5w ago
|
Press Release
| $145.03 $145.36 | ▲ +0.23% | ▲ +0.15% | $163.49 (+12.73%) |
|
May 8, 2026
6w ago
|
10-K/A
| $137.23 $151.59 | ▼ −10.46% | ▼ −9.00% | $163.49 (−19.14%) |
|
May 4, 2026
6w ago
|
8-K
| $142.56 $145.03 | ▲ +1.73% | ▼ −0.25% | $163.49 (+14.68%) |
|
Apr 30, 2026
7w ago
|
Press Release
| $141.93 $137.74 | ▼ −2.95% | ▼ −4.68% | $163.49 (+15.19%) |
|
Apr 28, 2026
7w ago
|
Press Release
| $143.11 $142.56 | ▼ −0.38% | ▼ −2.08% | $163.49 (+14.24%) |
|
Mar 13, 2026
14w ago
|
DEFA14A
| $126.91 $122.73 | ▼ −3.29% | ▼ −1.25% | $163.49 (+28.82%) |
US Market Status
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