ILMN ILLUMINA, INC. Insider Trading

Keith A. Meister sold 669,596 shares for $107,042,630.86 across 17 transactions over 4 days at ILMN.

Director Keith A. Meister executed 17 separate sales totaling 669,596 shares for $107,042,630.86 between May 28 and June 1, 2026, reducing his non-derivative holdings from 3,500,048 shares to 2,830,452 shares. The sales occurred across a blended average price of $159.86, slightly below the current price of $164.40, while ILMN trades at only -0.6% from its 52-week high of $165.37. His prior sells at ILMN have consistently underperformed: five recent sales on May 14 posted 30-day and 90-day returns of +10.3% to +13.1%, and the TIMING PATTERN reflects 0 of 5 prior sells were well-timed at the 90-day mark, indicating a pattern of selling before rallies rather than before declines. The stock's 30-day momentum of +21.1% and 90-day strength of +26.9% suggest the timing may follow the same pattern of prior underperformance, though the multi-day execution window and structured nature of these sales warrant monitoring to determine if this represents opportunistic reduction or part of a broader portfolio rebalancing.

Director Keith A. Meister sells 329,460 shares of ILMN for $47,931,974.51 across three days (May 12-14, 2026).

Director Meister sold 329,460 shares for $47,931,974.51 across three trading sessions, with transaction prices ranging from $102.82 to $148.14. His cross-ticker track record shows only 1 prior sell with a 90d well-timed rate of 0.00%, making this recent transaction his second open-market sale on record—a notable departure from his 19 prior buys at this and other companies. The timing is neutral to slightly unfavorable: stock is currently at $143.24 (7.9% below the 52-week high of $155.53), and his sales occurred near current price levels, capturing some of the recent momentum (30-day change: +9.9%) but not significantly ahead of or behind the market. Post-transaction, Meister retains 3,500,048 shares, indicating this was not a full exit. The irregular price progression and multi-day execution suggest a structured liquidation rather than a concentrated market signal.

Director Gottlieb Scott bought 200 ILMN shares at $117.81; stock down 24.4% from 52-week high, now trading $116.38.

Gottlieb Scott, a Director, purchased 200 shares of Illumina at $117.81 on 2026-02-09, increasing his holdings to 12,723 shares. The purchase price was approximately $1.43 above the current market price of $116.38, placing the transaction near recent lows following a steep 20% decline over the past 30 days. ILMN trades 24.4% below its 52-week high, though it remains profitable with $150.0M net income on $1.1B quarterly revenue. Scott's prior buy at this ticker on 2025-11-03 delivered a 90-day return of +18.6%, establishing a pattern of well-timed purchases at ILMN. The company's full-year net income turned negative despite current-quarter profitability, signaling operational headwinds that warrant investor attention. The insider's timing at a depressed price relative to recent history, combined with his prior success at this ticker, merits monitoring of the company's trajectory.

Director Gottlieb Scott buys 500 ILMN shares at $122.13; cross-ticker track record shows weak 30d returns, poor 90d win rate at 25%.

Gottlieb Scott purchased 500 shares of ILLUMINA at $122.13 on 2025-11-03, increasing his holdings from 12,023 to 12,523 shares. The stock has since risen 21.2% over 30 days and 28.2% over 90 days, trading at $122.44 (current). However, Scott's cross-ticker track record across his open-market history shows limited predictive value: his 4 prior buys averaged +0.5% 30-day returns with only a 25.00% win rate over 90 days, while his 9 prior sells averaged -4.7% 30-day returns (though +41.1% over 90 days, a poorly-timed outcome that suggests he exited before gains materialized). ILLUMINA itself faces headwinds: revenue declined 2.9% year-over-year, the company posted a negative net income for its most recent full fiscal year, and the stock trades at a P/E of 26.62 while down 21.1% from its 52-week high despite the recent rally. The transaction is modest in absolute terms ($61.1K) and represents a 4.2% increase in Scott's stake, offering limited insight into board-level conviction given his mixed prior execution across tickers.

CEO Jacob Thaysen bought 12,350 shares of ILMN for $998,674.44 across 7 transactions on May 12–13, 2025.

Thaysen Jacob, CEO of Illumina, acquired 12,350 shares totaling $998,674.44 across 7 separate purchases on May 12–13, 2025, at a blended average price of $80.86, increasing his stake from 71,040 to 83,390 shares (+17.4%). The transaction occurred while the stock trades at $78.21, down 49.6% from its 52-week high of $155.15, and Illumina reports full-year unprofitability and negative 2.9% annual revenue growth, suggesting the company faces headwinds. Notably, Thaysen's prior open-market buy activity at ILMN shows no measurable timing success: three prior buys in February 2024 each yielded negative 90-day returns (ranging from -20.4% to -21.7%), and his cross-ticker track record (3 prior buys) posted a 0.00% 90-day win rate with an average 90-day return of -21.0%, indicating a pattern of ill-timed acquisitions. The current purchase, transacted well above today's market price and into a period of weakness, warrants examination of its timing and strategic intent against the backdrop of the company's operational challenges.

CFO Ankur Dhingra buys 6,100 ILMN shares at $81.21, expanding stake +32.4% while stock down 49.6% from 52-week high.

Dhingra Ankur, SVP and Chief Financial Officer, purchased 6,100 shares (6.1K shares) at $81.21 on 2025-05-12, increasing his holdings from 18,806 to 24,906 shares (+32.4% increase in position size). The purchase occurred as ILLUMINA trades -49.6% below its 52-week high of $155.15, though the stock has recovered +4.2% over the past 30 days and is currently at $78.21. This is the CFO's fourth open-market buy across all his holdings, with his cross-ticker track record showing 3 prior buys averaging +113.3% 90-day returns with a 100% win rate. The context is notably complicated: ILLUMINA reported annual revenue decline of -2.9% year-over-year and negative full-year net income, despite a more recent quarterly revenue of $1.0B with $131.0M net income, suggesting operational stress or recent performance variance. An insider purchase of this magnitude from the CFO—particularly one that materially increases position concentration—warrants investor attention given the company's profitability challenge and the insider's demonstrated track record of profitable entry points.