IRTC iRhythm Holdings, Inc.
Price Chart
Executive Summary
Director Abhijit Talwalkar exercised 5,312 options at $10.71, simultaneously sold 940 shares on the open market at ~$116, and repurchased 5,312 shares at $10.71 (the exercise price) — a net-zero cash transaction. Separately, CTO Brian Lawrence sold 1,000 shares at ~$120.80 for $122K. The cluster follows a strong Q1 earnings beat (revenue +25.7% YoY, raised FY2026 guidance) and is dominated by non-cash option exercises. Total open-market sales of ~$231K represent ~0.006% of market cap — trivial. No material directional signal.
Key Financial Metrics
Actionable Insight
This insider cluster is routine and non-informative. Director Talwalkar's transactions are a tax-neutral option exercise with no net economic exposure change. CTO Lawrence's $122K sale is typical portfolio diversification. The strong Q1 earnings and raised guidance dominate the narrative. No actionable trading signal from insider activity.
Key Facts
- Director Talwalkar exercised 5,312 options at $10.71, sold 940 shares at $116.05, and repurchased 5,312 shares at $10.71 — net cash effect near zero.
- CTO Lawrence sold 1,000 shares at $120.80 for $122K — a routine, small sale.
- Total open-market sales of ~$231K represent ~0.006% of $3.8B market cap — trivial.
- Q1 2026 revenue grew 25.7% YoY to $199.4M; net loss improved to -$13.9M from -$30.7M; FY2026 revenue guidance raised to $875-885M.
- No insider buying or selling of material economic significance relative to company size.
Financial Impact
Total open-market sales of ~$231K, or ~0.006% of market cap — immaterial.
Risk Factors
- No material insider risk identified from this cluster.
- Litigation expenses noted in Q1 earnings remain a watch item.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-IRTC-1778620351613 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 11, 2026
12d ago
|
144
| $118.31 $110.94 | ▼ −6.23% | ▼ −6.31% | $116.56 (−1.48%) |
|
May 4, 2026
20d ago
|
Insider Cluster
| $119.18 $116.84 | ▼ −1.96% | ▼ −4.90% | $116.56 (−2.20%) |
|
Apr 30, 2026
23d ago
|
Press Release
| $120.80 $124.87 | ▲ +3.37% | ▲ +1.02% | $116.56 (−3.51%) |
|
Apr 27, 2026
26d ago
|
Press Release
| $125.96 $119.18 | ▼ −5.38% | ▼ −5.78% | $116.56 (−7.46%) |
|
Apr 17, 2026
5w ago
|
DEFA14A
| $124.91 $125.96 | ▲ +0.84% | ▼ −0.07% | $116.56 (−6.68%) |
|
Feb 25, 2026
12w ago
|
Insider Cluster
| $135.90 $127.95 | ▲ +5.85% | ▲ +4.75% | $116.56 (+14.23%) |
|
Feb 25, 2026
12w ago
|
Insider Cluster
| $135.90 $127.95 | ▲ +5.85% | ▲ +4.75% | $116.56 (+14.23%) |
|
Feb 24, 2026
12w ago
|
Insider Cluster
| $137.10 $125.85 | ▲ +8.21% | ▲ +7.18% | $116.56 (+14.98%) |
|
Feb 24, 2026
12w ago
|
Insider Cluster
| $137.10 $125.85 | ▲ +8.21% | ▲ +7.18% | $116.56 (+14.98%) |
|
Feb 24, 2026
12w ago
|
Insider Cluster
| $137.10 $125.85 | ▼ −8.21% | ▼ −7.18% | $116.56 (−14.98%) |
US Market Status
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