LFUS CLUSTER SEC Filing Analysis

Latest settled — T+5d

LFUS ▲ +0.65% at T+5d

NEUTRAL call ✓ call won +0.65% · α vs SPY -1.01% · entry $460.48 → $463.46

Next anchor: T+20d in 9d

Currently $472.14 · +2.53% from $460.48 entry

Entry anchored
May 21, 2026
via day open

T+1d

+3.54%

call +3.54% · α +2.95%

$476.77

settled 22d ago

T+5d

+0.65%

call +0.65% · α -1.01%

$463.46

settled 15d ago

T+20d

—

call — · α —

—

in 9d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

Three senior executives (SVP CHRO, SVP Electronics, SVP Transportation) sold a total of $5.13M in open-market sales over a 7-day window. The largest sale ($3.88M) was by the CHRO, representing ~0.046% of LFUS's $11.2B market cap. Two of the three sales were paired with derivative exercises at lower strike prices, indicating routine cashless exercises rather than purely directional bearish bets. The cluster is modest in size relative to market cap and lacks C-suite CEO/CFO selling, limiting its informational value.

Key Financial Metrics

Direction

selling

Total Value

$5.1M

Insiders

3

Actionable Insight

The cluster is too small relative to market cap to warrant a bearish read. The two largest sales were paired with derivative exercises, suggesting liquidity/vesting-driven activity rather than informed selling. The CEO's only transaction was a tax withholding. Monitor next earnings for any fundamental deterioration, but this insider activity alone does not signal material negative information.

Key Facts

Total open-market sales: $5.13M across 3 insiders over 7 days
Largest sale: SVP CHRO Maggie Chu sold 8,926 shares for $3.88M at $435.22
SVP Electronics Deepak Nayar sold 2,287 shares for $1.02M at $446.78, paired with derivative exercise at $240.76
SVP Transportation David Ruppel sold 506 shares for $225K at $445.16
CEO Gregory Henderson had only a tax-withholding transaction (27 shares, $12K) — no open-market activity
Total sales represent ~0.046% of LFUS's $11.2B market cap — well below 0.1% threshold for materiality
Two of three sales were cashless exercises (sell-to-cover or exercise-and-sell), reducing directional signal
No CFO or CEO open-market selling in the cluster

Financial Impact

Total insider selling of $5.13M, representing 0.046% of $11.2B market cap — trivial relative to company size

dilution

Risk Factors

Insider selling could accelerate if fundamentals weaken, but current cluster is too small to be predictive
No CFO or CEO selling reduces the cluster's informational content per academic literature

Market Snapshot

Exchange

Nasdaq

Sector

Switchgear & Switchboard Apparatus

Analyst Consensus

80% bullish (10 analysts)

Documents Analyzed

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

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-LFUS-1779397688297

5 reports for LFUS

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

Track record builds as more directional reports settle.

Filters

Reports for LFUS — sortable, filterable
	Type				Now
Jun 4, 2026 8d ago	Insider Cluster MIXED ★ 5/10	$480.29 awaiting T+5	awaiting T+5	—	$472.14 (−1.70%)
May 21, 2026 22d ago	Insider Cluster NEUTRAL ★ 4/10	$460.48 $463.46	▲ +0.65%	▼ −1.01%	$472.14 (+2.53%)
May 14, 2026 4w ago	8-K BULLISH ★ 7/10	$459.21 $443.91	▼ −3.33%	▼ −2.61%	$472.14 (+2.82%)
May 6, 2026 5w ago	8-K BULLISH ★ 8/10	$441.67 $456.23	▲ +3.30%	▲ +2.17%	$472.14 (+6.90%)
Mar 5, 2026 14w ago	8-K NEUTRAL ★ 3/10	$302.28 $326.18	▲ +7.91%	▲ +9.44%	$472.14 (+56.19%)

US Market Status

Market Closed — Opens Mon (48h 59m)

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