LFUS LITTELFUSE INC /DE Insider Trading

Director Anthony Grillo sold 3,000 shares of LFUS for $1.4M at $451.96 avg; still holds 64.9K shares post-sale

Anthony Grillo, a director at Littelfuse, executed 5 separate sales totaling 3,000 shares (3.0K shares) for $1,355,867.35 ($1.4M) at a blended average price of $451.96 on 2026-06-11. The sale reduced his holdings by 4.4% to 64,928 shares (64.9K shares), leaving him with a substantial remaining position. The current stock price of $462.98 is -7.5% from the 52-week high of $500.57, while the company reported quarterly revenue of $656,969,000.00 ($657.0M) and net income of $75,147,000.00 ($75.1M), though full-year net income was negative. His cross-ticker track record shows 17 prior buys with an 85.71% 90-day win rate, but prior LFUS trades lack measurable outcomes, and the timing data provides no basis for concluding whether this sale represents a strategic market view or routine portfolio adjustment.

SVP Peter Sung-Jip Kim sold 10,171 shares for $4,944,833.10 at LFUS near 52-week high; retains 1,523 option shares

Peter Sung-Jip Kim, SVP & GM Industrial Business, executed 2 separate sales totaling 10,171 shares for $4,944,833.10 at blended average price $486.17 on 2026-06-02, reducing non-derivative holdings by 49.2% to 10,517 shares. The sales occurred near the 52-week high of $489.60 and follow strong recent momentum (30-day change: +14.2%, 90-day change: +49.8%). His prior 4 sales at LFUS over the past four months each generated positive 90-day returns (+24.1%, +24.3%, +24.7%, +25.1%), indicating his recent sells have not preceded price declines. The insider retains derivative holdings of 1,523 option shares, so this represents a partial reduction rather than an exit of his overall position.

SVP CHRO Maggie Chu sells 11,397 shares (65.5% of holdings) for $4,963,131.07 at LFUS

Maggie Chu, SVP and Chief Human Resources Officer at Littelfuse, executed 3 separate sales on 2026-05-20 totaling 11,397 shares for $4,963,131.07 at a blended average price of $435.48, reducing her holdings by 65.5% from 17,398 shares to 6,001 shares. This substantial reduction in equity stake occurs against a backdrop of mixed fundamentals: while the company achieved 8.9% annual revenue growth to $657.0M in the latest quarter and posted $75.1M in net income, it was unprofitable over the most recent full fiscal year, suggesting near-term profitability recovery but operational headwinds. The magnitude of the sale—representing roughly two-thirds of her prior position—and the title of the seller (HR executive) are noteworthy in context of financial distress in the prior year, though the absence of any public announcement or SEC disclosure of strategic necessity prevents definitive inference about executive confidence.

SVP electronics business Nayar Deepak sold 5,911 shares for $2,640,916.58 on 2026-05-18; holdings fall 54.8% to 4,882 shares

Nayar Deepak executed 3 separate sales totaling 5,911 shares for $2,640,916.58 at $446.78, reducing his holdings by 54.8% post-transaction to 4,882 shares remaining. The current price is $441.26, placing the executed trades near the 52-week high of $483.94 (within 8.8% of peak). Deepak's prior 5 sales at LITTELFUSE all showed positive 90-day returns (ranging 25.1%–27.0%), with 0 of 5 well-timed at the 90-day mark, indicating his historical sales at this ticker have preceded further stock appreciation rather than declines. The company reported positive net income of $75,147,000.00 in the latest quarter despite a full-year loss, alongside revenue growth of 8.9% year-over-year and a $11.2B market cap, providing no fundamental distress signal to explain the divestiture. The magnitude—over half his stake liquidated—stands out against a pattern of smaller, recurring sales.

Director Anthony Grillo sells 5,000 shares of LFUS for $1,731,219.40 on 2026-02-10 via 3 transactions; post-sale stake: 70,334 shares.

Anthony Grillo, a Director at Littelfuse Inc, executed 3 separate sales totaling 5,000 shares for $1,731,219.40 on 2026-02-10, reducing his stake by 6.6% to 70,334 shares. The stock has risen 29.7% in the past 30 days and 48.4% over the past 90 days, now trading at the 52-week high of $357.88, which is $11.64 above the blended sale price of $346.24. Grillo's prior four purchases at LFUS on 2025-02-06 each posted negative 90-day returns ranging from -5.6% to -6.7%, establishing no pattern of well-timed entry decisions at this ticker. His cross-ticker track record of 18 buys shows a 50% 90-day win rate with an average 90-day return of -2.7%, suggesting limited timing acumen in open-market activity. The sale occurs against a backdrop of elevated valuation (P/E: 75.18) and declining fundamentals (annual revenue growth: -7.3%), which provides modest context for a reduction in exposure.

