NUE NUCOR CORP

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon immediate Filed Jun 4, 2026 Processed 8d 17h ago
Insider cluster: 2 insiders, $3.5M total
Latest settled — T+1d
NUE ▼ -3.01% at T+1d
NEUTRAL call ✗ call lost -3.01% · α vs SPY -0.41% · entry $262.28 → $254.39
Next anchor: T+5d due yesterday
Currently $266.35 · +1.55% from $262.28 entry
Entry anchored
Jun 4, 10:45 AM ET
via Databento tick
T+1d
-3.01%
call -3.01% · α -0.41%
$254.39
settled 8d ago
T+5d
call — · α —
due yesterday
T+20d
call — · α —
in 20d
T+60d
call — · α —
in 3mo

Price Chart

Loading chart...

Executive Summary

Two Nucor EVPs sold a combined ~$3.5M in open-market stock during the first week of June: Kenneth Query sold $2.1M on June 1, and John Hollatz sold $1.4M (post-derivative exercise) on June 3. Separately, the company's annual equity grants and related tax-withholding transactions (21 additional non-cash entries) were processed on June 1, affecting a broad set of executives including the President/COO. The open-market sales are modest in size — ~0.006% of NUE's $58.7B market cap — and thus carry negligible informational value.

Key Financial Metrics

Direction
selling
Total Value
$3.5M
Insiders
2

Actionable Insight

These sales are dwarfed by NUE's market cap and are routine liquidity/compensation events. The annual restricted-stock grant cycle (June 1) triggered the tax-withholding dispositions and likely opened the window for secondary cash-outs. No bearish signal here; traders should instead focus on steel pricing, utilization rates, and Nucor's upcoming Q2 earnings for directional cues.

Key Facts

  • Kenneth Query (EVP) sold 8,400 shares at ~$251.42 on 6/1, totaling ~$2.1M
  • John Hollatz (EVP) sold 5,522 shares at ~$258.57 on 6/3, totaling ~$1.43M (post option exercise)
  • Combined open-market sales: ~$3.53M, representing ~0.006% of NUE's $58.7B market cap
  • Company issued annual restricted stock/unit grants to nine executives (President/COO, multiple EVPs) on 6/1 — all non-cash, zero value
  • Several executives surrendered shares for tax withholding on 6/1 (routine; non-discretionary)
  • Hollatz's $1.43M sale on 6/3 was a same-day cash-out following a derivative exercise — pre-planned monetization, not a discretionary bet
  • All open-market sales are <0.1% of market cap; per proportionality rules, this is trivial
  • Historical performance on NUE shows strong net positive returns after prior neutral reports, but the insider activity here carries no independent signal

Financial Impact

Combined insider cash-out of ~$3.5M; immaterial relative to $58.7B market cap (0.006%)

insider ownership — minimal reduction

Risk Factors

  • Steel price cycle downturn could pressure margins in H2; no read-through from these insider moves

Market Snapshot

Exchange
NYSE
Sector
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)
Analyst Consensus
71% bullish (24 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NUE-1780584380890
6 reports for NUE
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NUE — sortable, filterable
Type Now
Jun 4, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$262.28 $254.39▼ −3.01%▼ −0.41%$266.35 (+1.55%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$225.67 $226.44▲ +0.34%▲ +0.15%$266.35 (+18.03%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$225.29 $226.04▲ +0.33%▲ +0.11%$266.35 (+18.23%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$225.29 $226.04▲ +0.33%▲ +0.11%$266.35 (+18.23%)
Apr 30, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$225.29 $226.04▲ +0.33%▲ +0.11%$266.35 (+18.23%)
Apr 27, 2026
6w ago
8-K
BULLISH ★ 8/10
$225.11 $222.58▼ −1.12%▼ −1.11%$266.35 (+18.32%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (53h 14m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access