SVP & Chief Accounting Officer Gorski sells 6,000 shares ($2.0M) at $337.23 avg on 2/5–2/6; stock at 52-week high.

Gorski executed 6 separate sales totaling 6,000 shares for $2,023,362.12 across two trading days (2/5–2/6) at an average price of $337.23, reducing his holdings by 48.3% from 12.4K to 6.4K shares. The sales occurred at prices very close to the current price of $349.68, which matches the 52-week high, and follow a sharp 30-day rally of +28.5% and a 90-day gain of +43.9%. The Chief Accounting Officer's position as a senior finance officer and the magnitude of the sale—nearly half his holdings—merit investor attention given the recent price momentum and elevated valuation (P/E 73.46). The timing at the 52-week high warrants review of whether this reflects routine portfolio management or reflects views on current valuations.

SVP & GM Electronics Business Nayar Deepak sells 8,875 shares for $2,853,744.74 at blended average $321.55; stock now $331.26.

Deepak executed 6 separate sales totaling 8,875 shares for $2,853,744.74 on 2026-02-02, reducing his holdings by 59.6% from 14,884 to 6,009 shares. The sales occurred at prices ranging from $320.40 to $325.50, with a blended average of $321.55, while the current price stands at $331.26—approximately 3.0% above the transaction prices. His prior three sales at LITTELFUSE showed mixed post-sale performance: two December 2025 sales each gained 1.3% within 30 days, and a May 2023 sale was well-timed with a 90-day decline of 1.4%, though the recent sales are too recent for complete 90-day outcome measurement. The company faces a 7.3% annual revenue decline with a high P/E of 69.59, and the stock has already recovered 22.4% over the past 30 days and 37.3% over 90 days, placing it near the 52-week high of $331.94.

SVP Industrial Business Kim Peter Sung-Jip sold 5,488 shares for $1,790,985.17 (4 transactions, avg $326.35)

Kim Peter Sung-Jip, SVP and GM of Industrial Business at Littelfuse, executed 4 separate sales totaling 5,488 shares for $1,790,985.17 on February 2, 2026, reducing holdings by 35.0% from 15,663 to 10,175 shares. The blended average transaction price of $326.35 is near the current market price of $331.26, which sits 0.2% from the 52-week high of $331.94, indicating the sales occurred at relatively peak valuations. Littelfuse stock has appreciated significantly in recent periods (30-day change: +22.4%, 90-day change: +37.3%), yet underlying fundamentals show revenue declined 7.3% year-over-year while the P/E of 69.59 reflects high valuation multiples relative to net income of $69,522,000.00 on quarterly revenue of $624,640,000.00. The magnitude of this reduction—approximately one-third of Sung-Jip's pre-transaction position—warrants scrutiny into whether this represents a material reassessment of equity value at current price levels.

Stafford (EVP, CLO) sold 16,839 shares of LFUS for $5,476,873.03 across 3 transactions; exits 37.1% of holdings near 52-week high

Stafford Ryan K executed a substantial three-part divestiture totaling 16,839 shares (16.8K shares) for $5,476,873.03 at a blended average price of $325.25 on 2026-02-02, reducing his holdings from 45,430 shares (45.4K shares) to 28,591 shares (28.6K shares), representing a -37.1% reduction in his position. The sale occurred while the stock was trading near its 52-week high (current price $331.26, only -0.2% from the $331.94 peak), and follows a strong 30-day rally of +22.4% and 90-day gain of +37.3%. At the same ticker, his prior 4 measurable sales (all at LFUS) had 90-day outcomes showing consistent underperformance (ranging from -7.5% to -8.2%), with a 100% well-timed rate at the 90-day mark. The company's P/E of 69.59 is notably elevated, while annual revenue growth stands at -7.3%, creating a backdrop of valuation premium against contracting revenues. The scale of the sale—reducing holdings by more than one-third in a single filing—combined with the elevated valuation and prior pattern of his LFUS sales preceding downturns, warrants tracking near-term price action and earnings metrics.

CLO Ryan Stafford sold 2,162 shares of LFUS at $268.31; prior 4 LFUS trades all showed 90d declines.

Executive VP, CLO & Corp Sec Ryan K Stafford sold 2,162 shares at $268.31 on 2025-12-11, reducing holdings from 30,753 to 28,591 shares. His prior four trades at LFUS (all sales between May 2024 and August 2025) each generated negative 90-day returns ranging from -7.5% to -8.2%, establishing a consistent pattern: all 4 prior LFUS sells were well-timed at the 90-day mark. The stock currently trades at $260.55, down -4.3% from the 52-week high of $272.25 (near the sale price), and has risen 8.3% over 30 days. LFUS carries a P/E of 54.74 against annual revenue growth of -7.3%, suggesting elevated valuation amid revenue contraction. The historical timing accuracy at this specific ticker warrants investor attention as a potential signal of near-term weakness, though the current 30-day trajectory remains positive.